We will tune in on the morning of the 24th, to see — but I think you may safely assume Merck will outperform its mega-cap peers. We will be most interested in the progress — in unwinding the supply glut of Gardasil, in China — and Mr. Davis’s view on whether the US governmental payor price-negotiations measure, from Mr. Biden’s time in office… will continue and/or expand, under Trump.

While the below looks to be a bot-generated media piece, the figures are all that matter — and they are… accurate, to my experienced eye:

…Valued at $200 billion by market cap, the company delivers… prescription medicines, vaccines, biologic therapies, animal health, and consumer care products, which it markets directly and through its joint ventures. The pharmaceutical giant is expected to announce its fiscal first-quarter earnings for 2025 before the market opens on Thursday, Apr. 24.

Ahead of the Q1 earnings release, analysts expect Merck to report a profit of $2.16 per share on a diluted basis, up 4.4% from $2.07 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s estimates, in its last four quarterly reports. . . .

Analysts’ consensus opinion on Merck is reasonably bullish, with a “Moderate Buy” rating overall. Out of 23 analysts covering the stock, 15 advise a “Strong Buy” rating, and eight give a “Hold.” Merck’s average analyst price target is $110.19, indicating an ambitious potential upside of 39.2% from the current levels….

Now you know. Onward, resolutely.

नमस्ते