Bristol-Myers Squibb: time to add?
Hi everyone! I'm a long-term dividend investor and I hold 37 shares of BMY. The stock has dropped to about $56.82, roughly 16% below its August levels, and the yield is back around 4.4%.
The bull case: growth portfolio up 15%, raised 2026 guidance, strong free cash flow.
The risk: the 2027 Eliquis patent expiry, plus pipeline readouts (milvexian, Cobenfy). Earnings are due October 29.
Would you add now, wait for earnings, or stay out? I'd love to hear your thoughts, especially from other BMY holders. Thanks!
