2026-10-23 → 10-27 Product Bull
BMY's Iza-Bren Phase 3 trial doubles PFS, solidifying lung cancer position New data further validates efficacy, supporting growth portfolio
D1 -2.4% · +5d +1.6%
› 3 waves of this story2026-10-23 Iza-Bren significantly reduces risk of progression or death in advanced HR+/HER2- breast cancer, bolstering oncology pipeline.2026-10-26 Company release shows Iza-Bren doubles median PFS vs chemo in pretreated EGFR-mutated NSCLC, reinforcing its clinical value2026-10-27 New data further validates efficacy, supporting growth portfolio2026-10-23 Company
BMY Expands AI Collaboration with Tempus and Invests in Pathos AI BMY expands oncology data deal with Tempus through 2031 and partners with Pathos AI for AI-driven drug development in Alzheimer's.
D1 -2.4% · +5d +1.6%
2026-10-21 Earnings
BMY to Report Q3 Earnings Oct 27; Q2 Revenue Up 12.9% QoQ Q2 revenue hit $12.97B, driven by Camzyos and oncology; Q3 report awaited
D1 -0.9% · +5d -0.9%
2026-10-12 Product Bull
BMY Reports Positive Phase 3 Results for Admilparant and RYZ101 Two key pipeline readouts on the same day, targeting IPF and GEP-NETs, bolster growth outlook
D1 -2.6% · +5d +2.2%
2026-10-08 Product Bull
BMY's Zenbexus Phase 3 Shows Superior PFS in Myeloma ZDd regimen cuts progression risk by 51%, offering new option in multiple myeloma
D1 -0.2% · +5d +1.7%
2026-10-05 Analyst
BMY Receives Mixed Broker Rating Actions: Upgrade and Downgrade Multiple brokers issued conflicting rating changes on BMY the same day, reflecting market divergence
D1 -3.8% · +5d -2.1%
2026-10-05 Analyst
Leerink Partners downgrades to Market Perform D1 -3.8% · +5d -2.1%
2026-09-09 → 09-19 Product Bull
Sotyktu PsA Long-Term Data Positive, H1 Sales Top Expectations Two-year data show durable efficacy; H1 revenue $156M highlights growth driver
D1 -0.4% · +5d -1.3%
› 3 waves of this story2026-09-09 SOTYKTU FDA-approved for psoriatic arthritis Mar 2026; arlo-cel positive in heavily pretreated myeloma2026-09-09 FDA approval for psoriatic arthritis plus positive Phase II data in multiple myeloma reinforce pipeline value2026-09-19 Two-year data show durable efficacy; H1 revenue $156M highlights growth driver2026-09-05 Company Bull
BMS Growth Assets at 58.2% of Revenue; Camzyos Shows 5-Year Durable Efficacy Portfolio renewal momentum with Camzyos sales up 74% YoY to $729M in H1 2026
D1 -3.2% · +5d -1.5%
2026-09-04 Analyst Bull
BMY Undervalued with Growth Portfolio Driving Revenue Gains Analysts reaffirm undervaluation; growth portfolio drives ~60% revenue, up 15% YoY
D1 -1.9% · +5d -4.1%
2026-09-04 Regulation
Drugmakers Halt Autoimmune Trials; BMY's Own Programs Unaffected Novartis and BMS trial halts spark sector scrutiny; BMS's own pipeline impact unclear
D1 -1.9% · +5d -4.1%
2026-08-28 Capital
Ancora & Bank OZK Initiate $BMY Stakes in Q2 Two institutional investors disclosed new BMY positions in recent filings
D1 -0.6% · +5d +0.4%
2026-08-25 Company
BMS Ends Blood Cancer Therapy Manufacturing Deal with Cellares Termination impacts manufacturing expansion for personalized blood cancer therapy
D1 +1.0% · +5d -1.5%
2026-08-13 Product Bull
FDA approves BMS combination treatment for relapsed/refractory blood cancer Regulatory approval offers new option for patients with rare blood cancer
D1 +1.5% · +5d +1.3%
2026-08-13 Regulation Bear
US appeals court revives $6.7B lawsuit against BMS over delayed cancer drug approvals Appeals court says judge erred in dismissing case; former Celgene shareholders' claims revived
D1 +1.5% · +5d +1.3%
2026-08-12 Capital Bull
Assenagon Boosts Bristol Myers Stake by 95.6% Institutional investor significantly raises position, signaling confidence
D1 +0.1% · +5d +6.1%
2026-08-10 Company
BMS Announces $2.3B New Manufacturing Campus in Houston Part of previously announced $40B US investment commitment, expanding domestic manufacturing
D1 +0.2% · +5d -0.3%
2026-08-05 Analyst
Argus Research upgrades to Buy D1 -3.4% · +5d +0.1%
2026-08-03 → 08-04 Company Bear
AstraZeneca, Bristol Myers Squibb in talks on $400 billion deal; AZN falls as much as 7% Multiple sources confirm merger rumors, but no new facts, only repetition
D1 +0.2% · +5d -1.0%
2026-08-03 Capital Bull
AstraZeneca in talks with Bristol Myers Squibb on near $400 bln merger FT reports talks; if completed, would create one of world's largest drugmakers
D1 +0.2% · +5d -1.0%
2026-07-30 → 07-31 Earnings Bull
Bristol Myers Raises Full-Year Guidance on Q2 Beat Zacks and Fool independently confirm Q2 beat and raised full-year guidance, driven by growth portfolio
D1 +2.8% · +5d -1.1%
› 3 waves of this story2026-07-30 Q2 revenue and profit beat, driven by newer drugs, lifting annual forecast2026-07-30 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 portfolio2026-07-30 Earnings
Earnings report D1 +2.8% · +5d -1.1%
2026-07-27 Earnings
BMY Q2 Earnings Ahead: Growth Drugs vs Legacy Decline in Focus Multiple sources flag BMY earnings as key event this week, with focus on growth vs legacy drug mix
D1 +0.8% · +5d +4.7%
2026-07-26 Analyst Bull
Hedge Fund Manager Israel Englander Boosts BMY Position by 780% Billionaire fund manager's massive bet diverges from analyst consensus
D1 +0.8% · +5d +4.7%
2026-07-21 → 07-25 Capital
Multiple Institutions Adjust Holdings in Bristol Myers Squibb Contrasts with other institutional moves in E14185
D1 +1.3% · +5d +4.4%
› 4 waves of this story2026-07-21 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 E141852026-07-20 Company Bull
Bristol Myers Squibb Deploys Nvidia DGX SuperPOD to Expand AI Infrastructure Company buys Nvidia's latest AI computing system for drug discovery, boosting computational power.
D1 -1.0% · +5d +4.0%
