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Guggenheim Sets $62 Target on Bristol-Myers Squibb Company (BMY) After FDA Priority Review
Insider Monkey· 2025-12-17 22:08
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
和铂医药:与百时美施贵宝共同开发新一代多特异性抗体疗法
Cai Jing Wang· 2025-12-17 05:27
根据协议条款,和铂医药将与百时美施贵宝合作推进及加速多特异性抗体发现项目。为此,和铂医药将 获得总计9000万美元的付款,若百时美施贵宝选择推进所有潜在项目,和铂医药还可获得高达10.35亿 美元的开发及商业里程碑付款,以及基于未来产品净销售额的分级特许权使用费。 12月17日,和铂医药发布公告称,公司与百时美施贵宝达成长期全球战略合作及许可协议,双方将共同 研发新一代多特异性抗体疗法。 ...
Final Trade: JNJ, NVO, UBER, BMY
Youtube· 2025-12-15 23:22
Final trade time, Tim. [music] >> Yeah, J&J. I think you've got consumer products. You got MedTech and you've got oncology.>> Karen. >> Yes. So, I like the whole big farmer [music] space moving nicely.Good place to hide in if you're looking for lower PE. I do like Novo >> Dan >> guy. What's up with the U in your tube.>> Yeah. Not a good day. >> Not a good >> Not a good day, but it really does look like [music] it's getting a little overdone, guy.What do you think. >> I'm with you. >> Uber.>> Hurts [music] t ...
Bristol Myers Trades At Trough Valuation — Analyst Says Pipeline Upside Is Being Ignored
Benzinga· 2025-12-15 17:56
BofA Securities upgraded Bristol Myers Squibb & Co. (NYSE:BMY) , citing near-term catalysts.“What we like about BMY is the valuation coupled with our forecast for a flattish 7-year outlook with risk-adjusted pipeline and favorable mix-related margin tailwinds. When we factor in multiple pipeline-driven upside scenarios (specifically in ’26E), we think the risk-reward is compelling,” analyst Jason Gerberry wrote in an investor note on Monday.BofA upgraded from Neutral to a Buy rating and raised price forecas ...
BMY Gains 13.1% in Three Months: Buy, Sell or Hold the Stock?
ZACKS· 2025-12-15 15:36
Key Takeaways BMY posted better-than-expected Q3 results and raised revenue guidance on strong demand for key growth drugs.Growth portfolio momentum from Opdivo, Reblozyl and Breyanzi is helping stabilize revenues amid generics.Generic competition continues to pressure legacy drugs, which BMY expects to decline 15-17% in 2025.Bristol Myers Squibb Company (BMY) has been performing well recently. Shares of this biotech giant have gained 13.1% in the past three months compared with the industry’s growth of 15. ...
Wall Street's Most Accurate Analysts Give Their Take On 3 Health Care Stocks Delivering High-Dividend Yields - Bristol-Myers Squibb (NYSE:BMY), CVS Health (NYSE:CVS)
Benzinga· 2025-12-15 11:46
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...
寻找未被满足的临床需求(4):FXI抑制剂有望成为下一代抗凝药物
Guoxin Securities· 2025-12-14 15:01
Investment Rating - The report maintains an "Outperform" rating for the industry [1] Core Insights - The global anticoagulant market exceeds $20 billion, primarily driven by stroke prevention in atrial fibrillation patients, with other indications including VTE prevention after knee/hip replacement and prevention of ischemic complications in myocardial infarction [2][5] - FXI/FXIa inhibitors are expected to become safer anticoagulants, as they target the intrinsic pathway of coagulation, potentially reducing bleeding risks while maintaining efficacy [2][21] - Several FXI/FXIa inhibitors are in clinical stages, with promising safety profiles demonstrated in various indications, including Bayer's asundexian achieving key clinical endpoints in secondary stroke prevention [2][26] - FXI small nucleic acid drugs may offer differentiated competitive advantages, with early-stage clinical data showing effective FXI activity suppression and potential for improved patient compliance [2][26] Summary by Sections Anticoagulant Drugs: Applications and Market Size - Anticoagulants are used in various medical scenarios, with a global market size exceeding $20 billion, driven by stroke prevention in atrial fibrillation patients [5][7] - Current anticoagulants include DOACs and low molecular weight heparins, with existing drugs presenting bleeding risks alongside their efficacy [5][21] FXI Inhibitors as Next-Generation Anticoagulants - FXI inhibitors are positioned to challenge standard treatments, with clinical trials indicating superior safety profiles compared to existing DOACs [2][26] - Notably, Bayer's asundexian has shown efficacy in secondary stroke prevention, marking a significant advancement in the field [2][69] Domestic FXI Small Nucleic Acid Drug Development Progress - Domestic companies are advancing in FXI small nucleic acid drug development, with promising early clinical results indicating effective FXI suppression and potential for improved dosing schedules [2][26] Investment Recommendations - FXI/FXIa inhibitors are projected to represent an upgrade and complement to existing anticoagulants, with a potential market space exceeding $10 billion [2][26] - The report suggests focusing on companies like HengRui Medicine, which is leading in domestic FXI monoclonal antibody development [2][26]
Can Opdivo's Label Expansions Help Bristol Myers Sustain Its Momentum?
ZACKS· 2025-12-12 16:36
Key Takeaways The FDA accepted a priority review for Opdivo with AVD in untreated Stage III/IV classical Hodgkin lymphomaThe sBLA is backed by phase III SWOG S1826 data evaluating Opdivo plus AVD in these patients.Opdivo sales rose 7% in Q3 to $2.5B, supported by demand, new launches and global label expansions.Bristol Myers (BMY) has a broad oncology portfolio, which includes blockbuster immuno-oncology drugs, Opdivo, Opdivo Qvantig and Yervoy, among others.Among these, Opdivo (nivolumab) is the top revenu ...
华尔街顶级分析师最新评级:Roblox遭降级、露露乐蒙获上调
Xin Lang Cai Jing· 2025-12-12 15:15
华尔街最受热议且对市场影响显著的研报评级观点现已汇总于此。以下是《The Fly》整理的、投资者 需关注的当日研报评级变动。 五大评级上调 五大评级下调 五大首次覆盖评级 1. 杰富瑞将露露乐蒙(LULU)的评级从 "跑输大盘" 上调至 "持有",目标价从 120 美元上调至 170 美元。该机构在研报中向投资者表示,公司首席执行官即将离任这一事件是 "重大利好"。 2. 瑞银在分析师团队接手研报覆盖后,将美国航空(AAL)的评级从 "中性" 上调至 "买入",目标 价从 14 美元上调至 20 美元。瑞银在研报中称,市场尚未充分认识到,随着企业客户营收逐步复 苏,美国航空未来几年有望 "大幅提升" 利润。 3. 摩根大通将花旗集团(C)的评级从 "中性" 上调至 "增持",目标价从 107 美元上调至 124 美元。 该机构认为,2026 年稳健的经济环境以及强劲的市场相关业务活动,将令花旗相较同行获益更 多。 4. 古根海姆将百时美施贵宝(BMY)的评级从 "中性" 上调至 "买入",并给出 2026 年 62 美元的目 标价。古根海姆认为,这一目标价对应的投资性价比和管线驱动的风险收益比 "颇具吸引力" ...
The Best Turnaround Stock to Invest $1,000 in Right Now
The Motley Fool· 2025-12-12 15:15
Pfizer and Bristol Myers Squibb are deeply out-of-favor drugmakers, but one could be the better turnaround candidate if you think long term.Even very well-run companies will eventually fall upon hard times. That's the backstory you need to keep in mind when you examine Bristol Myers Squibb (BMY +2.99%) and Pfizer (PFE +0.29%). Here's why contrarians and turnaround lovers will likely find Pfizer the better turnaround play. Comparisons are importantBenjamin Graham is often considered the father of fundamental ...