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Bristol Myers Squibb10-Q: Market share loss

Revlimid revenue plummets 63% due to generic erosion after license limits expired Jan 2026

Read at SEC EDGAR

What happened

The company is facing severe revenue decline from its legacy drug Revlimid, with sales dropping by over $580M in a single quarter. This is a direct result of generic competition becoming unrestricted in the U.S. as of January 31, 2026, creating significant financial pressure to find replacement revenue streams.

Source

SEC EDGARApr 30, 2026

Quarterly report (Form 10-Q)

Bristol Myers Squibb 10-Q

Filing excerpt

Revlimid revenues decreased 63% during the first quarter of 2026, primarily due to lower demand in the U.S. as a result of generic erosion.

sec.gov/Archives/edgar/data/14272/000001427226000010/bmy-20260331.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

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

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

Fiscal year end
03/31
Filed
Apr 30, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$587M (YoY revenue decline for Revlimid ($936M in Q1 2025 vs $349M in Q1 2026))
Percent
-63% (YoY revenue change for Revlimid)

Details

CIK
14272
Accession number
0000014272-26-000010
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Urgency to improve

Topics and mentions

Regions named

  • United States
  • EU
  • Japan

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
marketShareLoss

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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
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Show the full JSONThe record on this page and the API request

GET /v1/signals/5fb33502-fbed-4c7a-8083-483a0a09a0cf returns this record as JSON. POST /v1/companies/enrich returns every signal for bms.com.

{
  "signal_id": "5fb33502-fbed-4c7a-8083-483a0a09a0cf",
  "signal_type": "sec-10q",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-05-05T08:48:21.337+00:00",
  "company": {
    "name": "Bristol Myers Squibb",
    "domain": "bms.com"
  },
  "data": {
    "detail": "The company is facing severe revenue decline from its legacy drug Revlimid, with sales dropping by over $580M in a single quarter. This is a direct result of generic competition becoming unrestricted in the U.S. as of January 31, 2026, creating significant financial pressure to find replacement revenue streams.",
    "metrics": {
      "pct": -0.63,
      "timeframe": "current_quarter",
      "pct_context": "YoY revenue change for Revlimid",
      "dollar_context": "YoY revenue decline for Revlimid ($936M in Q1 2025 vs $349M in Q1 2026)",
      "dollar_millions": 587
    },
    "summary": "Revlimid revenue plummets 63% due to generic erosion after license limits expired Jan 2026",
    "excerpts": "Revlimid revenues decreased 63% during the first quarter of 2026, primarily due to lower demand in the U.S. as a result of generic erosion.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/14272/000001427226000010/bmy-20260331.htm",
    "filing_date": "2026-04-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "regions_mentioned": [
      "United States",
      "EU",
      "Japan"
    ]
  }
}

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