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Bristol-Myers Squibb Company (BMY) investor relations material
Bristol-Myers Squibb Company AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
The meeting was called to order with all board members and key leadership present, and a quorum representing over 86% of shares established.
Shareholders were welcomed and informed about the agenda, voting procedures, and technical support for the virtual meeting.
Financial performance review
Total revenues for 2025 reached $48.2 billion, with the growth portfolio accounting for over half and increasing 17% from 2024.
Three products surpassed $1 billion in sales, and REBLOZYL exceeded $2 billion.
Despite a $4 billion decline in legacy portfolio revenue, growth portfolio nearly offset the loss.
Achieved $10 billion debt paydown ahead of schedule and marked the 93rd consecutive year of dividend payments.
Board and executive committee updates
All board members up for re-election were present, and the board's lead audit partner from Deloitte & Touche LLP attended.
- Q1 2026 revenue up 3% to $11.5B; Growth Portfolio up 12%; 2026 guidance reaffirmed.BMY
Q1 202630 Apr 2026 - 2025 saw record revenues, pipeline advances, and strong governance, with a focus on performance-based pay.BMY
Proxy filing17 Apr 2026 - Shareholders to vote on directors, executive pay, new stock plan, auditor, and board chair proposal.BMY
Proxy filing25 Mar 2026 - Director elections, executive pay, and a new stock plan headline the 2026 annual meeting.BMY
Proxy filing25 Mar 2026 - Key data readouts and new launches are set to drive strong, sustainable growth through the decade.BMY
TD Cowen 46th Annual Health Care Conference2 Mar 2026 - Growth Portfolio drives double-digit growth as 2026 guidance targets $46–$47.5B revenue.BMY
Q4 20255 Feb 2026 - Multiple next-gen protein degraders advance in myeloma and lymphoma, with pivotal data ahead.BMY
UBS Virtual Targeted Protein Degradation Day3 Feb 2026 - Q2 revenues up 9% to $12.2B, growth portfolio up 18%, and 2024 guidance raised.BMY
Q2 20242 Feb 2026 - Focused execution, pipeline momentum, and strategic capital allocation drive long-term growth.BMY
Goldman Sachs 45th Annual Global Healthcare Conference1 Feb 2026
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