默沙东第三季度全球销售额181亿美元同比增5%：KEYTRUDA卖86亿美元，全年销售指引上调至668亿至673亿美元
总部位于 New Jersey 州 Rahway 的制药公司默沙东（Merck & Co.，NYSE：MRK，在美国与加拿大以外称 MSD）10 月 29 日公布 2026 年第三季度业绩：全球销售额 180.85 亿美元，同比增长 5%（剔除汇率影响增 4%）；公司同时收窄并上调全年指引，预计全年销售额 668 亿至 673 亿美元。
核心产品方面，抗癌药 KEYTRUDA 与其皮下注射版 KEYTRUDA QLEX 合计销售额 86.01 亿美元，同比增 6%，其中 QLEX 贡献 8.30 亿美元；肺动脉高压药 WINREVAIR 销售额 6.94 亿美元，同比大增 93%；HPV 疫苗 GARDASIL/GARDASIL 9 销售额 19.95 亿美元，增 14%；动物保健业务销售额 16.76 亿美元，增 4%。
盈利方面，第三季度 GAAP 净利润 50.65 亿美元、每股收益 2.04 美元，非 GAAP 净利润 61.59 亿美元、每股收益 2.49 美元；两口径每股收益均包含与 SciBrunch Therapeutics 全球许可协议相关的一次性每股 0.12 美元费用。全年非 GAAP 每股收益指引收窄至 2.77 至 2.82 美元区间并上调中点，同样已计入该笔一次性费用。
管线方面，公司第三季度在欧洲肿瘤内科学会（ESMO）年会上首次公布多项 3 期关键数据，包括抗体药物偶联物 sac-TMT 治疗晚期或复发性子宫内膜癌的 TroFuse-005 试验——美国食品药品监管局（FDA）已受理其生物制品许可申请并授予优先审评；与 Moderna 合作的治疗性癌症疫苗 intismeran autogene 联合 KEYTRUDA 辅助治疗黑色素瘤的 INTerpath-001 试验也公布了数据。
董事长兼首席执行官 Robert M. Davis 表示，公司以科学为先的战略正在改造业务，ESMO 公布的肿瘤学进展进一步降低了后期管线的长期机会风险，他对公司为患者与股东创造长期价值的能力更有信心。
Merck Q3 Sales Rise 5% to $18.1 Billion on $8.6 Billion KEYTRUDA Sales; Full-Year Sales Outlook Raised
Pharmaceutical company Merck & Co., Inc. (NYSE: MRK), headquartered in Rahway, New Jersey and known as MSD outside the United States and Canada, announced third-quarter 2026 results on October 29: worldwide sales were $18.085 billion, up 5% (up 4% excluding foreign exchange), and the company narrowed and raised its full-year outlook, now expecting sales of $66.8 billion to $67.3 billion.
Cancer drug KEYTRUDA and its subcutaneous version KEYTRUDA QLEX together generated $8.601 billion in sales, up 6%, including $830 million from KEYTRUDA QLEX. Pulmonary arterial hypertension drug WINREVAIR sales were $694 million, up 93%; HPV vaccine GARDASIL/GARDASIL 9 sales were $1.995 billion, up 14%; and Animal Health sales were $1.676 billion, up 4%.
GAAP net income was $5.065 billion, or $2.04 per share, and non-GAAP net income was $6.159 billion, or $2.49 per share; both EPS figures include a one-time charge of $0.12 per share related to a global license agreement with SciBrunch Therapeutics. The company narrowed its full-year non-GAAP EPS range to $2.77 to $2.82 and raised the midpoint, with the outlook also including that charge.
On the pipeline, Merck presented first-time pivotal Phase 3 data across its oncology portfolio at the ESMO Congress 2026, including the TroFuse-005 trial of antibody-drug conjugate sac-TMT in advanced or recurrent endometrial cancer, for which the U.S. Food and Drug Administration (FDA) has accepted a Biologics License Application for priority review, and the INTerpath-001 trial of therapeutic cancer vaccine intismeran autogene plus KEYTRUDA as adjuvant treatment for resected melanoma, developed with Moderna.
Chairman and CEO Robert M. Davis said the company's science-led strategy is transforming the business, that the oncology advances presented at ESMO further clinically de-risk the substantial long-term opportunity of its late-phase pipeline, and that he is increasingly confident in Merck's ability to deliver long-term value for patients and shareholders.
来源：GSM·美国（原文链接）
图片来源：图：默沙东位于 Pennsylvania 州 Upper Gwynedd 的办公园区。照片：Montgomery County Planning Commission，CC BY-SA 2.0，经 Wikimedia Commons。 / Photo: Merck's office campus in Upper Gwynedd, Pennsylvania. Photo by Montgomery County Planning Commission, CC BY-SA 2.0, via Wikimedia Commons.
