Apr. 3 at 12:27 AM
$BMY $CELC
BMS staring down a massive patent cliff on Eliquis & Opdivo (~
$20B+ at risk by 2028).
CEO casting a broad net for bolt-ons in oncology & in vivo autoimmune platforms.
Fits:
$CELC (Phase 3 gedatolisib breast cancer data imminent — Wolfe calls it top-tier takeover target) or next in vivo CAR-T plays like their
$1.5B Orbital deal.
Who’s next on BMY’s shopping list?