Bristol-Myers Squibb Co Stock Price, News & Analysis

Bristol Myers Squibb (NYSE: BMY) reported third quarter 2025 financial results and will host a conference call and live audio webcast for analysts and investors at 8:00 a.m. ET on October 30, 2025. Detailed Q3 2025 earnings press release and investor presentation are available on the company’s Investor Relations website.

A replay of the webcast will be available on the Investor Relations site approximately three hours after the conference call concludes. Media and investor contact emails are provided for follow-up information.

Bristol Myers Squibb (NYSE:BMY) reported Week 52 data from the pivotal Phase 3 POETYK PsA-1 trial showing sustained efficacy and a consistent safety profile for Sotyktu (deucravacitinib) in adults with active psoriatic arthritis.

Key results: ACR20 at Week 16 was 54.2% (placebo 34.1%, p<0.0001) and was maintained at Week 52 at 63.1%; patients switched from placebo reached 60.8% at Week 52. Radiographic no-progression rates: 82.0% (Sotyktu) vs 71.5% (placebo) at Week 16; sustained through Week 52. Integrated Phase 2 PAISLEY-SLE/LTE data showed durable efficacy and consistent safety with up to 4 years exposure. Regulatory reviews are ongoing; FDA PDUFA goal date: March 6, 2026.

Bristol Myers Squibb (NYSE: BMY) presented updated Phase 1 Breakfree-1 data (Oct 25, 2025) for autologous CD19 NEX-T CAR T therapy BMS-986353 in systemic sclerosis (SSc), systemic lupus erythematosus (SLE) and idiopathic inflammatory myopathies (IIM).

Across 71 treated patients, results show robust CAR T expansion, complete B cell depletion and a potential immune reset; 94% of evaluable patients remained off chronic immunosuppressive therapy at analysis. Key cohort results: SSc pFVC median +10% at six months (ILD subgroup); SLE: 92% off SLE-specific ISTs and DL1 selected as RP2D; IIM: 91% achieved moderate-major responses. Safety: mostly transient, early TEAEs with some grade 3 ICANS/CRS events that resolved.

SystImmune and Bristol Myers Squibb (NYSE: BMY) presented first global Phase I results for iza-bren (EGFR x HER3 bispecific ADC) at ESMO 2025 on Oct 17, 2025.

At data cut-off July 23, 2025, 107 heavily pre-treated patients were treated. At 2.5 mg/kg (Days 1 & 8 q3w), confirmed response rate was 55% (11/20) with median progression-free survival 5.4 months. Confirmed responses occurred in EGFR-mutated (3/10) and EGFR wild-type (3/4) NSCLC subgroups. No interstitial lung disease observed; hematologic AEs (neutropenia) were manageable and prompted mandatory preventative measures in ongoing studies. Breakthrough Therapy designation granted Aug 2025.

insitro and Bristol Myers Squibb (NYSE: BMY) extended their collaboration on October 14, 2025 to apply insitro’s ChemML™ platform toward discovery of small-molecule therapies for a novel preclinical ALS target identified in the prior biological evaluation phase.

The one-year extension may provide up to $20 million in new funding and the partnership could deliver a program with aggregate milestone and royalty value exceeding $2 billion. ChemML™ capabilities cited include large-scale QAL data generation, ADMET modeling, an AI-driven design loop, and a 192 H100 GPU compute cluster.

Bristol Myers Squibb (NYSE: BMY) will present oncology data at ESMO Congress 2025 in Berlin, Oct 17–21, showcasing results from >50 company‑sponsored, investigator‑sponsored and collaborative studies across >10 cancer types.

Key highlights include first disclosure of a global Phase 1 study of iza‑bren (BL‑B01D1) (EGFR×HER3 ADC) and data that supported an FDA Breakthrough Therapy designation; late‑breaking PFS and first OS from CheckMate‑8HW in MSI‑H/dMMR mCRC; five‑year DFS/OS/ctDNA follow‑up from CheckMate‑274 in high‑risk MIUC; and the nine‑year final analysis of CheckMate‑238 in resected advanced melanoma.

SystImmune (collaborating with BMY) announced the first patient treated in the IZABRIGHT-Breast01 Phase 2/3 registrational study of izalontamab brengitecan (iza-bren) in previously untreated triple negative breast cancer ineligible for anti-PD(L)1 drugs.

That event triggered a $250 million one-time milestone payment from Bristol Myers Squibb (BMY) under the 2023 collaboration and exclusive license agreement. SystImmune is eligible for up to an additional $250 million near-term and up to $7.1 billion in further contingent development, regulatory and sales milestones. Iza-bren has received Breakthrough Therapy Designation from the FDA for previously treated advanced EGFR-mutated NSCLC and is being evaluated in multiple ongoing global trials.

Bristol Myers Squibb (NYSE: BMY) will acquire Orbital Therapeutics for $1.5 billion cash at closing, adding Orbital’s lead preclinical program OTX-201 and a proprietary RNA platform that combines circular and linear RNA, targeted LNP delivery, and AI-driven design.

The deal aims to expand BMS’s cell therapy portfolio by enabling in vivo CAR T approaches intended to reduce treatment burden and broaden patient access for autoimmune diseases. Closing is subject to customary conditions, including the Hart-Scott-Rodino waiting period, and accounting treatment will be determined at close.

Bristol Myers Squibb (NYSE: BMY) launched COBENFY Connections on October 10, 2025 to reduce stigma around schizophrenia by sharing real stories from adults taking COBENFY™ (xanomeline and trospium chloride), their care partners, and clinicians.

The program, introduced on World Mental Health Day, features TV host Gail Simmons discussing her brother’s lived experience and a hosted gathering that highlighted peer support, treatment exploration, and community connection. The initiative directs audiences to connections.bms.com and includes Important Safety Information for COBENFY.