Most people love a bargain; investors do too. Purchasing shares of companies that can perform well over long periods is already pretty exciting, but it's even more so when they can be scooped up from the discount bin. And there's no need to wait for a major stock-market meltdown to do that. Stocks facing company-specific issues for which the market has punished them -- but from which they can recover -- offer attractive bargain opportunities. Here are two great examples to consider: Merck (MRK 0.45%) and Br ...

Key Takeaways BMY's legacy portfolio revenues fell 20% in Q1, hit by generics and Medicare Part D redesign. Revlimid, Pomalyst, Sprycel and Abraxane all saw double-digit sales declines from generic competition. Eliquis dropped 4%, but BMY expects recovery in H2 2025 as Medicare coverage gap is eliminated.Bristol Myers’ (BMY) legacy portfolio comprises Eliquis, Revlimid, Pomalyst, Sprycel and Abraxane.Revenues for the Legacy Portfolio plunged 20% in the first quarter to $5.64 billion due to the continued g ...

Key Takeaways BMY faces generic pressure on key drugs like Revlimid and Pomalyst, plus Medicare Part D headwinds. New drugs like Reblozyl, Opdualag and Breyanzi are driving growth amid strong uptake and new approvals. BMY trades at 7.34x forward earnings, below its average and the broader large-cap pharma industry.Bristol Myers (BMY) depends on newer drugs like Opdualag, Reblozyl and Breyanzi to stabilize its revenue base as its legacy drugs face generic competition.Legacy Portfolio is adversely impacted ...

Key Takeaways Incyte's sNDA for ruxolitinib cream in kids with AD now has a new FDA action date of Sept. 19, 2025. The delay allows the FDA to review the added CMC data on the 0.75% formulation of the cream. Opzelura met key efficacy endpoints in the phase III TRuE-AD3 study supporting the sNDA filing. Incyte (INCY) announced that the FDA has extended the review period for the supplemental new drug application (sNDA) for ruxolitinib cream.The sNDA is seeking approval of the cream for the treatment of chil ...

Key Takeaways INCY's Monjuvi gets FDA approval for use in relapsed or refractory follicular lymphoma. The approval was backed by phase III inMIND data showing improved progression-free survival. This marks the second U.S. approval for Monjuvi in a blood cancer indication.Incyte (INCY) announced that the FDA has approved its humanized Fc-modified cytolytic CD19-targeting monoclonal antibody, Monjuvi (tafasitamab-cxix), for a new cancer indication.The U.S. regulatory body approved Monjuvi in combination wit ...

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Core Insights - Bristol Myers Squibb (BMY) has entered a strategic collaboration with BioNTech (BNTX) for the co-development and co-commercialization of the bispecific antibody BNT327, targeting multiple solid tumor types [1][9]. Company Developments - BNT327 is a next-generation bispecific antibody that targets PD-L1 and VEGF-A, currently in trials with over 1,000 patients, including phase III studies for extensive stage small cell lung cancer (ES-SCLC) and non-small cell lung cancer (NSCLC) [2][4]. - BMY will make an upfront payment of $1.5 billion to BioNTech, with additional non-contingent anniversary payments of $2 billion through 2028, and up to $7.6 billion in potential milestone payments [3][9]. Financial Performance - BMY's shares have declined by 13.6% year-to-date, compared to a 3.3% decline in the industry [8]. - The company is trading at a price/earnings ratio of 7.31x forward earnings, lower than its historical mean of 8.55x and the large-cap pharma industry's average of 14.95x [10]. Earnings Estimates - The Zacks Consensus Estimate for BMY's 2025 earnings per share has increased to $6.85 from $6.75 over the past 60 days, while the estimate for 2026 has decreased [11].

GSK plc (GSK) announced that the European Medicines Agency’s (EMA) Committee for Medicinal Products for Human Use (CHMP) has rendered a positive opinion recommending approval for the Blenrep (belantamab mafodotin) combination therapy to treat relapsed or refractory multiple myeloma.The CHMP recommended the approval of Blenrep in combination with J&J’s Velcade (bortezomib) plus dexamethasone for treating relapsed/refractory multiple myeloma in adult patients who have received at least one prior therapy. The ...

Core Viewpoint - The article discusses potential investment opportunities in cheap dividend-paying stocks that yield between 5.3% and 7.6%, despite the broader market recovery. It highlights five specific companies that remain undervalued and offers insights into their financial metrics and challenges [1][2]. Group 1: Company Summaries - **Bristol-Myers Squibb (BMY)**: A $90 billion pharmaceutical company with a low PEG of 0.12 and a cash-flow multiple of 7. It has a dividend yield of over 5% but faces profitability concerns due to competition affecting core drugs, leading to a 44% revenue drop for Revlimid in Q1 [3][5][6]. - **HF Sinclair (DINO)**: Formed from a merger, it operates seven U.S. refineries and has a crude oil processing capacity of 678,000 barrels per day. The stock has a PEG of 0.2 and a P/CF of 7.3, reflecting a more than 30% drop over the past year, primarily due to industry-wide challenges [7][10]. - **AES Corp. (AES)**: A utility company serving 2.7 million customers with a diverse energy portfolio. It has a PEG of 0.8 and a forward P/CF of 5, but has seen its stock lose over half its value in 2023 due to aggressive transitions to renewables and project delays [13][14][15]. - **Polaris (PII)**: A manufacturer of recreational vehicles, its stock has dropped over 70% since July 2023, resulting in a high dividend yield. The company has faced declining demand and significant revenue and profit drops, with a PEG of negative 1.6 [17][18][20]. - **Atlas Energy Solutions (AESI)**: An energy equipment and services company that has been increasing its dividends since its IPO in March 2023. It has a PEG of 0.2 and a forward P/CF of 5.5, but faces challenges due to fluctuating oil prices affecting demand [21][22][23]. Group 2: Financial Metrics - **Valuation Metrics**: All highlighted companies have a PEG below 1, indicating they are undervalued. The article emphasizes the importance of PEG and P/CF ratios in assessing investment opportunities [8][10]. - **Dividend Coverage**: Companies like DINO and AES have strong dividend coverage ratios, with DINO expected to have a coverage of 180% due to anticipated earnings growth in 2026 [12][16]. - **Market Challenges**: Each company faces unique challenges, such as competition, industry weakness, and fluctuating demand, which have impacted their stock performance and profitability [4][5][10][18].

21世纪经济报道记者韩利明上海报道 日前，全球仿制药巨头梯瓦（Teva）在2025年第一季度财报电话会议中，披露了向领先生物制药公司转 型的规划，目标是在对业务增长及产品管线再投资后，到2027年实现约7亿美元净节省，同时抵消来那 度胺（瑞复美、Revlimid）仿制药的利润损失，实现30%营业利润率。 同时，梯瓦也在加快推进某些关键管线资产的开发，包括在炎症性肠病治疗领域，抗TL1A 药物 duvakitug于克罗恩病和溃疡性结肠炎的 2b 期临床试验中取得积极结果；奥氮平LAI 计划于2025年提交 新药申请（NDA）；DARI双效哮喘急救吸入器预计2025年完成Ⅲ期临床试验入组，2026年有望迎来Ⅲ 期关键数据读出。 从区域市场表现来看，美国市场依然是梯瓦的业绩核心。2025年第一季度，其美国部门收入19.1亿美 元，同比增长10.72%，占总营收的48.97%；利润达5.32亿美元，同比增幅高达52%，毛利率从49.8%提 升至55.4%。 其中包括三项举措，一是借助业务中心、人工智能与数字化手段，减少层级，提升灵活性、速度与精准 度，使一般及行政费用占比降低 100 个基点；二是精减人员，计划裁员约 ...