Bristol-Myers Squibb Co.

Given the strong performance of Opdivo, Bristol-Myers Squibb’s Oncology segment emerged as its largest revenue contributor in 2016. The segment contributed ~35% of BMY’s total revenue.

The oncology portfolio includes the drug Zydelig, which is used in combination with rituximab for the treatment of chronic lymphocytic leukemia (or CLL).

For 2016, Synagis reported 2% growth at constant exchange rates, following its 14% growth in sales in the US.

Januvia and Janumet together contributed about 14.9% of Merck & Co.’s total revenues for 4Q16, an ~0.7% increase compared to 4Q15

After its commercial launch in 41 countries, AstraZeneca’s Tagrisso has witnessed a solid uptake, earning revenues of $276.0 million in 2016 YTD.

GlaxoSmithKline’s (GSK) Pharmaceuticals segment fell substantially in 2015 due to its divestment of its oncology business to Novartis (NVS) in March 2015.

AbbVie’s (ABBV) Venclexta has been granted FDA breakthrough therapy designation as a first line therapy for patients with acute myeloid leukemia who are ineligible for high-dose chemotherapy.

Bristol-Myers Squibb’s (BMY) cardiovascular segment consists of key drug Eliquis. This segment contributed nearly 18% of total revenues for 3Q16.

After its 3Q16 earnings, there were multiple positive triggers for Bristol-Myers Squibb (BMY) stock.

CheckMate-141 Bristol-Myers Squibb’s (BMY) CheckMate-141 evaluated Opdivo for the treatment of squamous cell carcinoma of the head and neck. The study was stopped after meeting the primary endpoint in January 2016. The drug is under priority review by the FDA with an action date set for November 11, 2016. With similar approved indications, Opdivo and Merck’s (MRK) […]

GlaxoSmithKline’s (GSK) HIV medicines business is managed by ViiV Healthcare, a global specialist company in HIV medicines.

Januvia and Janumet are two blockbuster drugs in Merck’s (MRK) diabetes franchise.

GlaxoSmithKline’s (GSK) Pharmaceuticals segment declined substantially in 2015 due to the divestment of its oncology business to Novartis (NVS) in March 2015.

As we’ve discussed, Novartis (NVS) is one of the largest pharmaceutical companies by revenue.

AbbVie hopes to position Imbruvica as a therapy for multiple indications: follicular lymphoma, solid tumor, and diffuse large B-cell lymphoma, among others.

Trinity is a phase-2 clinical trial that tests the use of Rova-T as a third-line therapy for SCLC (small cell lung cancer).

Januvia and Janumet are Merck & Co.’s (MRK) blockbuster diabetes drugs. They’re are used to lower blood sugar levels in patients with Type 2 diabetes.

Some of the challenges the pharmaceutical industry faces include R&D failures, changes in regulatory procedures, litigation, patent expiries, and foreign currency movements.

In addition to its Oncology and Immunology segments, AbbVie is focused on launching innovative therapies in its Virology, Neurology, and Women’s Health segments.

As of March 8, Roche Holding was trading at a forward EV-to-EBITDA multiple of 9.73x—a discount compared to Bristol-Myers Squibb’s 16.09x.

The FDA has scheduled the Prescription Drug User Fee Act (or PDUFA) date for Merck’s new hepatitis C combination therapy for January 28, 2016.

The FDA has now approved Opdivo for the treatment of BRAF WT (wild-type) melanoma, based on the results of a phase 3 study called CheckMate -066.

The JAVELIN series is a clinical trial program for the use of Avelumab for treatment of multiple types of cancer, including Merkel cell carcinoma.

The FDA has accepted Bristol-Myers Squibb’s (BMY) supplemental biologics license application, or sBLA, for Opdivo for the treatment of patients with advanced renal cell carcinoma.

With a market capitalization of $100.7 billion, AbbVie is a major US biopharmaceutical company. AbbVie competes with Amgen, Gilead Sciences, and Bristol-Myers Squibb .

Bristol-Myers Squibb (BMY) has classified its business into virology, oncology, immunoscience, cardiovascular, and neuroscience segments.

Bristol-Myers Squibb deals with innovative products, and any failure to secure or protect intellectual property rights is a huge risk and may lead to huge losses.

Bristol-Myers Squibb’s (BMY) immunoscience franchise deals with medicines that help defend the body against invading pathogens like bacteria, viruses, and cancer cells.

Leverage ratios determine the company’s ability to repay its debt. Leverage ratios directly affect the credit ratings. Pfizer has good credit ratings.

The Global Established Pharmaceutical segment deals with products that have or are expected to lose market exclusivity through 2015 in most major markets.

Johnson & Johnson is a leading pharmaceuticals and healthcare company in the US. It delivered returns of 13.4% from February 2010 to February 2015.