Bristol-Myers Squibb Is Quietly Building Its Next Growth Cycle

Bristol-Myers Squibb Company sees its business tracking toward the upper end of full-year 2026 revenue and EPS guidance ranges. In my view, this primarily reflects strong demand for Breyanzi, Camzyos, and Reblozyl. Sales of this "trio" were $1.28 billion in Q1, up 42.2% year-over-year.