Living With Mesothelioma-My Diary-Wet Weather-Articles I have written on Linkedin-Merck will be releasing its second-quarter earnings results before the opening bell on Tuesday, July 28.


dancing in the rain

I can’t believe the wet weekend we have just had where we got soaked when we wet out in fact I didn’t go out yesterday only Ray did as he took Louis out and they went on their own.

It’s not only the rain its the colder with the promise of it getting colder by the end of the week. You just have to stop moaning and accept we do get summers like this. I remember taking the children on holiday and spending a fortune in the arcades trying to keep them amused.

I have been doing a few Articles for Linkedin which has been a new pathway

for me but they have been received so I’m happy with what i have written so far.

Asbestos has a longer history than you think

https://www.linkedin.com/pulse/asbestos-has-longer-history-than-you-think-mavis-nye

https://www.linkedin.com/pulse/when-i-told-news-shrinkage-mk3475-28-trial-mavis-nye?trk=mp-reader-card

https://www.linkedin.com/pulse/asbestos-chatham-dockyard-mavis-nye?trk=mp-reader-card

https://www.linkedin.com/pulse/talk-asbestos-home-mavis-nye?trk=mp-reader-card

https://www.linkedin.com/pulse/talcum-powder-dangerous-mavis-nye?trk=mp-reader-card

https://www.linkedin.com/pulse/death-sentence-from-asbestos-mavis-nye?trk=mp-reader-card

https://www.linkedin.com/pulse/asbestos-british-uralite-mavis-nye?trk=mp-reader-card

No Eight is the story of my family tree which I did just for fun.

https://www.linkedin.com/pulse/my-family-tree-mavis-nye?trk=mp-reader-card 

That didn’t get many comments which is a shame as it really is very interesting if you like French history.

The latest news of Merck

Earnings season is now well under way, and the biggest names in healthcare (i.e., Big Pharma) are readying to report their results in the upcoming days. One such pharmaceutical giant that Wall Street and investors should have their eyes on is Merck (NYSE: MRK  ) .

Based on a press release from late June, Merck will be releasing its second-quarter earnings results before the opening bell on Tuesday, July 28. The current consensus estimate on Wall Street calls for Merck to earn $0.80 in EPS on $9.78 billion in sales. On a year-over-year basis, Merck’s sales are projected to fall by a hair over 10%, while its EPS is estimated to contract by $0.05 per share. But, if history is any guide, investors might be looking for an earnings beat come July 28, with Merck surpassing Wall Street’s EPS estimates in 10 of the past 11 quarters, and by a sizable $0.10 per share in Q1 2015.

Three important questions we want answered
Although investors will obviously be focused on these headline numbers, it’s even more important to understand the dynamics of how Merck arrived at its top-line and bottom-line figures. With that in mind, let’s briefly look at three important questions that we as investors would like to see Merck answer when it reports its Q2 results.

1. Is Keytruda’s ramp-up still on track?
Arguably the hottest trend in drug development right now is the ongoing research surrounding cancer immunotherapies as both monotherapies and combo therapies. Merck’s checkpoint inhibitor Keytruda is one such drug that holds a bounty of potential given its ability to supercharge a cancer patient’s immune system to more effectively kill cancer cells.

Approved last September, Keytruda sales have ramped up quickly. Following just $4 million in sales in its partial third-quarter, Keytruda tallied $50 million in sales in Q4, and $83 million in the first-quarter of this year. More importantly, Keytruda sales have trumped that of its checkpoint inhibitor rival Opdivo from Bristol-Myers Squibb in the early going.

What investors will be looking for in the second-quarter is confirmation from Merck that its roughly 30 planned monotherapy and combo trials involving Keytruda are still on track to be completed in the coming years; that insurer coverage of the expensive immuno-oncology drug remains high (Keytruda has an annual wholesale cost of $150,000); and that sequential growth for Keytruda remains strong.

What specific figure should investors be looking for? While Wall Street’s estimates vary wildly, I’ll personally be looking for 40% to 50% sequential quarterly sales growth for Keytruda, or in the neighborhood of $120 million in sales.

Also pay attention to any color that Merck can add for full-year Keytruda sales. Halfway through its fiscal year, and three full quarters into its ramp-up, Merck should be able to provide analysts with some rough estimate of how much revenue it expects from Keytruda in its first full year on the market.

Approved last September, Keytruda sales have ramped up quickly. Following just $4 million in sales in its partial third-quarter, Keytruda tallied $50 million in sales in Q4, and $83 million in the first-quarter of this year. More importantly, Keytruda sales have trumped that of its checkpoint inhibitor rival Opdivo from Bristol-Myers Squibb in the early going.

http://www.fool.com/investing/value/2015/07/27/3-important-questions-we-want-answered-when-merck.aspx

It is my understanding that the Trials are being funded and so it will be available to more patients around the world as a Phase 2 Placebo and as a combo so I will be watching the answer to this with the Mesowarriors for when the report comes out.

Rays Blog

I was trying to determine how old Louis is today. My son recently said he is about 9 or 10 years old. NO way we said he is around 8. So I set to trawling back through old diaries. No joy checked Blue Cross Memorial where I put his memorial. They said no records found. Then I remembered my little brown book.

https://mesoandme.wordpress.com/2015/07/26/sunday-125

b42

 

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