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AstraZeneca-BMY megadeal talk sparks huge market rift
TheStreet22h agoneutral
AstraZeneca-BMY megadeal talk sparks huge market rift

Two of the world's biggest drugmakers moved in opposite directions on Monday, and the split says a lot about how Wall Street reads a merger. Reports surfaced over the weekend that AstraZeneca (AZN) had held talks about combining with Bristol Myers Squibb (BMY). The deal would be worth close ...

Brokers split on AstraZeneca merger talk as shares recover some ground
Proactive1d agoneutral
Brokers split on AstraZeneca merger talk as shares recover some ground

Citi has told clients that a large chunk of deal risk is already in AstraZeneca PLC's (LSE:AZN, NASDAQ:AZN) share price after Monday's sharp fall, while Deutsche Bank sees clear parallels with the drugmaker's Alexion acquisition five years ago. The two notes are the second-day response to a...

BioNTech Q2 Earnings Call Highlights
MarketBeat1d agoneutral
BioNTech Q2 Earnings Call Highlights

BioNTech (NASDAQ:BNTX) reported second-quarter 2026 revenue of €106 million, down from €261 million a year earlier, as lower U.S. demand for its COVID-19 vaccine weighed on results. The prior-year quarter also benefited from a one-time compensation payment from Pfizer related to its decision to opt

How a pharma megamerger could squelch R&D
Axios1d agoneutral
How a pharma megamerger could squelch R&D

Big drug companies have been buying scrappy biotechs to expand their pipelines, but the potential megamerger between AstraZeneca and Bristol Myers Squibb could flip that script.

AstraZeneca Investors See Little Logic in Bristol Tie-Up
Bloomberg2d agoneutralVIDEO
AstraZeneca Investors See Little Logic in Bristol Tie-Up

AstraZeneca Plc investors had a clear message for the UK drugmaker on Monday: they don't like the idea of a $400 billion merger with Bristol-Myers Squibb Co. Bloomberg Intelligence's Director of Research, Sam Fazeli joins to discuss.

Morgan Stanley uncovers major Bristol Myers stock signals
TheStreet2d agoneutral
Morgan Stanley uncovers major Bristol Myers stock signals

Bristol Myers Squibb (BMY) just gave investors a strong quarter and a bigger outlook. Morgan Stanley read the same report and kept its rating exactly where it was. (The source of much of this article is a Morgan Stanley report shared with me.) Morgan Stanley sees the stock falling to $40, well ...

Health Care Roundup: Market Talk
The Wall Street Journal2d agoneutral
Health Care Roundup: Market Talk

Find insight on AstraZeneca , Bristol Myers Squibb, Hartalega and more in the latest Market Talks covering health care.

Bristol Myers Squibb Q2 Earnings Call Highlights
MarketBeat4d agoneutral
Bristol Myers Squibb Q2 Earnings Call Highlights

Bristol Myers Squibb (NYSE:BMY) reported second-quarter 2026 revenue of approximately $13 billion, up 5% from a year earlier, as growth in newer products offset declines across its legacy portfolio. The company raised its full-year revenue and adjusted diluted earnings-per-share guidance, citing fir