Bristol-Myers Squibb Co. (BMY)
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- Five Biopharma Companies Drop on Negative Drug News [view article]
- The Top Dividend Paying ETFs and Stocks [view article]
- Time to Invest in Pharmaceuticals? [view article]
- 5 Potential Buyout Targets in Biotech - Barron's [view article]
- Imclone Systems: No Shame, No Gain [view article]
- Updates on the Healthcare/Biotech Mergers [view article]
- Companies With Recent, Innovative Product Approvals vs. Healthcare ETFs [view article]
- Big Pharma’s Healthy Appetite for Acquisitions [view article]
- Oncology Conference Countdown: What Will Pharma and Biotech Companies Report? [view article]
- ImClone - Bristol-Myers Merger: The Negotiations Begin [view article]
- Watch for More Coming Biotech Acquisitions [view article]
- PowerShares FTSE RAFI Healthcare: Big Bets on Dow Dogs [view article]
Recent BMY Articles
- Five Biopharma Companies Drop on Negative Drug News
- 2008 Q2 Portfolio Holdings: Berkowitz, Rodriguez & Pabrai
- Bristol-Myers Ponies Up for Elotuzumab
- AstraZeneca Gives FluMist Spray a Shot in the Arm
- Time to Invest in Pharmaceuticals?
- 5 Potential Buyout Targets in Biotech - Barron's
- Companies With Recent, Innovative Product Approvals vs. Healthcare ETFs
- Updates on the Healthcare/Biotech Mergers
- Big Pharma’s Healthy Appetite for Acquisitions
- Imclone Systems: No Shame, No Gain
- Full List of Articles »
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Industries to Avoid, Industries to Buy [view article]
Whew, narrow views for sure. You have some growing up to do, and a bit more study. ReplyCurrent Yields Makes Bristol Myers Squibb a Buy [view article]
Absent a good review of the strength of the pipeline, i.e., the number phase 3 clinicals and their probabilities of success in terms of substantial revenue in the near to intermediate term, this article fails to add any value. I agree with MD. ReplyCurrent Yields Makes Bristol Myers Squibb a Buy [view article]
You could duplicate this case for any number of drug stocks, including Pfizer, Merck, GlaxoSmithKline, etc. They are all cheap, and they all pay big dividends (especially Pfizer, with close to 6.5%).Steve
magicdiligence.com Reply
Potential for Huge Profits Awaits Big Pharma Companies [view article]
The trouble is, almost all drug discoveries are made by scientists working in university labs or in government funded institutions such as the NIH and NCI.Edward Kennedy's brain cancer will probably help bring to the public's attention the fact that government funding for cancer drug research (for example) has been cut back by about 90% during the last five to ten years, probably because of the expense of the Iraq War. This has shut the big Pharma drug pipeline down to a trickle even though scientists have many, many promising leads.
Big Pharma does not discover new drugs but only "brings them to market" because the government can't do this immensely difficult thing.
Cisplatin for example, which is used to treat many cancers, costs about $5000 per treatment but it can be produced at a fraction of that cost by the government (it is impossible for the government to sell Cisplatin, of course, because that would be socialism.) Many cancer patients need up to four treatments of Cisplatin which costs them or their providers (us) $20,000.
Cisplatin was discovered by a scientist, in 1971, who got a small financial payment for his discovery. The company which markets Cisplatin has had a monopoly since the early 1970's and has made hundreds of millions of dollars of profit from this one drug because it is so difficult for the government to "bring drugs to market."
This excellent "free market" model for research and development might be vulnerable, especially under a Democrat Presidency. Reply
Potential for Huge Profits Awaits Big Pharma Companies [view article]
This is one of the better articles written in easy language for the novice and self directed investor to digest. All of the statements ring true and make sense. Stockbrokers are only interested in getting you in and out of adventures..This buy and hold theory may still prevail. Although it has proven faulty over the past few years. Too many hedge fund managers are in and out on a daily basis making it imposible for the non trader to get a foothold and maintain some equality. I hope to follow up on some of these ideas and hope that others reading this article do well tooo.....apl ReplyPotential for Huge Profits Awaits Big Pharma Companies [view article]
That was one of the most insightful articles I have ever read.....it makes more than good common sense...It also helped me, as a novice to the market, better understand the reason for not chasing stocks and looking for long term growth with true value . I feel empowered.....thankyou for what you do so well,,,,sincerely, marcie beam ReplyIndustries to Avoid, Industries to Buy [view article]
Man,The quality of this type of trash rant is well below what is normal for this website. Reply
Potential for Huge Profits Awaits Big Pharma Companies [view article]
A good article on the business cycle and investor psychology. The real question left unanswered is "where are we in the business cycle?" If the consumer drives our economy, is the turn in the later half of 2008 or more so in the later half of 2009? ReplyLepoff, M.D.
Oncology Conference Countdown: What Will Pharma and Biotech Companies Report? [view article]
Very interesting. Thanks for the info. ReplyIndustries to Avoid, Industries to Buy [view article]
After reading the first few comments, I would like to suggest that some of the commentators read book "The Squandering of America" by Robert Kuttner. "Free trade" in theory is unlike "free trade" in practice. ReplyOncology Conference Countdown: What Will Pharma and Biotech Companies Report? [view article]
Hi Mike, great article and idea for investors of biotech and pharma oncology stocks. We know big pharma has been looking at small biotechs with promising cancer vaccines. Looks like this one of a Phase I study I found from ASCO 2008 is not only safe (no grade 3 toxicity cases), but is the first peptide vaccine to exhibit such positive immuno responses even WITHOUT an adjuvant:Results of the first phase I clinical trial of the novel Ii-key hybrid preventive HER2/neu peptide (AE37) vaccine: United States Military Cancer Institute Clinical Trials Group Study I-03.
Sub-category: Vaccines
Category: Developmental Therapeutics: Immunotherapy
Meeting: 2008 ASCO Annual Meeting
"Results: All 15 patients completed the trial with no grade 3-5 local or systemic toxicities. Dose reductions occurred in 47% of patients for local reactions >100mm or grade 2 systemic toxicities. The second group (peptide=500mcg, GM-CSF=250mcg) all required dose reductions prompting peptide-only inoculations in the third group (peptide=1,000mcg, GM-CSF=0mcg). AE37, with and without GM-CSF, elicited dose-dependent immunologic responses in vitro and in vivo to both AE37 and AE36 albeit AE37 responses were more robust. Assessing both toxicities and immunologic responses, the hypothesized optimal biologic dose was determined as peptide=500mcg, GM-CSF=62.5mcg, in 6 monthly injections. Conclusions: The hybrid AE37 vaccine appears safe and well tolerated with minimal local or systemic toxicity if properly dosed. AE37 is capable of eliciting HER2/neu-specific immune responses, even without the use of an adjuvant.
This trial represents the first human experience with the Ii-Key modification, and to our knowledge, AE37 is the first peptide-based cancer vaccine to show potency in the absence of an immunoadjuvant."
www.abstract.asco.org/...
AE37 vaccine is from Antigen Express- a wholly owned subsidary of (GNBT) Generex. This is now in a large Phase II with the USMCI. What do you think?
Reply
Industries to Avoid, Industries to Buy [view article]
If you believe that repeal of the gas tax or more government regulation will bring the price of gas down,you need a lesson in economics.Only a decrease in demand or an increase in refining capacity will bring the price down.Refiners have been unwilling to make the capital expenditure due to the time and cost of building a new refinery without a guarantee that demand will remain high. ReplyThe CAT's Meow - Cramer's Lightning Round (5/14/08) [view article]
Blankfein may make money, always. Who cares? Has he made any money for the owners of the company? Since October, 2007 GS at$250.00 high has traded as low as $140.00. Simple market fluctuation,
right? Today at $188.59 and slumping.
Mr. Dan Sparks and Mr. Josh Birnbaum should be invited to an SEC
meeting investigating the rationale used to convince Hank Paulson
to allow them to trade tens of millions on sub-prime mortgages. Mr. Paulson certainly will have credible deniability. Nevertheless, he did have to approve the scope of the two gentlemen's trading. What did
these two gentlemen know that made them so confident to make
such outlandish trades? Certainly, they must have been aware of
the enormous demand being made by the investment banks for more "product". Anyone have any idea how that "product" was being generated to as to satisfy the demand from the investment banks?
Hint: ask any ambulatory notary that worked for the big banks
supplying the investment banks request for more "product".
Please ask the notary if any clients refused to sign the "docs" and if
the answer is "yes", why did those clients refused to sign?
Advertise for such "refuseniks"... If a sufficient reward is offered, there should be many who will answer the call.
Reply
Stay Clear of Traditional Asset Classes [view article]
Mike - I love it. Apparently I really got under your collar with my post. And, now I realize that you are just another pie-in-the-sky socialist.Frst, if I may be so bold - Physicians dont kill people. Physicians sometimes fail to pull off a miracle and save a life - and then its called murder. What the heck kind of country do you think this is? My family had a medical issue, and we resorted to the online community for support, we realized that everybody in "socialized medicine" nations were dying to get into the US for medical care. Yes, HMOs are nasty organizations filled with wasted overhead, I am with you. But government health care will be HMO squared.
Listen, there are dozens of other socialist nations out there. There is only one superpower non-socialist nation left. Us people who dont like socialism are running out of choices on where to live. Kindly take you and your commie thoughts to one of those many other countries and leave mine alone. I dont tell commies how to live their lives, and I dont appreciate commies that my health care system is out to kill people. Reply
The CAT's Meow - Cramer's Lightning Round (5/14/08) [view article]
YGE earning beats estimate by .10 cents. why bearish? solar needs grids to function right? Reply