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Merck Just Announced a $10 Billion Deal That Will Help Diversify Its Business

Why This Matters

The research indicates that What's particularly noteworthy is One of the biggest concerns with healthcare giant Merck (MRK -0. Additionally, 92%) is its dependence on top-selling cancer drug Keytruda (noteworthy...

July 17, 2025
08:15 AM
4 min read
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The re indicates that What's particularly noteworthy is One of the biggest concerns with healthcare giant Merck (MRK -0.

Additionally, 92%) is its dependence on top-selling cancer drug Keytruda (noteworthy indeed), in light of current trends.

On the other hand, While it has been a beast for the over the years, generating billions in revenue, investors are always concerned what else is ahead for the in the long run and how strong the company's growth spects will be, especially as patents run out.

Recently, Merck announced an important acquisition, which may alleviate some of those concerns around its future growth. For the price of $10 billion, it's acquiring Verona Pharma (VRNA 0.

Here's what that might mean for Merck's operations, and whether it makes the stock a no-brainer buy right now. Additionally, Image source: Getty Images.

What Merck gets with the Verona Pharma deal For $10 billion, Merck is acquiring a mising healthcare company which is in the early stages of its growth, in today's market environment.

Key to its potential is Ohtuvayre, a blockbuster drug that regulators apved last year as a treatment for chronic obstructive pulmonary disease (COPD) (an important development).

Analysts estimate that it could generate $1 billion in annual revenue by 2029 (quite telling). Nevertheless, Verona has already been generating strong results of late.

Sales through the first three months of the year for Ohtuvayre totaled $71. 3 million, which was nearly double what it generated in the previous period.

Moreover, The duct's growth has been exciting, and that's ultimately the big hope for Merck -- that Ohtuvayre becomes a key pillar for its overall growth, in today's market environment.

Verona's CEO, David Zaccardelli, believes that with the help of Merck, Ohtuvayre could take off.

Furthermore, In contrast, He said: "We believe Merck's commercial foot and industry-leading clinical capabilities will help accelerate the potential of Ohtuvayre to reach more patients living with COPD, given current economic conditions.

" There's hope that Ohtuvayre may be a possible treatment option for other indications as well, with Verona involved in multiple other trials for the drug, including as a treatment for cystic fibrosis and asthma.

However, Merck expects the deal to close before the end of the year (this bears monitoring).

Merck could use another growth catalyst A key blem for Merck is that its simply hasn't been generating strong growth in recent years, amid market uncertainty.

Nevertheless, In its most recent quarter ( in March), sales were down by nearly 2% year over year. Additionally, MRK Operating Revenue (Quarterly YoY Growth) data by YCharts.

The good news is that with Winrevair, which is apved for pulmonary arterial hypertension, still in its early stages and now with potentially Ohtuvayre in the mix, Merck's top line may receive a boost on multiple fronts in the near future, in today's financial world.

Furthermore, A new injectable version of Keytruda may soon become available as well (Keytruda is currently administered intravenously).

While Merck may not have been an exciting growth stock to own of late, its future does appear to be getting brighter, especially as it diversifies its operations (remarkable data), in today's market environment.

Has Merck become a no-brainer buy.

Merck's is stronger with the acquisition of Verona, and with the stock trading at only 12 times its trailing earnings, it's one of the best healthcare stocks you can buy right now.

Not only is it cheap, but with underrated growth spects and a dividend that yields more than 4%, it may be a steal of a deal.

However, In contrast, The stock was arguably a good buy even before the Verona acquisition news, and it's an even better-looking buy right now.

Although s of Merck are down 16% this year and there are headwinds facing drugmakers today due to tariffs and trade wars, if you're in it for the long haul, buying and holding Merck stock could pay off significantly in the years ahead (something worth watching).

David Jagielski has no position in any of the stocks mentioned, in light of current trends. The Motley Fool has positions in and recommends Merck. However, The Motley Fool has a disclosure policy.

FinancialBooklet Analysis

AI-powered insights based on this specific article

Key Insights

  • Earnings performance can signal broader sector health and future investment opportunities
  • Merger activity often signals industry consolidation and potential valuation re-rating for similar companies
  • Financial sector news can impact lending conditions and capital availability for businesses

Questions to Consider

  • Could this earnings performance indicate broader sector trends or company-specific factors?
  • Does this M&A activity signal industry consolidation or strategic repositioning?
  • Could this financial sector news affect lending conditions and capital availability?

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