Added to YB: 2025-03-18
Pitch date: 2025-03-16
BMY [bullish]
Bristol-Myers Squibb Company
+6.44%
current return
Author Info
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Company Info
Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide.
Market Cap
$121.7B
Pitch Price
$55.74
Price Target
75.00 (+26%)
Dividend
4.23%
EV/EBITDA
8.09
P/E
17.23
EV/Sales
3.28
Sector
Pharmaceuticals
Category
special_situation
Bristol-Myers Squibb Company - $BMY
BMY: Tactical defensive play & long-term bet on Cobenfy. High dividend, low P/E. Recession-proof. Binary outcome: Cobenfy's Alzheimer's trial key. Success could push peak sales to $10B, price target to $75. Failure risks downside. New drugs (Camzyos, Reblozyl, Opdualag) show promise but can't offset legacy decline alone.
Read full article (4 min)