Growth ChallengesFacing dual headwinds of ongoing/near-term LOEs and several recent pipeline setbacks, investors are still looking for clarity on the path back to sustainable growth.
Product PerformanceCobenfy TRx decreased -4.7% WoW to 2,211 TRx, giving less confidence in Cobenfy beating estimates in 3Q.
Stock PerformanceBMY stock down -23% ytd (vs. pharma +3%), this will be an important earnings call to set the stage for 2026.