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BMY
Benzinga
194 days

Bristol Myers Squibb Warns Near-Term Impact Due To Generics On 2025 Sales Forecast, Outlines $2 Billion In Additional Cost Cuts

1. BMY's Q4 revenue reached $12.34 billion, exceeding expectations. 2. Sales rose 8% year-over-year, driven by Growth Portfolio and Eliquis demand. 3. Opdivo and Orencia sales increased, while legacy portfolio revenues declined. 4. Guidance suggests 2025 EPS will fall short of consensus estimates. 5. BMY implemented $2 billion cost-saving initiatives to enhance productivity.

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FAQ

Why Neutral?

BMY's Q4 beat was overshadowed by lowered 2025 guidance and legacy issues. Historically, EPS misses like this can lead to short-term price drops.

How important is it?

While earnings exceeded estimates, negative guidance and ongoing generic pressures will influence investor sentiment.

Why Short Term?

Immediate impact anticipated from guidance and performance, but potential stabilization in mid-term.

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