Multiple recently launched products—Winrevair in PAH, Welireg in RCC, Capvaxive in pneumococcal disease, Ohtuvayre in COPD—are scaling rapidly enough to diversify revenue away from Keytruda concentration and offset declining franchises like Januvia/Janumet.
the thesis · admitted · the reason above is the thesis, not printed twice
the finding
The filing now lists the EU alongside the U.S. as a market where Welireg plus Lenvima is under review for advanced RCC, indicating expanded regulatory pursuit for Welireg.
before · MD&A · 2026-03-31 → 2026-06-30
“Welireg , in combination with MK-7902, Lenvima, an orally available multiple receptor TKI, is under review in the U.S. and Japan”
→ after
“In the U.S. and EU, in combination with MK-7902, Lenvima, an orally available multiple receptor TKI, for the treatment of certain previously treated patients with advanced RCC”
the evidence · every sentence checkedsix sentences · whole, uncut
the claims it rests on
“Sales of Winrevair rose 75% and 81% in the second quarter and first six months of 2026, respectively, largely due to continued uptake in the U.S. and early launch uptake in certain international markets”
“Sales of Welireg rose 67% and 57% in the second quarter and first six months of 2026, respectively, primarily due to higher demand in the U.S. for the advanced RCC indication and continued launch uptake in several international markets”
“Sales of Capvaxive grew 42% and 38% in the second quarter and first six months of 2026, respectively”
“Sales growth was largely due to launch uptake in certain international markets, particularly in Europe and the Asia Pacific region, as well as continued uptake in the U.S.”
“Growth in the oncology franchise was largely due to the performance of Keytruda/Keytruda Qlex and Welireg”
“Sales growth in the cardiometabolic and respiratory franchise was largely attributable to the continued uptake of Winrevair, as well as the inclusion of sales of Ohtuvayre”