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Bristol Myers growth brands and pipeline progress are boosting momentum, but generic pressure on its legacy portfolio warrants caution.

Fresh off a regulatory victory for its groundbreaking cancer drug, Revolution Medicines could capture even more of the oncology market.

Cytokinetics (CYTK) likely has the upper hand in its patent dispute with Bristol-Myers Squibb (BMY)

AbbVie (ABBV) has returned 23.3% over the past year, ahead of the S&P 500's (SPY) 18.5%, and the business behind that return has changed shape. Humira, the drug whose decline management once explained, took one sentence on the July 2026 earnings call. What that sentence no longer contains is the part a holder should look at.

Amgen (AMGN) trades at about $393 a share. On the last twelve months of adjusted earnings, that is a trailing multiple of about 23.3 times. With Prolia and XGEVA sales falling to biosimilar rivals, the multiple looks full. What the forecast underneath it asks for is a wider margin while the company funds MariTide.

The pharmaceutical sector was hit with major pipeline news on September 1 when Novartis AG (NYSE:NVS) paused eight clinical trials of rap-cel, its experimental CAR-T cell therapy targeting autoimmune and neurological disorders. The suspension, effective August 24, followed three patient deaths caused by severe, life-threatening immune reactions (immune effector cell-associated hemophagocytic syndrome). Novartis is currently […]

Bristol Myers Squibb's positive arlo-cel data in heavily pretreated multiple myeloma could strengthen its cell therapy pipeline.

LB Pharmaceuticals is on a tear. The IPO stock has more than tripled as investors watch its efforts in neuropsychiatric disorders.

Solstice Oncology is advancing a medicine from China’s Harbour BioMed that it believes is able to address the weaknesses of drugs aimed at CTLA-4, a popular but tricky cancer immunotherapy target.

AbbVie (ABBV) trades at $256.46, roughly 96% of its 52-week high, after returning 24.1% over the past twelve months against 19.7% for the S&P 500. That price buys a business where about a third of guided 2026 revenue comes from one drug. The market reads that concentration as strength. It is worth reading it the other way too.

Collecting $1,000 a month in dividends sounds simple until you realize the capital required shifts every time prices move, and choosing the wrong yield can leave you exposed to a dividend cut when you can least afford it.

One analyst views Roivant’s pulmonary hypertension drug as a future $10 billion-plus seller. Elsewhere, AstraZeneca overcame a negative advisory committee vote and Pharvaris claimed success in a key study.

Merck (MRK) has returned about 85% over the past year and at about $150 trades roughly 4% below its 52-week high. A year ago, management spent earnings calls managing fallout from a steep drop in GARDASIL sales. That problem has left the lead. What management opens with instead is a much larger claim, and it settles years from now.

Social Security's projected 2027 COLA raise sounds promising until you realize retirees feel higher prices months before benefits catch up. Five blue-chip dividend stocks already pay yields that outpace that adjustment, and some have raised their payouts for decades straight.

Novartis’ latest trial setback serves a cautionary tale for investors betting on big pharma’s strategy of making bite-size acquisitions to bolster their drug pipelines. In theory, smaller deals offer big pharma access to promising and potentially lucrative drugs without the risk inherent in big bets.

Pfizer's 5.91% yield draws most of the headlines, but a quietly rerated stock and a pipeline loaded with 2026 catalysts are building a separate case altogether for investors willing to look past the dividend.

On August 13, Atrium Therapeutics (NASDAQ:RNA) reported second-quarter 2026 results that mixed real clinical progress with a familiar biotech question: how long the cash lasts. The company disclosed FDA clearance of its IND application for ATR 1072 and the launch of Corventis, its first Phase 1/2 trial and the first study anywhere testing a disease-modifying […]

In the most recent trading session, Bristol Myers Squibb (BMY) closed at $66.82, indicating a -1.87% shift from the previous trading day.

Healthcare stocks were lower late Friday afternoon, with the NYSE Healthcare Index falling 1.2% and

Healthcare stocks were lower Friday afternoon, with the NYSE Healthcare Index and the State Street H

Bristol Myers Squibb (BMY) has told regulators, researchers and patient groups in early June that it

Trial freezes by Novartis and Bristol Myers have triggered a race to understand why a promising autoimmune treatment turned risky.

Merck’s stock is the top performer in its group, but its profitability sits at the very bottom of the pack, forcing a hard question on investors.

Summit says its ivonescimab is keeping lung-cancer patients alive longer than Keytruda does. The stock is up.

A pharma giant delivered substantial cash returns to shareholders while outperforming the broader market. Here is a breakdown of AbbVie's cash-return capacity, and the key commercial metric supporting its durability.

Despite Bristol-Myers Squibb's outperformance relative to the healthcare sector over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

Gilead (GILD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Reviewing prior stock picks is how investors turn experience into valuable feedback. A recommendation is only a thesis until the market tests it. Watch Doug discuss recent stock picks, provide input on the current market environment—and take your questions.

Bristol Myers Squibb (NYSE:BMY) has paused enrollment in its zola-cel cell therapy trials for autoimmune conditions following emerging safety concerns. The voluntary pause comes after inflammatory side effects were detected during ongoing safety surveillance in the program. The move raises fresh questions around the risk profile of cell-based therapies in autoimmune diseases, as well as the pace of Bristol Myers Squibb's clinical pipeline. For readers interested in more ideas in this corner...

The real bet is on what lies beyond this year's performance: a pipeline that could change everything.