Latest Quarterly Report
Filed: 2026-04-30
Key Insights
- The filing covers Q1 2026 (January-March 31, 2026) with extensive product portfolio tracking across Growth Brands (Opdivo, Orencia, Yervoy, Reblozyl, Breyanzi, Opdualag, Camzyos, Zeposia, Sotyktu, Krazati, Cobenfy), Legacy Brands (Eliquis, Revlimid, Pomalyst/Imnovia, Sprycel, Abraxane), and royalty streams from Keytruda and Tecentriq partnerships.
- The company maintains multiple debt instruments across various maturity dates (2030-2055) and tracks revenue through product sales, alliance revenues, and other revenue streams, with geographic breakdowns between US and Non-US markets, indicating continued diversified revenue generation.
- Active restructuring programs from the 2023 plan and Celgene/other acquisition-related termination costs are being tracked separately, suggesting ongoing integration and efficiency efforts post-acquisition with associated expense recognition in the quarter.