M&A·자금조달🔥진행 중
머크, SciBrunch와 21.3억 달러 규모 항암제 라이선스 계약
계약금 4억 달러 및 KRAS G12D 억제제 세부 내용 추가; 주가 1.5% 하락
첫날 -0.1% · 현재까지 -3.3%
›전개 과정 2회
- 2026-09-28 계약금 4억 달러, 항암제 파이프라인 강화…미국 제약사의 중국 라이선스 트렌드 반영
- 2026-09-29 계약금 4억 달러 및 KRAS G12D 억제제 세부 내용 추가; 주가 1.5% 하락
규제호재🔥진행 중
FDA, 머크의 Welireg 적응증을 진행성 신장암으로 확대, 세 번째 적응증 추가
FDA 승인으로 새 적응증 추가, 매출 상승, 사용 범위 확대
첫날 +0.5% · 현재까지 -3.3%
›전개 과정 2회
- 2026-09-25 벨주티판·렌바티닙 병용요법, 사전 치료 진행성 ccRCC에 FDA 승인, 항암 포트폴리오 확대.
- 2026-09-28 FDA 승인으로 새 적응증 추가, 매출 상승, 사용 범위 확대
제품악재
머크, ES-SCLC 대상 I-DXd BLA 자진 철회
이피나타맙 데룩스테칸의 사전 치료 ES-SCLC BLA 자진 철회, 항암 파이프라인에 차질.
첫날 +0.5% · 현재까지 -3.3%
제품호재
Merck's Remigromig Meets Primary Endpoint in Pivotal DME Trial영어 원문
BRUNELLO study met primary endpoint, offering potential new treatment for diabetic macular edema
첫날 -0.1% · 5일 후 -2.8%
제품호재
Merck's WINREVAIR FDA Label Update Includes HYPERION Data영어 원문
FDA approves label update for WINREVAIR, adding Phase 3 data in newly diagnosed PAH, boosting product position
첫날 +0.9% · 5일 후 -1.1%
제품호재
Merck's Keytruda+Padcev Gets CHMP Positive Opinion in EU영어 원문
CHMP backs combo as perioperative treatment for resectable MIBC
첫날 -0.2% · 5일 후 +1.3%
›전개 과정 2회
- 2026-09-18 EU panel recommends approval for perioperative treatment of resectable MIBC
- 2026-09-21 CHMP backs combo as perioperative treatment for resectable MIBC
제품호재
Merck's Subcutaneous Keytruda Approved in Japan영어 원문
Japan approves KEYTRUDA QLEX SC for all approved Keytruda indications
첫날 +1.8% · 5일 후 -0.5%
제품호재
Merck's Keytruda-Moderna Combo Drives Stock Near 52-Week High영어 원문
Zacks cites positive Phase III data; Keytruda peak sales projected at $35B by 2028
첫날 -1.2% · 5일 후 -3.1%
기업악재
Merck's Keytruda Biosimilar Set to Enter US Market영어 원문
Cipla and Qilu partner to launch Keytruda biosimilar in US, potentially impacting Merck's key product
첫날 +0.5% · 5일 후 -5.5%
M&A·자금조달
MRK Hits 52-Week High; Institutional Moves Mixed (BlackRock Up, Beverly Hills Down)영어 원문
New high reflects market optimism on melanoma data and pipeline, but institutional actions diverge: Beverly Hills cut 59.7%, BlackRock added 0.5%
첫날 -2.1% · 5일 후 -1.0%
애널리스트
애널리스트 투자의견 변경 2건 (상향 1 / 하향 1)
첫날 -2.1% · 5일 후 +0.4%
기타호재
MRK Hits 52-Week High as Pharma Group Strengthens영어 원문
Multiple sources confirm MRK at 52-week high; pharma among strongest market groups
첫날 +12.6% · 5일 후 +0.6%
실적호재
Merck Q2 beat, raises guidance, analyst upgrades to Buy영어 원문
Analyst upgrades MRK to Buy, PT $143
첫날 +0.2% · 5일 후 +1.9%
›전개 과정 4회
- 2026-08-04 Multiple sources confirm Merck's Q2 beat and raised revenue guidance, but cut profit outlook.
- 2026-08-05 Q2 revenue $16.6B beat, Keytruda strong, FY sales guidance raised
- 2026-08-12 Zacks notes Q2 beat and raised guidance, but earnings estimate cuts and patent risks weigh
- 2026-08-13 Analyst upgrades MRK to Buy, PT $143
애널리스트
Daiwa Capital: 투자의견 상향 → Outperform
첫날 +1.9% · 5일 후 +14.5%
내부자 매도
내부자 매도 1230만 달러 (내부자 2명)
첫날 +1.9% · 5일 후 +14.5%
기업악재
Merck Cuts FY Profit Guidance on Terns Acquisition영어 원문
FY adj EPS guidance cut to $2.66-$2.76 due to Terns acquisition charges
첫날 +0.2% · 5일 후 +1.9%
›전개 과정 2회
- 2026-08-04 Merck lowers full-year profit outlook due to charges from Terns acquisition.
- 2026-08-04 FY adj EPS guidance cut to $2.66-$2.76 due to Terns acquisition charges
8-K 공시
8-K: 실적 공시
첫날 +0.2% · 5일 후 +1.9%
실적
실적 발표
첫날 +0.2% · 5일 후 +1.9%
실적
Merck to Report Earnings on Aug 3영어 원문
Multiple independent sources confirm Merck reports earnings this Tuesday (Aug 3), a key market focus.
첫날 -1.9% · 5일 후 +2.5%
M&A·자금조달호재
Bollard Group Lifts Merck Stake by 5.1% in Q1영어 원문
Arete Wealth raises stake 30.8%, Argent Capital boosts 5236.8%, extending institutional accumulation trend
첫날 -0.2% · 5일 후 -2.3%
›전개 과정 2회
- 2026-07-25 Institutional holding change signals long-term capital allocation
- 2026-08-01 Arete Wealth raises stake 30.8%, Argent Capital boosts 5236.8%, extending institutional accumulation trend
M&A·자금조달호재
Multiple Institutions Increase Merck Holdings영어 원문
Arete Wealth Advisors raised stake by 30.8%, Argent Capital by 5236.8%, indicating institutional confidence.
첫날 -1.9% · 5일 후 +2.5%
기타호재
Merck Hits 52-Week High영어 원문
Stock reaches all-time high today, extending recent strength
첫날 -1.1% · 5일 후 -1.6%
›전개 과정 2회
- 2026-07-29 Multiple independent sources confirm Merck's stock reached a 52-week high, indicating market strength
- 2026-07-29 Stock reaches all-time high today, extending recent strength
기업호재
Merck Declares Q4 2026 Dividend of $0.85 per Share영어 원문
Board declares quarterly dividend, continuing shareholder return policy
첫날 -1.1% · 5일 후 -1.6%
애널리스트호재
20 Analysts Rate Merck 'Moderate Buy' with $133.94 Target영어 원문
Coverage count and target price offer consensus benchmark
첫날 -0.2% · 5일 후 -2.3%
기업
Merck Signs Voluntary Licensing Agreements for HIV Drug Alimatravir영어 원문
Covers 129 countries, allows generic makers to produce low-cost versions
첫날 +0.5% · 5일 후 -0.7%
규제호재
FDA Approves Merck's First-in-Class Cholesterol Pill Lipfendra영어 원문
Benzinga reports approval on July 16, offering new option for patients unable to lower LDL on statins
첫날 +3.3% · 5일 후 +2.2%
›전개 과정 4회
- 2026-07-16 Confirmed by multiple sources, diversifying beyond oncology blockbuster
- 2026-07-16 First oral PCSK9 inhibitor approved, offering cholesterol reduction beyond statins
- 2026-07-18 MRK hits 52-week high today, reflecting positive market response to Lipfendra's approval.
- 2026-07-20 Benzinga reports approval on July 16, offering new option for patients unable to lower LDL on statins
M&A·자금조달
Dimensional Adds 2.97M MRK Shares; AIA Trims 1.7%영어 원문
Institutional moves signal divergent capital allocation views
첫날 -2.4% · 5일 후 +5.1%
규제호재
FDA Expands Keytruda-Padcev Combo in Bladder Cancer영어 원문
Phase 3 beats chemo; wins in lung cancer combo
첫날 +0.4% · 5일 후 +0.3%
›전개 과정 2회
- 2026-07-13 FDA nod for Keytruda-Padcev in muscle-invasive bladder cancer, regardless of cisplatin eligibility
- 2026-07-15 Phase 3 beats chemo; wins in lung cancer combo
