Core Insights - The article is part of a comparative analysis series focusing on pharmaceutical companies, specifically comparing Pfizer and Johnson & Johnson for investment potential [1] Group 1: Company Analysis - The analysis aims to evaluate which company presents a better investment opportunity for investors [1] Group 2: Research Background - Allka Research has over two decades of experience in investment, specializing in identifying undervalued assets across various sectors including pharmaceuticals [2] - The firm emphasizes a conservative investment approach, aiming to deliver substantial returns and strategic insights to clients [2] - Allka Research seeks to empower investors by simplifying investment strategies and fostering a community of informed investors [2]

Core Viewpoint - Bristol Myers Squibb (BMY) is experiencing notable stock performance and is set to report earnings, with significant year-over-year changes anticipated in both earnings per share (EPS) and revenue [2][3]. Company Performance - BMY closed at $60.08, reflecting a +0.3% change from the previous session, while the S&P 500 gained 1.08% [1] - The stock has increased by 10.05% over the past month, outperforming the Medical sector's gain of 0.21% and the S&P 500's loss of 8.26% [1] Earnings Forecast - The upcoming earnings report on April 24, 2025, is expected to show an EPS of $1.55, representing a 135.23% increase from the same quarter last year [2] - Revenue is forecasted at $10.69 billion, which is a decrease of 9.94% from the prior-year quarter [2] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $6.75 per share and revenue of $45.59 billion, indicating year-over-year changes of +486.96% and -5.6%, respectively [3] Analyst Estimates - Recent adjustments to analyst estimates for BMY reflect short-term business trends, with upward revisions indicating positive sentiment towards the company's operations [4] - The Zacks Rank system, which incorporates these estimate changes, currently ranks BMY as 3 (Hold) [6] Valuation Metrics - BMY is trading with a Forward P/E ratio of 8.88, which is below the industry average of 19.17 [7] - The company has a PEG ratio of 2.22, compared to the industry average PEG ratio of 1.55 [7] Industry Context - BMY operates within the Medical - Biomedical and Genetics industry, which holds a Zacks Industry Rank of 73, placing it in the top 30% of over 250 industries [8]

Group 1 - The article identifies 10 undervalued dividend growth stocks for further research and potential investment, emphasizing their suitability for a dividend growth portfolio [1] - The candidates are ranked based on quality scores, highlighting their high quality and undervaluation [1] - The author, FerdiS, has over 20 years of investment and trading experience, focusing on dividend growth investing and options trading [1] Group 2 - FerdiS manages a portfolio named DivGro, primarily consisting of dividend growth stocks, established in January 2013 [1] - The article mentions collaboration with the founders of Portfolio Insight, an online platform for portfolio management and investment analysis [1] - Dividend Radar is maintained and published as a weekly free spreadsheet of dividend growth stocks [1]

Core Viewpoint - Bristol-Myers Squibb Company (NYSE: BMY) is recommended with a "Buy" rating due to its potential for stock price appreciation despite having high debt levels [1]. Group 1 - The coverage of Bristol-Myers Squibb was initiated in late March 2024 [1]. - The stock is expected to rise, indicating a positive outlook for investors [1]. - The analysis is provided by a chief investment analyst with extensive experience in navigating diverse investment information [1].

Company Performance - Bristol Myers Squibb (BMY) closed at $60.28, reflecting a +0.79% change from the previous trading day's close, outperforming the S&P 500's daily loss of 0.91% [1] - The stock has gained 6.52% over the past month, while the Medical sector lost 1.88% and the S&P 500 lost 7.38% during the same period [1] Earnings Expectations - Analysts expect Bristol Myers Squibb to report earnings of $1.55 per share, indicating a year-over-year growth of 135.23% [2] - The Zacks Consensus Estimate for revenue is projected at $10.69 billion, down 9.94% from the previous year [2] - For the full year, earnings are projected at $6.75 per share, showing a growth of +486.96%, while revenue is expected to be $45.59 billion, reflecting a decrease of -5.6% from the prior year [3] Analyst Estimates and Rankings - Recent modifications to analyst estimates indicate changing business trends, with positive changes suggesting a favorable outlook on the company's health and profitability [4] - The Zacks Rank system, which evaluates estimate changes, currently ranks Bristol Myers Squibb at 3 (Hold) [6] Valuation Metrics - Bristol Myers Squibb has a Forward P/E ratio of 8.86, which is a discount compared to the industry average Forward P/E of 18.77 [7] - The company has a PEG ratio of 2.22, compared to the industry average PEG ratio of 1.51 [8] Industry Context - The Medical - Biomedical and Genetics industry, which includes Bristol Myers Squibb, has a Zacks Industry Rank of 64, placing it in the top 26% of over 250 industries [9]

Company Overview - Bristol-Myers Squibb (BMS) has a strong presence in the healthcare sector, particularly in immunology, cardiology, and neuroscience, with a focus on innovative drug development [3]. Leadership and Experience - Roland Chen, Head of Development for Immunology, Cardiology, and Neuroscience at BMS, has been with the company for approximately 25 years, contributing significantly to development, safety, and outcomes research [3]. Pipeline and Future Prospects - BMS is currently experiencing a pivotal moment with a rich and innovative pipeline of assets, including several key late-stage readouts expected in the coming years [4].

Core Viewpoint - Rowley Law PLLC is investigating potential securities law violations related to the proposed acquisition of 2seventy bio, Inc. by Bristol Myers Squibb, which is valued at approximately $286 million [1] Group 1: Acquisition Details - The proposed acquisition will provide stockholders of 2seventy bio with $5.00 for each share they hold [1] - The transaction is expected to close in the second quarter of 2025 [1] Group 2: Legal Investigation - Rowley Law PLLC is representing shareholders in the investigation concerning the acquisition [1] - The firm specializes in class actions and derivative lawsuits in complex corporate litigation [3]

Acquisition Details - Bristol Myers Squibb & Co (BMY) has agreed to acquire 2seventy bio, Inc (TSVT) at $5.00 per share, totaling an equity value of approximately $286 million, or $102 million net of estimated cash, representing an 88% premium to TSVT's closing price of $2.66 on March 7, 2025 [1] - The acquisition is expected to close in the second quarter of 2025 [1] Financial Implications - The decision to acquire 2seventy bio is anticipated to conserve over $80 million in near-term expenditures and accelerate the path to breakeven for 2seventy bio in 2025, according to the CEO Chip Baird [3] Recent Developments - In September, the companies discontinued enrollment in the Phase 3 KarMMa-9 study of Abecma for newly diagnosed multiple myeloma patients [2] - The FDA approved Abecma for adult patients with relapsed or refractory multiple myeloma after two or more prior lines of therapy in April 2024 [4] Market Reaction - Following the acquisition announcement, TSVT stock increased by 76.4% to $4.9, while BMY stock decreased by 1.04% to $62.45 during the premarket session [4]

Bristol Myers Squibb (BMY) closed the most recent trading day at $60.18, moving +0.6% from the previous trading session. The stock's performance was ahead of the S&P 500's daily loss of 1.78%. Elsewhere, the Dow lost 0.99%, while the tech-heavy Nasdaq lost 2.61%.Coming into today, shares of the biopharmaceutical company had gained 0.18% in the past month. In that same time, the Medical sector gained 0.26%, while the S&P 500 lost 3.48%.Market participants will be closely following the financial results of Br ...

Core Insights - Bristol-Myers Squibb Company participated in the 45th Annual TD Cowen Health Care Conference, highlighting its ongoing transformation and strong performance in 2024 [1][3] - The company emphasized the success of its growth portfolio, including products like Breyanzi, Camzyos, and Opdualag, which have shown exceptional performance [3][4] - A significant milestone for the company was the approval and launch of Cobenfy, marking the first new mechanism of action in schizophrenia treatment in decades, along with the approval of Opdivo Qvantig [4][5] Company Performance - The year 2024 was described as a pivotal year for the company, focusing on organizational transformation and delivering strong execution across its product portfolio [3] - The growth portfolio's performance was underscored, with specific mention of the successful products contributing to the company's overall success [3][4] Product Development - Cobenfy's approval and launch were highlighted as a key achievement, representing a significant advancement in schizophrenia treatment options [4] - The approval of Opdivo Qvantig at the end of the year was also noted as a critical development for the company [4][5]