Merck KGaA Touts “Next Wave of Growth” at JPM Healthcare, Reaffirms 2025 Guidance, Eyes 2026 Upside
View original at finance.yahoo.comMerck KGaA Touts “Next Wave of Growth” at JPM Healthcare, Reaffirms 2025 Guidance, Eyes 2026 Upside Merck KGaA logo Key Points Merck KGaA pitched a “next wave of growth” centered on three pillars—Process Solutions (Life Science), rare diseases (Healthcare) and Semiconductor Solutions (Electronics)—and reaffirmed its 20…
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Advanced packaging scaled from no sales three years ago to expecting well over EUR 100 million
80% confidenceMerck continues to see gradually improving end markets in both Life Science and Electronics
80% confidencePimicotinib, ogsiveo, and mirdametinib together have combined peak sales potential of approximately EUR 2.5 billion
80% confidenceLow double-digit sales growth expected combined for the three growth pillars over midterm
80% confidenceThe three growth pillars should contribute to more than 80% of future growth
80% confidenceSemiconductor Solutions now accounts for about 80% of Electronics sales
80% confidenceProcess Solutions has very strong current growth momentum and long-term market fundamentals remain intact
80% confidencePergoveris Japan launch could occur in 2028 or 2029
80% confidenceAdvanced packaging is the next frontier in semiconductors
80% confidenceMore than 50% of Merck's semiconductor portfolio is in advanced nodes compared with 33% for broader market
80% confidenceMavenclad grew 19% in Europe in Q3 2025 and expected to continue growing there
80% confidenceMidterm target of mid-single-digit organic sales growth for the group overall
80% confidencePimicotinib expected to launch in U.S. by end of 2026, with potential FDA approval timing hopefully at end of 2025
80% confidenceOgsiveo has blockbuster potential despite competition
80% confidenceLife Science expected to deliver mid- to high-single-digit organic growth over midterm
80% confidencePergoveris approval in China expected within the next couple of months
80% confidenceMargin expansion targeting about 100 basis points versus 2025 guide level, though could be masked in 2026 by healthcare lifecycle challenges
80% confidenceFor 2026, Life Science growth expected more around mid-single digit as markets continue to recover
80% confidenceProcess Solutions targeting around 10% organic growth over midterm
80% confidencePergoveris U.S. launch could occur in early second half of 2025 depending on label
80% confidencePergoveris has delivered five-year CAGR of 20% outside U.S., Japan, and China
80% confidenceMerck KGaA is positioned to deliver a next wave of growth centered on three pillars: Process Solutions in Life Science, rare diseases in Healthcare, and Semiconductor Solutions in Electronics
80% confidence