Skip to main content
Bristol Myers Squibb10-K: Market share loss

Revlimid faces unlimited generic competition in the US starting January 31, 2026

What happened

Previously volume-limited licenses for generic versions of Revlimid will become unlimited after January 31, 2026. This will expose a major product to full generic competition, leading to accelerated revenue decline and intense pricing pressure in the US market.

Source

SEC EDGARFeb 11, 2026

Annual report (Form 10-K)

Bristol Myers Squibb 10-K for FY2025

Filing excerpt

For Revlimid, in the U.S., certain generic companies have begun marketing generic lenalidomide products pursuant to volume-limited licenses granted as part of litigation settlements.

sec.gov/Archives/edgar/data/14272/000001427226000004/bmy-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market share loss

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

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

More 10-K signals at other companies

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
Urgency to improve

Topics and mentions

Regions named

  • U.S.
  • EU
  • Japan

Extraction

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

Use this data

Get every 10-K signal for Bristol Myers Squibb and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Bristol Myers Squibb this week?”

  2. Send it to your own tools

    The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

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/8c9fe6ba-611c-4a98-a888-512ae94e9f51 returns this record as JSON. POST /v1/companies/enrich returns every signal for bms.com.

{
  "signal_id": "8c9fe6ba-611c-4a98-a888-512ae94e9f51",
  "signal_type": "sec-10k",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-02-17T06:30:02.078+00:00",
  "company": {
    "name": "Bristol Myers Squibb",
    "domain": "bms.com"
  },
  "data": {
    "detail": "Previously volume-limited licenses for generic versions of Revlimid will become unlimited after January 31, 2026. This will expose a major product to full generic competition, leading to accelerated revenue decline and intense pricing pressure in the US market.",
    "metrics": {
      "timeframe": "next_year"
    },
    "summary": "Revlimid faces unlimited generic competition in the US starting January 31, 2026",
    "excerpts": "For Revlimid, in the U.S., certain generic companies have begun marketing generic lenalidomide products pursuant to volume-limited licenses granted as part of litigation settlements.",
    "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": "Urgency to improve",
    "signal_category": "market",
    "regions_mentioned": [
      "U.S.",
      "EU",
      "Japan"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.