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Celgene 10-Q Filings

CELG NASDAQ

Every 10-Q that Celgene (CELG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow CELG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CELG filings page.

Rhea-AI Summary

Bristol-Myers Squibb Company reported Q2 2026 revenues of $12,973 million, up 6% year over year, with net earnings attributable to BMS rising to $3,317 million. GAAP diluted EPS increased to $1.62 from $0.64, and non-GAAP EPS to $2.04 from $1.46, driven by higher revenues, lower specified charges and the absence of a prior-year acquired IPRD charge, partly offset by the expiry of diabetes royalty income.

The Growth Portfolio delivered $7,560 million in Q2 revenue, a 15% increase, led by products such as Reblozyl, Breyanzi, Camzyos, Opdualag and Opdivo Qvantig. The Legacy Portfolio declined 4% to $5,422 million, as strong Eliquis growth to $4,481 million (up 22%) was more than offset by steep generic-driven declines in Revlimid and Pomalyst/Imnovid.

For the first half of 2026, operating cash flow was $4,497 million versus $5,871 million a year earlier, with cash and cash equivalents at $8,722 million and long-term debt at $42,093 million as of June 30, 2026. The company continues a 2023 restructuring plan, expecting approximately $2.5 billion in total charges (with $1.8 billion incurred to date) and about $2.0 billion in annual cost savings by the end of 2027, while advancing a broad pipeline and entering a major collaboration with Hengrui for 13 early-stage assets. Management also highlights U.S. Inflation Reduction Act "maximum fair price" decisions on Eliquis and Pomalyst and upcoming Orencia negotiations as potential pressures on future revenue.

Rhea-AI Summary

Bristol-Myers Squibb reported first-quarter 2026 total revenues of $11,489 million, up 3% from 2025, as strong demand in its Growth Portfolio and for Eliquis offset generic erosion in legacy cancer drugs and pricing pressure, especially in the U.S.

GAAP diluted EPS rose to $1.31 from $1.20, helped by lower amortization of acquired intangibles, while non-GAAP EPS fell to $1.58 from $1.80 mainly because diabetes royalty income ended in 2025. Operating cash flow was $1,104 million, and the company continues a restructuring plan targeting about $2.5 billion in charges and $2.0 billion in annual cost savings by 2027.

Rhea-AI Summary

Bristol Myers Squibb (BMY) reported stronger Q3 2025 results. Total revenues were $12.222 billion versus $11.892 billion a year ago, and diluted EPS rose to $1.08 from $0.60. Net earnings attributable to BMS were $2.201 billion.

The Growth Portfolio generated $6.857 billion, led by Opdivo $2.532 billion, Orencia $964 million, Yervoy $739 million, and newer brands like Reblozyl $615 million, Breyanzi $359 million, Camzyos $296 million, and Opdualag $299 million. The Legacy Portfolio totaled $5.365 billion: Eliquis $3.746 billion grew, while Revlimid fell to $575 million and Pomalyst/Imnovid to $675 million.

Operating cash flow for the first nine months reached $12.182 billion, cash and equivalents increased to $15.726 billion, and long‑term debt was $44.469 billion. The company recorded Q3 Acquired IPRD of $633 million and highlighted strategic moves: a $1.5 billion upfront to BioNTech, a $350 million upfront to Philochem, and a $250 million milestone to SystImmune. BMS completed the 2seventy bio acquisition for $287 million and announced an agreement to acquire Orbital Therapeutics for $1.5 billion, subject to customary closing conditions. Restructuring charges are expected to total approximately $2.5 billion through 2027, with $1.6 billion incurred to date.