Bristol Myers Squibb

NASH / MASHsmall molecule

Oncology - Solidsmall molecule

Neurologysmall molecule

Rare Diseasesmall molecule

Cardio-Renalsmall molecule

small moleculecardiac myosin inhibitor

Pipeline & catalysts

1 drug · 1 programs · 2 upcoming catalysts

Pipeline by phase1programs

Preclin0
Ph10
Ph20
Ph30
Filed0
Approved1

CAMZYOS

mavacamten

Hypertrophic Cardiomyopathy

Approved

1 program·1 trial·View drug →

Upcoming catalysts2

Enroll.JUN2026·2 monthsMONTH

ODYSSEY-HCM Phase 3 Enrollment Complete (nHCM)

Procedural milestone: enrollment finishes for the Phase 3 trial of CAMZYOS in non-obstructive HCM. Anchors the Q2 2027 readout date.

Cited“ODYSSEY-HCM, the Phase 3 study of CAMZYOS in non-obstructive HCM, is expected to complete enrollment in June 2026.”

Enrollment Complete·PR·disclosed 8d ago·NCT04349072n=460

ReadoutQ2'27·11 monthsQTR

CAMZYOS ODYSSEY-HCM Phase 3 Topline (nHCM)

Phase 3 efficacy readout for CAMZYOS in non-obstructive HCM. CAMZYOS is currently approved only in the obstructive form (oHCM); non-obstructive HCM has roughly 2x the U.S. patient population. Watch: KCCQ-23 score and pVO2 change vs. placebo.

Cited“Topline results from ODYSSEY-HCM are anticipated in the second quarter of 2027.”

Topline Readout·PR·disclosed 8d ago·NCT04349072n=460

Past catalyst impact

3 historical events · % change vs announcement

DateKindEventOutcome+1W+1M+6M

Jan 25, 2026Enroll.CAMZYOS — Pivotal Enrollment CompletePositive+5.3%+3.9%+6.1%

Jul 4, 2024ReadoutCAMZYOS — Phase 3 Topline — Mixed ResultNegative-35.7%-19.8%-29.2%

May 5, 2024InterimCAMZYOS — Phase 3 Interim — Stopped for EfficacyPositive+18.2%+17.1%+9.3%

% change vs ticker close on the announcement date · backtest illustrative

Smart money

Insider activity

SEC EDGAR Form 4 · last 90 days

Insider activity · last 90 days

Form 4 trail · 6 transactions · 6 insiders

Net flow

−$36.2M

Buys

$3.0M

1 txns

Sells

$39.3M

4 txns

Largest

−$26.9M

10% Owner sell

Net flow per quarter · last 8Q

7 txns · sum −$39.77M

24Q324Q425Q125Q225Q325Q426Q126Q2

buys · $3.01Msells · $42.78M

Insider · roleActionSharesPriceValueDate

L. Mendoza

10% Owner

Sell241,967$111.15−$26.9M

Apr 23, 2026

P. Goldstein

CEO

Sell10,294$133.70−$1.4M

Mar 30, 2026

D. Park

CSO

Buy25,998$115.92+$3.0M

Mar 26, 2026

J. Tanaka

CSO

Award7,242$157.04$1.1M

Mar 22, 2026

L. Kim

CEO

Sell65,862$142.45−$9.4M

Feb 28, 2026

S. Morais

EVP

Sell11,676$136.98−$1.6M

Jan 25, 2026

Congressional trading

STOCK Act PTRs · House & Senate

Congressional trading · STOCK Act · last 365d

9 trades · 6 members

1 near a catalyst

Est. net flow

+$124K

midpoint · brackets only

Buys

Sells

Party mix

3 D6 R

Member · chamberActionBracket~ midpointOwnerDate · disclosure

Rep. N. Schaefer

House · WI

Buy$500K–$1.00M~$750Kjoint

Apr 18, 2026

filed +34d

73d to catalyst

Rep. Q. Yates

House · AL

Sell$250K–$500K~$375Kspouse

Jan 17, 2026

filed +41d

Sen. D. Greenwood

Senate · TX

Sell$1K–$15K~$8Kspouse

Jan 12, 2026

filed +36d

Sen. D. Greenwood

Senate · TX

Sell$1.00M–$5.00M~$3.00Mspouse

Dec 4, 2025

filed +40d

Rep. N. Schaefer

House · WI

Buy$50K–$100K~$75Kspouse

Nov 24, 2025

filed +20d

Rep. Q. Yates

House · AL

Buy$15K–$50K~$33Kjoint

Oct 16, 2025

filed +24d

Sen. E. Mendoza

Senate · AZ

Sell$100K–$250K~$175Kspouse

Sep 26, 2025

filed +9d

Sen. C. Walsh

Senate · NY

Buy$1.00M–$5.00M~$3.00Mspouse

Aug 21, 2025

filed +36d

Rep. H. Patel

House · IL

Partial sell$100K–$250K~$175Kself

Jul 12, 2025

filed +4d

Source: Senate eFD & House Clerk PTR feeds · members must disclose within 45 days · midpoints reflect bracket midpoint, not actual transaction value

Top ETF holders

ETF NAV disclosures · 13F filings

ETF holders · NAV disclosures

2 ETFs hold the position

Held by ETFs

$19.3M

aggregate position

Of market cap

0.02%

aggregate ETF share

Top holder

IYH0.45%

iShares U.S. Healthcare ETF

TickerETF · familyThemeNAV% of NAVPosition

IYH

iShares U.S. Healthcare ETF

iShares

Broad healthcare$3.40B0.45%$15.3M

XBI

SPDR S&P Biotech ETF

SPDR

Broad biotech$7.90B0.05%$4.0M

Source: ETF NAV disclosures + quarterly 13F filings · narrow-theme ETFs disclose holdings daily; broad ETFs quarterly · % of NAV is the position weight inside the fund

KOL network

CMS OpenPayments · 2024 – 2025

KOL network · CMS OpenPayments

32 physicians paid · 139 disclosed records

Total 2025+2024

$7.54M

YoY

+15%

Equity / Ownership$2.41MCo-Investigator$2.24MResearch Grant$2.16MConsulting$374.8KSpeaking$263.5KTravel & Lodging$77.7KFood & Beverage$5.0K

Physician · affiliationSpecialtyTop categoryTotalRecords

Dr. Tomás Goldstein

Stanford Medicine

Hematology / OncologyEquity / Ownership$553.4K7

Dr. Priya Iyer

University of Michigan

Bone Marrow TransplantEquity / Ownership$532.9K7

Dr. Sarah Iyer

MD Anderson

Hematology / OncologyResearch Grant$472.5K7

Dr. James Iyer

Duke University

Hematology / OncologyResearch Grant$458.4K5

Dr. Sofia Müller

MD Anderson

Hematology / OncologyResearch Grant$377.3K3

Dr. Liam Walsh

Mass General Hospital

Bone Marrow TransplantCo-Investigator$354.2K5

Dr. Liam Romano

Duke University

Hematology / OncologyCo-Investigator$321.7K5

Dr. Daniel Walsh

Cedars-Sinai

Hematology / OncologyResearch Grant$301.0K6

Dr. Olivia Walsh

Cleveland Clinic

Bone Marrow TransplantCo-Investigator$267.2K3

Dr. Kavya Romano

Yale Medical

Bone Marrow TransplantCo-Investigator$265.8K4

Source: CMS OpenPayments · quarterly drops · physicians identified by NPI · aggregated across all programs

Government & IP

Federal lobbying

Senate LDA disclosures · last 8 quarters

Federal lobbying · LDA · last 8 quarters

$1.15M disclosed · 3 firms engaged

YoY change

+7%

last 4Q vs prior 4Q

24Q3Q425Q1Q2Q3Q426Q1Q2

Top lobbying firms · last 8Q

Squire Patton Boggs$524K

7 quarters active

Mehlman Castagnetti$317K

5 quarters active

BGR Group$304K

4 quarters active

Top issues lobbied

BIOSIM Act / Biosimilars$524K
Drug Supply Chain Security Act$317K
FDA user fee reauthorization (PDUFA / BsUFA)$152K
Inflation Reduction Act drug-price negotiation$152K

Source: Senate LDA database (lda.senate.gov) · quarterly registrant filings · spend is the company-wide total disclosed

Government contracts

USAspending.gov · BARDA · NIH · DoD · HHS · VA

Federal contracts · USAspending.gov

2 awards · 2 agencies

Total awarded

$33.4M

across all programs

Active

$30.6M

option periods incl.

Top agency

NIH / NCI$30.6M

largest active: Immuno-Oncology Combination Trial Sponsorship

AgencyTitle · type · award IDStatusValueAwarded → ends

NIH / NCI

Immuno-Oncology Combination Trial Sponsorship

Cooperative Agreement · NIH-63044261

active$30.6MMar 2025→ Jan 2028

Veterans Health Administration — Specialty Drug Supply

Contract · VA-12840245

completed$2.8MDec 2023→ Dec 2024

Source: USAspending.gov · SAM.gov · every federal contract / grant / cooperative agreement is public · values are obligated awards (may include option periods)

U.S. Patents

USPTO PEDS & Patent Public Search

U.S. Patents · USPTO

2 granted · 5 pending

Total in portfolio

Granted in last 12mo

Expiring < 2yr

Nearest expiry

Apr 2033

Patent #Title · inventor · drugTypeStatus · filedExpiry

US 2026/2042115 A1

Combination therapy comprising CAMZYOS

J. Romano + 1 · CAMZYOS

Method of Use

pendingfiled Apr 2026

in prosecution

US 2026/0495335 A1

Therapeutic peptide compositions for CAMZYOS

A. Patel + 4 · CAMZYOS

Composition of Matter

pendingfiled Apr 2026

in prosecution

US 2025/6660882 A1

Small molecule modulators of CAMZYOS

F. Walsh · CAMZYOS

Composition of Matter

pendingfiled Apr 2025

in prosecution

US 2023/6817345 A1

Purification methods for CAMZYOS

M. Voss + 3 · CAMZYOS

Process

pendingfiled Apr 2023

in prosecution

US 2022/0756622 A1

Dosing regimens for chronic administration of CAMZYOS

J. Voss + 3 · CAMZYOS

Method of Use

pendingfiled Apr 2022

in prosecution

10,624,761

Pediatric methods of use for CAMZYOS

F. Walsh + 4 · CAMZYOS

Method of Use

grantedfiled Apr 2013

exp. Apr 2033

7.0y left

11,966,487

Lipid nanoparticle formulations comprising CAMZYOS

C. Andersson + 1 · CAMZYOS

Composition of Matter

grantedfiled Apr 2013

exp. Apr 2033

7.0y left

Source: USPTO PEDS & Patent Public Search · composition-of-matter is the headline asset · expiration = 20 years from filing

News

PR wires · biotech trades · company IR · last 90 days

News · last 90 days

18 items from 5 categories

clinical6corporate6regulatory4earnings1partnership1

just now

FDA grants Fast Track Designation to BMY's CAMZYOS program

FierceBiotech·regulatory

1d ago

BMY to host Q1 earnings call and pipeline review

Business Wire·earnings

1d ago

BMY announces interim analysis from CAMZYOS pivotal study

BMY announces interim analysis from CAMZYOS pivotal study

5d ago

BMY doses first patient in Phase 3 CAMZYOS study

13d ago

BMY closes ex-U.S. rights deal worth $4.8 billion in milestones

21d ago

PR Newswire·partnership

22d ago

BMY announces $84 million private placement

PR Newswire·corporate

23d ago

BMY provides corporate update at investor conference

PR Newswire·corporate

29d ago

FDA accepts BMY's NDA for CAMZYOS; PDUFA date set

Endpoints News$·regulatory

BMY appoints new Chief Medical Officer

Business Wire·corporate

BMY adds independent director to Board

PR Newswire·corporate

BMY appoints new Chief Medical Officer

Business Wire·corporate

BMY presents CAMZYOS data at major medical conference

BMY completes enrollment in CAMZYOS Phase 2 trial

2mo ago