제품호재
Sotyktu PsA Long-Term Data Positive, H1 Sales Top Expectations영어 원문
Two-year data show durable efficacy; H1 revenue $156M highlights growth driver
첫날 -0.4% · 5일 후 -1.3%
›전개 과정 3회
- 2026-09-09 SOTYKTU FDA-approved for psoriatic arthritis Mar 2026; arlo-cel positive in heavily pretreated myeloma
- 2026-09-09 FDA approval for psoriatic arthritis plus positive Phase II data in multiple myeloma reinforce pipeline value
- 2026-09-19 Two-year data show durable efficacy; H1 revenue $156M highlights growth driver
기업호재
BMS Growth Assets at 58.2% of Revenue; Camzyos Shows 5-Year Durable Efficacy영어 원문
Portfolio renewal momentum with Camzyos sales up 74% YoY to $729M in H1 2026
첫날 -3.2% · 5일 후 -1.5%
이전 이벤트 17건›
규제
Drugmakers Halt Autoimmune Trials; BMY's Own Programs Unaffected영어 원문
Novartis and BMS trial halts spark sector scrutiny; BMS's own pipeline impact unclear
첫날 -1.9% · 5일 후 -4.1%
애널리스트호재
BMY Undervalued with Growth Portfolio Driving Revenue Gains영어 원문
Analysts reaffirm undervaluation; growth portfolio drives ~60% revenue, up 15% YoY
첫날 -1.9% · 5일 후 -4.1%
M&A·자금조달
Ancora & Bank OZK Initiate $BMY Stakes in Q2영어 원문
Two institutional investors disclosed new BMY positions in recent filings
첫날 -0.6% · 5일 후 +0.4%
기업
BMS Ends Blood Cancer Therapy Manufacturing Deal with Cellares영어 원문
Termination impacts manufacturing expansion for personalized blood cancer therapy
첫날 +1.0% · 5일 후 -1.5%
제품호재
FDA approves BMS combination treatment for relapsed/refractory blood cancer영어 원문
Regulatory approval offers new option for patients with rare blood cancer
첫날 +1.5% · 5일 후 +1.3%
규제악재
US appeals court revives $6.7B lawsuit against BMS over delayed cancer drug approvals영어 원문
Appeals court says judge erred in dismissing case; former Celgene shareholders' claims revived
첫날 +1.5% · 5일 후 +1.3%
M&A·자금조달호재
Assenagon Boosts Bristol Myers Stake by 95.6%영어 원문
Institutional investor significantly raises position, signaling confidence
첫날 +0.1% · 5일 후 +6.1%
기업
BMS Announces $2.3B New Manufacturing Campus in Houston영어 원문
Part of previously announced $40B US investment commitment, expanding domestic manufacturing
첫날 +0.2% · 5일 후 -0.3%
애널리스트
Argus Research: 투자의견 상향 → Buy
첫날 -3.4% · 5일 후 +0.1%
기업악재
AstraZeneca, Bristol Myers Squibb in talks on $400 billion deal; AZN falls as much as 7%영어 원문
Multiple sources confirm merger rumors, but no new facts, only repetition
첫날 +0.2% · 5일 후 -1.0%
M&A·자금조달호재
AstraZeneca in talks with Bristol Myers Squibb on near $400 bln merger영어 원문
FT reports talks; if completed, would create one of world's largest drugmakers
첫날 +0.2% · 5일 후 -1.0%
실적호재
Bristol Myers Raises Full-Year Guidance on Q2 Beat영어 원문
Zacks and Fool independently confirm Q2 beat and raised full-year guidance, driven by growth portfolio
첫날 +2.8% · 5일 후 -1.1%
›전개 과정 3회
- 2026-07-30 Q2 revenue and profit beat, driven by newer drugs, lifting annual forecast
- 2026-07-30 Q2 adj EPS $2.04 beat, revenue $12.97B beat; FY EPS raised to $6.75-$7.
- 2026-07-31 Zacks and Fool independently confirm Q2 beat and raised full-year guidance, driven by growth portfolio
실적
실적 발표
첫날 +2.8% · 5일 후 -1.1%
실적
BMY Q2 Earnings Ahead: Growth Drugs vs Legacy Decline in Focus영어 원문
Multiple sources flag BMY earnings as key event this week, with focus on growth vs legacy drug mix
첫날 +0.8% · 5일 후 +4.7%
애널리스트호재
Hedge Fund Manager Israel Englander Boosts BMY Position by 780%영어 원문
Billionaire fund manager's massive bet diverges from analyst consensus
첫날 +0.8% · 5일 후 +4.7%
M&A·자금조달
Multiple Institutions Adjust Holdings in Bristol Myers Squibb영어 원문
Contrasts with other institutional moves in E14185
첫날 +1.3% · 5일 후 +4.4%
›전개 과정 4회
- 2026-07-21 Andra AP fonden, Assetmark reduce stakes; Bessemer, Dimensional increase, showing institutional divergence.
- 2026-07-24 ABN Amro raised stake by 14%, Aureus cut by 81.3%, continuing institutional moves.
- 2026-07-25 Aureus cuts 81.3%; Bank of Nova Scotia cuts 6.3%
- 2026-07-25 Contrasts with other institutional moves in E14185
기업호재
Bristol Myers Squibb Deploys Nvidia DGX SuperPOD to Expand AI Infrastructure영어 원문
Company buys Nvidia's latest AI computing system for drug discovery, boosting computational power.
첫날 -1.0% · 5일 후 +4.0%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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