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.
CS
Christopher Schott
JPMorgan Chase & Co.
6 questions for BMY
Also covers: ABBV, AMGN, AMRX +15 more
CB
Courtney Breen
AllianceBernstein
6 questions for BMY
Also covers: ABBV, AMGN, GILD +4 more
DR
David Risinger
Leerink Partners
6 questions for BMY
Also covers: ABBV, AMGN, HALO +9 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
Also covers: ABBV, AZN, MRK +1 more
Akash Tewari
Jefferies
5 questions for BMY
Also covers: ALKS, APLS, ARGX +15 more
CL
Carter L. Gould
Barclays
5 questions for BMY
Also covers: ABBV, ALEC, AMGN +7 more
Mohit Bansal
Wells Fargo & Company
5 questions for BMY
Also covers: ABBV, AMGN, BMRN +16 more
Steve Scala
Cowen
5 questions for BMY
Also covers: ABBV, AZN, GSK +6 more
AH
Asad Haider
Goldman Sachs
4 questions for BMY
Also covers: ABBV, BNTX, JNJ +4 more
JS
James Shin
Analyst
4 questions for BMY
Also covers: ABBV, AMGN, AUTL +7 more
SF
Seamus Fernandez
Guggenheim Partners
4 questions for BMY
Also covers: AMLX, ARCT, ARQT +9 more
Terence Flynn
Morgan Stanley
4 questions for BMY
Also covers: ABBV, AMGN, ARVN +17 more
David Amsellem
Piper Sandler Companies
3 questions for BMY
Also covers: ABBV, ALKS, AMGN +27 more
Geoff Meacham
Citigroup Inc.
3 questions for BMY
Also covers: ABBV, AMGN, GILD +8 more
Matthew Phipps
William Blair
3 questions for BMY
Also covers: ABBV, AGEN, AMGN +8 more
Sean McCutcheon
Raymond James
3 questions for BMY
Also covers: CMPX, CRIS, CYTK +6 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
Also covers: ABBV, BIIB, GILD +6 more
OB
Olivia Brayer
Cantor
2 questions for BMY
Also covers: AMGN, AUPH, BMRN +8 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, BMRN +6 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
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 forecasts significant TGCT market growth through 2034
BMY
- TGCT treatment market in the US, EU4, UK, and Japan is expected to grow significantly by 2034 due to rising awareness, improved diagnosis via advanced imaging, and uptake of targeted CSF1R therapies.
- The United States currently holds the largest market share for TGCT treatments among leading markets.
- There were over 630,000 prevalent TGCT cases across the 7MM in 2024, with case numbers projected to rise by 2034.
- Emerging CSF1R-targeted therapies such as SynOx’s emactuzumab, Abbisko’s pimicotinib, and AmMax Bio’s AMB-051 are anticipated to drive the next wave of TGCT treatments.
3 days ago
Bristol Myers Squibb notes evolving PD-1 landscape with rising subcutaneous use
BMY
- Growing adoption of subcutaneous PD-1 therapies in NSCLC, melanoma, and RCC to enhance workflow efficiency and patient convenience.
- Tumor-specific brand preferences persist: Keytruda dominates in NSCLC and melanoma, while RCC usage is split between Keytruda and Opdivo.
- High oncologist awareness of PD-1 biosimilars—led by Amgen’s ABP-243—with expectations of rapid uptake within the first year post-launch.
- Spherix will launch quarterly RealTime Dynamix updates in 2026 to track evolving PD-1 treatment trends.
Jan 14, 2026, 2:09 PM
Lifeward enters strategic partnership with Oramed
BMY
New Projects/Investments
- Lifeward will integrate Oramed’s Protein Oral Delivery (POD™) technology while Oramed acquires up to a 49.99% equity stake via approximately $47 million in equity, convertible notes, milestone funding, and warrants.
- Oramed will fund and manage the POD™ clinical development program and receive 4% net sales of Lifeward’s ReWalk franchise for 10 years.
- POD™ addresses the $634 billion global injectable drug delivery market, including $19 billion insulin and $52 billion GLP-1 analogs sold in 2024.
- The transaction positions Lifeward for short-term profitability from its ReWalk and AlterG product lines and long-term biotech upside.
Jan 13, 2026, 1:00 PM
Bristol-Myers Squibb details 2026 pipeline catalysts and strategic objectives
BMY
New Projects/Investments
- Growth portfolio up 17% in the first nine months of 2025, now featuring four products each annualizing over $1 billion (Opdualag, Breyanzi, Camzyos, Reblozyl).
- Achieved $10 billion debt paydown, on track for $2 billion in cost savings, and returned over $22 billion to shareholders with 17 consecutive years of dividend increases.
- In 2026, expect registrational data readouts for six potential new products (Milvexian, Admilparant, Iberdomide, Mezigdomide, AR-LDD, RYZ101) plus pivotal line extensions for Sotyktu and Cobenfy; over 10 new medicines and 30+ launch opportunities are anticipated by 2030.
- Completed $30 billion of business development deals in the past 24 months, including five strategic transactions in 2025 to bolster long-term growth.
Jan 12, 2026, 3:30 PM
Bristol Myers Squibb outlines 2026 priorities and pipeline catalysts at JPMorgan Healthcare Conference
BMY
New Projects/Investments
Dividends
- Bristol Myers Squibb closed 2025 with its growth portfolio up 17% year-to-date, four products annualizing over $1 billion in sales, $2 billion of cost optimizations underway and a $10 billion debt paydown completed ahead of schedule, positioning the company with strong cash flow and balance sheet discipline.
- In 2026, BMS expects pivotal registrational readouts for six potential new products (Milvexian, Admilparant, Iberdomide, Mezigdomide, AR-LDD, RYZ101) plus key line extensions for Sotyktu and Cobenfy, and projects over 30 launch opportunities by 2030.
- Key late-stage programs span: neuroscience (Cobenfy in Alzheimer’s psychosis with ADEPT-1, ‑2, ‑4 readouts), cardiovascular (Milvexian Phase III in atrial fibrillation and secondary stroke), immunology (Admilparant in IPF/PPF), oncology (pemidomig bispecific trials), and hematology (Iberdomide/Mezigdomide readouts).
- The company has returned $22 billion to shareholders over three years, increased its dividend for 17 consecutive years, completed $30 billion of business-development deals in the past 24 months, and maintains financial flexibility for further strategic investments.
Jan 12, 2026, 3:30 PM
Bristol Myers previews 2026 growth and pipeline catalysts
BMY
- Bristol Myers’ growth portfolio advanced 17% in the first nine months of 2025, with four products annualizing sales above $1 billion—notably Reblozyl at over $2 billion.
- The company completed a $10 billion debt paydown ahead of schedule, is on track for a $2 billion cost optimization, and has returned $22 billion to shareholders over the last three years, marking 17 consecutive years of dividend increases.
- Six potential new registrational readouts are expected in 2026—including Milvexian, Admilparant, Iberdomide, Mezigdomide, AR-LDD, and RYZ101—alongside pivotal line extensions for Sotyktu and Cobenfy; BMS projects more than 10 new medicines and 30 launch opportunities by 2030.
- Management is sharpening R&D execution and portfolio prioritization, deploying AI across development, and pursuing disciplined business development, having completed $30 billion of deals over the past 24 months, including five in 2025.
Jan 12, 2026, 3:30 PM
BMY highlights 2025 growth and robust pipeline at JPM Healthcare Conference
BMY
New Projects/Investments
Product Launch
Dividends
- In 2025, growth portfolio sales increased by 17%, with 4 assets annualizing over $1B, supported by productivity programs and strong operating cash flow that strengthened the balance sheet.
- Pipeline includes multi-billion-dollar potential assets across neuroscience, cardiovascular, immunology, and oncology, highlighted by COBENFY’s initial schizophrenia approval and broad expansion opportunities.
- Significant registrational data expected in 2026 for both new molecular entities (e.g., Admilparant IPF, Milvexian AF) and late-stage lifecycle management programs (e.g., Cobenfy AD Psychosis, Sotyktu SLE).
- Plans for 10+ new product launch opportunities by 2030 across the Growth Portfolio and NME assets, driving long-term revenue acceleration.
- Maintained financial discipline with approximately $14.5B in dividends and $8B in share repurchases over the past three years and 94 consecutive years of dividend payments.
Jan 12, 2026, 3:30 PM
Bristol Myers Squibb presents 2025 growth highlights and pipeline at JP Morgan Healthcare Conference
BMY
Dividends
Share Buyback
New Projects/Investments
- On Jan. 12, 2026, BMS posted an investor presentation at the 44th Annual J.P. Morgan Healthcare Conference outlining its strategic priorities.
- Growth Portfolio sales rose 17% for the nine months ended Sep 30, 2025 vs. the same period in 2024, with four assets annualizing > $1 billion in revenue as of 3Q 2025.
- The pipeline features multi‐billion‐dollar potential assets including milvexian, admilparant, pumitamig and oral CELMoD protein degraders (iberdomide & mezigdomide).
- BMS has returned substantial capital: ~$14.5 billion in dividends and ~$8 billion in share repurchases over the past 3 years, marking 94 consecutive years of dividend payments.
Jan 12, 2026, 3:20 PM
Dispatch Bio announces FDA clearance of IND for DISP-10
BMY
New Projects/Investments
Product Launch
- FDA has cleared the IND application for DISP-10, allowing a Phase 1 clinical study in patients with solid tumors to proceed.
- DISP-10 combines Dispatch’s DV-10 tumor-selective virus—which delivers dBCMA, IL-18 and CXCL-9—with Bristol Myers Squibb’s ide-cel CAR T therapy to “paint” tumors and enhance T-cell activity.
- The Phase 1 trial is slated to enroll patients with gastrointestinal cancers in coming months, with plans to expand into other solid tumor types upon proof of concept.
- The program leverages Dispatch’s Flare platform, which systemically delivers a synthetic antigen to tumors and remodels the microenvironment to support immune responses.
Jan 12, 2026, 1:00 PM
Bristol Myers Squibb announces positive Phase 3 SCOUT-HCM topline results
BMY
- Bristol Myers Squibb announced positive Phase 3 SCOUT-HCM topline results for Camzyos, demonstrating a statistically significant reduction from baseline in Valsalva LVOT gradient at Week 28 versus placebo in adolescents (ages 12 to <18) with symptomatic oHCM.
- Multiple secondary endpoints, including resting and post-exercise LVOT gradients, peak oxygen consumption, symptoms, and health status, also achieved statistical significance, with safety findings consistent with the known adult profile and no new safety signals.
- The international trial enrolled 44 adolescent patients and comprises a 28-week placebo-controlled period, a 28-week active crossover period, and a long-term extension of up to 144 weeks.
- Camzyos has previously been prescribed to over 20,000 adult patients in the U.S., supporting its established safety and efficacy profile in oHCM.
Jan 12, 2026, 11:59 AM
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