Notícias

BMY's legacy portfolio faces generic pressure, but stronger Eliquis sales prompt a brighter 2026 revenue outlook.

Janux stock climbs 19.1% in three months as pipeline progress, upcoming catalysts and a strong cash position boost investor confidence.

Kaos Capital wants a “governance reset” to alter the Duchenne cell therapy maker’s strategic course. Elsewhere, Bristol Myers furthered efforts to build an “AI-powered” discovery engine.

Bristol Myers Squibb (NYSE:BMY) announced a new collaboration with Chai Discovery to advance AI driven therapeutic antibody discovery. The agreement focuses on using artificial intelligence and machine learning to support the identification of novel therapeutic antibody candidates. The move reflects Bristol Myers Squibb's effort to integrate advanced computational tools into its drug discovery work. This type of AI focused drug discovery effort is gaining traction across biopharma, so it...

The products meant to offset the KEYTRUDA patent expiry were named, and two were already booking revenue, before the stock moved.

The medicines Pfizer has launched and acquired are arriving at close to the scale of the revenue its expiring patents will take away.

Neurocrine's Q2 beat and higher Ingrezza guidance highlight strong growth, but rising spending and execution risks could test its expanding portfolio.

Neurocrine pairs rapid growth and expanding rare-disease assets with a premium sales valuation, making execution key to the investment case.

Seaport Therapeutics just went public with a prodrug platform that has attracted board members from two of the biggest neuroscience acquisitions in recent history. The question is whether the same giants who funded those deals are already circling for a third.

With markets coming in to a volatile time of year, investors might be more interested in generating income rather than capital gains.

You do not expect a pharmaceutical giant with a $376 billion market cap to put up numbers that make growth investors blush. Yet over the last 12 months, Merck (MRK) handed investors an 80% return, lapping the S&P 500. The apex occurred yesterday, August 19, 2026, when the stock surged to all-time highs.

AbbVie's upside case now turns on one pending dosing change for the medicine that supplies close to a third of guided revenue, and management expects it to speed up sales.

Myqorzo's early launch momentum and global expansion could boost Cytokinetics, while pipeline progress may widen its growth opportunity.

A clinical-stage radiopharmaceutical startup with no product revenue just caught the attention of three of pharma's biggest acquirers, and the rights structure hiding inside its Lilly partnership may explain exactly why.

The 600,000-square-foot campus will produce several types of medicines with room for expansion as digital integration and automation capabilities evolve.

Pharmaceutical chiefs are always hunting for drugs to replace expiring blockbusters. But shopping while hungry can lead to expensive mistakes.

Novo Nordisk, CVS Health, and Bristol Myers are top dividend stocks that are trading at modest valuations.

A combination of AstraZeneca’s Tagrisso and Hutchmed’s Orpathys extended survival for some lung cancer patients. Elsewhere, MapLight floated the idea of partnering on its autism drug.

The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.

Neurocrine's shares fell 12% in a month as Vykat XR safety concerns mount, but Ingrezza and Crenessity support growth.

Companies try to get deals done while regulators allow them. But are buyouts always a good idea?

Bristol Myers Squibb (NYSE:BMY) is facing a revived US$6.7b lawsuit after a federal appeals court reinstated claims tied to its Celgene acquisition. Plaintiffs allege the company deliberately delayed FDA approval of certain drugs to avoid paying contingent value rights owed to former Celgene shareholders. The appeals court decision brings renewed legal and financial uncertainty related to how the Celgene transaction was structured. For more context on how legal and regulatory risks can...

Bristol-Myers Squibb stock has delivered a 38.1% gain over the past year, while valuation work using a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples both currently point to the shares trading at a discount to that estimate. For investors, that combination of strong recent returns and a still supportive valuation framework raises the question of how much margin of safety may remain in the current price. The 38.1% one year return shows that sentiment toward...

AbbVie's growth engine is firing on all cylinders, but on its latest earnings call, analysts focused on whether the company can defend its turf and execute on its next big pipeline bet.

Bristol-Myers Squibb trades at less than half the valuation multiple of AbbVie, but AbbVie's revenue growth tells a different story about future earnings power.

Bristol Myers wins FDA accelerated approval for Zenbexus, the first CELMoD therapy, as data show it doubles MRD-negative complete response rates.

Bristol Myers Squibb (BMY) is back in focus after the FDA granted accelerated approval for ZENBEXUS in a multiple myeloma combination regimen, introducing the first approved CELMoD therapy in this disease setting. See our latest analysis for Bristol-Myers Squibb. The ZENBEXUS approval lands at a time when Bristol-Myers Squibb’s momentum has picked up, with the share price at US$64.65 and a 30 day share price return of 13.52%. That builds on a 20.93% year to date share price return and a...

The clearance of Zenbexus is the first for a group of protein-degrading “CELMoD” medicines that could help Bristol Myers rejuvenate a key drug franchise.

BMS reveals plans for a new manufacturing hub in Houston, and Regeneron invests in startup developing a Dupixent competitor.

The FDA is “willing to review” an updated submission for Capricor’s Duchenne cell therapy, its CEO said. Elsewhere, a heart drug battle spilled into court and Rigel priced the first “Protac” medicine.