Bristol Myers Squibb's Rollercoaster: From Earnings Beat to Cobenfy Blues (and My Investment Playlist)

Shake It Off? More Like Shake Up!

Okay Swifties let's talk numbers – but not *those* numbers (you know the ones charting on Billboard!). Bristol Myers Squibb (BMY) just dropped their Q1 earnings and it's a bit of a 'Love Story'… with a 'Blank Space' where things got a little complicated. They beat earnings estimates which is like getting a surprise Reputation era album drop – unexpected but welcome! But revenue dipped which is like when 'All Too Well' gets cut down for radio (sacrilege!).

Eliquis and Revlimid: The OG Hitmakers (Still Slaying!)

Turns out two of BMY's older tracks – Eliquis (a blood thinner) and Revlimid (a blood cancer therapy) – are still topping the charts. They're like 'Love Story' and 'You Belong With Me' – classic reliable and always a good time. They fueled a big chunk of the sales beat proving that sometimes the OGs can still outshine the new kids. But relying too much on the oldies? That's a risky game almost as risky as dating a Joe Alwyn look alike after… well you know!

Cobenfy's 'Karma' Ain't Feeling So Sweet

Now let's talk about Cobenfy BMY's shiny new schizophrenia treatment. It's supposed to be their 'Shake It Off' – the song that helps them navigate patent expirations (think: when your old hits become public domain). But a recent trial for add on therapy didn't exactly go platinum. It's like when your single doesn't climb the charts as fast as you hoped – a little 'Mean,' right? CEO Chris Boerner is staying optimistic though saying patient feedback is 'very positive'. I admire the optimism I really do!

Guidance: A Little Bit 'Enchanted,' A Little Bit 'Treacherous'

BMY raised their 2025 guidance which is always good news. It's like getting a surprise bonus track on your vinyl! But some of it's due to foreign exchange benefits and better than expected legacy revenue. It's a mixed bag folks. They're also watching out for those pesky tariffs from overseas which is like a Lover era lawsuit you definitely don't need. They are trying to be 'Fearless' in the face of uncertainty! They have been engaging to ensure the administration is well informed and 'Long Story Short' they have a plan.

Business Development: 'Style' Never Goes Out of Fashion

BMY is also looking for new deals – acquisitions and partnerships – to keep things fresh. It's like collaborating with a new artist to reinvent your sound. They're actively pursuing opportunities to boost growth. It's all about staying 'agile' says Boerner. Basically they're saying they're ready to pounce on the next big thing to keep that portfolio stacked to keep them out of the woods and they have 'The Archer' they are aiming and shooting baby!

Why I'm (Still) Watching (But Not *Too* Closely Okay?)

Look I'm no financial advisor (I'm more of a 'Blank Space' filler inner when it comes to songwriting!) but BMY's got potential. They've got some solid products a decent dividend yield and they're trying to innovate. But the path ahead isn't exactly a smooth 'Highway Don't Care.' I am still staying invested. But the disappointing Cobenfy trial has put pressure on the stock! So I'll be keeping an eye on them but maybe not streaming their earnings reports 24/7. After all I've got albums to write cats to cuddle and a world tour to plan. 'It's me hi I'm the problem it's me' but not when it comes to investing. I'm just a girl!