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2 Top Stocks Down 16% and 17% This Year to Buy and Hold
The Motley Fool· 2025-07-11 09:36
Core Viewpoint - The article highlights the potential investment opportunities in healthcare companies Merck and Bristol Myers Squibb, which are currently undervalued due to company-specific challenges but have strong long-term prospects. Group 1: Merck - Merck is nearing the loss of patent exclusivity for its key drug Keytruda, which is expected to face biosimilars by the end of the decade [4] - Despite the challenges, Merck's subcutaneous version of Keytruda has shown positive phase 3 results, potentially extending its patent exclusivity into the next decade [5] - The subcutaneous formulation is easier and faster to administer, reducing patient and physician time in the administration process by 49.7% and 45.7% respectively [6] - Merck has a strong pipeline with new approvals, including Winrevair and Enflonsia, and offers a reliable dividend program [7][8] - The stock's forward price-to-earnings ratio is 9.1, significantly lower than the healthcare industry average of 16.3, indicating potential upside for long-term investors [8] Group 2: Bristol Myers Squibb - Bristol Myers Squibb is facing patent expiration for its cancer drug Opdivo and has already lost exclusivity for Revlimid and Sprycel [9] - The company reported a 6% year-over-year revenue decline to $11.2 billion in the first quarter, but its growth portfolio saw a 16% increase in sales to $5.6 billion [11] - BMS has received recent approvals, including a subcutaneous version of Opdivo, which will help mitigate losses from biosimilar competition [10] - The company has a robust pipeline and is expected to secure additional approvals, positioning it to navigate current challenges [12] - Bristol Myers Squibb's stock is undervalued with a forward P/E ratio of 7, suggesting strong long-term return potential despite a 17% decline this year [13]
Will The Decline in Legacy Drugs Pull Down BMY's Top Line?
ZACKS· 2025-07-03 14:30
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 ...
Will New Drugs Enable BMY to Offset the Impact of Generic Competition?
ZACKS· 2025-06-25 15:05
Core Insights - Bristol Myers (BMY) is focusing on newer drugs like Opdualag, Reblozyl, and Breyanzi to stabilize its revenue as legacy drugs face generic competition [1][9] - The performance of new drugs is crucial for BMY's growth, with Reblozyl showing strong growth in treating myelodysplastic syndromes-associated anemia [2] - BMY's shares have declined 15% year to date, underperforming the industry, which has seen a decline of 3.4% [8] Revenue and Drug Performance - Legacy drugs such as Revlimid, Pomalyst, Sprycel, and Abraxane are negatively impacted by generic competition and changes in U.S. Medicare Part D [1][9] - Sales of Eliquis, a blood thinner, decreased by 4% in the first quarter due to the Medicare Part D redesign [1] - Opdivo, a leading immuno-oncology drug, has experienced revenue growth primarily driven by volume [3] New Drug Approvals and Market Expansion - BMY has received FDA approval for xanomeline and trospium chloride (Cobenfy), a new treatment for schizophrenia, which is expected to contribute significantly to revenue [3][4] - Reblozyl is anticipated to have a substantial impact on BMY's revenue in the coming decade due to its strong performance [2] Competitive Landscape - The immuno-oncology market is competitive, with Merck's Keytruda dominating and accounting for around 50% of Merck's pharmaceutical sales [5] - Pfizer is also a significant player in oncology, with a diverse product portfolio and recent licensing agreements to enhance its offerings [6][7] Valuation and Earnings Estimates - BMY is trading at a forward earnings multiple of 7.34x, below its historical average of 8.54x and the large-cap pharma industry's average of 14.79x [9][10] - The Zacks Consensus Estimate for BMY's earnings per share has decreased over the past 60 days, indicating a downward trend in earnings expectations [11]
Bristol Myers Squibb (BMY) is a Top-Ranked Momentum Stock: Should You Buy?
ZACKS· 2025-06-09 14:56
Company Overview - Bristol-Myers Squibb is a leading global specialty biopharmaceutical company focused on developing treatments for severe diseases [12] - The company has a diverse portfolio that includes blockbuster immuno-oncology drug Opdivo and essential immunology and cardiovascular drugs like Orencia and Eliquis [12] Financial Performance - For fiscal 2025, 11 analysts have revised their earnings estimate upwards in the last 60 days, increasing the Zacks Consensus Estimate by $0.10 to $6.85 per share [13] - Bristol-Myers Squibb boasts an average earnings surprise of 20.2% [13] Investment Ratings - The company currently holds a 3 (Hold) rating on the Zacks Rank, with a VGM Score of A [13] - Bristol-Myers Squibb has a Momentum Style Score of B, and its shares have increased by 4.2% over the past four weeks [13] - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Bristol-Myers Squibb is recommended for investors' short list [14]
BMY Collaborates for Oncology Drug: Will This Boost Its Portfolio?
ZACKS· 2025-06-06 14:21
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].
Cell子刊:诺奖团队揭开CRISPR基因编辑效率之谜
生物世界· 2025-04-27 08:20
撰文丨王聪 编辑丨王多鱼 排版丨水成文 CRISPR-Cas9 被誉为"基因魔剪",但其编辑效率在不同场景下差异巨大。为何有些 Cas9 变体能高效编 辑,而另一些却频频"失手"? 近日, Molecular Cell 期刊发表了最新研究揭示了背后的核心机,这项由诺奖得主 Jennifer Doudna 教授 (博士后 史弘略 为论文第一作者 ) 领衔的研究,究揭示了广泛 PAM 识别与基因组编辑效率之间的基本 权衡,提出了高效的 RNA 引导的基因组编辑依赖于优化的两步靶标捕获过程,其中选择性但低亲和力的 PAM 结合优先于快速的 DNA 解旋。这不仅 解开了 CRISPR-Cas9 基因编辑效率密码,还为设计 更有效 的 CRISPR-Cas 及相关 RNA 引导的基因组编辑器奠定了基础。 这些发现也为长期以来关于 CRISPR-Cas9 基因编辑"是否要牺牲效率换取广谱性"的争议画上了句号。 Cas9 的"两步走"策略 就像快递员通过邮编和门牌号精准投递,Cas9 通过两步精准定位 DNA 靶点: 1、PAM识别 :Cas9 首先识别目标 DNA 上的 PAM 序列 (例如 NGG) ,锁定目标区域; ...