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Expert Financial Analysis and Reporting

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
acquisition of Celgene resulting in a 14% plunge in the stock…
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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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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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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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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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