. >> yeah, gardasil is driving today's move.les of $2.48 billion coming up just short of analysts's estimates. the bigger concern is china. that market representing 70% of gardasil's international sales. merck seeing a, quote, significant step down in shipments of gardasil in china. executives saying they were surprised by the sudden change and have a few ideas about what's going on. there's china's anti-bribery and anti-corruption campaign. merck's chinese distributor focused on other priority. overall decline in the hpv market. merck executives are still confident gardasil can reach $11 billion in sales by 2030. clearly, this is shaking some investors. people don't like surprises. that's especially important because gardasil is merck's second largest pharmaceutical product and key to the future beyond cancer drug keytruda, which should go off patent in 2028. >> angelica, appreciate that. bryn joining us now on microsoft. give us your feelings ahead of this critical report. >> so first of all, we know they're going to talk abou

guar gardasil is merck's second biggest drug behind keytruda.ems like a long way out, but keytruda makes up almost half of merck's total revenue, so merck needs to reassure its investors that it can fill that $25 billion hole. gardasil is just one piece of that puzzle, but there are two other medicines that we should pay close attention to. these new medicines are winrevair and capvaxive. c capvaxive is a little bit more of a question mark with consensus at $1.4 billion. that could happen as soon as later this year and we'll watching for that. obesity is another possibility that meck has talked about. they're not shy about saying they want to do a deal in that space, but they haven't made a move yesterday. the ceo is looking to the next generation of drugs. >> everybody still wants an obesity, even with novo and lilly so far ahead. it's sbinteresting, pfizer had what seemed to be a good quarter. but when we heard merck discussing what you did, it turned around as well. it's down again today. are these fears about merck percolating within the ove

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during the conference call the company starting to put some sense out there that gardasil, importantmaybe there's some slowing there, and saying things about a relatively new therapy in terms of it just coming to the market and the launch. maybe they didn't hear what they wanted to hear as well. >> sounds like they asked a bunch of different ways, weren't completely satisfied by the answer. you can see the stock price down 9.5%. >> that's ugly. that's also -- pfizer reported a good number but it's getting penalized as well, down 2.5%. vegetrghahd more live market cora sait eafor you. do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. call coventry direct to learn more. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. our friend sold their policy to help pay their medical bills, and that got me thinking. maybe selling our policy could help with our retirement. i'm skeptical, so i did some research and called coventry direct. t

yeah, the merck call, i thought it sort of was overdone, but i was listening to them talking about gardasila stuffing -- not stuffing the channel. the channels didn't continue to ask for more shipments and they didn't have a good answer why. i praise them for saying, we don't know exactly what happened there, you know, they talked about a bribery scandal earlier in the year, but they didn't really have a great answer. and i also was thinking, all right, now we're a month into the next quarter, and they still -- they still don't have an answer. so, that's not great. it's very important part of their sales, and actually, it's the second biggest after key tre keytruda, and is mix is more international. you have to wait and let it shake out. i think they did a good job on the call, as good as you could do, but it's a big question mark. >> your pfizer. >> yeah, my pfizer. lo, they actually beat, they've upped gross margins a little bit. i think they've been very conservative here. there's a dynamic around second generation products that are showing real signs here. i think there's some sense the