Bristol-Myers Squibb is upgraded to Buy as its growth portfolio now offsets legacy declines, validating a bullish contrarian thesis. BMY's 2026 guidance and Q4 2025 results exceeded consensus, with management consistently under-promising and over-delivering, setting up strong risk/reward. Patent cliffs for Eliquis and Opdivo loom in 2028, but a robust pipeline—seven registrational readouts in 2...
Bristol Myers Squibb reported higher fourth-quarter revenue as growth in sales of its immuno-oncology treatments helped to offset a decline in revenue for some of its older drugs.
Bristol Myers Squibb on Thursday forecast 2026 results above Wall Street estimates, saying that price cuts to its blood thinner Eliquis will help drive up revenue.
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