Sandra Leung
On February 14 , 2025, Sandra Leung notified Bristol-Myers Squibb Company (the “Company”) of her intention to retire from her position as Executive Vice President, General Counsel in 2025.
Highest-materiality recent filing
All 11 director nominees elected with >1.46B votes for each.
Bristol Myers Q1 revenue $11.5B (+3%); reaffirms 2026 guidance trending upper end
Q1 revenue $11.5B, up 3% YoY (1% ex-FX); Growth Portfolio revenue $6.2B (+12% / +9% ex-FX).
Q4 revenue $12.5B (+1% YoY); Growth Portfolio rev $7.4B (+16%). Full-year rev $48.2B.
Christopher Boerner, Board Chair & CEO, presented at 44th Annual J.P. Morgan Healthcare Conference on Jan 12, 2026.
BMY completes early settlement of ~$7.5B tender offers for 15 note series
Amended Pool 1 max purchase price to ~$3.99B; Pool 2 max to ~$3.51B.
BMY subsidiary issues €5B notes (2.973%-4.581%) to fund tender offer and general purposes
Issued €5B across five tranches: €750M (2030, 2.973%), €1.15B (2033, 3.363%), €1.15B (2038, 3.857%), €750M (2045, 4.289%), €1.2B (2055, 4.581%).
Bristol-Myers Squibb launches $7B cash tender offer for 15 series of outstanding notes
Offers up to $4B for Pool 1 notes (2026-2029 maturities) and $3B for Pool 2 notes (2031-2097).
Bristol Myers Q3 revenue $12.2B (+3% YoY), GAAP EPS $1.08, raises FY revenue guidance to ~$47.5-48B
Total revenues $12,222M (+3% YoY; +2% ex-FX); Growth Portfolio $6.9B (+18% ex-FX).
BMY Q2 revenue $12.3B, GAAP EPS $0.64, non-GAAP EPS $1.46; raises revenue guidance
Revenue $12.3B, +1% YoY; Growth Portfolio $6.6B, +18% YoY (+17% ex-FX).
Bristol Myers Squibb appoints Cristian Massacesi as CMO; Samit Hirawat departs by Nov 1
Cristian Massacesi, M.D., named EVP, Chief Medical Officer and Head of Development, effective August 1, 2025.
BMY shareholders elect all 11 directors, approve compensation, at 2025 annual meeting
All 11 director nominees elected; votes 'for' ranged from 1.49B to 1.53B.
Bristol-Myers Squibb Q1 revenue $11.2B (-6% YoY), GAAP EPS $1.20, raises FY guidance
Total revenues $11.2B, down 6% (4% ex-FX) from $11.865B in Q1 2024.
Bristol-Myers General Counsel Sandra Leung to retire in 2025
Sandra Leung notified company of her retirement from EVP, General Counsel role, effective in 2025.
BMY Q4 rev +8% to $12.3B, GAAP EPS $0.04; expands cost-savings by $2B
Q4 2024 revenues $12.3B (+8% YoY, +9% ex-FX); GAAP EPS $0.04, Non-GAAP EPS $1.67.
Bristol-Myers Squibb posts investor presentation at J.P. Morgan Healthcare Conference
Presentation posted on Jan 13, 2025, by CEO Christopher Boerner at the 43rd Annual J.P. Morgan Healthcare Conference.
Bristol Myers Q3 2024 revenue $11.9B (+8% YoY); raises full-year guidance, Cobenfy approved
Q3 2024 revenues $11.9B, up 8% (+10% ex-FX); GAAP EPS $0.60, Non-GAAP EPS $1.80.
Bristol Myers Q2 rev $12.2B (+9%), non-GAAP EPS $2.07, raises FY guidance
Revenues $12.2B up 9% YoY (+11% ex-FX); Growth Portfolio $5.6B up 18% (+21% ex-FX).
Bristol Myers Squibb elects former Agilent CEO Michael McMullen to board
Michael R. McMullen elected to board, effective July 1, 2024; board size increases to 11.
Amendment to eliminate/limit monetary liability for breach of duty of care for specified executive officers approved by majority of outstanding shares.
Bristol-Myers Squibb Q1 revenue up 5% to $11.9B; GAAP loss per share $5.89 on acquired IPRD charges
Q1 revenues $11,865M (+5% reported, +6% ex-FX); growth portfolio revenues $4,767M (+8%, +11% ex-FX).
Each Karuna share converted into $330 cash; deal closed March 18, 2024.
Bristol-Myers director Gerald Storch not seeking re-election; board size set to ten
Gerald Storch notified the Board on March 13, 2024, that he will not stand for re-election at the 2024 Annual Meeting.
BMY closes $13.5B multi-tranche note offering to fund Karuna and RayzeBio acquisitions
Issued nine tranches totaling $13.5B: Floating Rate Notes (2026) and fixed-rate notes from 2026 to 2064.
Bristol-Myers Squibb appoints Phil Holzer as Senior VP & Controller effective Feb 15, 2024
Phil Holzer appointed Senior Vice President and Controller, succeeding Sharon Greenlees who will move to another role.
BMY warns shareholders about unsolicited mini-tender offer at $55/share
Tutanota LLC offered $55/share for up to 500k BMY shares (<0.025% of outstanding).
Bristol Myers Q4 rev up 1% to $11.5B; Non-GAAP EPS $1.70; FY rev $45.0B; 2024 EPS guide $7.10-$7.40
Fourth quarter revenues $11.5B (+1% YoY); GAAP EPS $0.87, Non-GAAP EPS $1.70.
Bristol-Myers Squibb posts investor presentation for J.P. Morgan; details not in filing text
Presentation dated January 8, 2024, posted on BMS investor website.
Bristol Myers Squibb to acquire Karuna Therapeutics for $330/share, ~$14B equity value
Deal valued at $14.0B equity / $12.7B net of cash; 53.4% premium to KRTX Dec 21 close.
Bristol-Myers Squibb completes $4.5B note offering to finance Mirati acquisition
$4.5B note offering completed: $1B 5.75% due 2031, $1B 5.9% due 2033, $1.25B 6.25% due 2053, $1.25B 6.4% due 2063.
Bristol-Myers details CEO succession; Caforio to retire April 1, 2024, Boerner Chairman
Giovanni Caforio steps down as CEO, becomes Executive Chairman Nov 1, 2023, then retires from Board April 1, 2024.
Bristol-Myers Q3 rev $10.97B; GAAP EPS $0.93, non-GAAP $2.00; Mirati acquisition
Q3 revenues $10,966M, down 2% YoY (3% ex-FX); GAAP EPS $0.93 (+24%), non-GAAP EPS $2.00 (+1%).
Bristol-Myers Squibb enters $4B accelerated share repurchase with four banks
Entered ASR agreements with Bank of America, Citibank, JPMorgan Chase, and Morgan Stanley to repurchase $4.0B of common stock.
BMY Q2 revenue $11.2B, GAAP EPS $0.99, non-GAAP $1.75; cuts FY guidance on Revlimid decline
Q2 revenue $11.2B, down 6% YoY (5% ex-FX); GAAP EPS $0.99 (up 50% YoY), non-GAAP EPS $1.75 (down 9% YoY).
Bristol-Myers appoints COO and CEO-elect; shareholders elect board
Christopher Boerner named COO effective Apr 26, 2023 and CEO effective Nov 1, 2023; elected to Board May 2, 2023.
Bristol Myers Q1 revenue $11.3B, GAAP EPS $1.07, Non-GAAP $2.05; affirms non-GAAP guidance
Q1 2023 revenues $11.3B, down 3% YoY; in-line & new product portfolio grew 8% (10% ex-FX).
Bristol-Myers Squibb CEO Giovanni Caforio to retire Nov 1; Christopher Boerner named CEO successor
Giovanni Caforio to retire as CEO effective Nov 1, 2023; will become Executive Chairman for transition period.
Bristol-Myers reports no CVR payment due for Abraxane 2022 net sales of $909M
2022 Abraxane net sales of $908,974,933 triggered no payment under Celgene CVR agreement.
Q4 2022 revenues $11,406M (-5% YoY); full-year $46,159M (flat YoY).
Bristol-Myers EVP Research & Early Development Rupert Vessey to depart July 2023
Dr. Rupert Vessey, EVP Research and Early Development, leaves effective July 3, 2023.
BMY posts investor presentation for JP Morgan Conference on Jan 9, 2023
Company made an investor presentation available on its website; specific content not provided in filing.
BMY Q3 revenue $11.2B (-3% YoY), GAAP EPS $0.75, Non-GAAP $1.99
Revenue $11.2B, down 3% vs Q3 2021; U.S. revenue up 9% to $7.9B, international down 24% to $3.3B.
Bristol-Myers Q2 revenue $11.9B (+2% YoY); Non-GAAP EPS $1.93 (+18%); GAAP EPS guidance adjusted
Q2 revenue $11.887B, up 2% (5% ex-FX); U.S. revenue +12% to $8.3B, international revenue -16% (-8% ex-FX).
Bristol-Myers Squibb elects Dr. Deepak L. Bhatt to Board of Directors
Dr. Deepak L. Bhatt elected to Board effective June 14, 2022; Board size increases to 11.
Bristol-Myers annual meeting: all directors elected, shareholder proposals rejected
All 10 director nominees elected; votes ranged from 1.44B (Caforio) to 1.54B (Haller).
Bristol-Myers Q1 revenue $11.6B (+5%); Non-GAAP EPS $1.96 (+13%)
Revenue $11.648B, +5% YoY (7% ex FX); U.S. revenue $7.7B (+10%).
Bristol-Myers to revise non-GAAP reporting; Q1 2022 impact of -$0.10/share from Acquired IPRD
Starting Q1 2022, non-GAAP results will include significant R&D charges from asset acquisitions and licensing, previously excluded.
Bristol-Myers appoints Sharon Greenlees as new SVP and Controller
Sharon Greenlees becomes Senior VP and Controller effective April 25, 2022; most recently at AbbVie as VP and Controller, R&D Finance.
Bristol-Myers Squibb upsizes note tender offers, accepts ~$5.15B principal, early settlement March 4
Upsized maximum aggregate purchase price from $4.0B to accept all valid tenders; accepted ~$5.15B principal across 22 series.
Bristol-Myers Squibb issues $6B in notes across 2032-2062 maturities
Completed $6B offering: $1.75B 2.95% notes due 2032, $1.25B 3.55% due 2042, $2B 3.70% due 2052, $1B 3.90% due 2062.
BMY reports 2021 Abraxane net sales of $1.18B, triggers $4.5M CVR payment
Abraxane net sales for 2021: $1,181,043,283 as recorded in BMY financial statements.
On February 14 , 2025, Sandra Leung notified Bristol-Myers Squibb Company (the “Company”) of her intention to retire from her position as Executive Vice President, General Counsel in 2025.
On June 18, 2024, the Board of Directors (the “Board”) of Bristol-Myers Squibb Company (the “Company”) elected Mr. Michael R. McMullen to serve as a member of the Board, effective July 1, 2024.
On March 13, 2024, Mr. Gerald Storch notified the Board of Directors (the "Board") of Bristol-Myers Squibb Company (the "Company") that he will not stand for re-election to the Board of the Company at the 2024 Annual Meeting of Shareholders.
Ms. Sharon Greenlees, Senior Vice President and Controller, will assume another role at the Company, effective February 15, 2024.
Effective February 15, 2024, Mr. Phil Holzer will be appointed Senior Vice President and Controller of Bristol-Myers Squibb Company
On October 25, 2023, Dr. Caforio advised the Board that he will not stand for re-election to the Board at the 2024 Annual Meeting of Shareholders, and will retire from the Board, effective April 1, 2024.
appointment of Christopher Boerner, Ph.D. as Chief Executive Officer by the Board, effective November 1, 2023
the Board approved the appointment of Dr. Boerner as Chairman of the Board in addition to Chief Executive Officer, effective April 1, 2024
retirement of Giovanni Caforio, M.D. as Chief Executive Officer and his election as Executive Chairman of the Board of Directors of the Company (the “Board”), effective November 1, 2023
the Board elected Dr. Boerner, to serve as a member of the Board, effective May 2, 2023
appointed Christopher Boerner, Ph.D., to serve as the Company’s Chief Operating Officer, effective April 26, 2023
and as the Chief Executive Officer, effective November 1, 2023
Max materiality 1.00 · Median 0.62 · Most common event earnings