Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 7/29/25
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Jul 29, 2025 Rob Davis, Chairman and CEO of Merck, joins to discuss the innovative strides in pharmaceutical advancements. He highlights the success of new initiatives like WinRevere while tackling the challenges posed by the Gardasil vaccine in China. The conversation dives into the impact of recent patent expirations on revenue, yet maintains an optimistic outlook on future growth and acquisitions. Additionally, Davis touches on the importance of HPV vaccinations in enhancing public health, underscoring their role in preventing cervical cancer.
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Tariff Impact Hidden Economy Slowdown
- Tariffs have started to significantly impact the U.S. consumer and certain industries negatively.
- Companies like UPS, Whirlpool, and Stanley Black& Decker reveal hidden economic slowdowns caused by tariff effects.
Netflix Patience Recommended
- Don't worry if Netflix stock stalls; the content lineup impacts its momentum.
- Trust the company's smart management to navigate content challenges and recover.
Merck's Strategic Growth Path
- Merck's growth stems from new product launches and strong oncology sales despite patent cliffs.
- The company aims to diversify beyond Keytruda with a robust drug pipeline and acquisitions.