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 ...

Core Viewpoint - It has been one year since the last coverage of Bristol-Myers Squibb (BMY), with the stock rated as a Hold following Q4 2024 earnings, which caused concern among investors due to declining projections for 2025 [1] Group 1 - The article highlights the author's background, including a Ph.D. in organic synthesis from Stanford University and experience in major pharmaceutical companies and biotech startups [1] - The author is a co-founder of 1200 Pharma, which successfully garnered significant investment [1] - The author remains focused on market trends, particularly in biotechnology stocks [1]

Core Viewpoint - Morgan Stanley maintains an "Underweight" rating for Bristol-Myers Squibb, advising investors to hold the stock, which is priced around $61.46 [1][6] Company Strategy - Bristol-Myers Squibb's "focused execution" strategy in 2025 has positively influenced its outlook for 2026, emphasizing newer brands and late-stage pipeline catalysts while managing costs to counteract loss-of-exclusivity challenges [2] Financial Performance - In Q4 2025, Bristol-Myers Squibb reported a strong performance with a growth portfolio increase of 15% year-over-year, which nearly offset a $4 billion revenue decline from its legacy portfolio [3][6] - The total revenue for Q4 remained stable at approximately $12.5 billion, with a stock price increase of 3.44% to $61.57 [4][6] Market Data - The stock has fluctuated between $59.77 and $61.86, with a market capitalization of about $125.34 billion, and has seen a 52-week high of $63.33 and a low of $42.52 [4][5] - Trading volume stands at 5.4 million shares, indicating active market participation despite the "Underweight" rating [5]

Core Insights - The company reported flat total revenue of approximately $12.5 billion for Q4 year-over-year, with a growth portfolio revenue increase of 15% to $7.4 billion, representing nearly 60% of total revenue in the quarter [1][5] - The CEO highlighted strong fourth-quarter performance, with the growth portfolio up 15% year-over-year in Q4 and 17% for the full year, nearly offsetting a $4 billion decline in revenue from the legacy portfolio [2][5] - The company anticipates a "data-rich" 2026, expecting top-line registrational readouts for six potential new products and multiple pivotal oncology readouts [3][9] Financial Performance - The company guided for 2026 revenue of $46.0–$47.5 billion and non-GAAP EPS of $6.05–$6.35, forecasting a 12–16% decline in the legacy portfolio due to loss-of-exclusivity [4][13] - Eliquis is expected to grow 10–15% in 2026, but sales are projected to decline by approximately $1.5–$2 billion in 2027 [4][16] - The company ended 2025 with around $11 billion in cash and equivalents, having completed a $10 billion debt paydown ahead of schedule [17] Product Performance - Key products in the growth portfolio include Reblozyl, which exceeded $2 billion, and Opdualag, Breyanzi, and Camzyos, each surpassing $1 billion in 2025 [5] - Opdivo revenue rose 7% in Q4 to nearly $2.7 billion, driven by new indications and market share gains [6] - Breyanzi's Q4 revenue increased by 47%, supported by demand across approved indications, and it received FDA approval for additional cancer types [7] Pipeline and Future Outlook - The company expects significant pipeline activity in 2026, with potential new products including milvexian and admilparant, and anticipates pivotal readouts for Sotyktu and Cobenfy [9][10] - Management is focused on a $2 billion productivity program, having achieved about $1 billion in savings in 2025, with plans to realize the remaining savings in 2026 and 2027 [3][15] - The company is preparing for eight registrational studies expected to commence by year-end, including studies in non-small cell lung cancer [12]

Core Viewpoint - Bristol Myers Squibb is focused on strengthening its position in the biopharmaceutical industry through a robust pipeline of late-stage assets and ongoing investments in innovation and shareholder returns [2][3][6]. Group 1: Company Performance and Pipeline - The company has a strong portfolio of early-stage assets that are showing growth potential, with significant opportunities for expansion [2][3]. - Bristol Myers Squibb is anticipating data readouts for six new products this year and has the potential for 11 phase three trials, indicating a rich pipeline for future growth [4][6]. - The company aims to introduce up to 10 new products and over 30 life cycle management opportunities by the end of the decade [4]. Group 2: Financial Outlook - Bristol Myers Squibb is financially strong, allowing for continued investment in business growth and capital returns to shareholders [3][6]. - The company is focused on delivering results from its late-stage assets, which represent the richest pipeline seen in recent years [5][6]. Group 3: Market and Competitive Landscape - The company is aware of competitive threats, particularly from China, which is heavily investing in biopharmaceuticals and aims to replicate the U.S. ecosystem [15][16]. - Bristol Myers Squibb emphasizes the importance of maintaining a strong innovation ecosystem in the U.S. to ensure patient access and affordability [13][16]. Group 4: Role of AI in Drug Development - AI is expected to transform the biopharmaceutical value chain, from basic research to commercialization, with goals to reduce drug development cycle times by 30% [17][18]. - The company utilizes AI models to predict the probability of success for research programs before they enter clinical development [18].