Ten-Year Review: Lessons from Five Winning Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy BMY?
Source: Fool
- Investment Review: On May 4, 2016, David Gardner selected five stocks aimed at navigating an increasingly complex thinking economy; however, ten years later, the overall performance failed to surpass the S&P 500, which rose 249.6% during the same period.
- Celgene's Poor Performance: Celgene was acquired by Bristol Myers Squibb in 2019 for $108.24, achieving only a 7.3% return over ten years, significantly lagging behind the market's 51.6% gain, indicating limited growth opportunities within a large pharmaceutical company.
- Disney's Strategic Shift: Although Disney was selected at a price of $103.67 in 2016, its stock price is nearly flat a decade later, reflecting challenges faced during its transition to streaming, resulting in a disappointing return of -251%.
- Twitter's Successful Acquisition: Twitter was selected at $14.84 in 2016 and was acquired for $54 in 2022, yielding a 263.9% return, showcasing its strong influence and value in the social media landscape.
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Analyst Views on BMY
Wall Street analysts forecast BMY stock price to fall
20 Analyst Rating
8 Buy
11 Hold
1 Sell
Moderate Buy
Current: 56.770
Low
37.00
Averages
55.86
High
68.00
Current: 56.770
Low
37.00
Averages
55.86
High
68.00
About BMY
Bristol-Myers Squibb Company is a global biopharmaceutical company. It is engaged in the discovery, development, and delivery of transformational medicines for patients facing serious diseases in areas: oncology, hematology, immunology, cardiovascular, neuroscience and other areas. Its growth portfolio includes Opdivo (nivolumab), Opdivo Qvantig (nivolumab and hyaluronidase-nvhy), Orencia (abatacept), Yervoy (ipilimumab), Reblozyl (luspatercept-aamt), Breyanzi (lisocabtagene maraleucel), Opdualag (nivolumab and relatlimab-rmbw), Camzyos (mavacamten), Zeposia (ozanimod), Abecma (idecabtagene vicleucel), Sotyktu (deucravacitinib), Krazati (adagrasib), and Cobenfy (xanomeline and trospium chloride). Its other growth products include Augtyro, Onureg, Inrebic, Nulojix, and Empliciti. Its legacy portfolio includes Eliquis (apixaban), Revlimid (lenalidomide), Pomalyst/Imnovid (pomalidomide), Sprycel (dasatinib), and Abraxane (paclitaxel albumin-bound particles for injectable suspension).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Cerebras IPO Performance: Cerebras Systems' IPO was priced at $185, reaching a high of $386.34 at opening, and settling at $311.07, indicating strong market interest in its AI chips and likely attracting more investor attention.
- Stock Price Fluctuation: After hours, Cerebras' stock rose by 5% to nearly $330, reflecting investor optimism about its growth potential and confidence in the company's valuation amidst a competitive landscape.
- Market Reaction: CNBC's Jim Cramer noted that the timing of this IPO was impeccable, with investors' decisions at current valuations showcasing confidence in the company's future, potentially paving the way for more similar IPOs.
- SpaceX Governance Risks: Concerns about SpaceX's IPO governance structure, including super voting shares and mandatory arbitration for shareholder claims, may deter long-term investors, impacting its market performance and raising questions about transparency and accountability.
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- Collaboration Goals: Tempus AI's partnership with Bristol Myers Squibb aims to leverage AI and multimodal real-world data to optimize clinical trial designs and enhance the Probability of Technical & Regulatory Success (PTRS) across five initial clinical trial programs, which is expected to significantly improve drug development efficiency.
- Data-Driven Decisions: Utilizing Tempus' Lens platform, the collaboration will analyze a vast library of de-identified multimodal records to delve deeper into patient biology, helping to identify patient segments most likely to benefit from investigational therapies, thereby increasing the success rate of clinical research.
- Oncology and Neuroscience Focus: This initiative not only targets solid tumors such as lung, colon, and prostate cancers but also extends into Alzheimer's disease drug development, showcasing the versatility of Tempus' multimodal database across multiple therapeutic areas.
- Ongoing Innovation: The initiative builds upon existing collaboration between Tempus and BMS, further advancing the Next Pathways program across 13 community health systems to address care gaps for patients with advanced non-small cell lung cancer (aNSCLC).
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Ten-Year Review: Lessons from Five Winning Stocks
- Investment Review: On May 4, 2016, David Gardner selected five stocks aimed at navigating an increasingly complex thinking economy; however, ten years later, the overall performance failed to surpass the S&P 500, which rose 249.6% during the same period.
- Celgene's Poor Performance: Celgene was acquired by Bristol Myers Squibb in 2019 for $108.24, achieving only a 7.3% return over ten years, significantly lagging behind the market's 51.6% gain, indicating limited growth opportunities within a large pharmaceutical company.
- Disney's Strategic Shift: Although Disney was selected at a price of $103.67 in 2016, its stock price is nearly flat a decade later, reflecting challenges faced during its transition to streaming, resulting in a disappointing return of -251%.
- Twitter's Successful Acquisition: Twitter was selected at $14.84 in 2016 and was acquired for $54 in 2022, yielding a 263.9% return, showcasing its strong influence and value in the social media landscape.
See More
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- Broadcom Price Target Increase: Broadcom's stock fell 1.50% in premarket trading, despite Citi raising its price target from $475 to $500 while maintaining a Buy rating, with analysts noting that the deal with Anthropic could enhance gross margins, reflecting market optimism about its future financial performance.
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- Rising Cardiovascular Costs: The American Heart Association warns that U.S. heart disease costs are set to quadruple by 2050, with national healthcare spending nearing $5 trillion, compelling hospitals to rethink their diagnostic and treatment strategies for cardiac patients, thereby driving structural changes in the healthcare industry.
- Rapid Growth of AI Cardiology Market: The global AI cardiology market is projected to grow from $2.78 billion this year to over $14 billion by 2034, reflecting a strong demand for innovative technologies as health systems rush to deploy machine learning tools to address diagnostic backlogs.
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See More
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- Cost Warning for Cardiovascular Disease: The American Heart Association warns that U.S. heart disease costs are set to quadruple by 2050, with national healthcare spending nearing $5 trillion, compelling hospitals to rethink their diagnostic and treatment approaches for cardiac patients, potentially leading to significant industry transformation.
- Growth of AI Cardiology Market: The global AI cardiology market is valued at $2.78 billion this year and is projected to exceed $14 billion by 2034, driving health systems to accelerate the deployment of machine learning tools to address diagnostic backlogs, thereby enhancing medical efficiency and patient satisfaction.
- Showcasing VMS+™ 4.0 Technology: VentriPoint Diagnostics will showcase its AI-powered cardiac imaging platform, VMS+™ 4.0, at the AEPC annual meeting in Italy, which can convert standard 2D ultrasound scans into detailed 3D heart models, providing results comparable to cardiac MRI while significantly reducing equipment costs and wait times.
- International Collaborations and Market Expansion: VentriPoint has established relationships with multiple international partners, including Lishman Global, which is applying for regulatory approval in China, and collaborations in Costa Rica and Indigenous communities in Canada, demonstrating its growth potential and strategic positioning in the global cardiac diagnostics market.
See More
Cerebras IPO Shows Strong Performance
- Cerebras IPO Performance: Cerebras Systems' IPO was priced at $185, reaching a high of $386.34 at opening, and settling at $311.07, indicating strong market interest in its AI chips and likely attracting more investor attention.
- Stock Price Fluctuation: After hours, Cerebras' stock rose by 5% to nearly $330, reflecting investor optimism about its growth potential and confidence in the company's valuation amidst a competitive landscape.
- Market Reaction: CNBC's Jim Cramer noted that the timing of this IPO was impeccable, with investors' decisions at current valuations showcasing confidence in the company's future, potentially paving the way for more similar IPOs.
- SpaceX Governance Risks: Concerns about SpaceX's IPO governance structure, including super voting shares and mandatory arbitration for shareholder claims, may deter long-term investors, impacting its market performance and raising questions about transparency and accountability.
See More
Tempus Partners with Bristol Myers Squibb to Optimize Clinical Trials
- Collaboration Goals: Tempus AI's partnership with Bristol Myers Squibb aims to leverage AI and multimodal real-world data to optimize clinical trial designs and enhance the Probability of Technical & Regulatory Success (PTRS) across five initial clinical trial programs, which is expected to significantly improve drug development efficiency.
- Data-Driven Decisions: Utilizing Tempus' Lens platform, the collaboration will analyze a vast library of de-identified multimodal records to delve deeper into patient biology, helping to identify patient segments most likely to benefit from investigational therapies, thereby increasing the success rate of clinical research.
- Oncology and Neuroscience Focus: This initiative not only targets solid tumors such as lung, colon, and prostate cancers but also extends into Alzheimer's disease drug development, showcasing the versatility of Tempus' multimodal database across multiple therapeutic areas.
- Ongoing Innovation: The initiative builds upon existing collaboration between Tempus and BMS, further advancing the Next Pathways program across 13 community health systems to address care gaps for patients with advanced non-small cell lung cancer (aNSCLC).
See More
Ten-Year Review: Lessons from Five Winning Stocks
- Investment Review: On May 4, 2016, David Gardner selected five stocks aimed at navigating an increasingly complex thinking economy; however, ten years later, the overall performance failed to surpass the S&P 500, which rose 249.6% during the same period.
- Celgene's Poor Performance: Celgene was acquired by Bristol Myers Squibb in 2019 for $108.24, achieving only a 7.3% return over ten years, significantly lagging behind the market's 51.6% gain, indicating limited growth opportunities within a large pharmaceutical company.
- Disney's Strategic Shift: Although Disney was selected at a price of $103.67 in 2016, its stock price is nearly flat a decade later, reflecting challenges faced during its transition to streaming, resulting in a disappointing return of -251%.
- Twitter's Successful Acquisition: Twitter was selected at $14.84 in 2016 and was acquired for $54 in 2022, yielding a 263.9% return, showcasing its strong influence and value in the social media landscape.
See More
Novo Nordisk and Hengrui Pharma Form Partnership
- Novo Nordisk Strong Performance: Novo Nordisk's stock rose 2.11% in premarket trading after announcing that patients responding early to its 7.2 mg obesity therapy Wegovy lost more weight over 72 weeks compared to those on the standard 2.4 mg dose, indicating the drug's long-term weight loss potential and strengthening its position in the competitive weight loss market.
- Broadcom Price Target Increase: Broadcom's stock fell 1.50% in premarket trading, despite Citi raising its price target from $475 to $500 while maintaining a Buy rating, with analysts noting that the deal with Anthropic could enhance gross margins, reflecting market optimism about its future financial performance.
- Alphabet Faces Security Challenges: Alphabet's stock declined 1.00% in premarket trading after its Threat Intelligence Group reported successfully thwarting an attempt by hackers to exploit vulnerabilities using AI models, highlighting ongoing cybersecurity challenges that could impact market trust in the company.
- Bristol Myers and Hengrui Pharma Partnership: Bristol Myers Squibb's stock edged up 0.36% in premarket trading following its announcement of a global partnership with China's Hengrui Pharma worth up to $15.2 billion to jointly advance up to 13 R&D programs in oncology, hematology, and immunology, showcasing the company's potential for international market expansion.
See More
Cardiovascular Disease Costs Set to Skyrocket, Urgent Need for AI Solutions
- Rising Cardiovascular Costs: The American Heart Association warns that U.S. heart disease costs are set to quadruple by 2050, with national healthcare spending nearing $5 trillion, compelling hospitals to rethink their diagnostic and treatment strategies for cardiac patients, thereby driving structural changes in the healthcare industry.
- Rapid Growth of AI Cardiology Market: The global AI cardiology market is projected to grow from $2.78 billion this year to over $14 billion by 2034, reflecting a strong demand for innovative technologies as health systems rush to deploy machine learning tools to address diagnostic backlogs.
- Showcasing VMS+™ 4.0 Technology: VentriPoint Diagnostics will showcase its AI-powered cardiac imaging platform at the AEPC conference in Italy, which converts standard 2D ultrasound scans into detailed 3D heart models, providing results comparable to cardiac MRI without the need for expensive machines and long wait times.
- International Collaborations and Market Expansion: VentriPoint has established partnerships for regulatory approval of VMS+™ 4.0 in China and is promoting cardiac diagnostics in Costa Rica and Indigenous communities in Canada, demonstrating its potential for global market expansion and commercial momentum.
See More
Cardiovascular Disease Costs Surge, AI Technology Becomes Key
- Cost Warning for Cardiovascular Disease: The American Heart Association warns that U.S. heart disease costs are set to quadruple by 2050, with national healthcare spending nearing $5 trillion, compelling hospitals to rethink their diagnostic and treatment approaches for cardiac patients, potentially leading to significant industry transformation.
- Growth of AI Cardiology Market: The global AI cardiology market is valued at $2.78 billion this year and is projected to exceed $14 billion by 2034, driving health systems to accelerate the deployment of machine learning tools to address diagnostic backlogs, thereby enhancing medical efficiency and patient satisfaction.
- Showcasing VMS+™ 4.0 Technology: VentriPoint Diagnostics will showcase its AI-powered cardiac imaging platform, VMS+™ 4.0, at the AEPC annual meeting in Italy, which can convert standard 2D ultrasound scans into detailed 3D heart models, providing results comparable to cardiac MRI while significantly reducing equipment costs and wait times.
- International Collaborations and Market Expansion: VentriPoint has established relationships with multiple international partners, including Lishman Global, which is applying for regulatory approval in China, and collaborations in Costa Rica and Indigenous communities in Canada, demonstrating its growth potential and strategic positioning in the global cardiac diagnostics market.
See More
