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Bristol Myers Squibb10-K: Competitor named

Pomalyst faces US generic entry in Q1 2026, creating imminent revenue pressure.

What happened

The imminent loss of market exclusivity for Pomalyst in the US will directly impact a key revenue stream starting in the first quarter of 2026. This near-term event adds significant pressure on the company to accelerate its pipeline and find replacement revenue.

Source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Competitor named

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 11, 2026

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The full record

From the Signal API record

Details

CIK
14272
Accession number
0000014272-26-000004
Timeframe
Next year
Filing year
2026
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Regions named

  • U.S.

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
competitorNamed

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/c1d67d2c-7c85-4251-843c-85bbeb81a5c8 returns this record as JSON. POST /v1/companies/enrich returns every signal for bms.com.

{
  "signal_id": "c1d67d2c-7c85-4251-843c-85bbeb81a5c8",
  "signal_type": "sec-10k",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-02-17T06:30:02.078+00:00",
  "company": {
    "name": "Bristol Myers Squibb",
    "domain": "bms.com"
  },
  "data": {
    "detail": "The imminent loss of market exclusivity for Pomalyst in the US will directly impact a key revenue stream starting in the first quarter of 2026. This near-term event adds significant pressure on the company to accelerate its pipeline and find replacement revenue.",
    "metrics": {
      "timeframe": "next_year"
    },
    "summary": "Pomalyst faces US generic entry in Q1 2026, creating imminent revenue pressure.",
    "excerpts": "For Pomalyst in the U.S., generic entry is expected in the first quarter of 2026.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/14272/000001427226000004/bmy-20251231.htm",
    "filing_date": "2026-02-11",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "regions_mentioned": [
      "U.S."
    ]
  }
}

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