Completed adult cohort enrollment and enrolled multiple patients in the adolescent cohort of the Phase 1/2/3 RUBY clinical trial of reni-cel for severe sickle cell disease On track to present additional clinical data from the RUBY trial and the EdiTHAL trial of reni-cel for transfusion-dependent beta-thalassemia in mid-2024 and additional updates by year-end 2024 Presenting pre-clinical data at ASGCT on in vivo capabilities to support development of transformative in vivo gene editing medicines Strong finan ...

CAMBRIDGE, Mass., May 01, 2024 (GLOBE NEWSWIRE) -- Editas Medicine, Inc. (NASDAQ:EDIT), a clinical-stage gene editing company, today announced a two-year extension to the collaboration with Bristol Myers Squibb (NYSE:BMY) under which the parties may research, develop, and commercialize autologous and allogeneic alpha-beta T cell medicines for the treatment of cancer and autoimmune diseases. The extension also has options to extend the collaboration for up to an additional two years. Under the collaboration, ...

A federal judge in New Jersey on Monday rejected Johnson & Johnson and Bristol Myers Squibb's legal challenges to the Biden administration's Medicare drug price negotiations, ruling that the program is constitutional. The decision is another win for the Biden administration in a bitter legal fight with several drugmakers over the price talks. The ruling also weakens the pharmaceutical industry's strategy of seeking split decisions in lower courts scattered across the U.S., which could escalate the issue to ...

Collaboration combines Repertoire's industry leading DECODE™ platform that uniquely maps the immune synapse to develop T cell targeted immune medicines with Bristol Myers Squibb's world-leading expertise in developing and commercializing innovative immune medicines Repertoire will receive an upfront payment of $65 million and is eligible to receive up to $1.8 billion in milestone and other payments and tiered royalties CAMBRIDGE, Mass., April 29, 2024 /PRNewswire/ -- Repertoire® Immune Medicines, a biotechn ...

ISerg Turnaround plays can be highly rewarding for investors willing to go against the grain. This includes names that for one reason or another have been beaten down in price by the market due to perceived risks or memories of management missteps in the past. One such example that I can think of its Kinder Morgan (KMI), which judging by readers' comments, still carries a bad taste after its dividend cut from years ago despite solid and growing operating fundamentals, reasonably low valuation, and dividend ...

财务数据和关键指标变化 - 公司第一季度总收入实现低个位数增长,增长主要来自于增长型产品组合,其占总收入比重达到40% [29][30] - Eliquis、Opdualag、Reblozyl、Yervoy和Breyanzi等主要品牌表现强劲 [13] - Opdivo、Camzyos和Sotyktu受到库存和毛利率因素的影响,但需求仍在增长 [14] 各条业务线数据和关键指标变化 - 肿瘤业务:Opdivo受到库存和时间因素影响,但Opdualag在一线黑色素瘤市场占有率超过25% [32][33] - 心血管业务:Eliquis在美国市场增长12%,Camzyos销售近三倍增长 [37][38] - 血液学业务:Reblozyl在一线骨髓增生异常综合征市场表现强劲,Breyanzi销售增长超50% [39][40][41] - 免疫学业务:Sotyktu处方量达到约10,000个,预计到第四季度将翻倍 [43][44] 各个市场数据和关键指标变化 - 美国市场:Eliquis、Opdualag、Reblozyl和Breyanzi表现强劲 [37][33][40] - 国际市场:Camzyos在德国面临定价压力,Abecma在国际市场受到不利定价影响 [38][42] 公司战略和发展方向及行业竞争 - 公司通过四项重要交易,增强了长期增长动力 [17][18] - 公司正在优化内部流程,提高效率,预计到2025年底可节省约15亿美元,用于投资关键增长品牌和研发项目 [22][23] - 公司看好放射性药物这一快速增长的肿瘤治疗平台,收购RayzeBio后正在推进相关管线的开发 [152][153][154] 管理层对经营环境和未来前景的评论 - 公司2024年业务展望保持不变,有信心实现今年的收入和非公GAAP每股收益目标 [25][26] - 公司正在采取行动有效管理未来几年的过渡期,管理团队专注于确保必要的纪律执行,以实现今年的目标并为长期做好准备 [26] 问答环节重要的提问和回答 问题1 **Geoff Meacham 提问** 询问成本节约计划中,多少来自于历史Bristol-Myers Squibb业务,多少来自于整合最新交易 [66] **David Elkins 回答** 大部分节约来自于历史Bristol-Myers Squibb业务,包括优化组合、精简决策流程和第三方关系 [67][68] 问题2 **Chris Shibutani 提问** 询问公司对未来利润"谷底"的看法和预期时间 [71] **Chris Boerner 和 David Elkins 回答** 公司将在9月公布Eliquis受IRA影响的具体情况,预计2026年开始受到影响,但有信心通过增长型产品组合和管线在本十年末前实现增长 [72][73][126][127] 问题3 **Evan Seigerman 提问** 询问成本节约计划的具体执行,是否会影响利润率管理 [83] **David Elkins 回答** 公司计划将大部分节约用于研发投入,以提高投资组合的回报率和公司在未来几年的增长潜力 [85]

Bristol Myers Squibb第一季度业绩 - Bristol Myers Squibb (BMY) 2024年第一季度营收为118.7亿美元，同比增长4.7% [1] - Bristol Myers在最近报告的季度中表现出色，特别是在关键指标方面 [2] 产品销售表现 - Bristol Myers的各种产品线在美国和国际市场的销售表现各不相同，有的增长，有的下降 [4],[5],[6],[7],[8],[9],[10],[11],[12],[13],[14],[15] 股票表现与评级 - Bristol Myers的股票在过去一个月中表现不佳，但目前被评为Zacks Rank 3 (Hold)，预计未来会与整体市场表现一致 [16]

财务表现 - Bristol-Myers Squibb Company (BMY)报告的调整后每股亏损为4.40美元，比Zacks Consensus Estimate的每股亏损4.53美元要窄[1] - 总收入为119亿美元，超过了Zacks Consensus Estimate的114亿美元[3] - 美国收入增长7%，达到85亿美元，主要受益于Eliquis、Reblozyl和Opdualag的销售增长[4]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ FORM 10-Q ___________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to _______ Commission File Number 001-01136 ___________________________ BRISTOL-MYERS SQUIBB COMPANY (Exac ...

Bristol Myers Squibb (BMY)业绩表现 - 公司第一季度营收达到119亿美元，同比增长5%[2] - 根据通用会计准则（GAAP），每股亏损5.89美元，非GAAP亏损为4.40美元[2] 投资者反应 - 投资者对Bristol Myers Squibb的负面反应并非源于第一季度业绩，因为公司的营收超过了市场预期，分析师也预期公司的亏损会更大[3] - 投资者对Bristol Myers Squibb的负面反应主要是因为公司的业绩指引令人失望，公司预计2024年全年的非GAAP每股收益在0.40至0.70美元之间，较之前的7.10至7.40美元有大幅下调，主要是因为收购Karuna Therapeutics和与SystImmune的合作[4]