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NYSE · large · thesis board

BMY Bristol Myers Squibb

IO + BCMA CAR-T oncology portfolio

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Thesis

Editorial summary — not a primary filing

Opdivo / Abecma oncology portfolio defending share as next assets advance.

Next gate

2026-11-05Company-guidedlabel expand

CAR-T myeloma competitive update

84 days · Company: Company guidance

Survive-to-Event

ok

Cash covers the next gate with ~21 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~730d)100%
Days to gate (84d)12%
Show math

$12.0B cash ÷ $500M/mo burn ≈ 730 days. Source: curated SEC quarter figures.

Cash $12.0B as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved
Secondary assets (1)
  • Opdivo ± Yervoy CRC · Approved · colorectal-cancer

Rivals in this race

Open race →
JNJApprovedokLEGNApprovedokREGNPh3ok

Risks

  • LOE overhang
  • Competitive IO
  • CAR-T uptake
  • Pipeline gaps

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT03361748as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01