Bristol-Myers Squibb: The Market Is Not Pricing The Growth Portfolio That Replaces The Patent Cliff [Seeking Alpha]
Bristol-Myers Squibb Company (BMY)
Last bristol-myers squibb company earnings: 2/6 07:05 am
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US:NYSE Investor Relations:
bms.com/investors.html
Company Research
Source: Seeking Alpha
The Growth Portfolio now generates 55% of revenue, grew 17% in FY2025, and is guided to continue double-digit growth into 2026. Key catalysts include the August 2026 FDA decision on iberdomide and the upcoming milvexian Phase 3 results, both with multi-billion dollar potential. My $68 price target implies 24% upside plus a 4.6% dividend yield, with risk/reward skewed favorably as the market underappreciates BMY's revenue replacement progress. arlutz73/iStock Editorial via Getty Images Investment Thesis Among the broad-cap stocks of the U.S. stock exchange, Bristol-Myers Squibb (NYSE: BMY) is the most vulnerable to mispricing. Both Eliquis and Opdivo lose exclusivity in 2028 and 2029, respectively, and the loss of exclusivity is well documented. All analysts have modeled
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BMY
News
- The innovators working to make in vivo cell therapy a reality [Yahoo! Finance]Yahoo! Finance
- ??????2035????549???????? ??????????????????????? CAGR22.66% : ???????????????????? [CNET News]CNET News
- Beeline, a Bain-backed biotech, debuts with immune drugs from Bristol Myers [Yahoo! Finance]Yahoo! Finance
- Is It Too Late To Reassess Bristol Myers Squibb (BMY) After Its Recent Share Price Rebound [Yahoo! Finance]Yahoo! Finance
- Is Bristol-Myers Squibb Company (BMY) Among the 15 Cash-Rich Dividend Stocks to Invest in Right Now [Yahoo! Finance]Yahoo! Finance
BMY
Earnings
- 2/6/26 - Beat
BMY
Sec Filings
- 4/17/26 - Form DEFA14A
- 4/2/26 - Form 4
- 4/2/26 - Form 4
- BMY's page on the SEC website