Added to YB: 2026-06-03
Pitch date: 2026-06-01
BMY [neutral]
Bristol-Myers Squibb Company
-0.58%
current return
Author Info
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Company Info
Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide.
Market Cap
$112.2B
Pitch Price
$54.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
15.39
EV/Sales
N/A
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)