Merck KGaA Touts “Next Wave of Growth” at JPM Healthcare, Reaffirms 2025 Guidance, Eyes 2026 Upside

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• Advanced packaging scaled from no sales three years ago to expecting well over EUR 100 million

  80% confidence

• Merck continues to see gradually improving end markets in both Life Science and Electronics

  80% confidence

• Pimicotinib, ogsiveo, and mirdametinib together have combined peak sales potential of approximately EUR 2.5 billion

  80% confidence

• Low double-digit sales growth expected combined for the three growth pillars over midterm

  80% confidence

• The three growth pillars should contribute to more than 80% of future growth

  80% confidence

• Semiconductor Solutions now accounts for about 80% of Electronics sales

  80% confidence

• Process Solutions has very strong current growth momentum and long-term market fundamentals remain intact

  80% confidence

• Pergoveris Japan launch could occur in 2028 or 2029

  80% confidence

• Advanced packaging is the next frontier in semiconductors

  80% confidence

• More than 50% of Merck's semiconductor portfolio is in advanced nodes compared with 33% for broader market

  80% confidence

• Mavenclad grew 19% in Europe in Q3 2025 and expected to continue growing there

  80% confidence

• Midterm target of mid-single-digit organic sales growth for the group overall

  80% confidence

• Pimicotinib expected to launch in U.S. by end of 2026, with potential FDA approval timing hopefully at end of 2025

  80% confidence

• Ogsiveo has blockbuster potential despite competition

  80% confidence

• Life Science expected to deliver mid- to high-single-digit organic growth over midterm

  80% confidence

• Pergoveris approval in China expected within the next couple of months

  80% confidence

• Margin expansion targeting about 100 basis points versus 2025 guide level, though could be masked in 2026 by healthcare lifecycle challenges

  80% confidence

• For 2026, Life Science growth expected more around mid-single digit as markets continue to recover

  80% confidence

• Process Solutions targeting around 10% organic growth over midterm

  80% confidence

• Pergoveris U.S. launch could occur in early second half of 2025 depending on label

  80% confidence

• Pergoveris has delivered five-year CAGR of 20% outside U.S., Japan, and China

  80% confidence

• Merck KGaA is positioned to deliver a next wave of growth centered on three pillars: Process Solutions in Life Science, rare diseases in Healthcare, and Semiconductor Solutions in Electronics

  80% confidence

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