Bristol Myers Squibb (BMY) discussed their differentiated durable products early in their life cycles, showing strong growth potential. The company emphasized the positive clinical and regulatory progress, with approvals for Breyanzi and pemigatinib in triple-negative breast cancer. The company also announced additional planned studies for pemigatinib in non-small cell lung cancer and Zolacel in systemic sclerosis.

CoBinfy and Qvantik showed steady growth, expanding access and adoption across various settings. The company expects continued growth throughout the year. Clinical and regulatory highlights included Breyanzi’s FDA approval for adults with relapsed or refractory marginal zone lymphoma and promising data for pemigatinib in locally advanced or metastatic triple-negative breast cancer.

Bristol Myers Squibb anticipates a revenue range of $46 to $47.5 billion in 2026, supported by the growth portfolio and a projected decline in legacy portfolio revenue of 12-16%. The company expects lower operating expenses due to cost-saving initiatives and adjusted diluted earnings per share of $6.05 to $6.35. The revenue growth in 2026 is attributed to a price reduction for Eliquis, expanding patient access and eliminating inflation penalties.

The company’s growth portfolio is expected to see mid-single-digit growth in 2026, driven by strong performance from Opdivo and other key brands. The company is confident in its ability to deliver continued growth, with opportunities for expansion in various markets. The pipeline of potential new products and launch opportunities by 2030 is expected to contribute to sustained growth in the long term.

Read more at Yahoo Finance: Bristol Myers (BMY) Q4 2025 Earnings Transcript