It sure seems that PFE is the most frequently mentioned purchaser and as a a holder would be just fine with 30%. It was overbought back when it was $75/76.
Current consensus is only ~10%
Consensus Ratings for Bristol-Myers Squibb Company (NYSE:BMY) (How are Consensus Ratings Calculated?) Ratings Breakdown: 1 Sell Rating, 10 Hold Ratings, 10 Buy Ratings Consensus Rating: Hold (Score: 2.43) Consensus Price Target: $62.35 (10.81% upside)
"Bristol-Myers Could Return 40% in Two to Three Years" by Vito J. Racanelli points out that Bristol-Myers Squibb Co (NYSE: BMY) may not be a high-flying tech stock, but it is a leader in high-tech cancer treatments. Though the drugmaker has taken a beating after a disappointing lung-cancer trial and a related setback involving its Opdivo, see how patient investors could be rewarded"