Earnings summaries and quarterly performance for BRISTOL MYERS SQUIBB.
Executive leadership at BRISTOL MYERS SQUIBB.
Christopher Boerner
Detailed
Chief Executive Officer
CEO
CM
Cristian Massacesi
Detailed
Executive Vice President, Chief Medical Officer and Head of Development
DE
David Elkins
Detailed
Executive Vice President and Chief Financial Officer
KS
Karin Shanahan
Detailed
Executive Vice President, Global Product Development & Supply
SL
Sandra Leung
Detailed
Executive Vice President and General Counsel
Board of directors at BRISTOL MYERS SQUIBB.
DB
Deepak Bhatt
Detailed
Director
DR
Derica Rice
Detailed
Director
JH
Julia Haller
Detailed
Director
KV
Karen Vousden
Detailed
Director
MH
Manuel Hidalgo
Detailed
Director
MM
Michael McMullen
Detailed
Director
PP
Paula Price
Detailed
Director
PA
Peter Arduini
Detailed
Director
PY
Phyllis Yale
Detailed
Director
TS
Theodore Samuels
Detailed
Lead Independent Director
Research analysts who have asked questions during BRISTOL MYERS SQUIBB earnings calls.
CB
Courtney Breen
AllianceBernstein
8 questions for BMY
Also covers: ABBV, AMGN, GILD +4 more
DR
David Risinger
Leerink Partners
8 questions for BMY
Also covers: ABBV, AMGN, HALO +10 more
Mohit Bansal
Wells Fargo & Company
7 questions for BMY
Also covers: ABBV, AMGN, BMRN +16 more
Steve Scala
Cowen
7 questions for BMY
Also covers: ABBV, AZN, GSK +6 more
AH
Asad Haider
Goldman Sachs
6 questions for BMY
Also covers: ABBV, BNTX, JNJ +5 more
CS
Christopher Schott
JPMorgan Chase & Co.
6 questions for BMY
Also covers: ABBV, AMGN, AMRX +15 more
ES
Evan Seigerman
BMO Capital Markets
6 questions for BMY
Also covers: ABBV, AMGN, ARVN +15 more
LH
Luisa Hector
Berenberg
6 questions for BMY
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SF
Seamus Fernandez
Guggenheim Partners
6 questions for BMY
Also covers: AMLX, ARCT, ARQT +9 more
Terence Flynn
Morgan Stanley
6 questions for BMY
Also covers: ABBV, AMGN, ARVN +17 more
Akash Tewari
Jefferies
5 questions for BMY
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CL
Carter L. Gould
Barclays
5 questions for BMY
Also covers: ABBV, ALEC, AMGN +8 more
David Amsellem
Piper Sandler Companies
5 questions for BMY
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Geoff Meacham
Citigroup Inc.
5 questions for BMY
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JS
James Shin
Analyst
4 questions for BMY
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Matthew Phipps
William Blair
3 questions for BMY
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Sean McCutcheon
Raymond James
3 questions for BMY
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CS
Chris Schott
JPMorgan Chase & Company
2 questions for BMY
Also covers: ABBV, AMGN, AMRX +11 more
CS
Chris Shibutani
Goldman Sachs Group, Inc.
2 questions for BMY
Also covers: ABBV, ALKS, BNTX +11 more
Geoffrey Meacham
Citi
2 questions for BMY
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Jason Gerberry
Bank of America Merrill Lynch
2 questions for BMY
Also covers: ALKS, AMPH, ARWR +23 more
MH
Malcolm Hoffman
BMO Capital Markets
2 questions for BMY
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Michael Yee
Jefferies
2 questions for BMY
Also covers: ABBV, ALLO, AMGN +19 more
OB
Olivia Brayer
Cantor
2 questions for BMY
Also covers: AMGN, AUPH, BMRN +9 more
TA
Tim Anderson
Bank of America
2 questions for BMY
Also covers: ABBV, AMLX, BIIB +4 more
TA
Timothy Anderson
BofA Securities
2 questions for BMY
Also covers: ABBV, AMGN, AZN +10 more
AH
Alexandria Hammond
Wolfe Research
1 question for BMY
Also covers: ABBV, AMGN, BIIB +7 more
CC
Chun Chen
UBS
1 question for BMY
CD
Crypta Devarakonda
Truist Securities
1 question for BMY
KD
Kripa Devarakonda
Truist Securities
1 question for BMY
Also covers: ABCL, ARVN, INCY +5 more
SD
Srikripa Devarakonda
Truist Financial Corporation
1 question for BMY
Also covers: ABCL, ABSI, AFMD +12 more
Steven Scala
TD Cowen
1 question for BMY
Also covers: NVS, RARE
TH
Trang Han
UBS
1 question for BMY
TH
Trung Huynh
UBS Group AG
1 question for BMY
Also covers: ABBV, ABOS, AMGN +5 more
Recent press releases and 8-K filings for BMY.
Bristol Myers Squibb obtains FDA approval for Sotyktu in active psoriatic arthritis
BMY
Product Launch
- The U.S. FDA approved Sotyktu® (deucravacitinib) for the treatment of adults with active psoriatic arthritis, making it the first TYK2 inhibitor approved in this indication.
- Approval was based on Phase 3 POETYK PsA-1 and PsA-2 trials, where 54% of patients on Sotyktu achieved an ACR20 response versus 34% on placebo in PsA-1, and 54% versus 39% in PsA-2 at Week 16.
- The safety profile in psoriatic arthritis was consistent with plaque psoriasis data; most common adverse reactions included upper respiratory infections, elevated CPK, herpes simplex, mouth ulcers, folliculitis and acne.
1 day ago
Prime Medicine reports full-year 2025 results and business update
BMY
Earnings
Guidance Update
New Projects/Investments
- Prime Medicine plans to submit IND/CTA for its Wilson Disease program in 1H 2026 and for its AATD program in mid-2026, with initial clinical data from both expected in 2027.
- Full-year 2025 net loss was $201.1 million, up from $195.9 million in 2024; R&D expenses were $160.6 million and G&A expenses were $52.3 million.
- Total revenue rose to $4.63 million in 2025 from $2.98 million in 2024, driven by collaboration revenue.
- Cash, cash equivalents, investments, and restricted cash totaled $191.4 million as of December 31, 2025, providing a runway into 2027.
5 days ago
Bristol Myers Squibb outlines 2026 commercial momentum and late-stage pipeline readouts
BMY
- 2025 strong performance driven by growth portfolio and disciplined OpEx; legacy REVLIMID and POMALYST generics headwinds offset by double-digit ELIQUIS growth, with Q4 oncology inventory build normalizing in Q1 2026.
- CAMZYOS annualized >$1 billion with continued weekly new prescriber gains; physician feedback indicates no meaningful differentiation between CAMZYOS and rival aficamten.
- Opdivo Qvantig SubQ launch on track for 30-40% IV-to-SubQ conversion by 2028, supported by broad reimbursement and community oncology adoption.
- Cobenfy gaining depth and breadth in schizophrenia; pivotal phase 4 switch data to be presented in March 2026, with ADEPT 1, 2, and 4 Alzheimer’s psychosis readouts expected end 2026.
- Five late-stage readouts by year-end—including Milvexin (emicavexin) in AFib/SSP, Admilprant in IPF/PPF, Iberdomide, zeygolimab, and Arloscel—underscore diversified growth pipeline.
6 days ago
Bristol Myers Squibb outlines strong 2025 performance and 2026 pipeline milestones at TD Cowen Healthcare Conference
BMY
Product Launch
Revenue Acceleration/Inflection
- Bristol Myers delivered strong 2025 execution with growth portfolio momentum in REVLIMID, Breyanzi, and CAMZYOS, and expects double-digit ELIQUIS growth in 2026 despite full generics entry for REVLIMID and POMALYST.
- CAMZYOS annualized north of $1 billion in 2025, continues weekly prescriber additions, and faces no meaningful differentiation from new competitor aficamten per physician feedback.
- Opdivo Qvantig achieved broad first-year adoption, on track for 30%–40% subcutaneous conversion by 2028; Cobenfy is driving steady TRX growth ahead of a planned switch study readout at SIRS this month.
- Multiple readouts expected by year-end: ADEPT 1/2/4 Alzheimer’s psychosis trials for Cobenfy, and Milvexian Phase III SSP and AFib data, potentially establishing a new standard vs ELIQUIS.
- Late-stage pipeline includes five assets (Admilprant, Cobenfy, Iberdomide, Zongolimab, Milvexian) all reading out in 2026, with Admilprant targeting an $8–10 billion IPF/PPF market by mid-2030s.
6 days ago
Bristol Myers Squibb details 2026 growth drivers and pipeline at TD Cowen Healthcare Conference
BMY
Product Launch
- Strong 2025 performance set up 2026 momentum: growth portfolio products (REVLIMID, Breyanzi, CAMZYOS) delivered solid results, while generics headwinds on REVLIMID/POMALYST are offset by expected double-digit growth in ELIQUIS; U.S. oncology inventory build in Q4 2025 is normalizing in Q1 2026.
- CAMZYOS surpassed $1 billion annualized sales in 2025 and continues to add new prescribers weekly, maintaining leadership over aficamten according to physicians who see no meaningful differences between the therapies.
- Opdivo Qvantig (SubQ) is on track for 30 %–40 % conversion of IV Opdivo by 2028, supported by broad community oncology adoption across tumor types, improved practice efficiency, and patient preference for the 3-minute in-office injection.
- Cobenfy’s first full year shows steady TRX growth with expanding prescriber depth; a phase 4 switch study will be presented at SIRS in late March 2026, and three Alzheimer’s disease psychosis phase 3 readouts (ADEPT 1, 2, 4) are due by end-2026.
- Five key phase 3 data readouts are expected by end-2026—Cobenfy ADP, Milvexin in atrial fibrillation and SSP, iberdomide (PDUFA mid-August 2026), and Admilprant in IPF/PPF—where Admilprant could help expand the current $4 billion lung fibrosis market to $8 billion–$10 billion.
6 days ago
Bristol Myers Squibb reports positive Phase III interim results for Iza-bren in TNBC
BMY
- The bispecific ADC candidate izalontamab brengitecan (Iza-bren) met its co-primary endpoints of progression-free survival and overall survival in a pre-specified interim analysis of the Phase III BL-B01D1-307 trial in previously treated unresectable locally advanced or metastatic triple-negative breast cancer.
- BL-B01D1-307, conducted in China by SystImmune’s parent Biokin, is the first bispecific ADC study to report dual positive PFS/OS outcomes in TNBC and the third Phase III study where Iza-bren has achieved its primary endpoint(s).
- The study compared Iza-bren against chemotherapy of physician’s choice and demonstrated statistically significant and clinically meaningful improvements in both key endpoints.
- Detailed data from this interim analysis are slated for presentation at an upcoming medical meeting, advancing Iza-bren’s development and potential regulatory filings.
Feb 26, 2026, 11:59 AM
Bristol Myers Squibb joins strategic AI collaboration with Evinova
BMY
New Projects/Investments
- Evinova announced partnerships with Astellas Pharma, AstraZeneca, and Bristol Myers Squibb to accelerate global clinical development via its AI-native platform.
- Partners will share operational data to enhance study benchmarks and receive optimized recommendations for faster trials and improved patient outcomes.
- The platform’s products, including Study Designer, AI Authoring, and AI Digitizer, have delivered 5–7% savings per study, contributing hundreds of millions in savings for top 10 pharma companies.
- Cristian Massacesi, EVP & Chief Medical Officer at BMS, emphasized the necessity of AI to reduce development time, costs, and improve patient health outcomes.
Feb 18, 2026, 3:10 PM
Bristol Myers Squibb’s FDA Accepts Iberdomide NDA
BMY
- The FDA has accepted the new drug application for iberdomide combined with daratumumab and dexamethasone for relapsed/refractory multiple myeloma, granting breakthrough therapy designation and priority review with a PDUFA date of August 17, 2026.
- A planned interim analysis from the global, phase 3 EXCALIBER-RRMM trial showed a statistically significant improvement in minimal residual disease (MRD) negativity versus daratumumab, bortezomib, and dexamethasone.
- Iberdomide, an oral cereblon E3 ligase modulator and potential first-in-class agent, is part of BMS’s broader targeted protein degradation strategy and could significantly bolster its hematology franchise amid competition from Johnson & Johnson and Amgen.
Feb 17, 2026, 12:08 PM
Bristol Myers Squibb’s iberdomide NDA accepted by FDA
BMY
Product Launch
- The U.S. FDA has accepted the New Drug Application for iberdomide in combination with daratumumab and dexamethasone for relapsed or refractory multiple myeloma, assigning a PDUFA date of August 17, 2026.
- The application received Breakthrough Therapy designation and Priority Review status.
- Filing was based on minimal residual disease (MRD) negativity rates from the Phase 3 EXCALIBER-RRMM study; progression-free survival assessment is ongoing.
- The review is being conducted under the FDA’s Project Orbis initiative for concurrent international assessment.
Feb 17, 2026, 11:59 AM
Bristol Myers Squibb partners with Evinova on AI-driven clinical trial optimization
BMY
New Projects/Investments
- Bristol Myers Squibb will deploy Evinova’s AI-native Study Designer, including the Cost Optimizer module, across its global portfolio to improve trial design and cost efficiency.
- The collaboration aims to accelerate clinical development timelines, enhance insight-driven decision making, and identify productivity opportunities.
- BMS leadership highlights the urgency of using AI to reduce drug development time, lower costs, and transform clinical trials.
- Evinova’s platform has demonstrated solutions delivering up to 60% improvement in patient experience, 6-month acceleration in trial delivery, and 32% cost reduction.
Feb 9, 2026, 6:00 AM
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