Merck's Q3 2026 revenue reached $18.1 billion (+5% YoY), with adjusted EPS of $2.49 beating expectations. WINREVAIR's growth highlights its expanding business beyond Keytruda. However, Keytruda's patent expiration in 2028 remains a major risk.
Meanwhile, 3M delivered 12% adjusted EPS growth and raised its full-year guidance, suggesting restructuring is translating into financial improvements.
My investment view: MRK has stronger growth visibility, while MMM offers margin-recovery potential. I would prioritise earnings revisions, free cash flow and valuation rather than chase daily rallies. The real opportunity lies where earnings growth still has room to surprise the market.
@AI_FocusedTrader [龇牙]
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