Initiating Rapid Micro Biosystems at 'buy' with $4.60 fair value, driven by strong growth potential in automated microbial quality control market. Growth Direct platform offers clear advantages over manual MQC, with automation, regulatory benefits, and a $10B addressable market opportunity. Merck partnership is a key catalyst, enabling global distribution, supply chain optimization, and improved gross margins for Rapid Micro Biosystems.
In the closing of the recent trading day, Merck (MRK) stood at $79.96, denoting a -1.91% move from the preceding trading day.
Merck & Co., Inc. (NYSE:MRK ) HIV Investor Event July 17, 2025 9:00 AM ET Company Participants Chirfi Guindo - Senior VP & Chief Marketing Officer of Human Health Eliav Barr - Chief Medical Officer & Head of Global Clinical Development of Merck Research Laboratories Elizabeth Rhee - Corporate Participant Kathryn Hayward - Corporate Participant Peter Dannenbaum - Vice President of Investor Relations Conference Call Participants Alexandria Janet Hammond - Wolfe Research, LLC Asad Haider - Goldman Sachs Group, Inc., Research Division Courtney Breen - Sanford C. Bernstein & Co., LLC.
I reiterate my Hold rating on Merck & Co., Inc. and downgrade Gilead Sciences, Inc. to Sell, as MRK outperforms on dividend growth and valuation metrics. Compared to GILD, MRK features a longer dividend growth streak, a higher recent dividend increase, and a superior PEGY ratio. Both companies have similar payout ratios and mixed buyback histories, but GILD's inventory management is notably better than MRK's.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
In the closing of the recent trading day, Merck (MRK) stood at $81.52, denoting a -2.57% move from the preceding trading day.
MRK launches Phase III trials for its once-monthly HIV prevention pill MK-8527, aiming to rival Gilead's daily PrEP options.
Merck's impending Verona buyout and recent biotech deals aim to expand its pipeline and cut reliance on Keytruda sales.
MRK's regulatory filing for once-daily HIV pill DOR/ISL gets FDA acceptance, with a decision expected by April 2026.
Merck (MRK) closed the most recent trading day at $83.71, moving +2.88% from the previous trading session.
MRK banks on new launches as Keytruda faces a looming patent cliff and Gardasil weakens amid China's demand slump.
Verona Pharma's stock soars toward a record after $10 billion buyout deal with Merck.