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Izzy Englander Sees Value in Bristol Myers
Description
Billionaire investor Izzy Englander’s Millennium Management just piled into Bristol Myers Squibb, buying over 5.8 million shares in Q1 2026 — a bold move amid looming patent cliffs for key drugs like Eliquis and Opdivo. While generic competition usually crushes pharma stocks, Englander sees opportunity: the company’s AI-driven R&D and next-gen drug pipeline could offset losses. Trading at a bargain valuation under 9x earnings and paying over 4% dividend, this bet on innovation could spark a rebound — making it a must-watch play in healthcare stocks.
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