Guggenheim raises Merck US (MSD) to a buy on KeytrudaThe research group that Seamus Fernandez heads notes that it “would be a substantial value-enhancing event” if a cancer therapy combination comprising of Keytruda and anti-TIGIT chemical vibostolimab successfully treated the disease. Analysts believe this might prolong the option for immune-oncology treatment with Keytruda in patients with PDL1+ cancer “far beyond 2030.”
[ The same "substantial value-enhancing event" would apply for other PD-(L)1 immune checkpoint inhibitors in combination with ONCY's pelareorep.
Currently Merck US derives over 60% of its revenue from the sale of Keytruda and the Human Papillomavirus vaccine Gardasil. ]