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BMY
Benzinga
118 days

Bristol Myers' Cobenfy Falls Short On Primary Endpoint In Phase 3 Schizophrenia Trial, Stock Slides

1. BMY's Cobenfy showed no statistical significance in the Phase 3 ARISE trial. 2. The treatment reduced PANSS scores but not significantly (P = 0.11). 3. Analyst predicts long-term sales potential for Cobenfy could reach $3.7 billion. 4. BMY plans to present detailed trial data at an upcoming medical conference. 5. Cobenfy's approval and usage in Alzheimer's could unlock significant market opportunities.

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FAQ

Why Bearish?

The failure to meet statistical significance in the trial may hinder investor confidence. Historical examples include similar reactions to unmet efficacy expectations in drug trials affecting stock prices negatively.

How important is it?

The trial results are significant, impacting investor perception of BMY's upcoming products and revenue potential, especially regarding Cobenfy's long-term market viability.

Why Long Term?

While short-term impacts are negative due to trial results, long-term potential for Cobenfy remains promising, especially with possible future applications in Alzheimer's disease.

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