BMY · Full Picture

BRISTOL MYERS SQUIBB CO — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 60
    quote_verified
    U.K. drugmaker AstraZeneca and New Jersey-based Bristol Myers Squibb are reportedly in early-stage talks for a potential $400 billion merger.
  2. AI Drug Discovery Collaboration · Partnerships & JVsPriority 36
    1 forward row(s); quote_verified
    Schrödinger reported Q2 2026 revenue of $58.89 million, an EPS of $0.08, a 27% growth in software annual contract value, and raised its 2026 drug-discovery revenue outlook to $65 million-$75 million.
  3. Regulatory Approval Milestones · Regulatory action & investigationsPriority 35
    1 forward row(s); quote_verified
    The U.S. FDA approved Replimune's drug Tudriqev in combination with Bristol Myers Squibb's Opdivo for a difficult-to-treat form of advanced melanoma.
  4. Licensing / Collaboration Deals · Partnerships & JVsPriority 27
    quote_verified
    Janux Therapeutics reported $10.3 million in collaboration revenue in Q2 2026 from its Bristol-Myers Squibb agreement.

Threads by pillar

Strategy & Portfolio Priority 62 · 3 threads

Legal, Regulatory & Policy Priority 35 · 1 thread