文章核心观点 - 百时美施贵宝和美国电话电报公司两只高股息股票收益率近6%且未来有稳定提高股息的机会，适合追求低风险可观回报的投资者 [1][2] 百时美施贵宝 - 与辉瑞合作营销的血液凝结预防药艾乐妥一季度销售额同比增长9%达37亿美元，专利保护至少到2028年 [3] - 公司成长型产品组合含12种比艾乐妥更新的药物，排除美元走强负面影响后一季度销售额同比增长11% [3] - 5月30日美国食品药品监督管理局批准公司新细胞癌症疗法Breyanzi [3] - 公司有92年派息历史，15年未出现一年以上不提高派息情况，当前股价下制药股收益率5.9%，未来15年派息有望继续提高 [4] - 一季度完成对米拉蒂治疗公司、雷泽生物公司和卡鲁纳治疗公司的收购，三家公司实验疗法处于后期临床试验阶段，有望成为年销售额超10亿美元的畅销药 [4] 美国电话电报公司 - 2022年削减股息以弥补媒体资产分拆影响，股价承压，当前股价下股票收益率6.3% [5] - 因5G固定无线服务被对手抢走大量宽带用户，去年底推出自有固定无线服务，一季度新增11万AT&T互联网空中服务用户，宽带业务连续三个季度实现净增长 [5] - 设备销售下降使一季度移动业务收入同比仅增长0.1%，但一季度新增74.1万无线用户 [5] - 过去12个月产生219亿美元自由现金流，足以支付目前约81亿美元的年度股息承诺并大幅减少债务 [6] - 3月底净债务1287亿美元，一季度偿还47亿美元，预计2025年上半年将净债务降至调整后息税折旧及摊销前利润的2.5倍 [6] - 虽未制定提高股息计划，但预计实现减债目标后会再次提高派息，现在将高收益股票纳入投资组合未来可获大量被动收入 [6]

Trevor Williams The first-quarter earnings season is largely in the books. S&P 500 operating EPS growth was solid at 6.4%. Critics contend that if you back out the very impressive profits from the Magnificent 7 stocks, then the market’s earnings growth rate is less sublime. I counter that argument with the reality that, if you also remove the roughly $13 billion of total acquisition and transaction costs related to several deals closed in the first quarter by Bristol-Myers Squibb Company (NYSE:BMY), th ...

Bristol Myers Squibb (BMY) announced that the European Commission (EC) has approved its blockbuster immuno-oncology drug, Opdivo (nivolumab), in combination with a chemotherapy combination, cisplatin and gemcitabine, as a first-line treatment for adult patients with unresectable or metastatic urothelial carcinoma (UC).Following the approval in Europe, the Opdivo combination became the first concurrent immunotherapy-chemotherapy approved for treating adult patients with unresectable or metastatic UC in a fir ...

文章核心观点 公司希望读者在安全空间分享观点、交流想法和事实，为此制定社区指南规范用户行为 [1] 社区规则 - 禁止发布虚假、断章取义、误导性信息、垃圾内容、侮辱性或煽动性语言、攻击他人身份内容及违反网站条款内容 [1] - 禁止用户持续重新发布被审核拒绝评论、发表歧视性言论、采取危及网站安全策略及违反网站条款行为 [1] 成为活跃用户建议 - 紧扣主题分享见解，清晰且有深度表达观点 [2] - 用点赞或点踩表达观点，使用举报工具维护社区规则 [2]

文章核心观点 - 大型制药公司在靶向放射性药物这一新兴癌症治疗领域投入数十亿美元，RBC Capital Markets认为该领域有250亿美元的市场机会，各公司通过收购等方式布局，行业发展前景广阔 [1] 行业情况 - 靶向放射性药物疗法是将放射性粒子附着在靶向分子上，直接将辐射输送到肿瘤中，行业发展仍处于早期阶段，下一代技术有望推动该领域创造价值 [1] - 创新放射性药物去年获得5.18亿美元风险融资，较2017年的6300万美元增长722% [8] 公司动态 诺华（Novartis） - 已在市场上推出两款靶向放射疗法药物Pluvicto和Lutathera，Pluvicto 2023年销售额达9.8亿美元，接近畅销药地位，预计到2028年两款药物合计营收达50亿美元 [2] - 本月初以10亿美元收购临床前阶段公司Mariana Oncology，该公司专注开发治疗乳腺癌、前列腺癌和肺癌的放射性药物项目 [3] - 4月Lutathera获FDA批准用于儿科患者，上月表示将为Pluvicto提交扩大标签申请，用于前列腺癌的早期治疗 [9] 礼来（Eli Lilly） - 去年12月以14亿美元收购放射性药物公司Point Biopharma，收购前其靶向辐射药物PNT2002在转移性去势抵抗性前列腺癌的三期试验中达到主要终点 [4] - 本周宣布将向Aktis Oncology支付6000万美元，使用其新型迷你蛋白技术平台开发抗癌放射性药物 [5] 百时美施贵宝（Bristol - Myers Squibb） - 2月以41亿美元收购RayzeBio，获得其包括晚期靶向放射性药物疗法RYZ101在内的产品线，该疗法用于胃肠胰神经内分泌肿瘤，也在进行小细胞肺癌的一期试验 [6] 阿斯利康（AstraZeneca） - 3月宣布计划以24亿美元收购临床阶段生物制药公司Fusion Pharmaceuticals，该公司针对转移性去势抵抗性前列腺癌的潜在新疗法FPI - 2265正在进行二期临床试验 [7] 行业趋势与机会 - 诺华的成功引发竞争对手的“错失恐惧症”，大型制药公司纷纷积累该新疗法的能力 [4] - 上市公司和私营公司未来都可能成为收购目标，一些尚未开展放射性药物项目的大型制药公司可能对该领域感兴趣，已有项目的公司也会寻找更多靶点和管线项目来扩充产品组合 [8] - 部分公司开发针对相同靶点的疗法，如百时美的RayzeBio使用锕等α发射体替代Pluvicto和Lutathera使用的镥等β发射体，放射性药物还可与免疫疗法等其他治疗方法结合使用，未来有望用于治疗卵巢癌、乳腺癌或脑癌等 [10] - 公司可利用过去30到40年癌症研究成果，识别癌细胞上的靶点，为靶向放射疗法创造机会 [11]

This top pharma stock has fallen too far.Dividend stocks are an important anchor for well-balanced portfolios. Regular cash distributions can buffer a portfolio against market volatility and provide a steady income across business cycles.Still, picking dividend stocks is no easy task. Companies operating in high-tech areas like healthcare often face unique competitive pressures that can diminish free cash flows, lowering their ability to reward shareholders via ever-larger dividend checks. Bristol Myers Squ ...

Bristol Myers Squibb (BMY) announced that the FDA will now decide on the biologics license application (BLA) for the subcutaneous formulation of Opdivo (nivolumab) on Dec 29, 2024.The subcutaneous formulation of Opdivo is co-formulated with Halozyme’s proprietary recombinant human hyaluronidase (rHuPH20). The BLA seeks approval of the same across all previously approved adult, solid tumor indications as monotherapy, monotherapy maintenance following completion of Opdivo plus Yervoy combination therapy, or i ...

Additional funding will be used to explore novel biology around the MMR pathway and accelerate progression of the lead program into candidate selectionLONDON, May 22, 2024 /PRNewswire/ -- NeoPhore Limited, a small molecule neoantigen immuno-oncology company, today announces that Bristol Myers Squibb (NYSE: BMY) has joined its oversubscribed Series B extension round.The additional investment from Bristol Myers Squibb will enable NeoPhore to explore novel biology associated with the DNA mismatch repair ('MMR' ...

Key PointsPerspective Therapeutics' major shareholder doubled down on the position, validating the business and pipeline. Liberty Live Group's SiriusXM stock is bought by Warren Buffett and Berkshire Hathaway. NB Bancorp is an aged institution that recently IPOd with great success; it is still undervalued. The threat of fines and imprisonment, up to twenty years for the worst offenders, makes insider trading a different game than what it was. Today, insiders must reveal their trading within days of executio ...

Bristol Myers Squibb (BMY) announced that the FDA has granted accelerated approval to the label expansion of chimeric antigen receptor (CAR) T cell therapy Breyanzi (lisocabtagene maraleucel; liso-cel).The regulatory body approved Breyanzi for the treatment of adult patients with relapsed or refractory follicular lymphoma (FL) who have received two or more prior lines of systemic therapy. This indication is approved under accelerated approval based on response rate and duration of response. Continued approv ...