Bristol Myers Squibb (BMY) Summary Earnings Call
This is an abridged, summarized, narrated version of the Bristol Myers Squibb (BMY) Summary Earnings Call - run time 27 minutes #bristolmyerssquibb #bmy
0:00 Company statements
3:22 Reaching $4 billion revenue.
4:23 Share repurchase rationale.
5:00 Risk of copay assistance.
6:27 MDS, Opdivo, Hodg
7:57 Revenue outlook changes.
9:34 IPF, PPF, IRA.
11:51 Trends, Reacceleration,
13:51 Impact of Part D; Lower Op
15:09 Sales growth of Opdivo
16:24 Error in Revlimid assumptions.
18:34 Product growth guidance.
20:33 Decline in Eliquis sales.
21:27 Expected Revlimid generics volume
21:58 Growth of Pomalyst.
22:40 CAR-T data readout.
23:47 Market share impact
25:01 Abecma's manufacturing capacity.