Recursion Pharmaceuticals and Schrödinger represent different approaches to AI-driven drug discovery—one biotech-focused with clinical-stage programs, the other software-first with recurring revenue. While both show strong growth (26.9% and 23.3% respectively), Recursion trades at a premium valuation (26.1x P/S) with significant losses and no approved products, while Schrödinger has a lower P/S ratio (4.3x) and improving profitability. The analyst recommends neither stock currently but would choose Schrödinger if forced to pick, citing its established software business and improving financial trajectory.

Bristol Myers Squibb appears attractively valued with a 16x P/E ratio and 4.4% dividend yield, but the discount is justified by significant patent expirations looming through 2028. Key drugs like Revlimid, Pomalyst, and Eliquis face generic competition, creating near-term headwinds. The stock may suit long-term investors but carries uncertainty in the short to medium term.

CRISPR Therapeutics acquired CTX611, a clinical-stage siRNA therapy targeting Factor XI for blood clot prevention, for $95 million upfront. The program could significantly impact the company's revenue despite being a follower in a competitive anticoagulant market dominated by Eliquis and other therapies. With only $1.4 million in Q1 2026 revenue, success with CTX611 could be transformative for the stock.

The article compares two gene-editing biotech companies: CRISPR Therapeutics, which has FDA-approved CASGEVY therapy and stronger financials, versus Editas Medicine, which focuses on in vivo gene editing but lacks FDA approval and has a weaker balance sheet. CRISPR Therapeutics is recommended as the better 2026 investment due to its commercial-stage advantage, stronger cash position, and lower financial risk, despite Editas offering potentially greater upside if successful.

BioNTech and Bristol Myers Squibb announced interim results from the ROSETTA Lung-02 Phase 2/3 study showing that their bispecific PD-L1xVEGF-A immunomodulator candidate Pumitamig demonstrated encouraging anti-tumor activity in combination with chemotherapy for advanced non-small cell lung cancer (NSCLC). The drug showed confirmed objective response rates of 63.6% in non-squamous and 72.7% in squamous NSCLC subtypes at the lower dose, with consistent efficacy across all PD-L1 expression levels. The companies are advancing a comprehensive global Phase 3 development program with multiple ongoing trials.

BioNTech and Bristol Myers Squibb announced interim Phase 2 data from the ROSETTA Lung-02 trial showing that their investigational bispecific immunomodulator pumitamig combined with chemotherapy demonstrated encouraging anti-tumor activity in first-line non-small cell lung cancer, with confirmed objective response rates of 63.6% in non-squamous and 72.7% in squamous subtypes at the lower dose. The drug showed consistent efficacy across PD-L1 expression levels with a manageable safety profile, and is advancing through a comprehensive Phase 3 development program.

BioNTech will present clinical data at ASCO 2026 showing encouraging anti-tumor activity for pumitamig in combination with chemotherapy across multiple cancer types, and positive overall survival data for gotistobart in platinum-resistant ovarian cancer. The company is advancing 25+ Phase 2/3 trials including 13 pivotal trials across its diversified oncology pipeline.

BioNTech will present clinical data at the 2026 ASCO Annual Meeting on late-stage oncology pipeline programs, including positive Phase 2 data from ROSETTA Lung-02 for Pumitamig (in combination with chemotherapy for non-small cell lung cancer) and overall survival data for Gotistobart in platinum-resistant ovarian cancer. The company is advancing a diversified portfolio with over 25 Phase 2/3 clinical trials, including 13 ongoing registration-relevant studies.

Bristol Myers Squibb (BMY) is trading at an unusually low valuation of approximately 10 times forward earnings and 9.9 times trailing free cash flow despite generating $46-47.5 billion in expected annual revenue and offering a 4%+ dividend yield. While the company faces patent cliffs from drugs like Revlimid and future competition for Eliquis, newer products are offsetting legacy declines with strong growth. The company is also implementing $2 billion in annual cost savings by 2027, suggesting the market may be undervaluing BMY's potential.

Bristol-Myers Squibb is deploying Anthropic's Claude enterprise AI across its entire global operations to over 30,000 employees, focusing on drug discovery and development. This deal exemplifies Anthropic's strategy of embedding AI deeply into regulated enterprise workflows to create high switching costs, contrasting with OpenAI's geographic expansion approach. Anthropic is rapidly building enterprise partnerships across life sciences, consulting, finance, and insurance sectors.

Bristol-Myers Squibb announced a strategic partnership with Anthropic to deploy advanced AI capabilities across its operations, focusing on drug discovery and development in oncology and neuroscience. The collaboration will leverage AI, multimodal data, and Tempus' analytical platform to streamline research, clinical development, and manufacturing processes, aiming to improve trial design and patient population identification.

Tempus AI and Bristol Myers Squibb announced an expanded collaboration to use AI and real-world data to improve clinical trial design across oncology and neuroscience programs. The partnership leverages Tempus' Lens platform to analyze patient records and aims to strengthen drug development strategies, identify appropriate patient populations, and accelerate treatment delivery, building on their existing Next Pathways program.