Key TakeawaysSeveral pharmaceutical stocks moved higher Wednesday, bucking downward pressure on the broader markets.An array of clinical trial results and regulatory decisions helped boost shares of Gilead Sciences, Bristol-Myers Squibb, and Vertex Pharmaceuticals.The pharma industry has underperformed in 2024 despite several companies making headlines with blockbuster weight-loss treatments. Shares of several drugmakers and biotechnology firms moved higher on Wednesday, notching some of the day's top perfo ...

Unlock steady income and growth potential with these high-yield, low-risk dividend powerhouses.High-yield dividend stocks can be enticing, with several academic studies showing that stocks yielding above 3% tend to outperform most other asset classes when held for 20 years or longer. However, dividend yield isn't the most important metric to consider when evaluating stocks with cash or stock distributions.A recent report by Hartford Funds reveals a crucial insight: Dividend stocks with payout ratios below 7 ...

These underappreciated dividend payers offer yields above 4% at recent prices.The past year has been terrific for most stocks. The S&P 500 index rose 27.5% during the 12 months ended Aug. 26.It's always nice to see the value of your portfolio rise during a bull market, but it also makes it hard to find stocks to buy at reasonable valuations.Investors seeking reliable dividend stocks that still look like bargains will be glad to know that not all of the S&P 500's components have had a great year. Pfizer (PFE ...

文章核心观点 - Bristol Myers已向FDA提交了Opdivo(nivolumab)联合Yervoy(ipilimumab)用于一线治疗成人不可切除肝细胞癌(HCC)的补充生物制品许可申请(sBLA) [1][2] - 该申请基于III期CheckMate-9DW研究结果,显示该联合疗法在总生存期方面显示出统计学显著和临床意义上的改善,且安全性可控 [3] - 肝癌是全球第三大癌症死因,HCC占所有肝癌的75-85%,通常在晚期才被发现,治疗选择有限且预后较差 [4] 公司相关 - Opdivo联合Yervoy已获批用于既往接受过Nexavar治疗的成人HCC患者,但CheckMate-459研究未达到总生存期主要终点,公司已撤回该适应症 [7][8] - 公司正在欧盟申请该联合疗法用于未接受过任何系统治疗的成人不可切除或晚期HCC患者 [9][10] - 公司在HCC市场面临来自阿斯利康Imfinzi(durvalumab)联合Imjudo(tremelimumab)的竞争 [11][12][13] - 公司目前评级为买入,同时Illumina和Arcturus Therapeutics也是其他值得关注的医疗股 [14][15]

文章核心观点 - 布里斯托尔-迈尔斯公司(BMY)宣布,欧洲药品管理局(EMA)已经受理其针对CD19定向嵌合抗原受体(CAR) T细胞疗法Breyanzi(lisocabtagene maraleucel; liso-cel)适应症扩大的II型变更申请[1][2][3] - 该申请旨在将Breyanzi的适应症扩大至包括既往接受2线或以上系统治疗的复发或难治性滤泡性淋巴瘤(FL)成人患者[2] - Breyanzi在欧盟已获批用于治疗成人复发或难治性弥漫大B细胞淋巴瘤、高级别B细胞淋巴瘤、原发纵隔大B细胞淋巴瘤和3B级滤泡性淋巴瘤[4] - 该申请获批将扩大Breyanzi的潜在目标人群[6] - Breyanzi自批准以来销量增长强劲,第二季度销售额同比增长53%至1.53亿美元[7] - 公司另一款CAR T细胞疗法Abecma在多发性骨髓瘤领域面临竞争压力[11] 根据目录分别总结 1. Breyanzi适应症扩大申请 - 布里斯托尔-迈尔斯公司(BMY)宣布,欧洲药品管理局(EMA)已经受理其针对Breyanzi适应症扩大的II型变更申请[1][2][3] - 该申请旨在将Breyanzi的适应症扩大至包括既往接受2线或以上系统治疗的复发或难治性滤泡性淋巴瘤(FL)成人患者[2] - Breyanzi在欧盟已获批用于治疗成人复发或难治性弥漫大B细胞淋巴瘤、高级别B细胞淋巴瘤、原发纵隔大B细胞淋巴瘤和3B级滤泡性淋巴瘤[4] - 该申请获批将扩大Breyanzi的潜在目标人群[6] 2. Breyanzi销售情况 - Breyanzi自批准以来销量增长强劲,第二季度销售额同比增长53%至1.53亿美元[7] 3. 公司CAR T细胞疗法产品情况 - 公司另一款CAR T细胞疗法Abecma在多发性骨髓瘤领域面临竞争压力[11] - CAR T细胞疗法领域由诺华、吉利德科学和强生等头部企业主导[12]

文章核心观点 - 目前标普500指数的平均股息率仅为1.3%,但仍有少数高股息股票可供选择 [2][3] - 三家公司(Bristol Myers Squibb、Dow Inc.、CVS Health)股息率均超过4%,可为投资者带来丰厚的被动收益 [4][8][12] Bristol Myers Squibb - 公司销售额在第二季度增长9%,有望维持15年的连续增息纪录 [5] - 公司即将推出一款新型抗精神病药物,可能获得FDA批准 [6][7] Dow Inc. - 公司股息率达5.2%,但近年来未进行增息 [8][9] - 公司基础化工业务受宏观环境影响,但长期来看有望实现大幅增息 [10][11] CVS Health - 公司通过收购Aetna和PBM业务实现垂直整合,业务规模和影响力不断扩大 [12][13] - 公司股价下跌19%,主要受到Medicare Advantage计划评级下调的影响,但长期来看仍有增息潜力 [14][15][16]

公司概况 - 公司过去五年的表现不佳，股价几乎持平，财务业绩不突出，面临重要的专利悬崖问题，尤其是其顶级销售产品癌症药物Revlimid已失去专利独占权 [2] - 尽管近期表现不佳，公司未来五年可能会有很大不同，前提是能够更好地应对已遭遇的逆风 [3] 财务表现 - 第二季度收入同比增长近9%至122亿美元，这是公司近三年来最好的收入增长率 [5] - 该季度最畅销的产品是抗凝血药物Eliquis和癌症药物Opdivo，两者合计占公司总收入的47.6% [5] - Eliquis收入同比增长7%至34亿美元，Opdivo销售额同比增长11%至24亿美元 [5] 专利问题 - Eliquis和Opdivo将在2029年底失去专利保护，届时收入将下降，但公司已经在为此做准备 [6] 新产品和增长策略 - 自2019年以来，公司获得了多个新药批准，包括治疗β地中海贫血的Reblozyl、治疗黑色素瘤的Opdualag和治疗心脏病的Camzyos [7] - 这些新药虽然目前收入占比不大，但销售增长迅速，预计未来五年将继续增长 [7] - 公司预计到2030年，新产品的收入将超过250亿美元，并且将继续获得新药批准或标签扩展 [8] - 公司还开发了Opdivo的皮下注射版本，预计能覆盖Opdivo在美国65%至75%的适应症，有助于缓解Opdivo专利悬崖带来的损失 [9] 投资吸引力 - 公司股票对股息投资者具有吸引力，已连续15年每年增加股息支付，预计这一趋势将持续到2029年，当前的预期股息收益率高达5.1% [12] - 现金支付比率保守，仅为37%以下，显示出公司作为稳健的蓝筹股息股票的潜力 [13]

Investors might want to bet on Bristol Myers Squibb (BMY) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of ...

Investors looking for stocks in the Medical - Biomedical and Genetics sector might want to consider either Bristol Myers Squibb (BMY) or Vertex Pharmaceuticals (VRTX) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive es ...

文章核心观点 - 公司近期股价上涨12.2%,而同期行业下跌0.1%和大盘下跌2.9% [1][2] - 公司业绩预测数据显示,当前季度预计每股收益1.58美元,同比下降21% [6] - 当前财年预计每股收益0.77美元,同比下降89.8% [7] - 下个财年预计每股收益7.10美元,同比增长821.8% [8] - 公司最近四个季度业绩均超出市场预期 [14] 公司财务数据总结 - 当前季度营收预计112.9亿美元,同比增长3% [11] - 当前财年营收预计468.3亿美元,同比增长4.1% [11] - 下个财年营收预计467.5亿美元,同比下降0.2% [11] - 上个季度营收122亿美元,同比增长8.7%;每股收益2.07美元,同比增长18.3% [12][13] 估值分析 - 公司当前估值处于合理水平,被评为A级 [18]