MRK Merck & Co., Inc. Loading... : Bullish and Bearish Analyst Opinions
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13:14
Sep 02
Sep 02
Author critiques MRNA's melanoma market size estimate versus RVMD's economics.
Author critiques MRNA's melanoma market size estimate versus RVMD's economics, framing it as a factual comparison rather than a trade call.
LOW
05:12
Sep 01
Sep 01
Author notes healthcare stocks are setting up in a strong uptrend and lists XLV's top holdings.
Author notes healthcare stocks are setting up in a strong uptrend and lists XLV's top holdings as a watchlist, not an explicit position.
LOW
00:34
Sep 01
Sep 01
Merck transforming into growth with multiple expansion.
Yee is super bullish on Merck because it is transforming from an old sleepy pharma with a big patent cliff into a growth company, which he thinks supports multiple expansion. He points to multiple upcoming portfolio catalysts, including the Merck-Moderna cancer vaccine and a new ADC/sac-TMT cancer drug later this year.
HIGH
13:24
Aug 28
Aug 28
Moderna and Merck shares decline after BioNTech halts its cancer vaccine trial.
Moderna and Merck shares decline after BioNTech halts its cancer vaccine trial, with Moderna having recently completed a convertible offering.
21:00
Aug 26
Aug 26
A top-20 pharma customer (likely Merck) has gone live with AI across its field force, validating Veeva's AI capabilities and creating a strong reference case.
LOW
20:30
Aug 26
Aug 26
Agilent's pharma reshoring orders are arriving sooner than expected, with orders from five top-10 pharma companies already booked, suggesting the 'reshoring' narrative is converting to tangible revenue earlier than anticipated, with instruments and services being fully incremental. — Incremental demand from reshoring could provide a multi-year growth tailwind, especially for instrument sales, ahead of expectations.
MED
15:11
Aug 26
Aug 26
The author argues that strategic interest alone is usually sufficient for a deal to work out.
The author argues that strategic interest alone is usually sufficient for a deal to work out, responding to concerns about valuation differences without taking a directional position.
12:47
Aug 25
Aug 25
News wire reports a broad list of price target raises and cuts across dozens of stocks.
News wire reports a broad list of price target raises and cuts across dozens of stocks from various banks, with no directional commentary or personal market views expressed.
14:45
Aug 24
Aug 24
Cancer vaccine data unlocks next opportunities
The unexpected Phase 3 cancer vaccine data from Moderna and Merck was a major positive that opens the question of where these vaccines can go next, with trials ongoing in other tumor types and the full data set expected at a cancer conference later this fall.
MED
02:18
Aug 24
Aug 24
Author corrects a factual misunderstanding about the MRK/MRNA trial endpoints.
Author corrects a factual misunderstanding about the MRK/MRNA trial endpoints, noting no measurable disease and RFS/OS as outcomes, without expressing a trade view.
LOW
22:31
Aug 23
Aug 23
Author argues that preventative approaches from MRK/MRNA would reduce Iovance's addressable.
Author argues that preventative approaches from MRK/MRNA would reduce Iovance's addressable market, a competitive analysis rather than a trade position.
LOW
04:31
Aug 22
Aug 22
MRNA/MRK report strong melanoma vaccine results
Reports strong melanoma vaccine/treatment results from MRNA and MRK; a positive clinical development but no personal directional trading stance stated.
LOW
20:24
Aug 21
Aug 21
Cancer vaccine data boosts Moderna, Merck.
Moderna's surge is driven by late-stage data showing its personalized cancer vaccine developed with Merck reduced melanoma recurrence, raising expectations for treating the deadliest form of skin cancer and boosting the broader strategy of using the body's immunity to fight disease. Merck also hit an all-time high on the news.
HIGH
20:58
Aug 20
Aug 20
Melanoma mRNA vaccine Phase 3 succeeds
Reports Moderna and Merck's individualized mRNA melanoma vaccine met recurrence-free survival and distant-metastasis endpoints in Phase 3, with regulatory discussions underway. No directional trade stance stated.
LOW
03:06
Aug 20
Aug 20
Endorses view pushing back on AI hype.
Endorses view that Moderna and Merck's Phase 3 results are a real scientific breakthrough but not an AI discovery.
LOW
02:15
Aug 20
Aug 20
Positive mRNA/Keytruda combo data lifts both.
Moderna's personalized mRNA melanoma vaccine combined with Merck's Keytruda met its primary endpoint and showed significantly better recurrence-free survival than Keytruda alone. AI accelerated mutation selection and analysis, enabling six-week personalized vaccine production. The data validate a broader personalized cancer vaccine platform beyond melanoma, so both Moderna and Merck rallied and can continue re-rating as the pipeline expands into lung, bladder, and kidney cancer.
HIGH
23:22
Aug 19
Aug 19
Author expresses confusion over the market's reaction to trial results.
Author expresses confusion over the market's reaction to trial results, estimating modest NPV for both companies without taking a directional position.
MED
23:17
Aug 19
Aug 19
Moderna vaccine news fuels massive upside
Merck and Moderna have an experimental vaccine that cut the risk of melanoma coming back, driving Moderna shares up about 177% and pressuring Moderna shorts by roughly $5.5 billion. The news is especially positive for Moderna investors because it helps Moderna diversify beyond being known only for COVID.
HIGH
22:39
Aug 19
Aug 19
Author argues the massive stock reaction reflects a short squeeze rather than fundamental data.
Author argues the massive stock reaction reflects a short squeeze rather than fundamental data, dismissing the trial result as non-organic trading dynamics.
22:18
Aug 19
Aug 19
Positive cancer vaccine trials expand mRNA potential.
Moderna and Merck surged following positive clinical trial results for their personalized cancer vaccine combined with Keytruda in treating melanoma. The market is highly optimistic because this customized mRNA approach could potentially be applied to other types of cancer like lung, bladder, and kidney cancer.
HIGH
20:44
Aug 19
Aug 19
mRNA cancer vaccine data boosts MRK/MRNA.
The first-ever Phase 3 trial of an mRNA-based personalized cancer vaccine combined with Merck's Keytruda reduced the risk of melanoma recurrence and spread versus Keytruda alone. Analysts say the results boost confidence that the shot could work across multiple cancer types and become a multi-billion-dollar product for both Merck and Moderna.
HIGH
17:49
Aug 19
Aug 19
Keytruda combo reduces melanoma recurrence
Dr. Dean Lee argues the Phase 3 data show adding Moderna's personalized cancer treatment to Keytruda reduced recurrence or death in high-risk melanoma, extending the Keytruda franchise. He notes Keytruda is already approved across 20 cancer types, its first success was melanoma, providing a roadmap for lung, bladder, kidney, stomach and pancreas trials, and regulators are already familiar with the technology.
HIGH
16:54
Aug 19
Aug 19
Merck offers best cancer vaccine exposure.
Merck is the best way to play the melanoma vaccine data because it avoids the short-covering and dilution dynamics in Moderna, and the combination is setting up for a clinically meaningful, possibly 35%, reduction in melanoma recurrence risk.
HIGH
16:52
Aug 19
Aug 19
Moderna and Merck report that a personalized vaccine reduced melanoma recurrence.
Moderna and Merck report that a personalized vaccine reduced melanoma recurrence in a late-stage trial, boosting expectations for mRNA technology.
16:16
Aug 19
Aug 19
Moderna and Merck report successful vaccine trial
Cites report of successful late-stage trial for Moderna and Merck's experimental mRNA-based personalized cancer vaccine for melanoma patients.
LOW
14:51
Aug 19
Aug 19
mRNA vaccine cuts melanoma recurrence in trial
Reports an mRNA cancer vaccine prevented melanoma recurrence in a first result, touching MRNA and MRK; clinical development update, no directional call.
MED
14:32
Aug 19
Aug 19
Author calls the $40B single-day move overdone given small TAM and prior data.
Author calls the $40B single-day move overdone given small TAM and prior data, but expresses no position or forward call.
14:28
Aug 19
Aug 19
Merck is cleanest melanoma vaccine play.
The melanoma vaccine data is a major breakthrough and is huge for Merck; Merck is the best share price to look at because its move is not being distorted by the short covering likely affecting Moderna's opening surge, and the data is clinically meaningful with potential for a 30-35% reduction in recurrence risk.
HIGH
14:27
Aug 19
Aug 19
Phase 3 melanoma vaccine data beat.
Moderna and Merck's individualized mRNA-based melanoma vaccine combined with Keytruda met both primary and secondary endpoints in a large Phase 3 trial, improving recurrence-free survival and distant metastasis-free survival after surgical removal of melanoma. Moderna shares jumped and Merck shares rose about 7%.
HIGH
14:14
Aug 19
Aug 19
Merck & Co records its best intraday gain since 2009, rising over 12 percent in trading.
About MRK Analyst Coverage
Buzzberg tracks MRK (Merck & Co., Inc.) across 30 sources. 23 bullish vs 0 bearish calls from 60 analysts. Sentiment: predominantly bullish (20%). 116 total trade ideas tracked. Past 7 days: 1 bullish, 3 watch. Latest voices: seedy19tron, asklivermore, Michael Yee.