Bristol-Myers Squibb Company (NYSE:BMY) is one of the best undervalued wide moat stocks. Leerink Bullish on Bristol-Myers Squibb Company (BMY) Amid Ample Pipeline Optionality in 2026 On January 13, 2026, Leerink raised its price target on Bristol-Myers Squibb Company (NYSE:BMY) from $54.00 to $60.00, while reiterating an ‘Outperform’ rating. Highlighting ample pipeline optionality in 2026, the firm noted 12 registration data readouts across eight assets. Most of these assets represent potential new launc ...

Bristol-Myers Squibb Company (NYSE:BMY) is one of the best undervalued wide moat stocks. Leerink Bullish on Bristol-Myers Squibb Company (BMY) Amid Ample Pipeline Optionality in 2026 On January 13, 2026, Leerink raised its price target on Bristol-Myers Squibb Company (NYSE:BMY) from $54.00 to $60.00, while reiterating an ‘Outperform’ rating. Highlighting ample pipeline optionality in 2026, the firm noted 12 registration data readouts across eight assets. Most of these assets represent potential new launc ...

Key Takeaways BMY's growth portfolio, led by Opdivo and Reblozyl, is partially offsetting legacy drug declines.GSK is driving growth with strong HIV, oncology and respiratory launches, though vaccine sales face pressure.GSK shares outperformed BMY over the past year, while BMY offers a higher dividend but carries heavy debt.Bristol Myers Squibb (BMY) and GSK PLC (GSK) are among the largest global biopharma companies with broad and diverse portfolios.Bristol Myers Squibb focuses on the discovery, development ...

格隆汇1月20日｜百时美施贵宝宣布与微软展开合作，旨在通过人工智能技术加速肺癌的早期检测。该 合作将通过微软的精准影像网络部署获FDA批准的放射学AI算法，该网络目前被美国超过80%的医院使 用。这项技术旨在自动分析X光和CT图像，帮助识别肺部疾病并检测难以发现的肺结节。 ...

Core Insights - Bristol Myers Squibb has signed an agreement with Microsoft to utilize the tech company's AI-enabled radiology platform for enhancing early detection of lung cancer [1] Company Summary - The collaboration aims to leverage advanced technology to improve diagnostic processes in oncology, specifically targeting lung cancer [1]

We recently compiled a list of the Top 10 Oncology Stocks to Buy Now. Bristol-Myers Squibb Company  is placed second among the best cancer stocks on our list. TheFly reported on January 9 that Scotiabank analyst Louise Chen raised BMY’s price target to $60 from $53 while maintaining a Sector Perform rating. According to the analyst, investors find the stock appealing because to its low valuation and a “catalyst-rich” 2026. Scotiabank Notes Bristol-Myers Squibb Company (BMY) as Appealing Investment in 202 ...

They are unlikely to resort to dividend cuts anytime soon.Broader equities almost always deliver positive returns over the span of a decade. That's been the case for over 100 years, other than a few 10-year periods that were rocked by significant economic instability. Those exceptions aside, it's a pretty good bet that investors who put their money in stocks today will see competitive returns through 2036.Investing in dividend stocks, which can help boost returns through dividend reinvestment, is particular ...

美国制药商正加大力度，要求在欧洲提高药品价格。一些公司甚至威胁，如果欧洲立法者拒绝让步，将停止向当地供应新药。 去年9月，辉瑞公司率先与特朗普政府达成"最惠国价格"（most-favored-nation price，MFN）协议。辉瑞CEO艾伯乐（Albert Bourla） 表示，这项协议迫使公司不得不在海外市场提高药价。 根据美国卫生与公众服务部的说法，"最惠国价格"协议要求在美国市场上的品牌药价格不高于在"人均GDP达到美国60%水平的经合 组织（OECD）成员国"的最低价格。 这意味着，部分药品在美国的价格要与加拿大、欧洲、日本等发达国家的价格对齐。截至本月，已有16家跨国药企——从英国的阿 斯利康到罗氏旗下的基因泰克——同意下调美国药价。 本月早些时候，特朗普称赞这些协议是迫使欧洲提高药品价格的利器，"所以我们已经让处方药价格从一个糟糕的局面，变成了世界 上价格最低的状态。" 与特朗普达成协议后，不少制药公司正加大对欧洲及其他国家的施压，希望通过提高海外价格来弥补他们在美国市场潜在的收入损 失。 上周，艾伯乐在加州旧金山举行的摩根大通医疗健康大会上接受采访时说道："当我们算账时，是把美国价格降到法 ...

Core Insights - 2026 is identified as a pivotal year for transformation and output in the global biopharmaceutical industry, with major companies revealing strategic developments at the JMP conference [1] - The industry is experiencing extreme differentiation, with ADC and GLP-1 seen as key growth engines for the next five years, while mRNA, siRNA, and RLT are transitioning from concepts to clinical norms [1][9] - The BD strategies are becoming more precise, with 2025's small-scale acquisitions starting to yield results, and the logic behind mergers and acquisitions in 2026 expected to diversify [1] Hot Track Dynamics: Dual Drivers of Technology Iteration and Indication Expansion - ADC remains a leading player in the oncology sector, with Merck advancing multiple ADC assets through collaboration with Daiichi Sankyo [12] - BeiGene views ADC as a core technology and is actively promoting drug accessibility globally [12] - Eli Lilly has completed several ADC-related transactions to enhance its capabilities in cancer treatment [12] Weight Management Market Transition - The weight management market is shifting from simple weight loss to comprehensive management of metabolic syndrome, with Eli Lilly focusing on AI-driven drug discovery and direct patient engagement [14] - Roche's acquisition of Carmot Therapeutics enhances its pipeline with new metabolic therapies [14] - Sanofi is expanding the indications for its core asset Dupixent and advancing its autoimmune pipeline [14] Key Corporate Strategic Planning: Core Track Deepening and Platform Layout - Eli Lilly's strategy focuses on obesity and AI-driven drug development, with a projected investment of up to $1 billion in collaboration with NVIDIA [15] - Pfizer aims to maximize core transaction value and apply AI across its business chain, targeting a $150 billion market in obesity by 2030 [15] - Amgen is accelerating the integration of biotechnology and AI, with a focus on rare diseases and partnerships in China [16] BD Trends: Core Logic of Track Reinforcement and Ecological Synergy - The pharmaceutical industry is seeing a concentration of mergers and acquisitions in ADC and bispecific antibodies, with major companies acquiring key assets and technology platforms [17] - Big Pharma is shifting from scale expansion to pipeline restructuring to avoid revenue cliffs due to upcoming patent expirations [18] - The focus is on mid-stage assets with immediate Phase 3 potential, which are expected to have a premium advantage over early-stage assets [18] Industry Outlook - The biopharmaceutical industry is entering an "innovation harvest period" from 2026 to 2030, with GLP-1 drugs evolving into comprehensive metabolic management platforms [19] - The market for GLP-1 receptor agonists in China is projected to reach approximately 38.3 billion yuan by 2030 [19] - The commercialization of cutting-edge therapies is approaching a "singularity," with advancements in cell and gene therapies and RNA therapies expected to overcome production and reimbursement challenges [19][20]

第44届摩根大通医疗健康年会（JPM大会）正在美国旧金山举行。作为全球生物医药领域规模最大、影响力最广的产 业与投资盛会，本届大会汇聚了来自生物技术、制药、医疗器械等六大领域的数千家企业，包括众多初创公司，吸引 了超过8000名全球行业精英。 一方面，行业交易活跃度持续攀升——过去一年全球制药领域共达成516项授权许可交易，总额创历史新高，突破 2502亿美元。然而另一方面，"专利悬崖"的阴影仍笼罩在许多大型药企心头，推动它们更积极地寻找标的、布局未 来。 AI不再止于概念，而是真正走向研发的核心。支付方对投资回报的审视日趋严格，中国创新药的国际化路径也愈发体 系化……这些议题在会场上被反复探讨、激烈交锋。而在所有声音中，跨国药企（MNC）高层的演讲尤其引人关注 ——他们既总结过去一年的得失，也勾勒新一年的战略方向，字里行间透露出企业发展的重心与野心。 阿斯利康：押注"下一代双抗+ADC" 阿斯利康在本届JPM大会上明确，将"下一代免疫肿瘤双抗+高价值ADC"列为创新与增长的双支柱。公司计划通过"自 主研发+生态合作"全面布局肿瘤与自身免疫领域，以此支撑其2030年800亿美元总收入的宏伟目标。 JPM大会P ...