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A Merck executive recently stated that its blockbuster cancer drug Keytruda is facing the impact of patent exclusivity expiration, which is more like a "gentle slope rather than a cliff" shock.

A Merck executive recently stated that its blockbuster cancer drug Keytruda is facing the impact of patent exclusivity expiration, which is more like a "gentle slope rather than a cliff" shock.

老虎证券老虎证券2026/03/03 19:39
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The executive predicts that after a brief period of slight sales decline, this blockbuster drug will soon return to a strong growth trajectory. This metaphor vividly illustrates Keytruda's development path after its patent protection expires. Contrary to the widespread concerns about the impact of biosimilars, Merck's management demonstrates confidence in product lifecycle management. They expect only a moderate sales pullback, followed by a recovery driven by market expansion and indication broadening. Industry analysis points out that as the world's best-selling PD-1 inhibitor, Keytruda's market position is difficult to fully replace in the short term. Even facing patent expiration, the drug's core role in treatment guidelines for multiple cancer types, as well as Merck's established and comprehensive market system, will provide strong support for its performance.
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