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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Merck (MRK) Wins FDA Nod For New Keytruda Bladder Cancer Use
Simply Wall St.29d agobullish
Merck (MRK) Wins FDA Nod For New Keytruda Bladder Cancer Use

Merck (NYSE:MRK) received FDA approval for expanded use of Keytruda and Keytruda QLEX combinations with Padcev in muscle-invasive bladder cancer. The decision is based on results from the pivotal Phase 3 KEYNOTE-B15 study. This is the first PD-1 inhibitor plus antibody drug conjugate regimen cleared for these patients regardless of cisplatin eligibility. The latest approval adds another indication for Merck's flagship oncology drug Keytruda. It reinforces the company’s presence in bladder...

How Does LLY Stock Reach $2,100?
Trefis31d agoneutral
How Does LLY Stock Reach $2,100?

At $1,189, Eli Lilly (LLY) looks set up for roughly 76% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

Merck (MRK) Stock Looks Like A Bargain At This Price
Simply Wall St.31d agoneutral
Merck (MRK) Stock Looks Like A Bargain At This Price

Merck stock has delivered an 87.4% return over the past 5 years. The current Discounted Cash Flow (DCF) estimate now points to meaningful upside relative to the US$123.54 share price, while the broader valuation checks paint a more mixed picture. Over 5 years, Merck has returned 87.4%. This puts current buyers in the position of judging whether that past compounding already reflects much of the company’s progress. Ongoing expansion of the Keytruda and broader oncology pipeline may support...

Merck (MRK) Gets New HIV Access Deal As Its Valuation Narrative Stays In Focus
Simply Wall St.35d agoneutral
Merck (MRK) Gets New HIV Access Deal As Its Valuation Narrative Stays In Focus

Merck (MRK) has reached a new access agreement with the ADAP Crisis Task Force for its once daily HIV treatment IDVYNSO. This development gives investors fresh context for assessing the stock. See our latest analysis for Merck. Merck shares recently pulled back, with a 1-day share price return declining 2.23% to close at US$125.99. However, the 30-day share price return of 5.41% and 1-year total shareholder return of 55.54% point to momentum that remains broadly positive. If Merck’s recent...

Will New KEYTRUDA Breast and Bladder Cancer Approvals Redefine Merck’s (MRK) Post-Exclusivity Narrative?
Simply Wall St.35d agoneutral
Will New KEYTRUDA Breast and Bladder Cancer Approvals Redefine Merck’s (MRK) Post-Exclusivity Narrative?

In late June 2026, Merck reported multiple oncology milestones, including U.S. FDA approval of KEYTRUDA and KEYTRUDA QLEX plus Trodelvy for first-line PD-L1–positive advanced triple-negative breast cancer and EU approval of KEYTRUDA plus Padcev for cisplatin-ineligible muscle-invasive bladder cancer. These approvals further entrench KEYTRUDA at the center of Merck’s cancer portfolio, broadening its use across hard-to-treat tumors while the company prepares for future loss of...