Replies to post #113621 on Biotech Values

[mcbio]

BMY issued 2011 non-GAAP EPS guidance of $2.10-2.20 (2.00-2.10 GAAP):

finance.yahoo.com/news/BristolMyers-Squibb-Delivers-bw-3110410876.html?x=0&.v=1

BMY reiterated 2013 (first year post-Plavix) non-GAAP EPS guidance of $1.95+ that was first given in Mar 2010 (#msg-47502391). There is no official guidance for 2012.

Did you, or others, by chance listen to BMY's 4Q10 CC? Just curious if the collaboration with VRUS came up at any point during planned remarks or Q&A and if there was anything of note.

[DewDiligence]

BMY raised 2011 non-GAAP EPS guidance to $2.20-2.30 from the prior range of $2.08-2.18:

http://finance.yahoo.com/news/BristolMyers-Squibb-Delivers-bw-2995389373.html?x=0&.v=1

Non-GAAP EPS guidance for 2013 (first year post Plavix genericization) is unchanged at $1.95+ (#msg-47502391). There is no formal guidance for 2012.

[DewDiligence]

BMY issues 2012 non-GAAP EPS guidance of $1.90-2.00:

http://finance.yahoo.com/news/Bristol-Myers-Squibb-Delivers-bw-1416929569.html?x=0

The 2012 forecast is down from 2011’s non-GAAP EPS of $2.28 due to the looming patent expiration of Plavix and the Avapro franchise.

One year ago (#msg-59322186), BMY issued 2013 (i.e. post-Plavix) non-GAAP EPS guidance of $1.95+, but this guidance is no longer in effect, as far as I know.