Merck & Company

MRK-N

NYSE:MRK

79.58
0.80 (1.02%)
Merck & Co., Inc., d.b.a. Merck Sharp & Dohme outside the United States and Canada, is an American pharmaceutical company and one of the largest pharmaceutical companies in the world.
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Analysis and Opinions about MRK-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 21, 2017

Pfizer (PFE-N) or Merck (MRK-N)? Neither. These companies did very, very well back in the last part of the last century. Patent protection laws really haven’t given them enough of a boost to be able to cover the enormous costs of developing and testing the drugs, and there is a high failure rate. The companies have made massive consolidations. They’ve tried to grow by spending less. He would look at the Bio-Pharma area instead, such as Biogen (BIIB-Q) or Celgene (CELG-Q). Financially, these companies are in good shape and are growing.

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Pfizer (PFE-N) or Merck (MRK-N)? Neither. These companies did very, very well back in the last part of the last century. Patent protection laws really haven’t given them enough of a boost to be able to cover the enormous costs of developing and testing the drugs, and there is a high failure rate. The companies have made massive consolidations. They’ve tried to grow by spending less. He would look at the Bio-Pharma area instead, such as Biogen (BIIB-Q) or Celgene (CELG-Q). Financially, these companies are in good shape and are growing.

PAST TOP PICK
PAST TOP PICK
May 10, 2017

(A Top Pick Feb 22/17. Up 30.86%.) His thesis on this was that this was one of the leaders in immuno ecology.

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(A Top Pick Feb 22/17. Up 30.86%.) His thesis on this was that this was one of the leaders in immuno ecology.

PAST TOP PICK
PAST TOP PICK
February 22, 2017

(A Top Pick June 22/16. Up 16.19%.) The one thing he liked about this was the diversified pipeline, but really it was their immuno oncology drug that has been the front runner.

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Merck & Company (MRK-N)
February 22, 2017

(A Top Pick June 22/16. Up 16.19%.) The one thing he liked about this was the diversified pipeline, but really it was their immuno oncology drug that has been the front runner.

TOP PICK
TOP PICK
February 22, 2017

This company has the Mojo right now. Their drugs are definitely working. They have the first-line treatment in very specific lung cancer. Has a huge pipeline of trials going on with Keytruda. He continues to think immuno oncology is fast growing and that there is going to be further positive results coming out over the next couple of years. Dividend yield of 2.88%. (Analysts’ price target is $69.11.)

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Merck & Company (MRK-N)
February 22, 2017

This company has the Mojo right now. Their drugs are definitely working. They have the first-line treatment in very specific lung cancer. Has a huge pipeline of trials going on with Keytruda. He continues to think immuno oncology is fast growing and that there is going to be further positive results coming out over the next couple of years. Dividend yield of 2.88%. (Analysts’ price target is $69.11.)

COMMENT
COMMENT
January 27, 2017

Merck (MRK-N) or Johnson & Johnson (JNJ-N) for safety? For safety, he would attribute that more to J&J. This one is a little more growth oriented. They are spending a lot on research and development and looking at growing their current product offerings. That’s great for a longer-term investor.

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Merck & Company (MRK-N)
January 27, 2017

Merck (MRK-N) or Johnson & Johnson (JNJ-N) for safety? For safety, he would attribute that more to J&J. This one is a little more growth oriented. They are spending a lot on research and development and looking at growing their current product offerings. That’s great for a longer-term investor.

COMMENT
COMMENT
January 25, 2017

They’ve had great success in their drug for lung cancer. Lung cancer is about a 5th of the demand for immuno ecology agents, but the balance of the market is 4X larger and consists of many indications. If you look at who is in the lead, it is more often Bristol-Myers (BMY-N) than this company. Merck had incorrectly been left behind on valuation, but that has now been lifted. Capital markets are looking at who wins and who loses in immunology as an absolute, but that is not the case, it is going to be a balance between the 2. This is a fine company and the valuation is reasonable, but he would rather be with Bristol-Myers. (See Top Picks.)

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Merck & Company (MRK-N)
January 25, 2017

They’ve had great success in their drug for lung cancer. Lung cancer is about a 5th of the demand for immuno ecology agents, but the balance of the market is 4X larger and consists of many indications. If you look at who is in the lead, it is more often Bristol-Myers (BMY-N) than this company. Merck had incorrectly been left behind on valuation, but that has now been lifted. Capital markets are looking at who wins and who loses in immunology as an absolute, but that is not the case, it is going to be a balance between the 2. This is a fine company and the valuation is reasonable, but he would rather be with Bristol-Myers. (See Top Picks.)

PAST TOP PICK
PAST TOP PICK
October 28, 2016

(Top Pick Nov 23/15, Up 14.41%) It has fulfilled what he thought. It has a multiyear pipeline of drugs still coming.

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Merck & Company (MRK-N)
October 28, 2016

(Top Pick Nov 23/15, Up 14.41%) It has fulfilled what he thought. It has a multiyear pipeline of drugs still coming.

COMMENT
COMMENT
August 3, 2016

The difficulty that chemically based pharmaceuticals have had is basically with current legislation. They spend a lot of money developing drugs, and then they go off patent in a few years and they lose that revenue stream. If you look at the financials of all of the majors, basically it is a flat revenue picture, and any cash flow or earnings progress is made through cost cutting. He would prefer the bio side, such as Biogen (BIIB-Q), Celgene (CELG-Q), etc.

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Merck & Company (MRK-N)
August 3, 2016

The difficulty that chemically based pharmaceuticals have had is basically with current legislation. They spend a lot of money developing drugs, and then they go off patent in a few years and they lose that revenue stream. If you look at the financials of all of the majors, basically it is a flat revenue picture, and any cash flow or earnings progress is made through cost cutting. He would prefer the bio side, such as Biogen (BIIB-Q), Celgene (CELG-Q), etc.

TOP PICK
TOP PICK
June 22, 2016

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

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He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

PAST TOP PICK
PAST TOP PICK
March 15, 2016

(A Top Pick March 16/15. Down 5.13%.) Has an 8-9% organic growth over the next 5-year model. A lot of new drugs are coming on. Every time it dips to $50, he adds for new clients. Dividend yield of 3.5%. Looking for high $50-$60 in the next year.

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Merck & Company (MRK-N)
March 15, 2016

(A Top Pick March 16/15. Down 5.13%.) Has an 8-9% organic growth over the next 5-year model. A lot of new drugs are coming on. Every time it dips to $50, he adds for new clients. Dividend yield of 3.5%. Looking for high $50-$60 in the next year.

HOLD
HOLD
January 28, 2016

One of the blue chip pharma companies out there that will do well if you buy it and tuck it away for a while in an uncertain world while it pays you a good divided. With people getting older and a bigger need for drugs, they have a lot of patents and a good pipeline.

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Merck & Company (MRK-N)
January 28, 2016

One of the blue chip pharma companies out there that will do well if you buy it and tuck it away for a while in an uncertain world while it pays you a good divided. With people getting older and a bigger need for drugs, they have a lot of patents and a good pipeline.

HOLD
HOLD
December 15, 2015

Don’t sell because you’ve done well. They have a pretty good pipeline. If they continue to do good things, don’t pull the trigger, just watch it.

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Merck & Company (MRK-N)
December 15, 2015

Don’t sell because you’ve done well. They have a pretty good pipeline. If they continue to do good things, don’t pull the trigger, just watch it.

TOP PICK
TOP PICK
November 23, 2015

These are the anti-acquisition guys. There are a whole lot of low risk opportunities on drugs they will develop themselves.

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Merck & Company (MRK-N)
November 23, 2015

These are the anti-acquisition guys. There are a whole lot of low risk opportunities on drugs they will develop themselves.

DON'T BUY
DON'T BUY
September 24, 2015

He has always been slightly cautious of the patent protected pharma industry. Drugs are very expensive to create, then eventually they come off patent and also there is always the risk of litigation. He prefers TEVA-N, who changed a drug to be several times ago and were able to extend their patent.

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Merck & Company (MRK-N)
September 24, 2015

He has always been slightly cautious of the patent protected pharma industry. Drugs are very expensive to create, then eventually they come off patent and also there is always the risk of litigation. He prefers TEVA-N, who changed a drug to be several times ago and were able to extend their patent.

COMMENT
COMMENT
June 16, 2015

For many years he has tended to stay clear of the traditional pharmaceuticals that have primarily chemical-based compounds. Feels that from a financial standpoint they have a very stiff breeze in their face. The generic drug legislation in the US moves these drugs away from these companies and into the hands of generic operators. Basically the pharmas lose a lot of the revenue oomph that they are providing.

Show full opinionHide full opinion

For many years he has tended to stay clear of the traditional pharmaceuticals that have primarily chemical-based compounds. Feels that from a financial standpoint they have a very stiff breeze in their face. The generic drug legislation in the US moves these drugs away from these companies and into the hands of generic operators. Basically the pharmas lose a lot of the revenue oomph that they are providing.

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