{"slug":"bristol-myers-squibb","name":"브리스톨 마이어스 스퀴브","name_en":"Bristol Myers Squibb","ticker":"BMY","updated_at":"2026-07-11T16:59:05.488154+00:00","canonical":"https://valuechain.wiki/bristol-myers-squibb","citable":"밸류체인 그래프 기준 브리스톨 마이어스 스퀴브의 직접 연결 기업은 1곳(관계 기준 공급 0·매출 1)이고, 사슬을 2차까지 넓히면 2곳에 닿는다. 링크의 근거 출처는 1건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-11 기준).","citable_en":"Per the valuechain.wiki graph, Bristol Myers Squibb is directly linked to 1 companies (0 supply, 1 revenue relationships) and reaches 2 companies within two hops; the links are backed by 1 dated sources, 1 of them primary filings (as of 2026-07-11).","kicker":"헬스케어 · S&P 500","kicker_en":"Health Care · S&P 500","lead":"항암제와 면역·심혈관 치료제를 개발하는 대형 제약사다. S&P 500 구성종목. 섹터: 헬스케어(Pharmaceuticals). 밸류체인 관계·수치 데이터는 조사 전인 기본 노드로, AI 질문 수요가 관측되면 상세 노드로 승격된다.","lead_en":"A large pharmaceutical company developing oncology, immunology, and cardiovascular drugs. S&P 500 constituent. Sector: Health Care (Pharmaceuticals). Baseline node ahead of value-chain research; promoted to a full node once AI question demand is observed.","segments":{"parts":[{"name":"종양"},{"name":"혈액질환"},{"name":"면역·심혈관"}],"total":"약 $48B (FY2024)"},"segments_en":{"parts":[{"name":"Oncology"},{"name":"Hematology"},{"name":"Immunology & Cardiovascular"}],"total":"~$48B (FY2024)"},"returns_yearly":{"2021":2.9,"2022":19,"2023":-26.1,"2024":15.8,"2025":0.1,"2026":10.4},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"cardinal-health","name":"카디널 헬스","name_en":"Cardinal Health","tier":3,"returns_yearly":{"2021":-0.4,"2022":54.1,"2023":34.1,"2024":19,"2025":76.3,"2026":15.6}},{"slug":"mckesson","name":"맥케슨","name_en":"McKesson Corporation","tier":3,"returns_yearly":{"2021":44.2,"2022":51.8,"2023":24.1,"2024":23.7,"2025":44.5,"2026":-1.6}},{"slug":"cencora","name":"센코라","name_en":"Cencora","tier":3,"returns_yearly":{"2021":44.1,"2022":26.3,"2023":25.3,"2024":10.4,"2025":51.5,"2026":-9.8}},{"slug":"lilly-eli","name":"일라이 릴리","name_en":"Lilly (Eli)","tier":2,"returns_yearly":{"2021":66.1,"2022":34.3,"2023":60.9,"2024":33.3,"2025":40.2,"2026":11}},{"slug":"abl-bio","name":"에이비엘바이오","name_en":"ABL Bio","tier":1,"returns_yearly":{"2021":15.9,"2022":-31.3,"2023":14.2,"2024":65.2,"2025":443.9,"2026":-58.6}}],"benefiting":[],"analysis":null,"analysis_en":null,"analysis_asof":null},"edges":[{"direction":"revenue","counterparty":"에이비엘바이오","counterparty_slug":"abl-bio","confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"에이비엘바이오의 위암 이중항체 ABL111 삼중병용 임상에 옵디보(니볼루맙)를 공급. 임상 병용 약물 공급 관계로 금액 미공개.","note_en":"Supplies Opdivo (nivolumab) to ABL Bio's ABL111 gastric-cancer bispecific triple-combination trial; a clinical combination-supply arrangement with undisclosed value.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-12","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260312000744","title":"에이비엘바이오 사업보고서 (2025.12)","title_en":"ABL Bio Annual Business Report (FY2025)","excerpt":"ABL111 BMS 사와 삼중병용임상 '옵디보' 공급 계약 체결","excerpt_en":"Signed an Opdivo supply agreement with BMS for the ABL111 triple-combination trial"}]}]}