Bristol Myers Squibb (BMY)

[chmcnfunds]

Seems like easy money given they still have the opportunity modeled by Goldman this morning ("Goldman believes the interim analysis will occur in later this year with a potential regulatory filing in Q4. Its valuation models assume the launch of the combo by 2018, with $1B in sales in first-line lung cancer by 2020 (with a 25% risk adjustment). It adds that Bristol's current price reflects no value for Opdivo in lung cancer and any weakness represents a buying opportunity.") and additionally BMY receives almost 2/3rd's that figure without all the development, production and marketing efforts.

BMY