Drug EfficacyMerck's early termination of the Ph3 HYPERION study to provide all patients with Winrevair suggests the therapy demonstrated exceptional efficacy outcomes in the Ph3 ZENITH study, confirming the signal observed in the STELLAR trial.
Market OpportunityA cardiologist noted that the new indication (group 2 PH) for Winrevair is larger than the current PAH indication, suggesting a significant market opportunity.
Strategic LaunchesImpressive launches with clesrovimab (RSV) and Capvaxive (pneumococcal), as well as building revenue with Winrevair (PAH) through European launch and expansion in the US could provide significant support for the stock.