Bristol-Myers Squibb’s fourth quarter saw continued momentum in its growth portfolio, which management credited as the primary driver behind the company’s positive results. CEO Christopher Boerner highlighted significant contributions from newer products such as Opdualag, Breyanzi, and Camzyos, each surpassing $1 billion in annual sales, and emphasized their early-stage potential. The company also benefited from steady uptake in recently launched therapies, with Reblozyl notably achieving over $2 billion in sales for the year. Management pointed to disciplined execution on cost-saving initiatives, which helped offset declines in legacy brands, including ongoing generic competition. As Boerner summarized, “These are differentiated durable products early in their life cycles with meaningful runway ahead that further strengthen the foundation for long-term growth.”
As of February 11, 2026, Incyte Corporation (NASDAQ: INCY) finds itself at a pivotal crossroads. Known for over a decade as a one-drug powerhouse centered on the hematology blockbuster Jakafi, the Delaware-based biopharmaceutical giant is currently undergoing a radical transformation. Today, the stock is under heavy scrutiny following yesterday’s fiscal year 2025 earnings report. While [...]
Date: February 10, 2026 Introduction For years, Gilead Sciences, Inc. (Nasdaq: GILD) was characterized by investors as a "value trap"—a cash-rich biopharma giant that had lost its way after the historic, yet short-lived, success of its Hepatitis C cures. However, as of early 2026, that narrative has shifted dramatically. Gilead has successfully executed a "second [...]
The life sciences sector has entered 2026 in the midst of a historic transformation, as deal volume and value surged by a staggering 82% over the past year. This "Great Rebound," fueled by a record-shattering $240 billion in total M&A investment in 2025, represents a fundamental shift in how
As of February 6, 2026, Roivant Sciences (Nasdaq: ROIV) has firmly established itself as the preeminent "capital allocator" of the biotechnology sector. The company made headlines today with a significant 15% stock surge, a move driven by clinical validation of its diversified "Vant" model. This recent rally—pushing shares toward a yearly high of $24.21—is primarily [...]
Biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 1.4% year on year to $12.5 billion. The company’s full-year revenue guidance of $46.75 billion at the midpoint came in 5.7% above analysts’ estimates. Its non-GAAP profit of $1.26 per share was 4.6% above analysts’ consensus estimates.
Biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) announced better-than-expected revenue in Q4 CY2025, with sales up 1.4% year on year to $12.5 billion. The company’s full-year revenue guidance of $46.75 billion at the midpoint came in 5.7% above analysts’ estimates. Its non-GAAP profit of $1.26 per share was 4.6% above analysts’ consensus estimates.
As the pharmaceutical industry enters the heart of its Q4 2025 earnings season this February 2, 2026, a clear divide has emerged between the high-flying giants of the metabolic gold rush and those struggling to navigate the steepest regulatory and patent hurdles in a generation. With major reports from Eli
The high-stakes world of biotechnology faced a jarring reality check on January 26, 2026, as shares of Revolution Medicines (Nasdaq: RVMD) cratered by 17%. The sharp decline came as the speculative fervor surrounding a potential multi-billion-dollar acquisition of the company began to dissolve, leaving investors to grapple with a "news
When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
As of January 26, 2026, Merck & Co. (NYSE: MRK) stands at the most critical juncture in its 135-year history. Known globally for its dominant oncology franchise and robust vaccine portfolio, the company is currently navigating the "Keytruda Cliff"—the 2028 expiration of patents for its $30 billion-a-year blockbuster. While Merck has spent the last five [...]
The biotechnology sector has always been a high-stakes arena where clinical success can create multi-billion-dollar empires overnight, and a failed negotiation can erase a fifth of a company’s market value in a single trading session. This volatility was on full display in late January 2026 as Revolution Medicines (Nasdaq: RVMD) experienced a dramatic 20% stock [...]
NEW BRUNSWICK, N.J. – Johnson & Johnson (NYSE: JNJ) has signaled a definitive turning point in its corporate evolution, issuing a robust 2026 financial outlook that defies the gravity of the pharmaceutical industry’s most feared obstacle: the "patent cliff." Following a "catapult year" in 2025, the healthcare giant is projecting
