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Expert Financial Analysis and Reporting

Northwest Biotherapeutics, Bristol-Myers Squibb: Success for the Yervoy-Opdivo Combination in CHECKMATE-214 Trial Obviously is a Major Positive for BMY, but also has Important Implications for NWBO (NWBO, Buy, $0.19) (BMY, $60.80, Buy)

The stoppage at an interim analysis of Bristol-Myers Squibb’s’ CHECKMATE-214 trial provides meaningful information into assessing the potential fro success…
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Bristol-Myers Squibb: Disappointing Recent Press Release Causes Sharp Drop in Stock Price; I Remain at Buy (BMY, Buy, $49)

The New Press Release

Bristol-Myers Squibb’s stock declined from $55.49 at the close on Thursday January 19 to $49.23 at the…
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Bristol-Myers Squibb: Implications of Potentially Earlier than Expected Introduction of Keytruda Combined with Chemotherapy in the First Line Lung Cancer Setting (BMY, Buy, $56.31)

Investment overview

Yesterday, BMY traded down sharply due to President-elect Trump’s statements on drug pricing and Merck’s announcement that the FDA…
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SmithOnStocks Top Stock Picks for 2017, January 3, 2017

Purpose of this Report

I last summarized my stock recommendations in a September 12, 2016 report. There has been little change…
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Immuno-Oncology is Probably The Most Explosive Commercial Opportunity in All of BioPharma; My Investment Picks are Bristol-Myers Squibb (BMY, Buy, $57.14) and Agenus (AGEN, Buy, $4.28))

Background Information on Checkpoint Modulation

Let me provide background information that shapes my views on immuno-oncology before I get into my…
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Bristol-Myers Squibb: Checkmate-026 Trial Fails to Reach Primary Endpoint (BMY, $62.85); A Buying Opportunity

Perspective

Bristol-Myers Squibb Company announced today that Opdivo had failed to reach its primary endpoint of progression free survival in the…
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Price Drop Following Side Effect Issue with Hepatitis C Pipeline Drug Creates Buying Opportunity

Bristol-Myers disclosed on August 1, 2012 that it has suspended a phase II trial in hepatitis C in which BMS-986094,…
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Bristol-Myers Squibb: Side Effect Issue with Hepatitis C Drug Creates a Buying Opportunity (BMY, $32.55)

Side Effect Issue Leads to Sharp Price Drop
Bristol-Myers disclosed on August 1, 2012 that it has suspended a phase II…
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Bristol-Myers Squibb: Best Positioned for Growth of the Four Big US Pharma Companies

Bristol-Myers (BMY), Eli Lilly (LLY), Merck (MRK) and Pfizer (PFE) were out of favor for many years based on concerns…
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Amylin Acquisition is a Mild Positive for Bristol-Myers Squibb

I prefer growth through internal product development over growth through acquisition. It is the product pipeline that drives my buy…
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Bristol-Myers Squibb: Acquisition of Amylin is a Mild Posiitve (BMY, $35.89)

Investment Opinion
I prefer growth through internal product development over growth through acquisition. It is the product pipeline that drives my…
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Issuance of Complete Response Letter for Eliquis Doesn’t Alter My Buy on Bristol-Myers Squibb

Investment Opinion

I believe that the issuance of a Complete Response Letter to Bristol-Myers Squibb (BMY) and Pfizer (PFE) for the…
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FDA Cardiovascular and Renal Advisory Committee Goes Against FDA View and Recommends Approval of Xarelto

The FDA had apparently slammed the door shut on approval of Johnson & Johnson’s Xarelto (rivaroxaban) for stroke prevention in…
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FDA Advisory Committee Recommendation for Approval of Xarelto Bodes Well for Approval of Eliquis (apixaban)

The FDA had apparently slammed the door shut on approval of Johnson & Johnson’s Xarelto (rivaroxaban) for stroke prevention in…
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Xarelto's Problems are Eliquis' Opportunities (BMY. $29.90)

Investment Opinion
I have been on the fence in deciding whether to upgrade Bristol-Myers (BMY) to a Buy. The issues now…
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New Product Potential is Outstanding But Patent Cliff is Looming (BMY, $29.28)

Investment Position
My position on BMY is that patient investors can buy the stock for the dividend yield and wait for…
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Eliquis Could Be A Blockbuster (BMY, $29.46)

Introduction and Purpose of this Report
I believe that the anti-coagulant drug market is poised to become the next blockbuster category…
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Bristol-Myers Squibb's Dapagliflozin Voted Down By Advisory Committee; What's Next

Overview of Advisory Committee Meeting

The FDA Endocrinologic and Metabolic Drugs Advisory Committee voted 6-9 against approval of dapagliflozin for the…
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Dapagliflozin is Voted Down 6 to 9 by Advisory Committee: What's Next (BMY, $28.77)

Overview of Advisory Committee Meeting
 
The FDA Endocrinologic and Metabolic Drugs Advisory Committee voted 6-9 against approval of dapagliflozin for the…
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Five Questions Posed by the FDA to Its Advisory Committee on Dapagliflozin (BMY, $28.96)

Overview of Five Briefing Questions Posed by FDA on Dapagliflozin
On Friday, July 15, 2011 the FDA published on its website…
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Dapagliflozin's Date with the FDA's Endocrinologic and Metabolic Drugs Advisory Committee (BMY, $29.17)

Overview and Investment Thesis
The strong Bristol-Myers pipeline story is key to the investment thesis and is driven by three potential…
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Yervoy Was A Star at American Society of Oncology: Commercial Potential Is Enormous (BMY, $29.15)

Investment Overview
I have previously written about Bristol-Myers Squibb (BMY) as having possibly the best pipeline among the major pharmaceutical firms.…
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Ipilimumab's March 26 PDUFA Date Is Looming (BMY, $26.00)

The PDUFA date for ipilimumab is coming up on March 26th. This is an important component of BMY's outstanding pipeline.…
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Ipilimumab's Approved Indications Exceed Expectations (BMY, $26.93)

I was expecting approval of ipilimumab for patients who had failed prior therapy. I was surprised that the FDA also…
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Initiating With Buy: Weighing an Excellent New Product Outlook Against the Pending Patent Cliff (BMY, $25

I think that Bristol-Myers Squibb has one of the most attractive drug pipelines of the big pharma companies. Although it…
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