Eli Lilly or Merck: Where Should Investors Put Their Money?

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• An oral pill like orforglipron has the potential to be a more convenient alternative to injectable treatments like Zepbound and rival Novo Nordisk's Wegovy.

  80% confidence

• Merck positioned to launch around 20 new vaccines and drugs over the next few years, with many having blockbuster potential.

  80% confidence

• There are rising concerns about Merck's ability to grow its non-oncology business ahead of the upcoming loss of exclusivity of Keytruda in 2028.

  80% confidence

• Keytruda's sales are expected to remain strong until its 2028 patent exclusivity expiration.

  80% confidence

• Eli Lilly plans to file regulatory applications for orforglipron in obesity later this year, setting up the timeline for a potential launch next year.

  80% confidence

• Despite its expensive valuation, Lilly is clearly a much better pick than Merck, given its significant price appreciation, product and pipeline portfolio in high-growth therapeutic areas like obesity, robust growth prospects and bullish analyst sentiment.

  80% confidence

• Competitive pressure might increase for Keytruda in the near future from dual PD-1/VEGF inhibitors like Summit Therapeutics' ivonescimab.

  80% confidence

• GLP-1 drugs Mounjaro and Zepbound account for around 36% of Eli Lilly's total revenues.

  80% confidence

• Keytruda contributes more than 50% of Merck's pharmaceutical sales.

  80% confidence

• Oncology drives more than 60% of Merck's total revenues.

  80% confidence

• Eli Lilly expects its new drugs (Mounjaro, Zepbound, Omvoh, Jaypirca, Ebglyss and Kisunla), along with expanded use of existing drugs, to drive sales growth in 2026.

  80% confidence

• Merck's new products Capvaxive and Winrevair have the potential to generate significant revenues over the long term and help fill the potential revenue gap created by Keytruda's upcoming LOE.

  80% confidence

Data points we hold from this source