Key TakeawaysU.S. equities headed into the long holiday weekend with gains at midday Friday, Dec. 22, 2023.Bristol Myers Squibb said it would $14 billion for Karuna Therapeutics to expand its neuroscience portfolio and shares of Karuna Therapeutics jumped.Nike shares plummeted after the athletic apparel retailer cut its guidance and planned to reduce spending, citing softness in demand.U.S. equities headed into the long holiday weekend with gains at midday, amid a broad-based rally fueled by enthusiasm over ...

收购详情 - 布里斯托尔迈尔斯斯奎布将支付140亿美元收购卡鲁纳治疗，以增强其神经科学组合[1] - 卡鲁纳治疗股价飙升46%，布里斯托尔迈尔斯斯奎布将以每股330美元的价格收购该生物制药公司[2] - 布里斯托尔迈尔斯斯奎布将向卡鲁纳投资者每股支付330美元现金，相当于昨日收盘价的53%溢价[3] 药物开发 - 卡鲁纳正在开发针对心理或神经疾病患者的药物，其主要资产是KarXT，一种具有“新颖作用机制和差异化疗效和安全性”的抗精神病药物[4]

Karuna收购 - 布里斯托尔迈尔斯斯奎布公司同意以每股330美元的现金收购Karuna，总股本价值为140亿美元，或净现金收购估计为127亿美元[1] - 交易预计将于2024年上半年完成，需获得Karuna股东批准和必要的监管批准[10] Karuna业务 - Karuna是一家生物制药公司，致力于为患有精神和神经疾病的人们发现、开发和提供变革性药物[1] - KarXT是Karuna的主要资产，是一种抗精神病药物，具有新颖的作用机制和差异化的疗效和安全性[1] - KarXT已被美国食品和药物管理局（FDA）接受审查，用于成年人的精神分裂症治疗，预计2024年9月26日有处方药用户费法案（PDUFA）日期[1] KarXT特点 - KarXT针对M1和M4肌动蛋白受体，具有差异化的安全性和疗效概况[5] Karuna收购动机 - 布里斯托尔迈尔斯斯奎布公司相信KarXT代表了一个重要的收入贡献机会，并看到了Karuna早期和临床前管线的潜力[1] KarXT市场潜力 - KarXT在精神分裂症领域有着显著和不断扩大的收入潜力，同时在其他适应症和地理区域也有增长空间[6] 财务指导 - 由于难以预测和量化必要的项目，本通讯中未提供前瞻性非GAAP措施的调和[19] - Bristol Myers Squibb认为，这种调和将暗示一种可能会令投资者困惑的精确和确定性程度[19] - 非GAAP财务指导中排除了任何未来潜在的战略收购和剥离以及尚未确定和量化的指定项目的影响[20]

Bristol-Myers Squibb Co (NYSE:BMY) stock is on the rise today, up 2.8% at $52.71 at last glance, after news that the biopharmaceutical company is acquiring Karuna (KRTX) for $14 billion. The deal, which will strengthen Bristol-Myers' neuroscience portfolio, is expected to close in the first half of 2024. KRTX is soaring after the news, up about 47%. Since the start of the year, BMY is down around 26%, recently hitting a Nov. 30 two-year low of $48.25, its lowest point since the start of Covid. The stock has ...

Bristol Myers Squibb on Friday announced it agreed to buy biopharmaceutical company Karuna Therapeutics for $14 billion in cash, or $330 per share.Karuna's stock popped more than 47% on the news Friday morning, hitting around $317 a share. Bristol Myers Squibb shares rose more than 3%.The deal will help expand Bristol Myers' drug pipeline after competition from a generic offering caused demand for the company's blood cancer drug Revlimid to tumble in its third quarter. The boards of directors at both Bristo ...

美国经济数据 - 美国经济分析局发布11月个人收入和支出报告，核心PCE指数环比增长0.1%[3] - 总体PCE指数环比下降0.1%[3] 公司收购 - 布里斯托尔-迈尔斯斯奎布公司宣布以每股330美元的现金收购卡鲁纳治疗公司，总价值为140亿美元[7] 耐克公司业绩 - 耐克公司报告第二财季业绩，营收超出预期[9] - 财报后股价下跌11%[9]

Drugmaker Bristol Myers Squibb reached a deal to buy neuroscience-drug developer Karuna Therapeutics for $14 billion. Under the terms, Bristol would pay $330 a share in cash for Karuna and its experimental schizophrenia drug now up for U.S. government approval. Bristol expects the deal, which includes $1.3 billion in cash that Karuna has on hand, would close in the first half of next year.The acquisition, announced on Friday, would raise Bristol’s bet on selling psychiatric and neurological drugs, a large a ...

PRINCETON, N.J.--(BUSINESS WIRE)--Bristol Myers Squibb (NYSE: BMY) today announced that the company will present at J.P. Morgan’s 42nd Annual Healthcare Conference in San Francisco, California, on Monday, January 8, 2024. Christopher Boerner, Ph.D., chief executive officer, will make a formal presentation and answer questions about the company at 7:30 a.m. PST/10:30 a.m. EST.The event will be webcast simultaneously at http://investor.bms.com with materials related to the presentation available at the start ...

Shares of Karuna Therapeutics Inc. KRTX, +1.80% rocketed 47.3% into record territory in premarket trading Friday, after the biopharmaceutical company announced an agreement to be bought by Bristol Myers Squibb Co. BMY, +0.59% in a deal valued at $14 billion. Bristol Myers’ stock slumped 2.2% ahead of the open. Under terms of the deal, Bristol Myers will pay $330 in cash for each Karuna share outstanding, which represents a 53.4% premium to Thursday’s closing price of $215.19. The agreement was reported ear ...

公司业绩和发展 - 公司正处于重要的专利周期，市场关注度较高[5] - 公司拥有强劲的资产负债表，有能力维持股东分配和通过业务发展实现增长[7] - 公司拥有新产品周期和增长组合，以及强大的研发管线[8] - 新CEO对财务执行和业务发展的执行力表现出真正的紧迫感[9] 公司战略规划 - 公司具备强大的资金实力进行战略收购[14] - 公司致力于在免疫肿瘤学领域保持领先地位，并计划在其他领域进行多样化[19] - 公司在神经科学领域建立了一个专家团队，致力于开发更多资产[24] 市场展望和产品发展 - 公司计划在2024年实现广泛的市场准入，并希望在2025年继续增长[33] - 公司致力于开发具有与现有抗凝剂相同甚至更好疗效的药物，同时具有更好的出血风险[41] - 公司计划在2025年推出一种新的注射剂，预计能够在美国65%至75%的Opdivo业务中获得批准[67] 产品表现和市场竞争 - 公司的Phase 2试验中观察到了与抗凝血酶10A不同的出血剖面[47] - 公司的Phase 2数据显示在二次中风试验中，虽然在缺血性中风方面表现出色，但没有增加主要出血、颅内出血或致命出血[48] - 公司的Reblozyl产品在MDS领域表现出色，已经获得广泛使用，并计划在Myelofibrosis领域进行进一步研究[72] - 公司的ABECMA产品在多发性骨髓瘤领域面临竞争压力，需要扩大市场份额并提高产品认知度[79]