-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。メルクは、2026年第1四半期の売上高が163億ドルとなり、前年同期比5%増、市場予想を4億4000万ドル上回ったと発表しました。これは、医薬品部門の売上高が前年同期比5%増の143億ドル、動物用医薬品部門の売上高が前年同期比13%増の18億ドルと好調だったことが要因です。非GAAPベースの1株当たり損失は1.28ドルで、2025年第1四半期の1株当たり利益2.22ドルから減少しましたが、市場予想を0.19ドル上回りました。これは、90億ドル（1株当たり3.62ドル）のシダラ買収費用を計上したことによるものです。当社は、継続的な商業的勢いがMRKの戦略的変革を後押しするものと見ており、KEYTRUDAは幅広い適応症で80億ドルの売上（前年比+12%）を達成し、WINREVAIRの売上は米国での普及加速と国際展開によりほぼ倍増して5億2500万ドルに達しました。経営陣は、2026年の売上高見通しを655億ドル～670億ドルから658億ドル～670億ドルに引き上げ、為替変動の影響を含めた非GAAPベースのEPSを5.00ドル～5.15ドルから5.04ドル～5.16ドルに引き上げました。当社は、保留中の67億ドルのTerns買収により、TERN-701によってMRKの血液学パイプラインがさらに強化され、同社のポートフォリオ多様化戦略における継続的な外部イノベーションへの取り組みが示されると考えています。
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