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Conclusions are published after independent cross-review.

BMYBristol-Myers Squibb Company
—Full research page

Verdict

Automated coverage for Bristol-Myers Squibb Company. Sector: Health Care. Pending deep research for full thesis.

Watching

  • J.P. Morgan 44th Annual Healthcare Conference presentationJan 12176d ago
  • Bristol Myers Squibb Q4 2025 Results Conference CallFeb 5152d ago
  • Bristol Myers Squibb 2025 Form 10-K filingFeb 11146d ago
  • 46th Annual TD Cowen Health Care ConferenceMar 2127d ago
  • Bristol Myers Squibb Q1 2026 Results Conference CallApr 3068d ago
  • Bristol Myers Squibb Q2 2026 Results Conference CallJul 30in 23d
  • Bristol Myers Squibb Q3 2026 Results Conference CallOct 29in 114d

Latest notes

  • Mar 15Lite Research: BMY — S&P 500 coverage

Exposure

1-hop
Suppliers
  • ARE
Customers
  • MCKPharmaceutical wholesale distribution
  • CORPharmaceutical wholesale distribution
  • CAHPharmaceutical wholesale distribution
  • MRK

Options radar

Concept — illustrative data
  • Jun 30Call$110.00Aug 211,200 ct$540K
  • Jun 30Call$105.00Jul 17800 ct$216K
  • Jun 29Put$95.00Aug 21600 ct$168K
Unusual volume3.2x 20-day avg call volume
IV shift30-day IV 41% → 48%

Positioning skews toward near-term upside