Is Bristol Myers Squibb (BMY) Quietly Recasting Its Post-Patent Story With Opdivo And KarXT Moves?

Simply Wall St.01-08

Bristol-Myers Squibb recently secured approval for a new subcutaneous formulation of Opdivo, advanced its KarXT plus KarX-EC Phase 3 autism program, and reached a U.S. agreement to supply Eliquis free...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2601350000?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/25798-main-header/1756252743505","is_english":true,"pubTime":"2026-01-08 14:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2601350000","market":"us","top_or_hot":-1,"title":"Is Bristol Myers Squibb (BMY) Quietly Recasting Its Post-Patent Story With Opdivo And KarXT Moves?","media":"Simply Wall St.","content":"<div>\n<p>Bristol-Myers Squibb recently secured approval for a new subcutaneous formulation of Opdivo, advanced its KarXT plus KarX-EC Phase 3 autism program, and reached a U.S. agreement to supply Eliquis free...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-bmy/bristol-myers-squibb/news/is-bristol-myers-squibb-bmy-quietly-recasting-its-post-paten\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Bristol Myers Squibb (BMY) Quietly Recasting Its Post-Patent Story With Opdivo And KarXT Moves?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Bristol Myers Squibb (BMY) Quietly Recasting Its Post-Patent Story With Opdivo And KarXT Moves?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-bmy/bristol-myers-squibb/news/is-bristol-myers-squibb-bmy-quietly-recasting-its-post-paten><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bristol-Myers Squibb recently secured approval for a new subcutaneous formulation of Opdivo, advanced its KarXT plus KarX-EC Phase 3 autism program, and reached a U.S. agreement to supply Eliquis free...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-bmy/bristol-myers-squibb/news/is-bristol-myers-squibb-bmy-quietly-recasting-its-post-paten\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1261432733.SGD","symbol_name":"Fidelity World A-ACC-SGD","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-bmy/bristol-myers-squibb/news/is-bristol-myers-squibb-bmy-quietly-recasting-its-post-paten","article_id":"2601350000","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/25798-main-header/1756252743505"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-bmy/bristol-myers-squibb/news/is-bristol-myers-squibb-bmy-quietly-recasting-its-post-paten","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2601350000","pubTimestamp":1767853530,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Bristol-Myers Squibb recently secured approval for a new subcutaneous formulation of Opdivo, advanced its KarXT plus KarX-EC Phase 3 autism program, and reached a U.S. agreement to supply Eliquis free to Medicaid while donating active ingredient to a government reserve.\nTogether, these moves highlight how Bristol-Myers Squibb is trying to refresh its growth drivers beyond upcoming patent expiries while expanding into pediatric neuropsychiatry.\nNow we’ll consider how the new subcutaneous...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","POST":"Post Holdings","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2242646821.SGD":"Fidelity Global Dividend Plus A-MINCOME(G)-SGD","BK4212":"包装食品与肉类","LU0225284248.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","BK4559":"巴菲特持仓","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU0237698245.USD":"富达环球地产基金A","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","BK4588":"碎股","LU0225771236.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (USD) INC MF","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0985481810.HKD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (HKD) INC M","BK4007":"制药","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","BMY":"施贵宝","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0882574055.USD":"富达全球健康医疗A ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF"},"translate_title":"百时美施贵宝(BMY)是否正在通过Opdivo和KarXT的举措悄悄地重塑其专利后的故事？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"POST":1.5,"BMY":1.5},"content_text":"Bristol-Myers Squibb recently secured approval for a new subcutaneous formulation of Opdivo, advanced its KarXT plus KarX-EC Phase 3 autism program, and reached a U.S. agreement to supply Eliquis free to Medicaid while donating active ingredient to a government reserve. Together, these moves highlight how Bristol-Myers Squibb is trying to refresh its growth drivers beyond upcoming patent expiries while expanding into pediatric neuropsychiatry. Now we’ll consider how the new subcutaneous Opdivo approval and pipeline updates may reshape Bristol-Myers Squibb’s existing investment narrative. Find companies with promising cash flow potential yet trading below their fair value.AdvertisementBristol-Myers Squibb Investment Narrative RecapTo own Bristol-Myers Squibb, you need to believe its newer medicines and pipeline can offset pressure from major patent expiries and pricing reforms. The recent Opdivo subcutaneous approval and KarXT autism trial plan support that story, but do not materially change the near term focus on how the Eliquis Medicaid agreement and upcoming 2026 guidance will shape expectations for future earnings. Among the latest updates, the new subcutaneous formulation of Opdivo stands out because it directly touches one of Bristol-Myers Squibb’s most important oncology franchises. While it does not remove the longer term patent cliff risk, it could influence how investors think about the durability of the company’s cancer portfolio as they weigh upcoming trial readouts and the broader shift toward newer revenue drivers. Yet behind these developments, investors should still pay close attention to how upcoming patent expiries could affect Bristol-Myers Squibb’s ability to... Read the full narrative on Bristol-Myers Squibb (it's free!)Bristol-Myers Squibb's narrative projects $41.3 billion revenue and $9.2 billion earnings by 2028.Uncover how Bristol-Myers Squibb's forecasts yield a $53.55 fair value, a 6% downside to its current price.Exploring Other PerspectivesBMY 1-Year Stock Price Chart Twelve members of the Simply Wall St Community place Bristol-Myers Squibb’s fair value between US$48 and about US$127.94, illustrating very different expectations. Against that backdrop, the reliance on a handful of key drugs and looming patent expiries may influence how you weigh these contrasting views on the company’s longer term earnings power.Explore 12 other fair value estimates on Bristol-Myers Squibb - why the stock might be worth 15% less than the current price!Build Your Own Bristol-Myers Squibb NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Bristol-Myers Squibb research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.Our free Bristol-Myers Squibb research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bristol-Myers Squibb's overall financial health at a glance.Interested In Other Possibilities?Every day counts. These free picks are already gaining attention. See them before the crowd does:Outshine the giants: these 26 early-stage AI stocks could fund your retirement.AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Bristol-Myers Squibb might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601350000","isCrawlerRequest":true}