Bristol-Myers Squibb Cancer And AI Deals Put Valuation In Focus

Simply Wall St.01-31 21:24

Bristol-Myers Squibb, NYSE:BMY, has entered a collaboration with Janux Therapeutics to co-develop a tumor-activated cancer therapy targeting solid tumors. The company also announced an agreement with ...

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The company also announced an agreement with ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-bmy/bristol-myers-squibb/news/bristol-myers-squibb-cancer-and-ai-deals-put-valuation-in-fo\">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>Bristol-Myers Squibb Cancer And AI Deals Put Valuation In Focus</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\">\nBristol-Myers Squibb Cancer And AI Deals Put Valuation In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-31 21:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-bmy/bristol-myers-squibb/news/bristol-myers-squibb-cancer-and-ai-deals-put-valuation-in-fo><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bristol-Myers Squibb, NYSE:BMY, has entered a collaboration with Janux Therapeutics to co-develop a tumor-activated cancer therapy targeting solid tumors. The company also announced an agreement with ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-bmy/bristol-myers-squibb/news/bristol-myers-squibb-cancer-and-ai-deals-put-valuation-in-fo\">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":"MSFO","symbol_name":"MSFT期权收益策略ETF-YieldMax","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-bmy/bristol-myers-squibb/news/bristol-myers-squibb-cancer-and-ai-deals-put-valuation-in-fo","article_id":"2608072225","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/bristol-myers-squibb-cancer-and-ai-deals-put-valuation-in-fo","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608072225","pubTimestamp":1769865884,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Bristol-Myers Squibb, NYSE:BMY, has entered a collaboration with Janux Therapeutics to co-develop a tumor-activated cancer therapy targeting solid tumors.\nThe company also announced an agreement with Microsoft to apply artificial intelligence to support earlier detection of lung cancer.\nBoth partnerships focus on expanding Bristol-Myers Squibb's oncology capabilities in treatment and diagnostics.\n\nBristol-Myers Squibb is trading at $55.05, with a 3.0% return year to date and a 10.2% return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"MSFO":"MSFT期权收益策略ETF-YieldMax","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","MSFU":"2倍做多MSFT ETF-Direxion","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0689626769.HKD":"AB SICAV I - 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Global Income Sustainable A (mth) SGD-H"},"translate_title":"百时美施贵宝癌症和人工智能交易使估值成为焦点","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFX":0.6,"MSFU":0.6,"MSFW":0.6,"MSFY":0.6,"MSFD":0.6,"MSFT":0.66,"MSFL":0.6,"MSFO":0.6,"BMY":1.5},"content_text":"Bristol-Myers Squibb, NYSE:BMY, has entered a collaboration with Janux Therapeutics to co-develop a tumor-activated cancer therapy targeting solid tumors. The company also announced an agreement with Microsoft to apply artificial intelligence to support earlier detection of lung cancer. Both partnerships focus on expanding Bristol-Myers Squibb's oncology capabilities in treatment and diagnostics.  Bristol-Myers Squibb is trading at $55.05, with a 3.0% return year to date and a 10.2% return over 5 years, while the 1 year return is a 1.9% decline and the 3 year return is a 15.2% decline. For investors watching NYSE:BMY, these new agreements arrive against a backdrop of mixed multi year performance, which can make pipeline news particularly important when assessing the story around the stock. You may want to watch how quickly the Janux program progresses in solid tumor studies and how the Microsoft partnership translates into practical tools for lung cancer detection. These efforts may influence how you view Bristol-Myers Squibb's approach to oncology research and its use of AI in clinical settings over the long term. Stay updated on the most important news stories for Bristol-Myers Squibb by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Bristol-Myers Squibb. NYSE:BMY Earnings & Revenue Growth as at Jan 2026 How Bristol-Myers Squibb stacks up against its biggest competitors AdvertisementQuick Assessment  ⚖️ Price vs Analyst Target: At US$55.05, the price is about 5% below the US$58.04 analyst target, which sits within the usual range of views. ✅ Simply Wall St Valuation: Simply Wall St flags the shares as trading about 59% below its fair value estimate. ✅ Recent Momentum: The 30 day return of roughly 2.1% suggests buyers have been slightly in control recently.  Check out Simply Wall St's\nin depth valuation analysis for Bristol-Myers Squibb. Key Considerations  📊 The Janux and Microsoft deals both tie Bristol-Myers Squibb more closely to cancer treatment and detection, which may shape how you think about its long term oncology focus. 📊 Watch how the US$55.05 price tracks against the US$58.04 target, the 18.6x P/E versus the 20.4x industry average, and any clinical or product milestones from these collaborations. ⚠️ Debt is cited as a risk, so it can be useful to weigh any new R&D or tech spending from these partnerships against the company’s balance sheet and cash generation.  Dig Deeper For the full picture including more risks and rewards, check out the\ncomplete Bristol-Myers Squibb analysis.  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. 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