Key Takeaways Bristol Myers' legacy portfolio revenues fell 15% in Q4 and full-year 2025 as generics hit key brands.Eliquis posted 8% sales growth in 2025 and is expected to grow 10-15% in 2026 despite pricing changes.BMY faces rising oncology competition from Merck and Pfizer as rivals advance PD-1/VEGF and other therapies.Bristol Myers’ (BMY) legacy portfolio — comprising Eliquis, Revlimid, Pomalyst, Sprycel and Abraxane — continues to face significant erosion from generic competition.Fourth-quarter legac ...

摩熵·咨询 查数据·找摩熵 全球在研新药月报 —2026 年1月 扫描二维码 申请摩熵医药数据库免费使用 www.pharnexcloud.com | 目录 | | --- | | 创新药最新政策速递 | | 1.1 重点政策解读 | | 国家药监局发布《关于加强药品受托生产监督管理工作的公告》 | | 国家药监局药审中心发布《境外生产药品上市后备案类变更办理程序》的通告 | | 2025版抗肿瘤药物临床应用指导原则发布 | | 《中华人民共和国药品管理法实施条例》发布 | | ，本月国内新药注册申报分机 | | 2.1本月国内新药获批临床情况 | | 2.2本月国内新药获批上市情况 | | 2.2.1本月获批新药信息 | | 2.2.2本月获批新药简介 | | 三、全球获孤儿药/突破性/快速通道资格认定品种盘点 | | 四、全球在研创新药积极/失败临床结果TOP20 | | Neumora Therapeutics 公布 NMRA-511 1b 期临床积极结果, | | QurAlis Corporation 公司公布其在研疗法QRL-101 1期临床数据 | | 20 GSK全球首创乙肝新药两项3期研究成 ...

驱动基因阴性NSCLC专题 下一代治疗范式：双抗、IO+ADC 西南证券研究院 2026年2月 分析师：杜向阳 执业证号：S1250520030002 电话：021-68416017 邮箱：duxy@swsc.com.cn 分析师：雷瑞 执业证号：S1250525110001 电话：021-68416017 邮箱：leir@swsc.com.cn 核心结论 驱动基因阴性空间几何？ 报告目录 1 NSCLC全球第一大癌种，驱动基因阴性占三成 2 从一线治疗看驱动基因阴性市场空间几何 驱动基因阴性指肿瘤样本中未检测到明确可靶向的驱动基因突变，分别占中美患者新发NSCLC患者的31%/31%。基于目前中美指南推荐，一线 治疗驱动基因阴性NSCLC晚期患者主要依赖PD(L)-1±化疗的治疗方案，我们测算2030年用于驱动基因阴性NSCLC晚期一线治疗的免疫用药中美 市场规模分别约为75亿元、180亿元。 NSCLC下一代免疫治疗方案齐头并进——双（多）抗、IO+ADC 从临床指南来看，以帕博利珠单抗、阿替利珠单抗为代表的PD(L)-1药物(不)联用化疗已全面覆盖驱动基因阴性一线及后线治疗，临床地位稳定， 但长期维度下 ...

Key Takeaways BMY beat on Q4 earnings and sales, sending shares up 7.6% as the growth portfolio delivered 60% of revenues.Bristol Myers Squibb's growth brands led by Opdivo, Reblozyl, Breyanzi and Camzyos posted digit gains.BMY expects legacy sales to keep sliding in 2026, even as Eliquis demand grows and pipeline readouts loom.Bristol Myers Squibb (BMY) has strengthened its near-term outlook following robust fourth-quarter 2025 results reported on Feb. 5, 2026. The stock rose 7.6% post-earnings, closing at ...

Bates points to AI biotech In Silico as a prime example of how AI can overturn development in this way. In Silico has reported an average time of 13 months from project initiation to candidate selection in a 2025 Nature Medicine paper published on the company’s AI-developed drug rentosertib. In a Phase IIa idiopathic pulmonary fibrosis (IPF) study (NCT05938920), the drug was found to be safe and indicated positive signals in increasing lung function.Pharma companies look for several capabilities in AI, says ...

Bristol-Myers Squibb Company (NYSE:BMY) is included among the 10 Most Profitable Undervalued Stocks to Buy Guggenheim Raises its Price Target on Bristol-Myers Squibb Company (BMY) to $72 and Reiterates a Buy Rating On February 6, 2026, Guggenheim raised its price target on Bristol-Myers Squibb Company (NYSE:BMY) to $72 from $62 and reiterated a Buy rating. The firm significantly increased its estimated probability of success for iber/mezi to 90% from 33% and lifted its success odds for milvexian in SSP t ...

古根海姆将施贵宝的目标价从62美元上调至72美元，维持"买入"评级。(格隆汇) ...

Core Insights - Bristol Myers Squibb has signed an agreement with Evinova to optimize clinical trials using Evinova's AI-native clinical development platform, specifically the Cost Optimizer module [1][2] - The partnership aims to enhance decision-making, identify productivity opportunities, and create more efficient trial designs to accelerate innovation and improve experiences for sites and patients [2][3] Evinova's AI-Native Platform - Evinova's platform utilizes agentic AI to enhance study design, streamline processes, and ensure seamless digital data flow in compliance with USDM standards [4] - The platform has delivered hundreds of millions of dollars in multi-year savings for customers, showcasing its effectiveness in clinical development [4] Unified Trial Solution - Evinova's Unified Trial Solution integrates essential study elements to create a connected trial experience for sponsors, sites, and patients, incorporating eCOA with telehealth and remote patient monitoring [5] - This solution aims to improve data collection for novel endpoints and innovative trial designs while reducing friction points [5] Proven Outcomes - Evinova's solutions have demonstrated significant improvements, including up to 60% enhancement in patient experience, a 6-month acceleration in trial delivery, and a 32% reduction in costs [8][9] - The platform is designed to accelerate timelines, reduce costs, improve data quality, and enhance patient experiences [6]

Core Viewpoint - Morgan Stanley analyst Terence Flynn has raised the price target for Bristol Myers (BMY) to $40 from $37 while maintaining an Underweight rating on the shares [1] Revenue and EPS Guidance - The 2026 revenue and EPS guidance for Bristol Myers came in above consensus expectations [1] - This positive outlook was primarily driven by a higher than expected guidance for Eliquis [1]

We recently published 12 Stocks Jim Cramer Talked About.  Bristol Myers Squibb Company (NYSE:BMY) is one of the stocks that Jim Cramer talked about. Bristol Myers Squibb Company (NYSE:BMY) is one of the largest pharmaceutical companies in the world. Its shares are up by 7.5% over the past year and by 15.4% year-to-date. Piper Sandler bumped its Bristol Myers Squibb Company (NYSE:BMY) share price target to $66 from $62 and kept an Overweight rating on the shares in late January. The pharma company’s drug p ...