Bristol-Myers: Walking Blindfolded To A $30 Billion Patent Cliff
Source: SeekingAlpha
2026-02-11 10:00:00 ET
It takes all the running you can do to keep in the same place. If you want to get somewhere else, you must run at least twice as fast!
—Through the Looking-Glass (Lewis Carroll)
Looking Back
About 1.5 years ago, I opened a Long position in Bristol-Myers Squibb Company ( BMY ) and wrote a bullish article called ' Don't Let The Market Fool You .'...
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Bristol-Myers: Walking Blindfolded To A $30 Billion Patent Cliff
Novartis AG
NASDAQ: NVS
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