Zacks Investment Research
09 Nov 2026, 14:55 UTC · 14m ago
Will Bristol Myers' Growth Brands Offset Eliquis Headwinds?
Impact · against what's priced in
The positive revenue guidance and growth portfolio performance for Bristol Myers Squibb are largely baked into current valuations, resulting in a neutral near-term catalyst. Pfizer benefits marginally from the continued strength of Eliquis, though the impact is minimal given the drug's established trajectory.
- BMY+0.20
No priced-in read yet
- In context
The company's growth portfolio now accounts for 57% of revenues and Opdivo Qvantig has hit a $1.3 billion run rate, helping to mitigate the legacy portfolio's 3-5% decline.
Read from the article alone
