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BMY Looks to Launch Higher After Cancer Treatment Approval

Analyzing Bristol-Myers Squibb stock as a potential growth and dividend play

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Bristol-Myers Squibb Co (NYSE:BMY) is a global biopharmaceutical company that focuses on the discovery, development, and delivery of medications. The company manufactures prescription pharmaceuticals and biologics in several therapeutic areas, including cancer, HIV/AIDS, cardiovascular disease, diabetes, hepatitis, rheumatoid arthritis, and psychiatric disorders. Bristol-Myers Squibb also wholly owns the subsidiaries Celgene and Juno Therapeutics.

Yesterday, June 29, Bristol-Myers Squibb announced that the European Commission approved the its latest cancer treatment, Opdivo (nivolumab) plus Yervoy (ipilimumab) combination. The medications will help adult patients with mismatch repair deficient or microsatellite instability-high metastatic colorectal cancer, after prior fluoropyrimidine-based combination chemotherapy. In response, BMY was last seen trading up 0.1% at $66.37.

Bristol-Myers Squibb stock has increased by 12% year-over-year and now up about 11% since hitting its October bottom of $56.75. Additionally, shares of Bristol-Myers Squibb stock have grown by 7% year-to-date and are off just 2% from its late-May peak of $67.96. BMY also has a forward dividend of $1.96 and a dividend yield of 2.98%.

In recent history, Bristol-Myers Squibb has an almost squeaky clean reputation in the earnings confessional, outperforming Wall Street's expectations on all three of four its most recent quarterly earnings reports. However, it is worth noting that BMY's earnings per share (EPS) for the most recently reported first quarter of 2021, served as the one earnings miss. Analysts are optimistic that earnings will have increase moving forward, however, with an estimated $1.91 EPS expected for the current quarter.

Bristol-Myers Squibb has seen significant revenue growth in recent years. Most notably, the company increased revenues by 62.6% in fiscal 2020. In addition, BMY has grown revenues by 104% since fiscal 2017. However, Bristol-Myers Squibb has experienced massive losses on the bottom-line as the company's expenses also increased notably. For fiscal 2020, BMY reported $9 billion in net losses, which was a $12.4 billion decrease compared to fiscal 2019.

Digging deeper, short-term option traders have been leaning optimistic. This is per the security's Schaeffer's put/call open interest ratio (SOIR) of 0.34, which sits in the 4th annual percentile, meaning calls have rarely been more popular over the past 12 months. 

Those wanting to get in on Shake Shack stock's next move with options are in luck, as premiums can be had for a steal at the moment. The security's Schaeffer's Volatility Index (SVI) of 16% sits in the low 3rd percentile of readings from the past year, meaning options players are pricing in low volatility expectations.

 

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