Bristol Myers Squibb (BMY) Q2 FY26 earnings call

Bristol-Myers Squibb delivered a strong second quarter, driven by robust performance across its growth portfolio and disciplined execution. The company raised its full-year revenue and adjusted EPS guidance, reflecting confidence in its commercial momentum and pipeline. While key pipeline readouts for Milvexian and Cobenfy saw timing adjustments, management expressed continued confidence in their potential, supported by ongoing DMC endorsements and strategic focus on quality.