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12:15
Jul 30 ◎

BMY FY2026 Q2 Watch

Bristol-Myers Squibb Company (BMY) FY2026 Q2 Earnings Call

NVDA ANTHROPIC BMY PFE ▾

Chris Boerner

BMS is partnering with NVIDIA to embed AI across its research operations, likely driving demand for NVIDIA's compute platforms (DGX, etc.) in the life sciences vertical.

"we've recently announced partnership agreements with both Anthropic and NVIDIA. Concretely, this will help our scientists do three things, understand disease biology more deeply, design and test candidate molecules faster..."

NVDA WATCH

Chris Boerner

BMS is partnering with Anthropic to leverage its AI models for drug discovery and development, expanding Anthropic's enterprise footprint in pharma.

ANTHROPIC WATCH

David Elkins

Management raised full-year 2026 guidance, driven by strong demand in the growth portfolio (especially Eliquis, Camzyos) and productivity savings, indicating strong forward confidence despite pipeline delays.

"Based on this first half momentum and confidence in our second half outlook, we are raising our full year guidance for both revenue and adjusted diluted EPS."

BMY WATCH

Cristian Massacesi

Milvexian's AFib trial (versus Eliquis) readout delayed to Q1 2027 due to slower-than-expected event accrual; DMC 'continues to endorse the study.' This is a classic case of ‘patience is a virtue’—the slower event rate partly reflects the comparator (Eliquis) working well, but also hints at potential favorable unblinded dynamics. — A delay here pushes back the competitive threat to Eliquis (and Pfizer) but also the upside optionality for BMS; the DMC endorsement is a positive signal on the primary endpoint (non-inferiority on strokes).

"having DMC continues to assess the efficacy and safety data, as you say, and giving us in very much closer to the final readout, the reassurance that the study can progress is a good thing."

PFE WATCH

HIGH

12:00
Apr 30 ◎

BMY FY2026 Q1 Watch

Bristol-Myers Squibb Company (BMY) FY2026 Q1 Earnings Call

BNTX BMY ▾

Christian Massachese

BMY's partnership with BNTX on pimmitimig (a PD-1/VEGF bispecific) is progressing well, highlighting a strong collaborative relationship that could drive value for both companies.

"the partnership with BioNTech is moving very well because we are progressing the development of this drug with speed."

BNTX WATCH

Chris Berner

BMY management conveyed strong conviction by guiding that performance is tracking towards the upper end of its full-year guidance, driven by broad-based growth across its portfolio and a robust pipeline of upcoming catalysts.

"In summary, based on our performance, we see the business currently tracking towards the upper end of our guidance ranges."

BMY WATCH

HIGH

13:00
Feb 05 ◎

BMY FY2025 Q4 Watch

Bristol-Myers Squibb Company (BMY) FY2025 Q4 Earnings Call

BNTX BMY ▾

Chris Boerner

Bristol Myers is expanding its partnership with BioNTech on the Pumitibnig program, strengthening the relationship and potential future royalty streams.

"in December, with our partners at BioNTech, we also shared the first global Phase II data for Pumitibnig in locally advanced or metastatic triple-negative breast cancer."

BNTX WATCH

David Elkins

Guidance reflects significant revenue decline from the legacy portfolio, offset by strong growth portfolio performance. Cost savings and lower expenses provide some support, but the overall tone is cautiously optimistic given the looming patent expirations.

"We expect to deliver non-GAAP earnings per share in the range of $6.05 to $6.35."

BMY WATCH

HIGH

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