Merck KGaA’s CFO on Sales Growth, Asia, Life Sciences, Semiconductor Additions

The video discusses Merck's sales growth, particularly in Asia and the life sciences sector, highlighting strong market dynamics driven by demand for monoclonal antibodies and biologics. It covers the impact of recent semiconductor acquisitions on performance materials, aiming to reduce reliance on liquid crystals. The healthcare segment addresses the decline of Rebif and the potential of newly approved products like Mavenclad to compensate for this decline.

What are the key growth drivers for the business in Asia?

• Life sciences and performance materials

• Technology and innovation

• Healthcare and performance materials

• Marketing and sales

How will the acquisition of semiconductor companies affect the performance materials portfolio?

• It will decrease the semiconductor share

• It will have no impact

• It will increase the semiconductor share to roughly 50%

• It will reduce the overall portfolio size

What is the purpose of focusing on the semiconductor industry?

• To rebalance portfolio dynamics and reduce dependency on liquid crystals

• To increase dependency on liquid crystals

• To decrease top-line growth

• To focus solely on healthcare

What is the expected impact of semiconductors on the company's growth?

• Positive impact on top-line growth and margins

• Decrease in market share

• No impact on growth

• Negative impact on margins

What is the expected trend for Rebif in the future?

• Increase in sales

• Stable sales

• Decline in line with the overall interference segment

• Rapid growth

What is the sales potential for Mavenclad?

• More than €2 billion

• Less than €500 million

• No potential

• Between €1 billion and €1.4 billion

Which newly approved product is expected to compensate for the decline in Rebif sales?

• Mavenclad

• Interferon Beta

• Rebif 2.0

• Melvin Clot