{"id":64815,"date":"2026-05-13T18:23:14","date_gmt":"2026-05-13T18:23:14","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/64815\/"},"modified":"2026-05-13T18:23:14","modified_gmt":"2026-05-13T18:23:14","slug":"will-keytruda-continue-to-aid-mrks-growth-in-2026-after-a-strong-q1","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/64815\/","title":{"rendered":"Will Keytruda Continue to Aid MRK’s Growth in 2026 After a Strong Q1?"},"content":{"rendered":"

Merck\u2019s MRK<\/a> strong oncology sales growth is largely driven by its biggest revenue driver, Keytruda. The blockbuster PD-L1 inhibitor alone accounts for around 55% of the company\u2019s pharmaceutical sales. The drug currently holds 44 FDA-approved indications across 19 tumor types, along with two tumor-agnostic approvals.<\/p>\n

Keytruda recorded sales of $8.0 billion in the first quarter of 2026, increasing 8% year over year. Sales of the drug gained from continued strong momentum in metastatic indications and rapid uptake across earlier-stage indications.<\/p>\n

Keytruda sales beat the Zacks Consensus Estimate of $7.73 billion in the first quarter.<\/p>\n

Management expects Keytruda to sustain growth in 2026 through expansion into new indications and global markets, while maintaining a strong market share.<\/p>\n

Though Keytruda intravenous (IV) is set to face loss of exclusivity in 2028, its sales are expected to stay strong until then. Management expects Keytruda to achieve peak sales of $35 billion by 2028 before it loses exclusivity.<\/p>\n

Building on this momentum, Merck has been working on different strategies to drive Keytruda’s long-term growth. These include innovative immuno-oncology combinations, including Keytruda with LAG3 and CTLA-4 inhibitors. In partnership with Moderna, Merck is developing a personalized mRNA therapeutic cancer vaccine called intismeran autogene (V940\/mRNA-4157) in combination with Keytruda in pivotal phase III studies for earlier-stage and adjuvant NSCLC and adjuvant melanoma.<\/p>\n

Also, on the regulatory front, a potential approval for Keytruda in combination with Padcev in muscle-invasive bladder cancer is expected later in the year. This is likely to keep investors interested, as continuous label expansion into additional cancer settings should propel Keytruda’s growth in the next couple of years. However, competition in the target market remains a concern.<\/p>\n

PD-L1 Inhibitors Competing With Keytruda<\/p>\n

Keytruda faces competition from other PD-L1 inhibitors, including Roche\u2019s RHHBY<\/a> Tecentriq, AstraZeneca\u2019s AZN<\/a> Imfinzi and Bristol Myers\u2019 BMY<\/a> Opdivo.<\/p>\n

Tecentriq is Roche\u2019s leading immuno-oncology drug approved for multiple cancer indications. RHHBY recorded CHF 811 million in Tecentriq sales in the first quarter of 2026, up 4% year over year, driven by growth in new indications.<\/p>\n

AZN\u2019s Imfinzi generated sales of $1.69 billion in the first quarter of 2026, up 30%, driven by demand growth across all regions from existing indications and new launches. Imfinzi has strategically expanded its use across multiple cancer indications, strengthening AstraZeneca\u2019s oncology portfolio.<\/p>\n

BMY\u2019s Opdivo, like Keytruda, is approved across multiple cancer types, including lung, melanoma and kidney cancers. Bristol Myers recorded $2.15 billion in Opdivo sales in the first quarter of 2026, down 5% year over year.<\/p>\n

MRK’s Price Performance, Valuation and Estimates<\/p>\n

Year to date, shares of Merck have increased 6.8% against the industry<\/a>\u2019s decline of 4%.<\/p>\n

\"Zacks
Image Source: Zacks Investment Research<\/p>\n

From a valuation standpoint, Merck is trading at a discount compared with the industry. Going by the price\/earnings ratio, the company\u2019s shares currently trade at 16.43 forward earnings, lower than 16.48 for the industry. However, the stock is trading above its 5-year mean of 12.71.<\/p>\n

\"Zacks
Image Source: Zacks Investment Research<\/p>\n

The Zacks Consensus Estimate for 2026 earnings per share has increased from $4.87 to $4.88, while the same for 2027 has declined from $9.85 to $9.77 over the past 30 days.<\/p>\n

\"Zacks
Image Source: Zacks Investment Research<\/p>\n

MRK\u2019s Zacks Rank<\/p>\n

Merck currently has a Zacks Rank #3 (Hold). You can see\u00a0the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here<\/a>.<\/p>\n

Zacks’ Research Chief Names “Stock Most Likely to Double”<\/p>\n

Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.<\/p>\n

This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company’s customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Hims & Hers Health, which shot up +209%.<\/p>\n

Free: See Our Top Stock And 4 Runners Up<\/a><\/p>\n

This article originally published on Zacks Investment Research (zacks.com).<\/a><\/p>\n

Zacks Investment Research<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Merck\u2019s MRK strong oncology sales growth is largely driven by its biggest revenue driver, Keytruda. The blockbuster PD-L1…\n","protected":false},"author":2,"featured_media":64816,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[124],"tags":[432,429,428,431,430,433,151,134,18040,436],"class_list":{"0":"post-64815","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-roche","8":"tag-futures","9":"tag-index-market-quote","10":"tag-index-market-quotes","11":"tag-index-market-symbol","12":"tag-index-market-symbols","13":"tag-indices","14":"tag-rhhby","15":"tag-roche","16":"tag-roche-holding-ltd-adr","17":"tag-the-globe-and-mail"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116568667321230923","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/64815","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=64815"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/64815\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/64816"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=64815"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=64815"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=64815"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}