Calls
2
Belén Garijo
CEO, Merck KGaA
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 20
$393.50
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Garijo says the semiconductor sector is being driven by the booming AI cycle and that Merck KGaA is at the center of capturing that opportunity, with strong momentum in its electronics business and launches in the U.S. and Europe.
Thematic ETFs
Long
Jan 20
$126.25
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Garijo says Merck KGaA has spent years preparing for trade restrictions and is resilient because it has a large U.S. workforce and extensive U.S. manufacturing footprint, allowing it to collaborate with the U.S. administration. She also says the company signed an agreement to supply its fertility franchise in the U.S. at affordable prices, improving patient access.
Pharma & Biotech
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Belén Garijo has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
