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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Geoff Meacham | Citigroup | 11 | 0% |
| Chris Schott | JPMorgan | 10 | 0% |
| Terence Flynn | Morgan Stanley | 9 | 0% |
| Dave Risinger | Leerink Partners | 9 | 0% |
| Asad Haider | Goldman Sachs | 8 | 0% |
| Steve Scala | TD Cowen | 8 | 0% |
| Courtney Breen | Bernstein | 8 | 0% |
| Seamus Fernandez | Guggenheim | 7 | 0% |
| Evan Seigerman | BMO Capital Markets | 7 | 0% |
| Luisa Hector | Berenberg | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 1 | 11 | 0% |
| JPMorgan | 1 | 10 | 0% |
| Morgan Stanley | 1 | 9 | 0% |
| BMO Capital Markets | 2 |
| 9 |
| 0% |
| Leerink Partners | 1 | 9 | 0% |
| Guggenheim | 2 | 9 | 0% |
| Goldman Sachs | 2 | 9 | 0% |
| Bernstein | 1 | 8 | 0% |
Bristol-Myers Squibb started FY2026 with revenue up 2.6% as growth portfolio momentum continued while Eliquis volume strength was offset by the pricing reset. Opdivo revenue declined from inventory effects and conversion timing, and gross margin compressed from product mix shift, driving a -1 eps_adjustment. The CELMoD platform showed clinical progress and management noted tracking toward the upper end of full-year guidance. Late-year pipeline readouts carried binary risk.
Innovation & R&D | Competitive Dynamics | Demand | Product Launch | Regulation Policy | Pricing | Revenue Growth | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 14 | 7 | 9 | 6 | 7 | 2 | 6 | 2 |
| 2025Q1 | 13 | 3 | 6 | 2 | 7 | 3 | 1 | 4 |
| 2025Q2 | 8 | 4 | 4 | 2 | 4 | 2 | 1 | 3 |
| 2025Q3 | 10 | 4 | 2 | 3 | 5 | 3 | 1 | |
| 2025Q4 | 9 | 8 | 4 | 5 | 4 | 4 | 3 | |
| 2026Q1 | 13 | 6 | 6 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 14 | 13 | 8 | 10 | 9 | 13 |
| Competitive Dynamics | 7 | 3 | 4 | 4 | 8 | 6 |
| Demand | 9 | 6 | 4 | 2 | 4 | |
| Product Launch | 6 | 2 | 2 | 3 | 5 | 6 |
| Regulation Policy | 7 | 7 | 4 | 5 | ||
| Pricing | 2 | 3 | 2 | 3 | 4 | |
| Revenue Growth | 6 | 1 | 1 | 1 | 4 | |
| M&A | 2 | 4 | 3 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BMY Bristol Myers Squibb | 4 | +2.6% | |
| ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 4 | +1.9% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| JNJ Johnson & Johnson | 7 | +10.1% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |