BMY

Groucho-and-Harpo

I think it’s easier to look at stocks or sectors individually as opposed to the market as a whole. Healthcare stocks especially PFE and BMY are like a hummer driving through the snow. They are on bullish tracks and generally they don’t follow the day to day market trend closely. Bank stocks are the opposite. They’re the dogs wagging the market’s tail. BAC and JPM have hit both lower highs and lower lows since they peaked end of 2025. The might continue this way or do a flagpole pattern and shoot back up.

softbottom1977

BMY actually looks like a much better choice

Hopeful-Frosting7976

Consumer Staples are dead money right now, even as people rush to safety.  You might want to look into other defensive sectors like health care, BMY is my top performer behind only VZ.  They are both undervalued and high yielders with lots of cash.

fuckagriculture

up 14%, entirely because of BMY

Neel_Crashkari

Buying GLXY and BMY because fuck you

Maleficent-Grab-2271

BMY

MitchCurry

Buffet bought back $25B in BRK stock, opened new positions in BMY, PFE, ABBV, MRK, and B, spent $B on Dominion's natural gas infrastructure, and added to existing positions. What in the world are you talking about? Just because he didn't spend all his cash doesn't mean he bought nothing.

Hopeful-Frosting7976

Everything tech. In the past few days, I have had VZ and then BMY rocket up on beats. For now, value and income are having a few days of a moment.

Equivalent-Coat-7605

I was about to before it popped. Had it back in 23 and it was stuck and I sold for like 2%. Saw it run up when I got some free cash again and I was too late. Decided to buy some Merc and BMY to try and ride a bit of the medical wave. They paid out decently. Just sitting on a semi decent position of KO at a $56 cost basis. The further it goes up the more I’m trimming until I hit full coverage

METALLIFE0917

All very interesting and definitely promising cancer technology. Kazia just raised $48.5 million on a PIPE with institutional investors and the proceeds with take them through the second half of 2028 at their projected burn rate (the lost over $20 million last year). What Kazia really needs is the backing of a large pharmaceutical company like BMY/LLY/AZN for not just a credibly factor, but to get some much needed cash so they don’t have to keep diluting their equity. Wishing you profitable investing, Metal

rpoh73189

You listed a bunch of classically defined value stocks. You might not be wrong long term but I am not sure many of these names will outperform in 2026. Maybe BMY as safe high dividends will be popular as rates cut throughout the year.

tinyraccoon

You not concerned about BMY's patent cliffs?

fuckagriculture

I realllllyyyy like BMY. They have everything lined up to create a cure for MS alongside drugs that accompany it that they are already making a ton of money on. Breyanzi jut got approved in Europe for them which is one of their leading growth drugs, and they just recieved a ton of analyst uplistings and fund activity. My PT is $65 by June

ShareholderSLO85

I have hopes for PFE, MRK and BMY.

I_likeVr

Why did MSKCC license their GPS program out? Why did MD Anderson terminate their sponsoring of GPS Osotspa failed their Phase 2 and nether bothered to start another one Also why did MRK and BMY bail on GPS combo trials instead of advancing to Ph3? Why did 3D Med skip paying the milestone to in-license it? It is because the data just was not good enough.

Even-Equivalent-5818

For MRK the trial was meant for ovarian cancer. From what I can tell the trial ended up being positive, but not enough for Merck to continue as that indication is is a very competitive one. As for BMY that trial was meant to exist as a proof of concept and was meant to progress used for registration. It was a collaboration setup by a third party research org. In case anyone is interested the study showed participants living three times longer when taking both companies products than without. Hope this helps, please stop spamming the same post everywhere.

Resident-Area5907

Really? I thought the first patient started 45 months ago? Anyway, YOU should be able to answer my really basic questions here: Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.

Resident-Area5907

I hope now that we have more people looking at Sellas, someone that has done more DD (and that isn't from Lidingo) will be able to answer the obvious questions here. Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.

Resident-Area5907

I hope someone that has done more DD (and that isn't from Lidingo) will be able to answer the obvious questions here. Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.

Resident-Area5907

I hope now that we have more people looking at Sellas, someone that has done more DD (and that isn't from Lidingo) will be able to answer the obvious questions here. Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.

Neel_Crashkari

holding BMY for 6 months because Shkreli mentioned it once

fuckagriculture

BMY, I did a massive post on it but mods took it down, either way I'm up 20% now on shares and way more on options, I expect it to go over $60 by mid 2026 because they'll get Car T next approval for further clinical trials (an MS cure) and they just got Breyanzi sales approval in Europe which will boost them a lot. Firms have started upgrading them to that price target over the past few weeks. NFA dyor

fuckagriculture

BMY, they are still severely undervalued for 2027 and the company just went through a restructuring which has been very successful. Their development drug pipeline is starting to carry their revenue showing success through that restructuring. Analysts have bought this clearly as they've recieved 3-4 price uplistings from various firms in the last 2 weeks with a pt of $61. I'm biased ofc, BMY is my largest holding, but I strongly believe it will hit those price targets. I have january and june 2027 leaps and 300 shares

InfamousHedgehog691

You're missing numbers from this thesis.  What's their revenue breakdown?  Where are they targeting growth and what's the range/likelihood of outcomes? Good cash on the sheet, but they look to be bleeding money.  They have been losing lots of money every of the past two years.  Why and what's the expected return?   If they are so attractive why didn't they get scooped up yet?  PFE just went on a huge shopping spree and they know MRNA well.  BMY also has been in M&A for oncology.  

Neel_Crashkari

Sold BMY

trent_upscale

BMY @ 44.30 per share. Maybe sell here??

Revfunky

I like NET the best of this list. I’m seeing a whole lot of tech and the money is flowing into value as we revert to the means. The sectors hit the hardest this year have been oil and healthcare. I suspect they both outperform next year and I have been buying both. I am of the mindset you build a portfolio brick by brick. I said ABBV was a buy in 2016 and it’s a buy in 2026. I like BMY using a 25% trailing stop. Just as important is a strategy. Without a strategy you are just another bloke lost in the ocean of sharks. You should know your exit before you buy. Are you holding for decades? Buying the dips? Using a trailing stop? What allocation are you using? Savvy investors know the answers to these questions. *Be very wary of Reddit. Those that know what they are doing have little time to spend here, this you are left with the flotsam and jetsam.*

sudharsansai

The entire health care sector is down today. That being said, I scalped BMY for a quick 40% profit today when it bottomed

PalpitationSmooth992

love seeing my roth in the green even when ETH is down CMCSA COLD BMY WNTR VYMI I just really love dividends

ETFBro4DaWinz

Main regret not buying more BMY when it dipped

Annual_Technology824

Amazon (AMZN) Bristol Myers Squibb (BMY) Comcast (CMCSA) Exxon Mobil (XOM) Fairfax Financial Holdings (FRFHF) Flutter Entertainment (FLUT) Madison Square Garden Sports (MSGS) SL Green Realty (SLG) VISA (V) Disney (DIS)

sudharsansai

So COIN, GLD calls for now and QQQ, MU and NVDA once the pullback happens. Those are my plays right now. Maybe BMY calls tomorrow. Any other ideas?

takayama_fan_73

BMY, a top-tier pharma, makes Cobenfy, a new drug for schizophrenics. Cobenfy came out early this year and is getting traction. BMY also will release an Alzheimer's drug. BMY is, I think, seriously undervalued.

Careless-Beginning73

New to options and have some trades with upcoming expirations 12/19. Should I Buy Sell or Roll and why? Trying to learn to manage risk. I am now on the fence to buy ADBE or BMY. I don’t mind getting called on UNH or PLTR but ok to hold. ADBE, CSP@315 - $10.54 BMY, CSP@46.5 - $1.00 UNH, CC@345 - $7.0 PLTR, CC@190 a $2.42

C3POmeetsR2D2

Thank you, I put a lot of effort into writing to BMY.

C3POmeetsR2D2

I hope I get a reply from BMY

Groucho-and-Harpo

Well said…maybe better long term to just ride out the loss if you are doing wheels/CSPs/CCs etc and try to pick stocks worth owning after the dust clears and the short puts get assigned. Or perhaps a better example would be if you did a CSP on BMY and then a long put on COIN with the trade philosophy that prior to option expiration there will be a shift to value stocks. Then this way if the entire market has a big drop prior to expiration, the CSP loss is offset by the COIN gain. I am just starting with CSPs and covered calls and am starting to think long term, accepting the risk and focusing on working with quality stocks instead of chasing high premiums and not spending too much energy on mixing up strategies works out better in the long run.

shhhshhshh

This. It’s not my core strategy, but when a solid dividend stock I like falls into a range I like…I sell a put ~35-40 delta. If assigned I sell calls and collect dividends, if it keeps dropping I sit tight and collect dividends, maybe average down some. Some recent ones I’ve used is BMY and KVUE. Also WEN, which I’m currently red on, but close enough to still collect some call premiums above cost. Div + premiums + cap gains when called away is usually a nice return for the timeframe when it works. When I go in the red for a while at least I’m still collecting div.

ETFBro4DaWinz

NVO is a decent bet, but just seems to me PFE or BMY are better picks for LEAPs or buy and hold

Mountain-Detail-8213

I would put 20K into 10 stocks on Monday. Then every day any of them go down, I would add a little bit. While trying to get fully invested within a month. Leaving 50k for any major dip to add new aggressive positions. This should outperform over a 5 year period while providing some income to reinvest 1. Ups 7 % div 2. AMZN 3. BMY 5.5 % div 4. SIRI 5 % div 5 PEP 4 % div 6. BABA 7. RKT 8. BROS 9. NAIL 1 % div 10. RDDT or RDTL for aggressive play 💰

trent_upscale

🤩🔥 BMY 🔥 🥵

salty0waldo

CI or BMY? CI just warned of margin compression over the next two years due to PBM contract renegotiations and not providing guidance. They tend to operate conservatively so the sell-off is a bit of an overreaction but warranted. Definitely at least a $300 stock if you use the $29.60 EPS and throw a 10 multiple on it. Doesn't seem right to give it any lower of a multiple. BMY is likely a sell the news on the report. Pipeline needs to deliver and it doesn't seem to be doing it.

BetterThanSydney

BMY

salty0waldo

Great print for BMY, nice to see it getting rewarded even if it’s only for a day! Nice print for CI but getting obliterated down 15% so far. Healthcare is a tough place to be.

salty0waldo

Wow so BMY is hitting a new 52-week low and with the expected earnings drop tomorrow, certainly looking like it will be seeing a new 5-year low. Trading at a forward P/E of 6.7 as of today and forward P/S of 1.8. Looking like more tough times ahead for BMY and large-cap pharma not named LLY.

Ebonvvings

I bought BMY and its the same shit. Just down no matter what

warmthcat

Have NAKA calls, BMY calls and RR calls🤝, been eyeing GPUS as it hasn’t had a run yet. LAES calls expiring this week maybe shift into that.

Academic_Wafer5293

GIS, KHC, KMB, PG, DEO, BF.B, LYB, FMC, BMY to name a few. Obviously the story for these are not rosy like AI that's why they trade at these valuations.

AntidoteAlt

$10M cash with $2M monthly burn. (and they just to equity raise). If FDA accepts the current data they'll need $15-20M to bridge the NDA submission., and if they require an additional trial (RECOVER-2) they need $40-50M (which would destroy the stock if they needed to dilute and theu didnt get any additional financing) Super high likely hood they're gonna have to dilute in q1 2026. The science is amazing, but even if they weren't basically guaranteed to dilute (which is like the first thing you should check), you're in biotech. Previous data means very little, every catalyst is binary for microcaps. And disregarding the science, BMY already has a 2+ year head start commercially in that subset. First in class is huge for biotech, companies, hospitals, pharmacy ectera dont like switching over. Institutional ownership is 17%, crazy low for late stage biotech(and that's probably bc BMY and their $80B market cap and established manufacturing). So you're betting on a binary event (which could go either way, they've gotten no previous love from FDA. No fast track). And if its good youll have to either exit right after and eat the iv crush while missing most of the positive news long term run up. Or hope for some magical financing savior so they don't have to dilute in? (all my notes are from September 29th, so they could be outdated. Correct me if something finance wise has changed, not gonna go look for new information). Either way, your gambling on one event. The q4 meeting is make or break. Its a complete gamble, nothing more.

Me-Regarded

BMY lung cancer positive clinical trials, kinda big deal. Sleeper

Me-Regarded

So what are the safety plays? DG, COST, DLTR, maybe some health care like BMY? Always something ripping no matter the market

salty0waldo

I don't really look for dividends since you'd expect less capital appreciation, but the dividend is certainly covered for FY2026. A yield of 7-8% is almost always a red flag though. I'm not buying at these levels for what it is worth. It really hinges on the performance of their pipeline/growth portfolio. Honestly all of pharma is in a tough place at the moment. I know a lot of people believe NVO is undervalued but I can't wrap my head around their valuation when their big product is GLP-1s with all the competition in the space. Usually whomever is first in a space isn't always the winner. If you look at BMY, its trading at a forward multiple of 6-7 which is insane; however, we are already seeing the negative effects of LOE. MRK is another that is way overvalued with a multiple of 9 when you consider their loss their main product within the next year or two.

Ancient_Climate_2831

I have been adding to THQ. A health care CEF selling at a discount with a 12% interest rate and monthly payouts. There is some return of capital in their distributions, but considering how poorly the sector has done in past year there should be more ST and LT gains in the future. Also adding opportunistically to BMY and MRK positions to include short puts and calls. Selling calls on PFE to unwind the big bag I have been holding since COVID.

salty0waldo

I honestly do not know what to make of PFE and BMY anymore. It just seems that both of these pharma companies cannot gain any positive momentum? I understand both pipelines are in question but PFE has had a ton of M&A with BMY having one of the strongest late-stage pipelines. It just seem very odd that they continue to sell-off on really, any news.

loose-ventures

Oh, I closed a while back. Too many unknowns at the time and estimates were constantly being revised downward. I know a few guys that doubled down in the single digits but I found better opportunities in $HOOD, $TOST, $GENI, $DRKTF, $BMY even $WBD.

CapitalElk1169

SNAP, SHOT, BMY, NVO, FUBO leap hail Mary's added this week

Due-Papaya-6217

Credit to u/Mango-livid - Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. ⁠LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. ⁠Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. ⁠Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.

Due-Papaya-6217

Credit to u/Mango-Livid: $RVPH- Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. ⁠LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. ⁠Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. ⁠Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.

Due-Papaya-6217

Credit to u/Mango-Livid: Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. ⁠LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. ⁠Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. ⁠Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.

Due-Papaya-6217

Credit to u/Mango-Livid: Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. ⁠LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. ⁠Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. ⁠Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.

Due-Papaya-6217

Credit to u/Mango-Livid: $RVPH - Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. ⁠LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. ⁠Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. ⁠Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.

goodb1b13

Anyone doing MRK or BMY for the possible taco on pharma tariffs?

fuckagriculture

Did you even read the post? The obesity drug market is significantly less than a lot of stuff in BMY’s pipeline, and who cares if carT don’t work well on solid tumours, they effectively cure MS and show promise in an array of other cancers and autoimmune diseases

Mediocre_Froyo_3823

MRK ABBV UNH BMY. Make Health Win Again.

Me-Regarded

Can't believe I'm saying this.... BMY to the moon!

Me-Regarded

BMY just starting, the better drug play

mikemccrea

10Y is up 100% not including 5% dividend. This stock is doing incredibly well compared to PFE, BMY, hell even XOM

Hour_Jello_1853

LLY pipeline is wild but BMY undervalued for real

moorhound

#Buy all the fuckin' US pharma stocks tomorrow. LLY, JNJ, ABBV, MRK, PFE,BMY, AMGN, GILD, fucking all of em

salty0waldo

Pharma has been an ugly space, but recent price action in BMY is pretty insane: 7 straight red days 6 straight red weeks 5 of the last 6 months red Reminder that valuation doesn’t matter, forecasted growth does. Classic value trap.

FuckleUp

BMY looks ready to go

salty0waldo

I have held PFE for a while and it’s one of my worst performers. Likely should have sold during the COVID pump but I felt they would use that in rush of FCF to acquire something worth while. At this point, it’s a falling knife. I would not enter a new position. I’m holding to see a technical bounce near 28 before exiting. Their pipeline has a ton of products, but they are all weak. It’s the same as BMY. Both of these are dying pharma that will continue to have negative price action YoY for the next decade. The valuation looks cheap on a P/E standpoint but top like continues to decrease. You can only cut costs and improve efficiency for so long before it doesn’t help. The market is looking for growth, and pharma like PFE, BMY, and MRK have zero growth catalysts.

SevereFix2085

This way you'll get a diversified portfolio with two High Dividend payers ( $COLB and $BMY), a good dividend payer ($C) and a stock that recently showed signs of reversal ($ENPH). They all have great balance sheets and good potential to appreciate both in the short and long term.

SevereFix2085

Get a job first, it takes years to become consistently profitable trading. Here is what I would do with you savings but keep in mind these have to be considered as long term investments ( 5 years or more). Split your savings in 5 equal parts, keep 1/5 of it for emergencies and invest the rest in $COLB, $BMY, $C, $ENPH

salty0waldo

I’m starting to think my undying faith that I will get back to break even on PFE and BMY will never happen. Just seems like pharma is a terrible place to be and these two names are the worst in the sector. As soon as I think a bottom is set in and they are starting by to build momentum…straight back down. The likelihood of both of these being sub-$50b market cap companies seems pretty much a certain now.

MannieOKelly

By no means is everything at its peak. Check out BMY and PFE (big drug stocks) . And most oil and refining companies. I agree that a lot of "non-growth" stocks are priced with growth-level P/E's so I think you may easily see some dramatically lower re-valuation of some of them, but I have no idea how to predict when the market will notice that a particular stock "has no clothes!"

Mountain-Detail-8213

I’m keeping UPS, BMY & VIXY as an anchor and staying liquid

GreenHotel99

Honestly it’s solid. The drug seems to have the least EPS, anti-cholinergic, weight issues. Only current comparison is the Cobenfy (xanomeline and trospium chloride) by BMY which got approved recently using a different mechanism. If it gets approved should decent. I heard the big issue is they dilute shares to get funding. I’m a buy for this. This isn’t rlly a pump and dump stock. It’s a solid drug option in comparison to other anti-psychotics just for the minimal weight issues and minimal EPS compared to the other anti-psychotics.

salty0waldo

BMY ripping over 2% is just insane.

salty0waldo

BMY for the love of his holiest JP, do not go up for one week. THANK YOU FOR THE ATTENTION!

salty0waldo

Unbelievable move in BMY considering last two weeks everyone was talking about how unattractive it was at 44, now somehow its a screaming buy at 48? Clowns.

Jacobwitg

They have a book to bill of 1.47, they have way more contracts than they can actually do. Yes they will have to raise cash at some point, but soon is probably unrealistic as they still have plenty of cash left considering they will have only a small cash burn going forward. If you don’t know they moat I think you should look a bit more into the company. - Edge Autonomy - Delivers solar arrays for ISS - Pill box deals with BMY, LLY and royalty agreements. They operate in a lot of niche areas of the space economy, but there is certainly a market.

salty0waldo

BMY is such a frustrating stock to hold. It goes down, down, sideways, rallies a bit, and then back down. Until I sell CCs. Then it does up four straight days. Having its best week of the year.

salty0waldo

Still cannot believe BMY does nothing, I sell covered calls, it goes up. FFS

salty0waldo

I swear BMY somehow finds a way to hurt me on the way down and now on the way up… FFS.

salty0waldo

I sold ATM calls against BMY thinking ok, we’ll stay here for a bit. Bloody hell.

AncientGrab1106

Tf is up with healthcare even NVO keeps pumping, even BMY is green

Sorry-Pop-9919

How is that diversified if he has almost 40% of his portfolio in one stock lol? Refering to BMY 2 shares totalling $95

PresidentSandwich

Bro, you’re spot on. BMY’s been nothing but pain lately — no clear reversal in sight. Breaking $40 might be a long shot for now

salty0waldo

Welp I held out as optimistic, but looks like BMY will continue its trend down. Not sure where the bottom is, but can't imagine this thing trading above 40/share by September.

rackoblack

I use Morningstar ratings for this sort of thing. You need Premium, which costs, but is free at your local library. My current five and four star strong buy and buy holdings are: \*\*\*\*\* WU PFE BMY O \*\*\*\* LMT CCI ET GOOG VZ MCD Reply with any tickers you'd like me to look up and I can get you the ratings and maybe the analysis text.

salty0waldo

Well I’m sure most people are up for the week, but since I’m such an idiot it was a real bad week: BMY - good earnings, but risk to growth pipeline despite double beat and improved guidance, down 11% this week CI - double beat on earnings, in the crosshairs of the government, down 14% on the week and 22% on the month PANW - agreed to buy CyberArk over S, market punished it down 18% CCJ - another warnings beat and raised guidance, down 11% PYPL - double beat, growth not as high as street wanted, down 15% this week

salty0waldo

I’ve got a week before my puts in BMY expire what I bought for protection heading into earnings at a 44 strike. Wondering till that out and hold here? Seems a lot of negative news is already priced in for a company generating a lot of cash for at least the next 12-14 months.

KingJak117

BMY beat earnings by 33% yesterday too! They had a great day

salty0waldo

Pharma and healthcare in 100% un-investable going forward. They are only going lower as the market will continue to churn higher. A few projections that we will see in the next 90 days: PFE -> 15 BMY -> 30 NVO -> 38 LLY -> 600 Merck ->65 UNH -> 150 CI -. 165

salty0waldo

And there you have it, BMY in free fall along with the rest of pharma.

salty0waldo

Ah love it, BMY keep dropping. Double beat don’t matter, see ya at 35.

salty0waldo

Hum I take it back, double beat and looks like $BMY will still end the day lower lol. Pharma still an easy short.

GamblingMikkee

Same as Cigna and BMY. Just buy AI and memes from now on. Trust me

salty0waldo

Welp my puts in $BMY appear to be “cooked”. Which, I’m ok with. Another double beat but let’s see what they talk about the growth pipeline.