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Bristol Myers Squibb10-Q: Competitor named

Legacy drug portfolio revenue collapses due to generic erosion; Revlimid sales down 56% YTD.

What happened

The company is facing severe revenue loss from its legacy products due to generic competition, with Revlimid revenue falling by nearly $1 billion YTD. This creates immense pressure to maximize efficiency and accelerate the growth of new products, making the company receptive to solutions that improve commercial operations, pricing strategies, and market access to defend against competitors...

Source

SEC EDGARJul 30, 2026

Quarterly report (Form 10-Q)

Bristol Myers Squibb 10-Q

Filing excerpt

Revlimid revenues decreased 49% during the second quarter of 2026 and 56% year-to-date, primarily due to lower demand in the U.S. as a result of generic erosion...

sec.gov/Archives/edgar/data/14272/000001427226000020/bmy-20260630.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

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

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

Fiscal year end
06/30
Filed
Jul 30, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
-$1B (Revlimid YTD revenue decline ($773M in 2026 vs $1,774M in 2025))
Percent
-56% (Revlimid YTD revenue change)

Details

CIK
14272
Accession number
0000014272-26-000020
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Vendors

  • Pfizer
  • Merck

Competitors

  • Dr. Reddy's Laboratories

Regions named

  • United States
  • EU
  • Japan

Extraction

Confidence
High
Relevance
95%
Sentiment
Negative
Detected
Aug 4, 2026
signal_type
sec-10q
signal_subtype
competitorNamed

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/e9cae7ee-2e07-4d5a-8cc2-5edf538255de returns this record as JSON. POST /v1/companies/enrich returns every signal for bms.com.

{
  "signal_id": "e9cae7ee-2e07-4d5a-8cc2-5edf538255de",
  "signal_type": "sec-10q",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-08-04T07:05:34.637+00:00",
  "company": {
    "name": "Bristol Myers Squibb",
    "domain": "bms.com"
  },
  "data": {
    "detail": "The company is facing severe revenue loss from its legacy products due to generic competition, with Revlimid revenue falling by nearly $1 billion YTD. This creates immense pressure to maximize efficiency and accelerate the growth of new products, making the company receptive to solutions that improve commercial operations, pricing strategies, and market access to defend against competitors like Dr. Reddy's Laboratories.",
    "metrics": {
      "pct": -0.56,
      "timeframe": "current_year",
      "pct_context": "Revlimid YTD revenue change",
      "dollar_context": "Revlimid YTD revenue decline ($773M in 2026 vs $1,774M in 2025)",
      "dollar_millions": -1001
    },
    "summary": "Legacy drug portfolio revenue collapses due to generic erosion; Revlimid sales down 56% YTD.",
    "excerpts": "Revlimid revenues decreased 49% during the second quarter of 2026 and 56% year-to-date, primarily due to lower demand in the U.S. as a result of generic erosion...",
    "relevance": 0.95,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/14272/000001427226000020/bmy-20260630.htm",
    "filing_date": "2026-07-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "regions_mentioned": [
      "United States",
      "EU",
      "Japan"
    ],
    "vendors_mentioned": [
      "Pfizer",
      "Merck"
    ],
    "competitors_mentioned": [
      "Dr. Reddy's Laboratories"
    ]
  }
}

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