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Companies try to get deals done while regulators allow them. But are buyouts always a good idea?

Bristol Myers Squibb (NYSE:BMY) is facing a revived US$6.7b lawsuit after a federal appeals court reinstated claims tied to its Celgene acquisition. Plaintiffs allege the company deliberately delayed FDA approval of certain drugs to avoid paying contingent value rights owed to former Celgene shareholders. The appeals court decision brings renewed legal and financial uncertainty related to how the Celgene transaction was structured. For more context on how legal and regulatory risks can...

Bristol-Myers Squibb stock has delivered a 38.1% gain over the past year, while valuation work using a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples both currently point to the shares trading at a discount to that estimate. For investors, that combination of strong recent returns and a still supportive valuation framework raises the question of how much margin of safety may remain in the current price. The 38.1% one year return shows that sentiment toward...

AbbVie's growth engine is firing on all cylinders, but on its latest earnings call, analysts focused on whether the company can defend its turf and execute on its next big pipeline bet.

Bristol-Myers Squibb trades at less than half the valuation multiple of AbbVie, but AbbVie's revenue growth tells a different story about future earnings power.

Bristol Myers wins FDA accelerated approval for Zenbexus, the first CELMoD therapy, as data show it doubles MRD-negative complete response rates.

Bristol Myers Squibb (BMY) is back in focus after the FDA granted accelerated approval for ZENBEXUS in a multiple myeloma combination regimen, introducing the first approved CELMoD therapy in this disease setting. See our latest analysis for Bristol-Myers Squibb. The ZENBEXUS approval lands at a time when Bristol-Myers Squibb’s momentum has picked up, with the share price at US$64.65 and a 30 day share price return of 13.52%. That builds on a 20.93% year to date share price return and a...

The clearance of Zenbexus is the first for a group of protein-degrading “CELMoD” medicines that could help Bristol Myers rejuvenate a key drug franchise.

BMS reveals plans for a new manufacturing hub in Houston, and Regeneron invests in startup developing a Dupixent competitor.

The FDA is “willing to review” an updated submission for Capricor’s Duchenne cell therapy, its CEO said. Elsewhere, a heart drug battle spilled into court and Rigel priced the first “Protac” medicine.

There's a good reason why AstraZeneca tanked when merger rumors hit the Street.

A unanimous 3-judge panel ruled that UMB Bank had standing to represent former Celgene shareholders despite a procedural error in its appointment

By Jonathan Stempel NEW YORK, Aug 13 (Reuters) - A U.S. federal appeals court said a judge erred in dismissing a $6.7 billion lawsuit accusing Bristol Myers Squibb of cheating former Celgene

AbbVie's growth engine is firing on all cylinders, but on its latest earnings call, analysts focused on whether the company can defend its turf and execute on its next big pipeline bet.

MRK's Keytruda remains a key growth engine in 2026, but patent loss and rising competition could challenge its long-term sales momentum.

The drugmaker's operating numbers are near the top of its class, but its stock performance is lagging the pack. Is the market seeing a risk that the fundamentals are missing.

Management raised its full-year forecast, but the market seems to be asking for more than a higher target.

Bristol Myers growth portfolio now accounts for 56% of revenues, led by key drugs, including Opdivo Qvantig, Reblozyl and Breyanzi, helping offset generic erosion.

Bristol Myers Squibb recently announced it will invest about US$2.30 billion in a new 600,000-square-foot modular, multi-modal manufacturing campus at Generation Park in Houston, Texas, expected to support production of small molecules, biologics, and antibody-drug conjugates while creating nearly 500 skilled jobs and about 2,000 construction and indirect roles through 2030. This facility’s flexible, automation-ready design and alignment with the company’s broader US$40.00 billion U.S...

PFE's non-COVID products are gaining momentum, with launches, acquisitions and a pipeline aimed at driving growth from 2029 onward.

RAS mutations fuel nearly a third of all cancers, and one biotech has quietly built the deepest late-stage pipeline targeting them. Now the biggest names in pharma are circling, and the math on who can actually write the check gets complicated fast.

One Broadway deal to start: Hollywood mogul Ari Emanuel has struck a roughly £4.5bn deal to buy the theatre group behind West End venues including...

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Pfizer sent shareholders a fortune in cash, yet the stock fell far behind the market, forcing a hard question about what all that money truly bought.

AstraZeneca PLC (NYSE:AZN) shares closed down as much as 9% on Monday, the stock’s biggest one-day drop since 2020, after reports that it held merger talks with U.S. rival Bristol-Myers Squibb Company (NYSE:BMY). A combined company would be worth close to $400 billion, the fourth-largest drugmaker in the world by market value. Neither firm confirmed […]

Legend Biotech just posted a quarter that flipped a key narrative for LEGN shareholders, but with a CEO transition underway and the stock still down sharply over the past year, the real question is whether this momentum can last.

BMS will invest $2.3 billion in a 600,000-square-foot Houston manufacturing campus at Generation Park in Houston, Texas.

This will establish BMS’ in-house manufacturing presence in Texas, adding to its ongoing outlicensing and research partnerships in the state.

For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.

During Mad Money’s August 6 episode, host Jim Cramer highlighted why investors should target elite advisory firms rather than speculating on acquisition targets, as he said: Here’s a big theme that right now really only impacts two large companies: pent-up demand for mergers and acquisitions now that the Biden era of overzealous antitrust enforcement has […]