Bristol Myers Squibb | StockChase
133
Bristol Myers Squibb (BMY-N)

Last Price Recorded: $61.8500 on 2018-01-17

ON STOCKCHASE SINCE Apr 2001

biotechnology/pharmaceutical
133
Bristol Myers Squibb (BMY-N)

Last Price Recorded: $61.8500 on 2018-01-17

ON STOCKCHASE SINCE Apr 2001

biotechnology/pharmaceutical

Bristol Myers Squibb


Signal Opinion Expert
PAST TOP PICK
Bristol Myers Squibb(BMY-N) 

January 10, 2018

(A Top Pick Nov 1/16. Up 26%.) Still a top holding across all his funds. Likes its innovative pipeline of drugs, especially its immuno ecology for fighting cancer. Thinks it has the strongest portfolio out there. Because of their strong pipeline, this would be an M&A target. Repatriation of cash by a lot of majors will spur M&A in healthcare.

biotechnology/pharmaceutical

(A Top Pick Nov 1/16. Up 26%.) Still a top holding across all his funds. Likes its innovative pipeline of drugs, especially its immuno ecology for fighting cancer. Thinks it has the strongest portfolio out there. Because of their strong pipeline, this would be an M&A target. Repatriation of cash by a lot of majors will spur M&A in healthcare.

biotechnology/pharmaceutical
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$62.010
Owned Owned
Yes

BUY
Bristol Myers Squibb(BMY-N) 

January 2, 2018

One of the few stocks that has actually traded up and down in some kind of range. Volumes have been pretty steady. We are a long way from the top, but the chart shows some kind of support level being built in the low $60s. This is a stock he would own. It looks good here.

biotechnology/pharmaceutical

One of the few stocks that has actually traded up and down in some kind of range. Volumes have been pretty steady. We are a long way from the top, but the chart shows some kind of support level being built in the low $60s. This is a stock he would own. It looks good here.

biotechnology/pharmaceutical
Elliot Fishman

Director, US & International E...

PricePrice
$61.310
Owned Owned
Unknown

PAST TOP PICK
Bristol Myers Squibb(BMY-N) 

October 31, 2017

(A Top Pick Feb 8/17. Up 20%.) Still his favourite Pharma name. Had a small one-cell lung cancer solution, and the market is starting to get its head around that they are still in the game. We should get results in the 1st half of 2018. Over the next 5-6 years, their pipeline of drugs is so vast and undervalued, that as drugs come through fruition into cash flow and get approval, there are more and more tailwinds. It could be a potential take out candidate.

biotechnology/pharmaceutical

(A Top Pick Feb 8/17. Up 20%.) Still his favourite Pharma name. Had a small one-cell lung cancer solution, and the market is starting to get its head around that they are still in the game. We should get results in the 1st half of 2018. Over the next 5-6 years, their pipeline of drugs is so vast and undervalued, that as drugs come through fruition into cash flow and get approval, there are more and more tailwinds. It could be a potential take out candidate.

biotechnology/pharmaceutical
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$61.660
Owned Owned
Yes

COMMENT
Bristol Myers Squibb(BMY-N) 

October 4, 2017

(Market Call Minute.) This has a lung cancer drug that is starting to face competition. With this, you will have to be either patient or cautious.

biotechnology/pharmaceutical

(Market Call Minute.) This has a lung cancer drug that is starting to face competition. With this, you will have to be either patient or cautious.

biotechnology/pharmaceutical
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$64.740
Owned Owned
No

WATCH
Bristol Myers Squibb(BMY-N) 

September 14, 2017

They will be quite volatile.  He likes it.  There is a trial coming out in January of next year.  It trades at 19 times forward earnings and a little ahead of peers.  He would own it in combination with others to balance out the risk. 

biotechnology/pharmaceutical

They will be quite volatile.  He likes it.  There is a trial coming out in January of next year.  It trades at 19 times forward earnings and a little ahead of peers.  He would own it in combination with others to balance out the risk. 

biotechnology/pharmaceutical
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios G...

PricePrice
$62.690
Owned Owned
Unknown

PAST TOP PICK
Bristol Myers Squibb(BMY-N) 

August 10, 2017

(Top Pick Nov 1/16, Up 15%)  They had a step back last year on their lung cancer drug.  He is still a major holder.

biotechnology/pharmaceutical

(Top Pick Nov 1/16, Up 15%)  They had a step back last year on their lung cancer drug.  He is still a major holder.

biotechnology/pharmaceutical
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$56.590
Owned Owned
Yes

TOP PICK
Bristol Myers Squibb(BMY-N) 

August 10, 2017

It represents tremendous value for patient investors.  Over 3-4 years there is tremendous value in the pipeline of drugs.  They have the best franchise.  There are activists involved.  It could be an M&A target.  (Analysts’ target: $58.00).

biotechnology/pharmaceutical

It represents tremendous value for patient investors.  Over 3-4 years there is tremendous value in the pipeline of drugs.  They have the best franchise.  There are activists involved.  It could be an M&A target.  (Analysts’ target: $58.00).

biotechnology/pharmaceutical
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$56.590
Owned Owned
Yes

DON'T BUY

Around 2016 this stock ran up substantially on the back of an immunotherapy drug. Unfortunately, it did not have the same effect as one of their competitor’s drugs. At this price, it is reasonably attractive, but would suggest you look at Merck (MRK-N) instead.

biotechnology/pharmaceutical

Around 2016 this stock ran up substantially on the back of an immunotherapy drug. Unfortunately, it did not have the same effect as one of their competitor’s drugs. At this price, it is reasonably attractive, but would suggest you look at Merck (MRK-N) instead.

biotechnology/pharmaceutical
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$55.910
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick June 14/16. Down 21%.) The Pharma group came under pressure last summer, and continues to be under pressure. He prefers the biotech space. (See Top Picks.)

biotechnology/pharmaceutical

(A Top Pick June 14/16. Down 21%.) The Pharma group came under pressure last summer, and continues to be under pressure. He prefers the biotech space. (See Top Picks.)

biotechnology/pharmaceutical
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$55.660
Owned Owned
No

COMMENT

Healthcare names in general have been extremely volatile for a whole variety of reasons. It seems to be a hot button for politicians. Also, Amazon (AMZN-Q), getting into the pharmaceutical distribution business, is a negative. Overall, he thinks the company is really good. It is attractively priced. One of the largest concentrations of their portfolio are the oncology drugs. If you are willing to look out 6 months to a year, you will be happy if you buy it today. On the other hand, if you are looking for something that will be more rewarding in the short run, he would stay away from healthcare.

biotechnology/pharmaceutical

Healthcare names in general have been extremely volatile for a whole variety of reasons. It seems to be a hot button for politicians. Also, Amazon (AMZN-Q), getting into the pharmaceutical distribution business, is a negative. Overall, he thinks the company is really good. It is attractively priced. One of the largest concentrations of their portfolio are the oncology drugs. If you are willing to look out 6 months to a year, you will be happy if you buy it today. On the other hand, if you are looking for something that will be more rewarding in the short run, he would stay away from healthcare.

biotechnology/pharmaceutical
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$51.660
Owned Owned
Unknown

COMMENT

Most drug stocks sold off on the assumption that Hillary Clinton was going to come in, as well as Trump stating he was going to cut healthcare. He would prefer more of a pure play. Right now, this is a little rich given where we are. On the other hand, this is down significantly so it might be okay. If Trump is successful in his 15% tax credit, capital will flow in and companies like this will run. If you take a pause, you may miss a run.

biotechnology/pharmaceutical

Most drug stocks sold off on the assumption that Hillary Clinton was going to come in, as well as Trump stating he was going to cut healthcare. He would prefer more of a pure play. Right now, this is a little rich given where we are. On the other hand, this is down significantly so it might be okay. If Trump is successful in his 15% tax credit, capital will flow in and companies like this will run. If you take a pause, you may miss a run.

biotechnology/pharmaceutical
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$55.150
Owned Owned
Unknown

COMMENT

Not one of the biggest pharmaceuticals, but still a $40-$50 billion company with a lot going on. The company has brought out a drug called immunotherapy. It uses the body’s defence system, props it up and helps fight cancer. They kind of blew their trial by not using it with chemotherapy. He likes this because their new drug has 36 approvals. There is a lot of upside in this company.

biotechnology/pharmaceutical

Not one of the biggest pharmaceuticals, but still a $40-$50 billion company with a lot going on. The company has brought out a drug called immunotherapy. It uses the body’s defence system, props it up and helps fight cancer. They kind of blew their trial by not using it with chemotherapy. He likes this because their new drug has 36 approvals. There is a lot of upside in this company.

biotechnology/pharmaceutical
John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$57.180
Owned Owned
Unknown

COMMENT
Bristol Myers Squibb(BMY-N) 

February 28, 2017

Likes healthcare. Ever since Hillary Clinton tweeted on drug costs, the whole space has been under fire and under pressure. Valuation levels on a lot of the stocks are starting to look attractive. He believes in the long-term demographic shift towards healthcare stocks. Doesn’t think you will go wrong owning this. He would prefer Pfizer (PFE-N) which trades at 13X earnings with a 4% dividend yield. Also, feels their pipeline is very undervalued.

biotechnology/pharmaceutical

Likes healthcare. Ever since Hillary Clinton tweeted on drug costs, the whole space has been under fire and under pressure. Valuation levels on a lot of the stocks are starting to look attractive. He believes in the long-term demographic shift towards healthcare stocks. Doesn’t think you will go wrong owning this. He would prefer Pfizer (PFE-N) which trades at 13X earnings with a 4% dividend yield. Also, feels their pipeline is very undervalued.

biotechnology/pharmaceutical
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$56.710
Owned Owned
No

WATCH
Bristol Myers Squibb(BMY-N) 

February 27, 2017

Money is going to come back into these drug stocks, but we have to see what happens with Obamacare.

biotechnology/pharmaceutical

Money is going to come back into these drug stocks, but we have to see what happens with Obamacare.

biotechnology/pharmaceutical
James Thorne

Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment ...

PricePrice
$56.560
Owned Owned
Unknown

COMMENT
Bristol Myers Squibb(BMY-N) 

February 22, 2017

They have a pipeline of drugs, but the clear driver is going to be its immuno oncology platform. When you look through to 2020, that is going to be about 55% of its revenues. They have their combo with Opdivo Oeuvre which is coming out later this year. Don’t be naïve to the risks that are associated here. Roche is coming in 2nd line lung cancer and are capturing market share. This will trade off of the other companies. He owns all 3.

biotechnology/pharmaceutical

They have a pipeline of drugs, but the clear driver is going to be its immuno oncology platform. When you look through to 2020, that is going to be about 55% of its revenues. They have their combo with Opdivo Oeuvre which is coming out later this year. Don’t be naïve to the risks that are associated here. Roche is coming in 2nd line lung cancer and are capturing market share. This will trade off of the other companies. He owns all 3.

biotechnology/pharmaceutical
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios G...

PricePrice
$55.350
Owned Owned
Yes

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