Added to YB: 2026-06-03
Pitch date: 2026-06-01
BMY [neutral]
Bristol-Myers Squibb Company
+11.69%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide.
Market Cap
N/A
Pitch Price
$54.18
Price Target
N/A
Dividend
4.41%
EV/EBITDA
7.85
P/E
16.00
EV/Sales
3.14
Sector
Pharmaceuticals
Category
N/A
Show full summary:
The last Bristol Myers' blog post was wrong on the core thesis
BMY (update): Hempton admits prior thesis wrong—ivonescimab (Akeso/Summit PDL1-VEGF bispecific) showed statistically significant 4.2mo OS benefit vs Tevimbra+chemo in HARMONI-6 (27.9mo median). Caveat: Chinese-only data, awaiting US trial. BMY/BioNTech bispecific had concerning inverse dose response.
Read full article (2 min)