$BMY Bristol Myers Tape Reports
Per Ticker.id: $BMY Bristol Myers Tape Reports — 41 podcast mentions across 9 podcasts (30 days), latest 2026-08-08 14:00 UTC.
Well, I have a character that said buy Bristol-Myers, take it for 59 cents. They're not buying. There's no party going on. That's a party I want to go to.
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24Yeah, we've certainly had encouraging periods of outperformance from, from healthcare and pharma specifically. Certainly at the end of last year, as we had the first of the pricing deals done with the, with the administration following the Pfizer deal in October, the sector rallied hard. It's then given a little bit back. Mainly as money has rotated into tech. And that still remains a major factor in determining the relative performance of pharma. It's, it's appetite for tech versus pharma. But we've, we've argued for a long while that the fundamentals of pharma look, look good operationally. These businesses are strong. The political environment looks much more favorable, particularly on pricing. And then, as you say, there is the issue of M&A. We, we have the speculation around the Astra-Bristol-Myers deal recently. But beyond that, there has been a lot of M&A recently. Q2 was the, was the busiest quarter by value this decade for M&A within the biopharma space. And I don't see that abating anytime soon.
Simon Baker — Squawk on the Street · 11AM Hour: Moderna and Merck Shares Surge, Former CEA Chair Jason Furman & Chinese Robotics Company Soars in Shanghai Debut 8/19/26 · 2026-08-19