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Merck’s Virology Segment after the Third Quarter

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Zepatier’s revenue trends

Merck & Co.’s (MRK) Zepatier reported revenues of $104 million in the third quarter compared to $468 million in the third quarter of 2017, reflecting a ~78% YoY (year-over-year) decline and an 8% sequential decline.

In the US and international markets, Zepatier generated revenues of $18 million and $86 million, respectively, in the third quarter, which reflected a ~92% YoY decline and a ~64% YoY decline, respectively.

Zepatier generated net revenues of $347 million in the first nine months of the year compared to $1.4 billion in the same period of 2017, reflecting a ~75% YoY decline.

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Isentress’s revenue trends

Isentress reported revenues of $275 million in the third quarter compared to $310 million in the third quarter of 2017, which is an ~11% YoY decline and a ~10% sequential decline.

Isentress reported net revenues of $860 million in the first nine months of 2018 compared to $896 million in the same period of 2017, reflecting a ~4% YoY decline.

Recent developments

In August, the FDA approved Merck’s (MRK) Delstrigo and Pifeltro for the treatment of individuals with HIV-1[1. human immunodeficiency virus type-1] infection. To know more about the drugs and their approvals, please refer to Delstrigo, Pifeltro, and Merck’s Antiviral Therapy Portfolio.

In October, Merck presented data from the DRIVE-SHIFT trial, which evaluated the safety and efficacy of Delstrigo when a patient switches to Delstrigo from a prior therapy. In the clinical trial, Delstrigo demonstrated non-inferior efficacy compared to patients who continued with their prior regimen (baseline regimen). To know more about the clinical trial results, please refer to Merck’s press release.

Also in October, Merck presented the 96-week data from the DRIVE-AHEAD trial that evaluated the safety and efficacy of Delstrigo in the treatment of individuals with HIV-1 infection. In the trial, 77.5% of patients receiving Delstrigo therapy achieved plasma HIV-1 RNA[2. ribonucleic acid] levels less than 50 copies/mL (milliliter) compared to 73.6% of patients receiving EFV/FTC/TDF (efavirenz/emtricitabine/tenofovir disoproxil fumarate) combination therapy.

Merck’s peers in the biopharmaceuticals market include Gilead Sciences (GILD) and Bristol-Myers Squibb (BMY). They reported revenues of $5.6 billion and $5.5 billion, respectively, in the third quarter, reflecting a ~14.7% YoY decline and an ~8.32% YoY growth.

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