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MRK · Archive

MRK · Monthly research archive

Every month we publish a fresh rating. Read prior months' commentary, ratings, and price trend at a glance.

2026-05Aanhouden

MRK May 2026 · hold

Merck is a mature cash-generator currently heavily reliant on its blockbuster oncology drug Keytruda and the Gardasil vaccine franchise. While near-term cash flows and dividend safety are robust, the long-term investment thesis hinges on management's ability to successfully commercialize its pipeline of Antibody-Drug Conjugates (ADCs) and leverage M&A to offset the massive patent cliff approaching in 2028.

$112.30