Stock Markets February 27, 2026

Merck to Cut About 150 Roles at North Carolina Plant as Gardasil Sales Ease

Company cites changing demand for its HPV vaccine and shifts in U.S. immunization guidance; layoffs set for May

By Ajmal Hussain MRK
Merck to Cut About 150 Roles at North Carolina Plant as Gardasil Sales Ease
MRK

Merck plans to eliminate roughly 150 positions at its North Carolina facility that produces the human papillomavirus vaccine Gardasil, a move tied to weaker demand for the shot domestically and internationally. The company halted shipments to China last year amid low uptake, contributing to a 39% fall in Gardasil's global sales in 2025. Changes to the U.S. childhood immunization schedule and management comments that Gardasil is no longer a major growth engine are additional factors cited by the company.

Key Points

  • Merck will cut about 150 positions at its North Carolina plant that makes the Gardasil HPV vaccine; layoffs effective in May.
  • Gardasil sales fell 39% globally in 2025 after Merck halted shipments to China due to weak demand; U.S. policy now recommends a single HPV vaccine dose for children.
  • Merck management has said Gardasil is no longer a major growth driver; the company emphasized adjustments to its manufacturing network to maintain reliable, compliant supply.

Merck has notified state authorities that it will reduce headcount by about 150 employees across its North Carolina manufacturing site that produces the human papillomavirus vaccine Gardasil. The job eliminations are scheduled to take effect in May, according to the company notice filed this week.

In trading following the announcement, Merck shares rose about 3% in afternoon sessions.

Gardasil has been a major contributor to Merck's revenue growth after its cancer immunotherapy Keytruda, with much of the vaccine's recent international expansion coming from China. The company paused shipments of Gardasil to China last year, citing weak demand, an action that helped drive a 39% decline in the vaccine's global sales in 2025.

The human papillomavirus vaccine protects against infections that can lead to cervical, vulvar, vaginal and anal cancers. In the United States, public health guidance was revised last month to recommend a single HPV vaccine dose for children, replacing the previously recommended two- or three-shot regimen for the approved schedules. Gardasil remains the only HPV vaccine licensed in the country.

Merck's leadership indicated last month that Gardasil is no longer serving as a primary growth driver for the company. Addressing operational adjustments, a company spokesperson said on Friday that the firm "continuously assess[es] our operations and evolving business needs and adjust[s] as needed to ensure the effectiveness of our manufacturing network in delivering reliable, compliant supply of our medicines and vaccines."

The upcoming reductions will affect the North Carolina facility beginning in May. Separately, Merck reported having roughly 30,000 employees across the United States, including Puerto Rico, as of December 31, 2025 in regulatory filings.


Context and implications

The workforce adjustment reflects softer demand for Gardasil both domestically and overseas and follows shifts in immunization policy and the company's own strategic reassessment of product-level growth contributions. The move is operational in nature, described by the company as part of ongoing reviews of manufacturing effectiveness and supply reliability.

Risks

  • Reduced demand for Gardasil, including the halt of shipments to China, has directly lowered global vaccine sales, affecting pharmaceutical revenue and growth expectations - impacts pharma and healthcare markets.
  • Changes in U.S. childhood immunization guidance to a single-dose HPV schedule could depress future domestic vaccine volumes and influence manufacturing and commercial planning - impacts public health vaccine suppliers and manufacturers.
  • Operational restructuring at the North Carolina facility could affect local employment and Merck's U.S. manufacturing capacity if further adjustments are required - impacts regional labor markets and pharmaceutical supply chains.

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