Key Takeaways Bristol Myers shares fell 19.2% in six months, lagging industry, sector, and the S&P 500 Index.Legacy drugs face steep generic pressure, but Eliquis and Revlimid offer partial top-line support.Growth portfolio drugs like Opdivo, Reblozyl, Breyanzi, and Camzyos drive strong sales momentum.The going remains rough for Bristol Myers ((BMY). Shares of this biotech giant have lost 19.2% in the past six months against the industry’s growth of 0.6%. The stock has also underperformed the sector and the ...

Bristol-Myers Squibb Company (NYSE:BMY) is among the undervalued wide moat stocks to buy now. Flputnam Investment Management Co. has raised its position in Bristol-Myers Squibb Company (NYSE:BMY) by 52.4% in the first quarter, according to the recent disclosure with the Securities and Exchange Commission (SEC). After acquiring 76,321 shares, the financial services firm now owns 222,079 shares of the company’s stock, valued at $13,545,000. From an attractive 5.23% forward annual dividend yield to strong ca ...

临床试验数据 - BioNTech与百时美施贵宝联合公布pumitamig（BNT327/BMS986545）联合化疗治疗未经治疗的广泛期小细胞肺癌的2期中期数据 在38名可评估患者中达到76.3%的确认总缓解率（20mg/kg剂量组85% 30mg/kg剂量组66.7%）和100%的疾病控制率 平均肿瘤缩小56.7%且近90%患者显示早期肿瘤缩小 [1] - 中位无进展生存期为6.8个月 总生存期数据尚未成熟 [2] - 安全性特征可控且无新警示信号 ≥3级pumitamig相关不良事件在低剂量组发生1例 高剂量组发生5例 [3] 研发进展 - 三期临床试验ROSETTA-LUNG-01正在进行 比较pumitamig联合化疗与atezolizumab联合化疗用于一线ES-SCLC治疗的疗效 [3] 市场表现 - BioNTech股价下跌8.16%至103.28美元 百时美施贵宝股价下跌1.67%至46.36美元 [3]

PresentationTerence FlynnEquity Analyst All right. Thanks. I think we're going to get started. But I'm Terence Flynn, Morgan Stanley's U.S. biopharma analyst. I'm very pleased to be hosting Bristol-Myers this morning. Joining us from the company, we have Chris Boerner, the company's CEO; and Adam Lenkowsky, the company's Chief Commercial Officer. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, pleas ...

to the latest now out of Washington. The Trump administration's immigration rate of a Hyundai facility in Georgia raising fresh concerns for businesses when it comes to the labor force. Megan Cassella in Washington with the latest.Megan, hey guys, good morning. So, this is a prime example here of competing priorities within the Trump administration. This one showing how the president's goals of a massive expansion of foreign investment and US manufacturing could be at odds with his desired crackdown on ille ...

A next-generation cancer immunotherapy by BioNTech and partner Bristol Myers Squibb led to encouraging tumour shrinkage in a mid-stage trial on small cell lung cancer that has started spreading, the German biotech firm said on Monday. ...

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Bristol-Myers Squibb Company (NYSE:BMY) FY Conference September 08, 2025 08:30 AM ET Unknown Speakertextnumber_of_speakersparagraphs ...

**行业与公司** * 行业专注于美国生物制药市场 涵盖处方药销售趋势、新产品上市表现及生物类似药竞争格局[1][6][7] * 涉及公司包括Bristol Myers Squibb (BMY)、Vertex (VRTX)、Gilead (GILD)、Eli Lilly (LLY)、Johnson & Johnson (JNJ)、Amgen (AMGN)、Pfizer (PFE)、Novo Nordisk (NVO)、AbbVie (ABBV)等主要制药企业[3][4][5][10][11][13] * 数据来源为IQVIA处方药销售数据库 涵盖品牌药、仿制药及生物类似药[28][36][40] **核心观点与论据** * 美国处方药市场总体增长放缓 截至8月29日当周总处方量(TRx)同比增长+1.7% 低于前周的+2.3%和过去12周平均的+2.6%[1][2] * 扩展单位(EUTRx)增长(+2.0%)高于TRx增长 表明医生更倾向于开具长期处方(如90天)[2][32][37] * BMY的Cobenfy(精神分裂症药物)周处方量2,210份 需达到竞争产品Rexulti/Caplyta/Lybalvi的2-3倍销量才能实现2025年1.71亿美元共识预期[3] * VRTX的Journavx(急性疼痛药物)周处方量7,280份 医院渠道占35%未计入IQVIA 需34.9万总处方量实现2025年7800万美元预期[4] * GILD的Yeztugo(HIV预防药物)周总处方量470份(注射剂240份) 专家调研显示初始采用集中于新用户和Apretude转换者[5][9] * LLY的GLP-1药物(Mounjaro/Zepbound)增长强劲 Zepbound周处方量42.93万份 同比增长191%[20][23][25] * 生物类似药加速替代：Stelara生物类似药Yesintek份额达8% Wezlana占5% Prolia生物类似药Jubbonti份额1%[13] * 免疫学药物定价分析显示Skyrizi每处方价格随适应症扩展下降 Tremfya因渠道数据限制可靠性低[11][186][190] **其他重要内容** * 阿尔茨海默药物Kisunla(LLY)和Leqembi(BIIB/Eisai)销售图表见附录[10] * COVID疫苗处方量持续下滑 Comirnaty周处方量同比下降94%[23] * 抗凝血剂市场Eliquis份额70% 主导地位稳固[99][101] * GLP-1类药物占糖尿病市场28%份额 Ozempic周处方量58.07万份[119][120][152] * 数据限制影响：Humira、Vyndaqel、Skyrizi、Evenity等因供应商合同限制导致处方量数据不完整[27][45] **数据附录** * 处方量单位：TRx(总处方量,含续方) NRx(新处方量) EUTRx(扩展单位处方量)[28] * 货币单位：美元 价格均为净价格(扣除折扣后)[3][4][43] * 生物类似药时间线：涵盖Humira、Lucentis、Neulasta等17个主要品牌的生物类似药批准和上市日期[51]

作者专业背景 - 拥有10年资产管理行业经验 专注于股票分析和研究 宏观经济以及风险管理投资组合构建 [1] - 专业背景涵盖机构和私人客户资产管理 曾建议并实施多资产策略 但高度专注于股票和衍生品 [1] - 拥有金融经济学学士学位和金融市场硕士学位 [1] 研究专长领域 - 核心热情在于理解宏观趋势如何影响资产价格和投资者行为 [1] - 密切跟踪欧盟和美国央行政策 行业轮动以及情绪动态 [1] - 构建可操作的投资策略 [1] 内容发布性质 - 分析文章和评论中分享的观点仅用于信息目的 [1] - 作者在所提及的任何公司中没有股票 期权或类似衍生品头寸 [1] - 作者在未来72小时内没有启动任何此类头寸的计划 [1] - 文章表达作者个人观点 未获得任何公司补偿 [1] 平台性质说明 - 平台分析师包括专业投资者和个人投资者 可能未经任何机构或监管机构许可或认证 [2] - 平台不是持牌证券交易商 经纪人或美国投资顾问或投资银行 [2]