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Merck (MRK) Advances Tulisokibart After Positive Phase 2b Hidradenitis Suppurativa Data

Simply Wall St · 3d ago
  • Merck (NYSE:MRK) reported positive Phase 2b data for tulisokibart in moderate to severe hidradenitis suppurativa patients.
  • The trial showed both medium and high doses of tulisokibart outperforming placebo on key clinical measures.
  • Safety outcomes for tulisokibart were comparable with placebo, alongside reported gains in patient quality of life scores.
  • Merck plans to advance tulisokibart into Phase 3 trials after these Phase 2b results in hidradenitis suppurativa, which reshapes the risk reward profile for this program. Check out 5 warning signs that Merck investors should know about.

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NYSE:MRK Earnings & Revenue Growth as at Oct 2026
NYSE:MRK Earnings & Revenue Growth as at Oct 2026

Merck operates as a global healthcare group with a large pharmaceuticals division, so a late stage immunology asset like tulisokibart fits directly into its push to develop specialty treatments for difficult, chronic conditions such as moderate to severe hidradenitis suppurativa.

2 things going right for Merck that this headline doesn't cover.

What positive tulisokibart data signals for Merck’s post Keytruda story

For Merck investors, tulisokibart’s Phase 2b readout in hidradenitis suppurativa lines up squarely with the Narrative catalyst that calls for immunology and other non oncology franchises to carry more weight alongside oncology. It adds evidence for the specific thesis that tulisokibart can be one of the more than 20 next wave products management cites in its over US$70b non risk adjusted mid 2030s revenue potential, while at the same time putting pressure on weaker parts of the pipeline such as remigromig, where safety signals need more work to support that diversification story.

See how these catalysts shape Merck's path to a $156 fair value.

The clearest test of this read will come with Merck’s planned Phase 3 tulisokibart program. Concrete markers will be the formal Phase 3 trial initiations in hidradenitis suppurativa, the final study designs that show how aggressively Merck is positioning the drug, and whether subsequent updates confirm a safety and efficacy profile that is consistent with the Phase 2b data set described here.

Add Merck to your Watchlist and get alerts as these catalysts play out.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.