Wolfe Research analyst Alexandria Hammond maintains $Bristol-Myers Squibb (BMY.US)$ with a hold rating.
According to TipRanks data, the analyst has a success rate of 25.0% and a total average return of -15.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Bristol-Myers Squibb (BMY.US)$'s main analysts recently are as follows:
The unexpected update regarding the Phase 2 results of emraclidine by a competitor has led to a reassessment of the market, with projections for Bristol Myers' Cobenfy being increased. Consequently, the anticipated total revenue for the year 2033 has been adjusted upwards by 7%. This revision, however, does not alter the forecasted revenue or earnings per share growth trajectory for the involved companies.
The pivotal Phase 2 data for a competitor's emraclidine failed to show a statistically significant change from baseline in the primary scale used to measure symptoms in schizophrenia studies. This medication was anticipated to be a significant revenue generator and a strong competitor against a drug produced by Bristol Myers. The analyst suggests that this development should improve the outlook for Bristol Myers's drug, although concerns about exclusivity losses in the near term persist.
The recent failure of a competing drug to demonstrate a significant benefit at its primary endpoint in Phase 2 studies may benefit Bristol's Cobenfy, positioning it favorably in the market. This development potentially sets back competitors and places the focus on Bristol to successfully execute the introduction of Cobenfy.
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沃爾夫研究分析師Alexandria Hammond維持$施貴寶 (BMY.US)$持有評級。
根據TipRanks數據顯示,該分析師近一年總勝率為25.0%,總平均回報率為-15.3%。
此外,綜合報道,$施貴寶 (BMY.US)$近期主要分析師觀點如下:
一家競爭對手關於emraclidine第2階段結果意外更新導致市場重新評估,預計2023年布里斯托爾邁爾斯的Cobenfy的總營業收入增加。因此,預計2033年的總營業收入上調了7%。然而,這一調整並不改變涉及公司的預期營收或每股收益增長軌跡。
競爭對手的emraclidine的關鍵第2階段數據未能顯示在用於測量精神分裂症症狀的主要評分基線上有統計學的顯著變化。這種藥物預計將成爲一項重要的收入發生器,並且是布里斯托爾邁爾斯製造的一種藥品的強大競爭對手。分析師建議,這一發展應當改善對布里斯托爾邁爾斯藥物的前景,儘管對近期的排他性損失仍存有擔憂。
競爭對手一種正在進行的藥物未能證明在第2階段研究中的主要終點上具有顯著益處,這可能對布里斯托爾的Cobenfy有利,使其在市場上更具競爭優勢。這一進展可能會使競爭對手受挫,並將焦點放在布里斯托爾成功推出Cobenfy上。
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