Yesterday Merck (Nasdaq: MRK) increased their 2019 non-GAAP EPS guidance on their earnings call. Using Smart Summary we identified there was more to the story.
Most notably pricing pressures were ranked high in Guidance as well as in the Products/Markets section. There was also a very active discussion around Keytruda, a relatively new but fast growing drug, and capacity for vaccine Gardasil.
And the focus on Keytruda and Gardasil is justified: using our Table Explorer table chaining tool on the 8-K filing, we can see that both drugs continue to grow, with Keytruda now approaching 30% of revenues.