Bristol-Myers Squibb: A Highly Innovative Company Priced Like a Value Stock (BMY, Buy, $48.99)
Investment Investors have turned a thumbs down on the proposed Bristol-Myers-Squibb: Negative Market Reaction to Celgene Acquisition is a Buying Opportunity (BMY, Buy, $45.17)Key Points Investors have turned a thumbs down on the proposed Bristol-Myers Squibb: Why I Believe Its Dominance in Cancer Immunotherapy Promises to Make BMY a Great Long-Term Investment (BMY, $62.70, Buy)Investment Opinion Conceptual Reason for Recommendation My recommendation of Bristol-Myers Squibb is in contrast to the small, not well-researched biotechnology companies on… 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… 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… 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… SmithOnStocks Top Stock Picks for 2017, January 3, 2017Purpose of this Report I last summarized my stock recommendations in a September 12, 2016 report. There has been little change… 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… Bristol-Myers Squibb: Checkmate-026 Trial Fails to Reach Primary Endpoint (BMY, $62.85); A Buying OpportunityPerspective Bristol-Myers Squibb Company announced today that Opdivo had failed to reach its primary endpoint of progression free survival in the… Price Drop Following Side Effect Issue with Hepatitis C Pipeline Drug Creates Buying OpportunityBristol-Myers disclosed on August 1, 2012 that it has suspended a phase II trial in hepatitis C in which BMS-986094,… 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 Squibb: Best Positioned for Growth of the Four Big US Pharma CompaniesBristol-Myers (BMY), Eli Lilly (LLY), Merck (MRK) and Pfizer (PFE) were out of favor for many years based on concerns… Amylin Acquisition is a Mild Positive for Bristol-Myers SquibbI prefer growth through internal product development over growth through acquisition. It is the product pipeline that drives my buy… Bristol-Myers Squibb: Acquisition of Amylin is a Mild Posiitve (BMY, $35.89)Investment Opinion Issuance of Complete Response Letter for Eliquis Doesn’t Alter My Buy on Bristol-Myers SquibbInvestment Opinion I believe that the issuance of a Complete Response Letter to Bristol-Myers Squibb (BMY) and Pfizer (PFE) for the… FDA Cardiovascular and Renal Advisory Committee Goes Against FDA View and Recommends Approval of XareltoThe FDA had apparently slammed the door shut on approval of Johnson & Johnson’s Xarelto (rivaroxaban) for stroke prevention in… 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… Xarelto's Problems are Eliquis' Opportunities (BMY. $29.90)Investment Opinion New Product Potential is Outstanding But Patent Cliff is Looming (BMY, $29.28)Investment Position Eliquis Could Be A Blockbuster (BMY, $29.46)Introduction and Purpose of this Report Bristol-Myers Squibb's Dapagliflozin Voted Down By Advisory Committee; What's NextOverview of Advisory Committee Meeting The FDA Endocrinologic and Metabolic Drugs Advisory Committee voted 6-9 against approval of dapagliflozin for the… Dapagliflozin is Voted Down 6 to 9 by Advisory Committee: What's Next (BMY, $28.77)Overview of Advisory Committee Meeting 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 Dapagliflozin's Date with the FDA's Endocrinologic and Metabolic Drugs Advisory Committee (BMY, $29.17)Overview and Investment Thesis Yervoy Was A Star at American Society of Oncology: Commercial Potential Is Enormous (BMY, $29.15)Investment Overview 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.… 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… Initiating With Buy: Weighing an Excellent New Product Outlook Against the Pending Patent Cliff (BMY, $25I think that Bristol-Myers Squibb has one of the most attractive drug pipelines of the big pharma companies. Although it… |