(Hold) No pipeline Homerun to replace keytruda. But aggressively acquiring.

AS
Community Contributor
Published
20 Jul 25
Updated
20 Jul 25
AscendedInvestor's Fair Value
US$63.00
26.8% overvalued intrinsic discount
20 Jul
US$79.86
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1Y
-28.9%
7D
-5.0%

Author's Valuation

US$63.0

26.8% overvalued intrinsic discount

AscendedInvestor's Fair Value

They have no homerun drug to replace the 25 billion in revenue from keytruda.

If they can postpone the keytruda patent loss or acquire more high revenue assets things could be more optimistic. As of now A.I predicts a pipeline revenue amount of under 20 billion in revenue. Reducing revenue by close to 10 billion over the next 5 years.

HOWEVER they are aggressively acquiring and diversifying so things can quickly change.

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Disclaimer

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