此次发函是在特朗普于5月签署行政命令、重新启动"最惠国政策"之后的又一重大举措。该政策主张将 美国部分药品价格与海外价格挂钩，以压低国内药价。 消息发布后，多只药企股价应声下跌。赛诺菲股价暴跌超过8%，施贵宝和诺和诺德下跌近5%，葛兰素 史克和默克跌幅超过3%。 美国药品研究与制造商协会高级副总裁Alex Schriver则批评称，引入"外国价格控制"将"削弱美国在创新 领域的领导地位，损害患者和工人利益"。该组织认为，解决美国药价问题应着眼于"压制推高成本的中 间商"，并让其他国家"为创新药品支付应有的费用"。 辉瑞、诺和诺德及诺华在各自声明中表示，正在努力寻找让美国患者能够获得和负担药物的方法。辉瑞 称与特朗普政府和国会的讨论"富有成效"，诺华则表示正在审阅信件内容。 就在几天前，阿斯利康宣布正考虑降低部分药品在美售价，并向特朗普政府提交了方案，还可能采纳直 接向患者销售药品的模式，仿效礼来、诺和诺德、辉瑞与施贵宝等公司已采取的做法，以缓解患者购药 压力。 智通财经APP获悉，美国总统特朗普周四表示，他已致信包括辉瑞(PFE.US)、诺和诺德(NVO.US)、强 生(JNJ.US)在内的17家大型制药公司 ...

Key Takeaways BMY posted Q2 EPS of $1.46 vs. $1.07 estimate, with revenues rising 1% to $12.2B, beating forecasts.Growth Portfolio sales rose 18% to $6.6B, led by Opdivo, Breyanzi, Reblozyl and Camzyos.BMY raised 2025 revenue guidance but cut EPS outlook due to IPRD charges from the BNTX partnership.Bristol-Myers Squibb Company ((BMY) reported second-quarter 2025 adjusted earnings per share (EPS) of $1.46, which comfortably beat the Zacks Consensus Estimate of $1.07. In the year-ago quarter, BMY posted adju ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ FORM 10-Q ___________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to _______ Commission File Number 001-01136 ___________________________ BRISTOL-MYERS SQUIBB COMPANY (Exact ...

市场表现 - 道指上涨115点 标普500上涨60点 纳斯达克强劲上涨320点 罗素2000小盘股指数下跌0.5% [1] - 债券收益率小幅上升 市场对早间经济数据作出反应 [1] 经济数据 - 6月PCE数据普遍高于预期 与美联储主席前日评论相呼应 [2] - 个人收入环比增长0.3% 超预期10个基点 较5月-0.4%显著反弹 [3] - 个人支出环比增长0.3% 较预期低10个基点 前值上修至0%显示消费谨慎 [3] - 整体PCE环比+0.3%符合预期 核心PCE环比+0.3%持平 [4] - 同比PCE达2.6%创年内新高 核心PCE同比2.8%持平前值 通胀水平高于美联储2%目标 [5][6] 就业市场 - 初请失业金人数7周来首次上升至21.8万 仍远低于6月初25万水平 [7] - 持续申领失业金人数持平于194.6万 此前连续5周下降 [8] - 市场预期7月非农新增就业10万 较前月减少4.7万 [9] 企业财报 - 艾伯维Q2每股收益2.97美元超预期 股价盘前涨4% [10] - CVS健康每股收益1.81美元超预期23% 股价盘前涨8% [10] - 万事达每股收益4.15美元超预期0.1美元 股价盘前涨1% [10] - 百时美施贵宝每股收益1.46美元超预期36% 盘前涨3% [11] - 国际纸业每股收益0.2美元大幅低于预期 盘前跌6.8% [11] - Sirius XM每股收益0.57美元低于预期28% 股价持平 [12] 市场展望 - 芝加哥PMI数据将于开盘后公布 重点关注苹果亚马逊等科技巨头盘后财报 [13] - 苹果预计季度增长温和 亚马逊预计营收利润均实现高个位数增长 [14]

公司将全年营收指引上调至465亿-475亿美元，此前预期为458亿-468亿美元，分析师预期为462.8亿美 元；下调调整后每股收益预期至6.35-6.65美元，分析师预期为6.24美元。 格隆汇7月31日｜百时美施贵宝公布第二季度业绩，营收同比增长1%至123亿美元，分析师预期为114亿 美元；净利润29亿美元，合每股收益1.46美元，低于去年同期的2.07美元，而分析师预期为1.07美元。 期内免疫肿瘤药物Breyanzi、Reblozyl和Camzyos以及Cobenfy强劲表现，其增长组合的营收增长18%至 66亿美元。 ...

Bristol Myers Squibb (BMY) came out with quarterly earnings of $1.46 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $2.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +36.45%. A quarter ago, it was expected that this biopharmaceutical company would post earnings of $1.51 per share when it actually produced earnings of $1.8, delivering a surprise of +19.21%.Over the last four ...

Bristol-Myers Squibb Company (BMY) Q2 2025 Earnings Call July 31, 2025 08:00 AM ET Company ParticipantsChuck Triano - SVP & Head of Investor RelationsChris Boerner - Board Chair & CEODavid Elkins - EVP & CFOGeoff Meacham - Managing DirectorSamit Hirawat - EVP, Chief Medical Officer & Head of DevelopmentAdam Lenkowsky - EVP & Chief Commercialization OfficerChris Schott - Managing DirectorLuisa Hector - Head of Global Pharma Equity ResearchDavid Risinger - Senior Managing Director, BiopharmaAkash Tewari - Glo ...

Bristol-Myers Squibb Company (BMY) Q2 2025 Earnings Call July 31, 2025 08:00 AM ET Speaker0Good day, and welcome to the Bristol Myers Squibb Second Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Mr.Chuck Triano, Senior Vice President and Head of Investor Relations. Please go ahead, sir.Speake ...

Q2 2025 Results July 31, 2025 Not for Product Promotional Use Forward Looking Statements and Non-GAAP Financial Information This presentation contains statements about Bristol-Myers Squibb Company's (the "Company") future financial results, plans, business development strategy, anticipated clinical trials, results and regulatory approvals that constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. All statements that are n ...

Exhibit 99.1 Bristol Myers Squibb Reports Second Quarter Financial Results for 2025 Performance Underscores Continued Execution Against Long-Term Growth Strategy (PRINCETON, N.J., July 31, 2025) – Bristol Myers Squibb (NYSE: BMY) today reports results for the second quarter of 2025. "We are making good progress rewiring the company for long-term growth. In the second quarter, we delivered strong results across our Growth Portfolio, continued to optimize our cost structure, and added to our innovative pipeli ...