Merck plans US to launch subcutaneous version of Keytruda on October 1
1. Merck plans subcutaneous Keytruda launch in the U.S. on October 1. 2. Expected peak adoption rates within two years indicate strong revenue potential.
FAQ
Why Very Bullish?
The introduction of a new delivery method for Keytruda enhances patient accessibility, potentially increasing sales dramatically, similar to how AbbVie's Humira expanded its market reach with new formulations. Historical data show that innovative delivery methods often lead to significant revenue boosts.
How important is it?
The anticipated release of a subcutaneous Keytruda could significantly enhance Merck's competitiveness in the oncology market, directly affecting future earnings and stock performance.
Why Long Term?
The expected peak adoption in two years suggests sustained revenue growth and market share expansion over a longer horizon, akin to how new drug formulations typically require time to establish themselves in the market.