A Glance At Q1 2025 Expectations, For Merck -- Looking Very Solid, Even In The Middle Of Tangerine 2.0's Tariff Insanity...

We will tune in on the morning of the 24^th, 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.

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