Movement Alert|Bristol-Myers Squibb Falls 3.19% in Regular Trading, Insiders Deny AstraZeneca Merger Talks

Market Focus08-05

On August 5, Bristol-Myers Squibb fell 3.19% in regular trading, trading at approximately $63.48/share, with turnover of $154 million. The decline came as sources close to the matter categorically denied any merger discussions between AstraZeneca and Bristol-Myers Squibb.

A senior source familiar with the situation stated that there was \"never any deal to discuss\" between the two companies, and that no discussions regarding a potential combination had taken place. Separately, RBC Capital Markets issued a research note indicating that AstraZeneca shareholders would broadly oppose such a combination, with most investors viewing the deal probability as very low. Several investors characterized earlier media reports as a \"trial balloon\" that would ultimately be abandoned.

Bristol-Myers Squibb had previously surged over 4% following reports that AstraZeneca was exploring a potential $400 billion merger. With the transaction outlook now effectively negated, the stock fully retraced those gains. The company recently reported a strong Q2, with revenue of $12.97 billion and adjusted EPS of $2.04, both significantly beating estimates, while raising full-year guidance to $49-50 billion.

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