文章核心观点 - 公司最近一个交易日收盘价为43.02美元,较前一交易日上涨1.06%,超过标普500指数0.27%的涨幅 [1] - 公司股价在过去一个月内下跌5.53%,低于医疗行业2.89%和标普500指数2.85%的涨幅 [2] - 公司计划于2024年7月26日公布财报,预计每股收益为1.67美元,同比下降4.57%;预计营收为114.8亿美元,同比增长2.23% [3] - 全年来看,公司预计每股收益为0.59美元,同比下降92.14%;营收为461.2亿美元,同比增长2.48% [4] - 分析师对公司业绩和盈利能力持乐观态度,近期上调了公司盈利预测 [5][6] - 公司当前市盈率为72.06倍,高于行业平均水平24.04倍;PEG比率为14.41倍,也高于行业平均1.93倍 [8][9] - 公司所属的医疗-生物医药和遗传学行业目前在所有行业中排名前32% [10][11]

会议主要讨论的核心内容 - 公司CEO Chris Boerner介绍了自己的职业历程和加入Bristol-Myers Squibb的经历 [3][4][5][6] - 公司正在进行的业务重组和优先发展方向 [12][13][14][15] - 公司在免疫学、神经科学和心血管领域的业务发展机会 [19][20][21] - 公司在细胞治疗和抗体偶联药物领域的布局和发展计划 [25][26][77][78][85][86] - 公司主要新药品种Camzyos、Sotyktu和Milvexian的商业化进展和前景 [38][39][40][41][49][50][51] - 公司应对Eliquis专利到期和医疗改革法案(IRA)影响的策略 [53][54][55][56][57][58][59][60][61][62][63][64][65] - 公司在肿瘤免疫、神经科学和心血管领域的业务发展机会 [72][73][74][75][76][77][78][79][80][81][82][83][84] 问答环节重要的提问和回答 问题1 **Chris Shibutani 提问** 公司在细胞治疗领域的优势和发展计划 [24] **Chris Boerner 回答** 公司在细胞治疗制造和商业化方面的优势 [25][26] 问题2 **Chris Shibutani 提问** 公司在免疫学领域的业务发展重点 [27][28] **Chris Boerner 回答** 公司看好CD19 NEX-T在自身免疫疾病领域的潜力 [21] 问题3 **Chris Shibutani 提问** 公司在心血管领域新药Camzyos的商业化进展 [36][37] **Chris Boerner 回答** Camzyos有望成为一款重要的心血管药物 [38][39][40]

Bristol-Myers Squibb Company (NYSE:BMY) Goldman Sachs 45th Annual Global Healthcare Conference June 11, 2024 11:20 AM ET Company Participants Chris Boerner - Board Chair and Chief Executive Officer Conference Call Participants Chris Shibutani - Goldman Sachs Good morning, still, I think, everybody, and welcome. We are very pleased that you're joining us here on the Second Day of the Goldman Sachs Healthcare Conference. My name is Chris Shibutani, and along with all my colleagues, especially on my team, we'r ...

文章核心观点 - 布里斯托尔-迈尔斯-斯奎布公司被评为社会责任型高股息股票之一,体现了公司在环境和社会责任方面的出色表现[1] - 公司是iShares USA ESG Select ETF基金的成分股,占基金总持股的0.33%[2] - 公司过去的股息支付历史表现良好,最近一次除息日为2024年4月4日[3] - 公司所属的制药行业,主要竞争对手包括诺和诺德和礼来公司[4] 行业总结 - 公司所属制药行业,主要从事药品研发和生产[4] - 行业内主要竞争对手包括诺和诺德、礼来等大型制药公司[4] 公司总结 - 公司被评为社会责任型高股息股票,在环境和社会责任方面表现出色[1] - 公司是iShares USA ESG Select ETF基金的成分股,占基金总持股的0.33%[2] - 公司过去的股息支付历史表现良好,最近一次除息日为2024年4月4日[3]

The Oracle of Omaha is by far the most well-known long-term investor we have alive today, and if you are a newbie, looking into Warren Buffett stocks to sell is a good way to weed out the bad stocks from your portfolio. I believe Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B) alone makes for a pretty good starter portfolio, as it acts like an exchange-traded fund with solid growth. However, if you have individual holdings and are targeting more growth, it still makes sense to mirror some of Buffett’s moves. Th ...

文章核心观点 - 公司在过去一年内股价下跌近40%,远低于整个医疗行业 [1][2] - 公司面临利率上升的压力,加之债务水平接近历史高位,这些因素抑制了公司未来的增长潜力 [1][9][10] - 尽管公司面临一些挑战,但仍有较大的上涨空间,目前估值较低 [3][16][19] 公司概况 - 公司主营药品业务,产品涵盖肿瘤、心血管、免疫等多个领域 [4] - 公司主要收入来源为Eliquis和Opdivo两款药品,这两款药品专利将于2026年到期 [5][6][7] 财务和风险 - 专利到期后,公司将面临来自仿制药的竞争,这将大幅降低相关产品的利润率 [6][7] - 公司近年来通过并购不断扩大业务,但也导致债务水平大幅上升 [9][10][11] - 高利率环境下,公司的债务负担加重,可能抑制未来的投资和增长 [10][20][21] 业绩表现 - 公司最近一季度收入同比增长5%,超出预期,成本控制措施有助于维持收入水平 [12][13] - 公司启动了10亿美元的股票回购计划,以及1.5亿美元的成本节约计划,有利于提升股东回报 [14][15] 估值和股息 - 公司当前估值较低,企业价值/EBITDA仅7.17倍,低于行业中位数和历史平均水平 [16] - 根据股息折现模型,公司合理价值约为48美元,较当前价格有15.7%的上涨空间 [19] - 公司股息收益率达5.8%,为近10年来最高,且有持续增长的潜力 [22][23][24][25] 总结 综上所述,尽管公司面临一些挑战,但仍具有较强的基本面和增长潜力,加之较低的估值和较高的股息收益率,公司被评为强烈买入评级 [26]

For many investors, especially those who are just building a portfolio, undervalued stocks under $50 hold significant appeal. Investors can start a significant position, in terms of shares owned, for a small investment. But as every investor knows, price and value aren’t the same thing. When many investors think about undervalued stocks, they look for specific metrics. Some investors may examine technical signals, for example, like a stock trading near its 52-week low. Others may search for a favorable pric ...

PM Images This was another interesting week as we get closer to the June FOMC meeting. The US core PCE index increased by 0.2%, which was lighter than the consensus estimate of 0.3% in April. This can certainly be looked at as positive, as it's the slowest increase in MoM in 2024, and the last time PCE increased by 0.2% was in December of 2023. The Fed pays close attention to this metric because it takes consumer spending into consideration, whereas CPI is often looked at as a cost of living fluctuation. Th ...

NEW YORK, June 5, 2024 /PRNewswire/ -- Envisagenics, an AI-driven revenue generating biotechnology company focused on discovery and development of novel RNA splicing therapeutics, today announced a Series B fundraising round with participation from existing investors Third Kind Venture Capital, Empire State Development and Red Cell Partners, and new strategic investor Bristol Myers Squibb (NYSE: BMY). Bristol Myers Squibb previously entered into an oncology research collaboration with Envisagenics in 2022. ...

Bristol Myers Squibb (BMY) announced data from three studies evaluating CD19-directed CAR T cell therapy Breyanzi (liso-cel) at the 2024 American Society of Clinical Oncology (ASCO) Annual Meeting. These data include long-term data with three-year follow-up from the late-stage TRANSFORM study of Breyanzi as a second-line treatment in patients with relapsed or refractory large B-cell lymphoma (LBCL). These also include results from a subgroup analysis evaluating the efficacy and safety of Breyanzi by a numbe ...