The most recent trading session ended with Bristol Myers Squibb (BMY) standing at $52.20, reflecting a -0.38% shift from the previouse trading day's closing. This change lagged the S&P 500's daily gain of 0.61%. Elsewhere, the Dow gained 0.97%, while the tech-heavy Nasdaq added 0.33%.The biopharmaceutical company's stock has climbed by 8.62% in the past month, exceeding the Medical sector's loss of 3.79% and the S&P 500's gain of 5.36%.Analysts and investors alike will be keeping a close eye on the performa ...

文章核心观点 - 布里斯托尔-迈尔斯(BMY)获得FDA批准,扩大其重磅免疫肿瘤药物Opdivo(nivolumab)的适应症范围,用于非小细胞肺癌的围手术期治疗[1][2] - Opdivo现已成为唯一一款在该适应症中显示出统计学显著和临床意义上的获益的PD-1抑制剂[2] - BMY还获得FDA批准用于治疗精神分裂症的新药Cobenfy,这是数十年来首个采用新的药理机制的治疗方法[4] - BMY通过收购Mirati Therapeutics和RayzeBio等公司,进一步丰富了其管线,增强了管线实力[8] - 但BMY的债务负担较重,这令人担忧[9] 公司概况 - Opdivo是BMY的关键增长驱动力,2024年上半年销售额达45亿美元[3] - Eliquis、Opdivo和Revlimid是BMY三大主要收入来源,占总收入的61%[7] - Revlimid面临专利到期的挑战,Opdivo也可能面临适应症成熟导致的增长放缓[6][7] - BMY正依靠新药如Opdualag、Reblozyl和Breyanzi来稳定收入基础[5] - BMY通过收购等方式不断丰富管线,如收购Mirati Therapeutics和RayzeBio[8] 财务表现 - BMY股价今年迄今上涨2.3%,优于行业下跌3.9%[10] - 但股价仍低于行业平均水平,估值合理[11] - 未来一年的盈利预测有所上调[12][13] - 但由于并购相关费用的影响,2024年的年度盈利预测大幅下降[13]

Bristol Myers Squibb (BMY) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this biopharmaceutical company have returned +6.5% over the past month versus the Zacks S&P 500 composite's +6.4% change. The Zacks Medical - Biomedical and Genetics industry, to which Bristol Myers belongs, has lost 1% over this period. Now the key question is: Where could the stock be headed i ...

文章核心观点 - 公司专注于提供可持续的投资组合收益、多元化和通胀对冲的收益型资产类别 [1] - 公司专注于防御性质的股票,采取中长期投资策略 [1] - 公司分析师拥有14年以上的投资经验,并有金融MBA学位 [1] 行业研究 - 公司分析师拥有10年投资银行从业经验,专注于行业和公司研究 [1] - 公司分析师擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 公司分析师在撰写文章时表示自己持有相关公司的股票,并表示不会因此获得任何报酬 [2] - 公司分析师提醒读者需要自行进行尽职调查,得出自己的投资决策 [2]

These two dividend powerhouses are ideal choices for passive-income investors.Dividend investing can create substantial passive income over time. A conservative example illustrates this potential: Investing $10,000 annually for 40 years in a stock yielding 3.1% with 2.5% annual dividend growth could generate $44,316 in yearly dividend income. This strategy would also build a portfolio worth over $1.4 million.Selecting the right dividend stocks is crucial. Investors should focus on companies with sustainable ...

Bristol-Myers Squibb Company (NYSE: BMY ) looks ready to appreciate on the strength of a new drug approval, as well as improved technicals. The large cap pharmaceutical company performed poorly throughout 2023 and finally reached a capitulatory bottom in the springZvi provides advisory services to companies, trusts, and individuals, including consulting expert services regarding retirement and estate planning. Zvi is admitted to practice law in the state of New York, where he offers cash management, Bitcoin ...

The Food and Drug Administration on Thursday approved Bristol Myers Squibb's highly anticipated schizophrenia drug Cobenfy, the first novel type of treatment for the debilitating, chronic mental disorder in more than seven decades. Schizophrenia affects how a person thinks, feels and behaves, and can cause paranoia, delusions, hallucinations, and changes in emotions, movements and behavior. Those symptoms can disrupt a patient's everyday life, making it difficult to go to school or work, socialize and compl ...

文章核心观点 - 医药行业是一个可靠的长期投资机会,因为药品需求将一直存在,直到疾病被根治[1] - 要成为行业领导者,公司需要擅长创新和开发更好的疗法[2] 布里斯托尔-迈尔斯-斯奎布公司 - 公司拥有10款销售额超过10亿美元的药品[2] - 公司的主打药品Revlimid正面临专利到期,但公司的新药正在逐步增长[2][3] - 公司有多个管线项目,历史上创新能力强,股息收益率也较高[3][4] 吉利德科学公司 - 公司是HIV药物市场的领导者,其主打药品Biktarvy市场份额持续增长[5] - 公司正在加强其肿瘤业务,肿瘤管线占公司总管线的一半以上[6] - 公司正在减少对HIV业务的依赖,股息增长也较好[6][7]

文章核心观点 - 公司近期股价有所上涨,主要得益于公司二季度业绩超预期,以及新药物的良好表现[1][3] - 公司正在通过战略性收购来应对主要药品面临的专利到期和竞争压力[4] - 公司正在实施成本削减计划,预计到2025年底可节省约15亿美元[7] - 公司债务水平较高,这是一大隐忧[8] 新药物推动公司增长 - 公司新药物如Opdualag、Reblozyl和Breyanzi表现良好,帮助公司抵御了主要老药品销售放缓的影响[3] - 其中,治疗地中海贫血的Reblozyl和治疗肿瘤的Opdualag销售表现尤为出色[3] - 公司正在努力拓展Opdualag的适应症,这将为公司带来进一步的收入增长[3] 主要老药品面临挑战 - 公司主要药品Revlimid(多发性骨髓瘤治疗)面临专利到期和仿制药竞争,对公司收入造成不利影响[5] - 公司另一主要药品Eliquis(抗凝血药)和Opdivo(免疫肿瘤药)也将在未来面临专利到期和销售放缓的风险[6] - 这三款药品合计占公司上半年总收入的61%,公司需要设法维持收入增长[6] 公司估值和财务状况 - 公司股价目前处于52周低位,估值水平较低,低于行业平均水平[9] - 公司二季度业绩超预期,带动了2024年全年盈利预测的上调[10][11] - 但公司债务水平较高,这可能会对未来发展造成一定压力[8]

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