BMY · Bristol-Myers Squibb Company
Big pharma: Eliquis, Opdivo, and a new-launch pipeline
Risiko 5/10 · MODERATE RISK · patent-cliff pharma · $66.82 ▼ 1.87%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $66.82
- Market cap $136.5B
- P/E (ttm) 14.72
- Div yield 3.77%
- 52-wk range $42.52 – $68.64
- Index rank #102 / —
Wichtigste Risiken
- Eliquis and Opdivo exclusivity losses blow a revenue hole (Shareholders) — HIGH
- Heavy acquisition debt limits pipeline-buying firepower (Bondholders) — HIGH
- New launches (Cobenfy, CELMoD) ramp too slowly to fill the gap (Shareholders) — MED
- Revived multi-billion-dollar Celgene-era lawsuit (Shareholders) — MED
Fazit
The single-digit forward multiple only works if the launch portfolio actually replaces the cliff — a value bet on execution, not a sleep-well dividend stock.
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