BMY changes
Pick any two versions below to diff them.
- Price
- $61.28 → $61.12(−0.3%)
- Discount
- 3% to 21% → 4% to 21%(+1.0 pts)
- Recent events
- 2026-10-12: Bristol Myers Squibb said that two Phase 3 trials met their primary endpoints. In ACTION-1, the radiopharmaceutical RYZ101 extended progression-free survival in patients with GEP-NETs at an interim analysis. In ALOFT-IPF, admilparant 60 mg slowed the loss of lung function in idiopathic pulmonary fibrosis, but the 120 mg dose did not reach statistical significance. Earlier in October, the company reported a death after acute liver injury in the admilparant program, which a committee judged unlikely to be related to the drug. The stock fell about 3% that day. 2026-10-08: Bristol Myers Squibb said that the Phase 3 EXCALIBER-RRMM trial met its main goal. Zenbexus (iberdomide) with daratumumab and dexamethasone gave a median progression-free survival of 42 months, against 20 months with standard care, in relapsed or refractory multiple myeloma. This is the confirmatory trial for the accelerated approval of August 2026. The full data will be presented at the ASH meeting in December 2026. 2026-10-05: Leerink downgraded the stock to Market Perform from Outperform and cut its price target to $59 from $73, because of caution about the coming pipeline readouts. On October 8, Cantor Fitzgerald cut its target to $53. 2026-09-30: The FDA approved Camzyos for adults and pediatric patients who weigh at least 30 kilograms with symptomatic obstructive hypertrophic cardiomyopathy. 2026-08-11: The FDA gave accelerated approval to Zenbexus (iberdomide) with daratumumab and dexamethasone for multiple myeloma after at least one prior line of therapy. It is the company's first approved CELMoD drug. Full approval depends on the confirmatory trial. 2026-07-30: Bristol Myers Squibb reported Q2 2026 results. Revenue was $13.0 billion, up 6%. Growth Portfolio revenue grew 15% to $7.6 billion, and Eliquis revenue grew 22% to $4.5 billion. Non-GAAP EPS was $2.04. It raised its 2026 revenue guidance to about $49.0 to $50.0 billion and its non-GAAP EPS guidance to $6.75 to $7.00. On the call, management said that the milvexian atrial fibrillation readout moved to Q1 2027 and the Cobenfy ADEPT readouts moved to early 2027, because events and enrollment came more slowly. 2026-05-12: Bristol Myers Squibb signed licensing agreements with Hengrui Pharma for 13 early-stage programs in cancer, blood diseases and immunology. It pays Hengrui up to $950 million, with $600 million upfront, and more if milestones are met. Also in May 2026, it agreed with Anthropic to use Claude across research, development, manufacturing and commercial work. 2026-04-30: Bristol Myers Squibb reported Q1 2026 results. Revenue was $11.5 billion, up 3%, and Growth Portfolio revenue grew 12% to $6.2 billion. Non-GAAP EPS was $1.58.