Bristol Myers Squibb

“Accenture, Bristol-Myers Squibb, EY Global and the U.K.'s Tax and Payments and Customs Authority all purchased over 15,000 seats this quarter”

Bristol-Myers Squibb purchased over 15,000 Microsoft 365 Copilot seats in the quarter, indicating enterprise Copilot adoption in pharma.

“we are partnering with Bristol Myers Squibb, a global biopharmaceutical leader, to transform how therapies move from discovery to market”

Bristol Myers Squibb is an Accenture client embedding AI at scale to accelerate drug discovery-to-market.

“So we're looking forward to this product that we're developing in collaboration with Bristol Myers Squibb.”

J&J is co-developing the factor XIa inhibitor Milvexian with Bristol Myers Squibb, a multibillion-dollar opportunity for both partners in AFib and secondary stroke.

“ABP-two zero six and ABP-two thirty four biosimilar candidates to Opdivo and Keytruda respectively have completed enrollment in each of their comparative clinical studies”

Amgen is developing a biosimilar to Bristol Myers Squibb's Opdivo, signaling future biosimilar competition against that branded oncology drug.

“we powered the study so that we can win in both PFS, but also where Opdualag failed in OS.”

Regeneron highlights that BMS's Opdualag failed on overall survival, framing its own melanoma combo as positioned to outperform.

“our next wave of biosimilar candidates is advancing in Phase III clinical development, featuring biosimilars to OPDIVO, KEYTRUDA and OCREVUS.”

Amgen has an OPDIVO biosimilar in Phase III, a read-through of upcoming biosimilar pressure on Bristol Myers Squibb's flagship immuno-oncology franchise.

“What I wanted to point out is that, that opportunity really aligns well with the ongoing development we have going on at the same campus with Bristol-Myers.”

Bristol-Myers Squibb is expanding at ARE's Campus Point Megacampus in San Diego alongside a newly signed multinational pharma lease, reinforcing demand for ARE's flagship life-science campus.

“In the U.S., the BMS-Pfizer alliance recently announced a new direct-to-patient option for purchasing Eliquis via the alliance's patient resource Eliquis 360 Support. This option offers uninsured, underinsured or self-pay patients an opportunity to significantly lower out- of-pocket costs for Eliquis.”

Pfizer and alliance partner BMS jointly launched a direct-to-consumer purchasing option for Eliquis aimed at lowering out-of-pocket costs, a positive for the co-marketed franchise.

“First of all, Bristol appears to think there's a path forward with co-benefit in adjuvant schizophrenia based on existing data.”

An analyst references Bristol Myers Squibb's schizophrenia program while asking AbbVie about the regulatory path for its own emraclidine asset.

“In addition, we expect the readout of our fifth head-to-head study in psoriasis comparing Skyrizi to Sotyktu, which will continue to differentiate the brand versus oral competitors.”

AbbVie is running a head-to-head trial of Skyrizi against Bristol Myers Squibb's oral competitor Sotyktu in psoriasis to further differentiate its franchise.

“As we've seen from the small dataset with our friends at Bristol, in terms of their combination, those datasets are very small and they're hard to really make convincing conclusions on.”

Regeneron's Chief Scientific Officer characterizes competitor Bristol Myers Squibb's early LAG-3/PD-1 combination data as too small to draw firm conclusions, contrasting it with Regeneron's own melanoma program.

“one-time non-tax deductible in-process R&D charge related to the Orbital acquisition.”

Bristol Myers references its acquisition of Orbital Therapeutics, which drove an in-process R&D charge and an ongoing 2026 program investment.

“we do know that Doctor. Reddy Labs has posted a, you know, opportunity to to file their manufacturing facility is out of India”

Bristol Myers notes Dr. Reddy's Laboratories has moved toward filing an Orencia biosimilar, a competitive read-through on the Orencia franchise.