$Moderna, Inc.(MRNA)$ Merck's market cap is currently 358 Billion. Moderna's market cap is currently 80 Billion. Once Keytruda + Intismeran is approved for melanoma, the rest of the cancer treatment approvals will not be far behind. Priced in? Maybe for the short term, but once revenue starts flowing - not even close.
In full-year 2025, Keytruda generated $31.7 Billion in worldwide sales, up 7% year-on-year, and accounted for more than half of Merck's pharmaceutical revenue. Keytruda was about half of Merck's total sales for 2025. Keytruda is used for 20 types of cancer, including melanoma.
Since the combination of Keytruda and Intismeran reduced death and recurrence for melanoma in a statistically significant and clinically meaningful way (42%), what do you think the partnership will do for Moderna?
For investors this is a very strong buy signal. For day traders, well - bears will be bears and bulls will be bulls.
It's going to be a very interesting Monday.
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