Merck
other on 7 shows · 0 statements across 0 episodes
No Priors 1 
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No Priors 1
2025 1 mention in 1 episode
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8 statements about Merck, every show
Lutnick: Merck agreed to offer top drug free to Medicare and Medicaid
“One of the drug companies, Merck, said they're gonna just give us their number one drug in the world. They're gonna give it to Medicaid and Medicare for zero.”
Corre: Arbitrageurs should have maximized exposure to 2009 Pfizer and Merck deals
“This was true in 2009 when Pfizer was buying Wyeth and Merck was buying Shearing Plow. Both were trading at really, really attractive spreads, but you had to say, look, they're both pharma deals. If there's going to be an issue, there could be an issue with bo…”
Kelly: Major biotech and pharma companies remain fully vertically integrated
“Where's the fast platforms? Like, where's all the horizontal stuff? Where's the operating systems? And it's like nowhere, like vertical integration, Merck, Pfizer, Bayer, Syngenta, like every one of these companies is like its own tech stack top to bottom, you…”
Hamilton: Peeva competes against multi-billion dollar incumbents like Merck
“Right. As of right now you know, barriers to entry, you know, we're industry newcomer are competing against the status quo, which are owned by companies like Merck and Henry Sheen and, you know, multi-billion dollar organizations that have been around since th…”
Howard Marks: Top drug analysts can only pick Merck versus Lilly 50% accurately
“You can take the best drug analyst in the world and sit him down on the first day of every year and ask him which is going to perform better, Merck or Lilly. And my guess is he'll get it right half the time.”
Anand: ValueEdge reached 150 employees and multiple $1M+ clients bootstrapped
“At the time of exit you know, we had a couple of million-dollar-plus clients. There was Roche, there was Merck, there was Bayer you know, blue-chip clients. And it was about a 150 people team with offices in the US in Europe, in Frankfurt and in Switzerland. S…”
Sachs: Oral COVID antiviral pills could end the pandemic in 2022
“These new pills have, I think, a very good shot of doing it next year because they're protease inhibitors, so they stop the virus From replicating, and just, and even if the spike proteins mutate, it will not prevent these protease inhibitors from working. So …”
Bahcall: Ancient empires stifled innovation much like modern big pharma
“China, India, and the Islamic empires were a lot like the Merck, Pfizer, and Novartis of today. They were global, everywhere, dominant. They're phenomenal at franchises. So in India, you've had the Taj Mahal. You know, in China, they built the Great Wall and j…”