Every article, report, and earnings note where NVS appears.
Eli Lilly's next move looks less like a pipeline trade and more like an access trade. Demand was never the problem; broader PBM coverage and expected Medicare access starting July 1 make the revenue conversion story more immediate.
Merck’s patent-cliff problem is real, but the market is acting like the runway ends tomorrow when the core franchise is still expanding today. Fresh lung-cancer data, rising Keytruda sales, and a packed oncology catalyst calendar make MRK look stronger than the fear trade suggests.
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