출처: Investing.com, 2026-08-19 5:08 PM ET
원문 링크: investing.com
관련(동일 이벤트) 보도: CNBC
Morgan Stanley upgraded Merck to Overweight from Equalweight and raised its price target to $179 from $116, citing new product cycles offsetting Keytruda revenue declines, supported by positive Phase 3 data from the INT melanoma trial conducted with Moderna.
The firm raised its valuation assumption to 17x price-to-earnings from 11x, reflecting confidence in the company's catalyst-driven growth trajectory, and cited Merck's capital allocation and business development strategy as generating returns, with base-case projections showing flat revenues through the Keytruda patent cliff.
Analyst Terence Flynn noted that "pipeline optionality (including intismeran autogene and sac-TMT for oncology and tulisokibart in inflammatory bowel disease) could enable growth for MRK beyond the Keytruda cliff."
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