Bristol Myers Squibb Co. (NYSE:BMY) reported third-quarter 2025 revenues of $12.22 billion on Thursday, beating the consensus of $11.81 billion, a 3% increase year over year.Growth Portfolio revenues of $6.9 billion increased 18%, or 17% Ex-FX. Revenue growth was primarily driven by the immuno-oncology portfolio, Reblozyl, Camzyos, and Breyanzi.Also Read: Bristol Myers Expands Cell Therapy Portfolio With Orbital Therapeutics AcquisitionLegacy Portfolio revenues of $5.4 billion decreased 12%, or 13% Ex-FX. D ...

What’s more, heading into its announcement, Alnylam’s market worth exceeded that of many large-cap drugmakers, at least in terms of sales and earnings multiples, noted Stifel’s Paul Matteis. The company was in a “trickier” spot than usual as a result.Alnylam also disclosed a subpoena related to its government price reporting. There were no allegations of wrongdoing, but the news pushed shares down, wrote Jefferies analyst Maury Raycroft, after speaking with executives.Mani Foroohar, of Leerink Partners, wro ...

Key Takeaways Bristol-Myers posted Q3 EPS of $1.63 and revenues of $12.2B, topping consensus estimates.Growth Portfolio sales climbed 18% to $6.8B, led by Opdivo, Reblozyl, Breyanzi and Camzyos.Legacy drugs declined but Eliquis surged 25%. Bristol-Myers Squibb Company (BMY) reported third-quarter 2025 adjusted earnings per share (EPS) of $1.63, which comfortably beat the Zacks Consensus Estimate of $1.48. In the year-ago quarter, BMY posted adjusted earnings per share of $1.80.Total revenues of $12.2 billio ...

TRENDING: You Don't Have To Dig Far To Cash In On Rare Earths Dow Jones stock Merck (MRK) topped third-quarter forecasts on Thursday, but shares skidded as its challenges with vaccine Gardasil continued. Gardasil demand is sliding in China. In total, sales of the human papillomavirus vaccine tumbled 24% to $1.75 billion. That just beat forecasts for $1.72 billion. Excluding China, sales declined just 2%. Merck widely beat third-quarter expectations and raised its 2025 profit guidance. But the company also n ...

Bristol-Myers Squibb Company (NYSE:BMY) Q3 2025 Earnings Call October 30, 2025 08:00 AM ET Company ParticipantsAkash Tewari - Global Head of Biopharmaceutical ResearchChris Schott - Managing DirectorChuck Triano - SVP and Head of Investor RelationsMohit Bansal - Managing Director and Co-Head of Therapeutics ResearchCristian Massacesi - Chief Medical Officer and Head of Global Drug DevelopmentChris Boerner - Board Chair and CEOAdam Lenkowsky - Chief Commercialization OfficerCarter Gould - Biopharma Equity Re ...

Bristol-Myers Squibb Company (NYSE:BMY) Q3 2025 Earnings Call October 30, 2025 08:00 AM ET Speaker2Welcome to the Bristol Myers Squibb Third Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on your telephone keypad. To withdraw your question, ...

Core Insights - The third-quarter 2025 reporting cycle for the Medical sector is commencing, with major firms expected to release earnings results in the coming weeks, particularly in pharma/biotech and medical devices [1] - Johnson & Johnson has set a positive tone for the earnings season by exceeding estimates and raising its sales expectations for 2025 [1] - Roche has reported solid growth in the first nine months of 2025, driven by high demand for key drugs, leading to an upward revision of its earnings per share growth expectations for 2025 [2] Earnings Trends - As of October 22, 13.3% of Medical sector companies, representing 26.8% of the sector's market capitalization, have reported earnings, with 87.5% exceeding earnings estimates and the same percentage surpassing revenue expectations [3] - Year-over-year earnings increased by 7.4%, while revenues rose by 9.8%. However, third-quarter earnings for the Medical sector are projected to decrease by 4.3%, with sales expected to rise by 8.1% compared to the previous year [3] Company Performance Expectations - Eli Lilly is expected to report strong results driven by demand for GLP-1 drugs and other oncology and immunology products, with a consensus estimate of $16.01 billion in sales and $6.02 per share in earnings [7][8] - Merck is anticipated to see growth from its cancer drug Keytruda, with estimates of $17.06 billion in sales and $2.36 per share in earnings [12] - AbbVie is projected to benefit from sales of Rinvoq, Skyrizi, and newer drugs, with estimates of $15.59 billion in sales and $1.80 per share in earnings [13][14] - Bristol Myers is expected to report revenues influenced by growth portfolio sales, with estimates of $11.83 billion in sales and $1.51 per share in earnings [15][16] - Gilead Sciences is likely to see revenue support from its HIV therapies, with estimates of $7.46 billion in sales and $2.15 per share in earnings, although impacted by changes in Medicare Part D [19][20]

Core Insights - Bristol Myers' (BMY) Growth Portfolio, which includes drugs like Opdivo, Reblozyl, Breyanzi, Camzyos, and Opdualag, has stabilized its revenue despite facing generic competition for legacy drugs [1][9] - Opdivo remains the top revenue generator, with expectations for global sales growth in the mid-to-high single-digit range by 2025, driven by strong initial uptake of the newly approved Qvantig [2][9] - Newer drugs such as Reblozyl, Camzyos, and Breyanzi are contributing positively to revenue growth, countering declines from legacy drugs impacted by generics [3][4][9] Revenue Performance - The performance of newer drugs is crucial for BMY's growth as legacy drug sales continue to decline due to generic competition, particularly affecting Revlimid, Pomalyst, Sprycel, and Abraxane [4] - The company has seen strong momentum in Reblozyl and Camzyos, which are expected to significantly contribute to the top line [3] Competitive Landscape - The oncology sector is a primary focus for Bristol Myers, with significant competition from Merck's Keytruda, which accounts for approximately 50% of Merck's pharmaceutical sales [5] - Pfizer is also a major player in oncology, with a diverse product portfolio and recent licensing agreements to enhance its offerings [6][7] Stock Performance and Valuation - BMY shares have decreased by 19.1% year-to-date, contrasting with the industry growth of 11.6% [8] - The company is currently trading at a price/earnings ratio of 7.14x forward earnings, which is below both its historical mean of 8.43x and the large-cap pharma industry's average of 15.52x [10] Earnings Estimates - The Zacks Consensus Estimate for 2025 earnings per share has been revised down to $6.42 from $6.50 over the past 60 days, while the estimate for 2026 remains unchanged [11]

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Core Insights - Bristol Myers (BMY) is set to acquire Orbital Therapeutics for $1.5 billion in cash, enhancing its pipeline with OTX-201, a next-generation CAR T-cell therapy aimed at autoimmune diseases [1][11] - The acquisition will also incorporate Orbital's proprietary RNA platform, which focuses on durable and programmable RNA therapies [3][11] Company Pipeline and Products - OTX-201 is an investigational in vivo CAR T-cell therapy that utilizes the patient's own body to produce CAR T-cells, potentially reducing treatment burden and improving accessibility compared to traditional ex vivo therapies [2] - BMY's current cell therapy portfolio includes Breyanzi, a CD19-directed CAR T-cell therapy, which has shown significant sales growth of 125% to $344 million in Q2 2025 [4][6] - Breyanzi is approved for multiple indications, including relapsed or refractory large B-cell lymphoma and chronic lymphocytic leukemia [5] Competitive Landscape - BMY's cell therapies face competition from Gilead Sciences' Yescarta and Novartis' Kymriah, which are also approved for similar indications [7][9] - Yescarta reported sales of $393 million in Q2 2025, indicating strong market competition [9] Financial Performance and Valuation - BMY's shares have declined by 18.4% year-to-date, contrasting with the industry growth of 9.2% [12] - The company is trading at a price/earnings ratio of 7.19X forward earnings, which is below its historical mean of 8.45X and the large-cap pharma industry's average of 15.70X [13] - The bottom-line estimate for 2025 has increased slightly to $6.48, while the estimate for 2026 has decreased to $6.02 [14]