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Court overturns Vioxx verdict against Merck -- time to buy?

Posted May 14th 2008 5:01PM by Melly Alazraki
Filed under: Law, Merck and Co (MRK)

Well, one step at a time, Merck & Co. (NYSE: MRK) is trying to get past the Vioxx saga. Back in 2004, after over 20 million Americans had used the painkiller drug, Merck pulled it from the market following a study that found that Vioxx doubled the risk of heart attack and stroke in patients who took it for at least 18 months.

Immediately, Merck was hit with nearly 27,000 lawsuits. In November 2006, the company agreed to a $4.85 billion settlement. Merck now says that about 94% of the plaintiffs have chosen to participate in the settlement. I'm not sure the Garza family could have chosen to be part of the settlement or not (as the case was decided before the settlement was agreed), but if they family could, they might be sorry today they didn't do so.

A Texas appeals court overturned a multimillion-dollar verdict against Merck Wednesday. In April 2006, a jury awarded 71-year-old Leonel Garza's widow $32 million (which were later cut to about $7.75 million). The reason cited by the court was that Garza's family failed to provide evidence that Garza's long-standing heart disease could not have been the cause of his fatal heart attack in 2001.

While Merck's legal counsel likely had a hard time hiding his glee when he told journalists the "decision reaffirms that there is simply no reliable scientific evidence that Vioxx caused Mr. Garza's heart attack," many questions regarding Vioxx and Merck's own conduct in the matter remain. Only last month, The New York Times revealed that Merck wrote drug studies for doctors. To be fair, there seems to be an industry practice of ghostwriting medical research studies that are then published in academic journals under prestigious doctors' names.

So, with the Vioxx issue pretty much behind it and in the midst of some restructuring, is it worth while to take another look at Merck? Surely, its dividend yield is impressive at 3.89%, which could provide income and a defensive play in volatile markets, but don't forget the other recent setbacks Merck suffered including the unfavorable studies regarding its cholesterol pills, Zetia and Vytorin and the FDA's rejection of Cordaptive.

The stock is closer to a 52-week low and Merck almost seems due for some good news. But from its pipeline, no drugs are awaiting FDA approval and it's unclear when the current phase III drugs will reach that stage. And Merck needs a big seller, fast. In light of all that, I'm not that positive on the stock at this stage even if it finished the day up 1.68% on the Vioxx news.

Tags: inthenews, merck, mrk, vioxx

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