the quarter, sales were $178 million, reflecting revenues following the acquisition of Verona on October 7th. We delivered strong growth in new patient starts and total patients treated. We also saw physicians prescribe Otuve to more

May 27, 2026 / receipt

Operating expenses are now expected to decline at a low single-digit rate year over year, driven by reduced spending due to the pandemic and strong expense management.

Oct 27, 2020 / receipt, needs a key / Rob, CFO | earnings call 2020-10-27 | transcript 1e58f149-c7f4-470b-86a4-b23747343a79 | chars 17572-17739 | segment 18

In total, COVID favorably impacted spending by approximately $115 million, driven largely by lower promotional, selling, and administrative costs, along with lower laboratory travel and meeting expenses, partially offset by increased spending to advance our COVID-19 antiviral and vaccines research programs.

Oct 27, 2020 / receipt, needs a key / Rob, CFO | earnings call 2020-10-27 | transcript 1e58f149-c7f4-470b-86a4-b23747343a79 | chars 14895-15203 | segment 15

In total, COVID resulted in reduced spending of approximately $325 million, driven largely by lower promotional, selling, and administrative costs, along with lower laboratory travel and meeting expenses.

Jul 31, 2020 / receipt, needs a key / Rob (CFO), CFO | earnings call 2020-07-31 | transcript b0b5e2c6-4be0-4f3e-90c2-5035f3bb4669 | chars 13876-14080 | segment 13

Non-GAAP EPS1 $5.04 to $5.16 $2.66 to $2.76

ir_statement / Sep 15, 2026 / receipt

Now includes $5.7B charge related to acquisition of Terns

ir_statement / Sep 15, 2026 / receipt

Now includes higher inventory reserves

ir_statement / Sep 15, 2026 / receipt

Expect 2H26 to be significantly higher than 2H25 driven by revenue hedging program and expected milestone receipt in 4Q

ir_statement / Sep 15, 2026 / receipt

Expect investments behind sales force and promotion to drive accelerated growth in 2027

ir_statement / Sep 15, 2026 / receipt

Non-GAAP Operating Expenses1 $35.9B to $36.9B • Includes ~$9B charge related to acquisition of Cidara

ir_statement / Sep 14, 2026 / receipt

Other (Income) / Expense ~$1.3B of expense • Includes financing costs related to acquisitions of Verona and Cidara

ir_statement / Sep 14, 2026 / receipt

Revenue $65.5B to $67.0B $65.8B to $67.0B

ir_statement / Sep 14, 2026 / receipt

Expect expenses to increase over remainder of year due to investment in launches

ir_statement / Sep 14, 2026 / receipt

Commercial opportunity from new growth drivers is more than double consensus 2028 total KEYTRUDA sales

ir_statement / Sep 4, 2026 / receipt

Ten key programs represent 70% of >$70 billion commercial opportunity and will potentially transform our portfolio

ir_statement / Sep 4, 2026 / receipt

2. Now includes OHTUVAYRE

ir_statement / Sep 4, 2026 / receipt