BMY Bristol-Myers Squibb Co.

$BMY $VKTX BL will not sell. It is obvious now. He will partner for the right deal. And agree BMY as desperate as novo. $NVO holders - some clueless and trash VK not realizing VK is a gift from heaven to save their company. Although I honestly believe when it is heated and the offer is close to final .: BMY , $ABBV or even Lilly will not make it easy on novo and they may snatch the deal.

$BMY $SLS Part 2. GPS is an immunotherapy that trains the patient's own immune system to hunt down residual cancer cells expressing the WT1 protein. GPS offers a "favorable" profile because it targets cancer cells specifically with minimal toxicity - because it is an immunotherapeutic, side effects are primarily low-grade local injection site reactions (redness/mild pain). • No Myelosuppression: Unlike Onureg, GPS does not suppress the bone marrow. This is a critical advantage for AML patients who already have fragile blood counts. • Preserved Quality of Life: Patients generally do not experience the daily fatigue or GI distress associated with oral maintenance chemotherapy. While Onureg is FDA-approved for CR1 (first remission), GPS has shown compelling data both in CR1 as well as in the more difficult-to-treat CR2 (second remission) setting, where prognosis is typically dire. ✌️🙏❤️‍🩹

$BMY $SLS Part 3. • In the QUAZAR trial (first remission), Onureg extended Overall Survival (OS) to ~24.7 months vs. 14.8 months (placebo). GPS, in CR1, showed a median OS of 67.6 months and in patients 60 years and older, who make up most AML patients, a median OS of 35.5 months. • In Phase 2 studies for patients in second remission (CR2)—a population with historically poorer outcomes than CR1-GPS demonstrated a median OS of ~21 months compared to historically expected 6-8 months with best available therapy. GPS induces a specific T-cell response in nearly all patients. ****This is before Ad Infinitum Dosage***** 🤯 Data suggests that patients who mount a strong immune response may achieve significantly prolonged remission, effectively keeping the leukemia "dormant" via immune surveillance. ✌️🙏❤️‍🩹

$BMY: Bristol Myers Squibb announced promising results from a Phase 3 trial of RYZ101, an experimental cancer treatment developed by its RayzeBio subsidiary. The drug helped patients with rare digestive-system tumors live longer without their cancer getting worse, compared with standard treatments. These patients’ cancers had progressed after earlier radiation-based therapy. The study met its main goal, and safety results matched the treatment’s known profile. The FDA granted RYZ101 Orphan Drug Designation in August. BMY plans to discuss next steps toward potential FDA approval. Full results are expected at a future medical meeting. The stock is up this morning. (Source: Bristol Myers Squibb)

$BMY Leerink downgraded Bristol Myers to Market Perform from Outperform and cut its target to 59 from 73, days after the same firm upgraded the stock on AbbVie’s emraclidine failure. The flip is the interesting part. A deeper look at the pipeline left analyst David Risinger short on conviction ahead of the next several readouts: admilparant Phase 3 could disappoint on efficacy or safety, milvexian may not hold up head-to-head against Eliquis in atrial fibrillation, and Cobenfy adoption in Alzheimer's psychosis could be slow even on a Phase 3 win, with providers reaching for off-label generics. Last week Cobenfy was the upgrade thesis. This week its commercial path is the reason to step back. Shares fell about 3.5% Monday. Street consensus is still a Moderate Buy with a 67 average target. Tracking the pipeline readouts.

$BMY BMY is having a good day while much of the market is not. Shares near 59.34, up about 4.66 percent. My read is a defensive rotation. Hot September inflation hit growth stocks today, and money moved toward steadier names. Discount retailers were higher too, and BMY is a low beta pharma with a 4 percent dividend yield. The backdrop is mixed. The Q2 report in July beat estimates and raised full year guidance, with adjusted EPS of 2.04 against about 1.59 expected. But the stock still sits well below its 52 week high of 68.64, with investors worried about replacing revenue as Eliquis and Opdivo lose patent protection. Next earnings are expected around October 29. Follow me if you want more on the pharma names.

Big pharma was supposed to be the safe trade. $BMY closed Monday at 57.58, its lowest since July, on about twice normal volume, and it sliced under its 200-day near 59.55. If it can't get back above that 200-day, I'm staying away.

Bristol Myers Squibb shares fell after investors weighed mixed clinical-trial results as the pharmaceutical company faces impending patent expirations on several key drugs. The company reported positive results for RYZ101, a cancer-therapy candidate, but conflicting findings for its lung-disease drug admilparant raised concerns about the strength of its development pipeline. The RYZ101 results represent a potential win as Bristol Myers seeks to develop new treatments to offset future revenue losses from expiring patents. However, the mixed data for admilparant could temper investor optimism and create uncertainty around the drug’s commercial prospects. The company needs successful pipeline launches to sustain growth as competition from generics and biosimilars threatens established products. Investors will focus on further clinical data. $BMY

$BMY The admilparant Phase 3 readout is the dose twist nobody had: 60mg BID met the primary endpoint (statistically significant FVC improvement at 52 weeks), while 120mg BID slowed the decline but missed significance. Both doses were well tolerated. Leerink downgraded the stock last week partly on admilparant efficacy and safety risk. Today's data answers both. Was up about 6% premarket (Dow Jones). That pop has faded into the red in early trading.

$BMY (Bristol Myers Squibb, maker of Eliquis and Opdivo): admilparant's Phase 3 ALOFT-IPF lung-fibrosis trial won only at 60 mg twice daily; the 120 mg dose slowed lung-function decline but was not statistically significant, and no effect size was given. The pill has no sales yet vs 2026 revenue guidance of ~$49-50B, as generics shrink the Legacy Portfolio (Q2: -4% to $5.4B). Shares closed $59.11 on Oct 9. For: both doses well tolerated, AE dropouts similar to placebo. Next: regulator talks toward filings; ALOFT-PPF topline early 2027.

$BMY I find it comical when analysts raise their price targets on a stock even though it's almost $20 higher than the target is currently. And then they raise it a buck to say "yea we were off a bit so here's a dollar raise......"

$BMY Camzyos just became the only FDA-approved therapy for obstructive HCM in a pediatric population. Wednesday's approval extends the label to adults and kids weighing at least 30 kg (66 lb), based on the Phase 3 SCOUT-HCM trial in 44 adolescents aged 12 to under 18 with NYHA class 2 or 3 disease. At week 28, the Valsalva LVOT gradient fell 48.5 mm Hg on mavacamten vs 0.5 mm Hg on placebo, a 48.0 mm Hg difference (p less than .001). No patient on drug developed an ejection fraction below 50 percent, which was the safety read cardiologists were watching. Before this, adolescents were managed on beta blockers, calcium channel blockers, and disopyramide, with guidance largely extrapolated from adult data. BMS says Camzyos now has the broadest indication of any cardiac myosin inhibitor, and the trial data are published in NEJM.

$BMY discloses a fatal liver injury in its Phase 3 fibrosis program, according to Endpoints News.

$BMY | Snapshot 📊💊 • Business: Premier global biopharmaceutical leader specializing in innovative therapies across oncology, hematology, immunology, and cardiovascular diseases. • Financial Health & Pipeline: Strong dividend yield and stable free cash flow driving strategic pipeline acquisitions and late-stage clinical trial execution.• Bias & Conviction: Pullback Support Watch | Moderate Conviction (Watching for stabilization at $62.04 support for a continuation entry). 🎯 Key Levels: 🐂 Bull Trigger: $63.75 / $65.67 🚀 Targets: $65.67 / $67.00 / $68.64 🛡️ Support: $62.27 / $62.04 ⚠️ Risk: $60.00 / $58.09 🔥 Options Flow: • 🟢 06/17/2027 $65.0 Call ($227.5K Block | +2.56% OTM) • 🟢 06/17/2027 $70.0 Call ($74.2K Sweep | +9.26% OTM) • 🔴 01/21/2028 $55.0 Put ($163.8K Block | -14.25% OTM) • 🟢 10/16/2026 $65.0 Call ($33.8K Sweep | +0.98% OTM)