The upside potential from the new drugs is over $20 billion in additional sales from the current levels versus only $5.5 billion in sales from Revlimid that could potentially be lost.

Source: https://seekingalpha.com/article/4637862-bristol-myers-out-of-favor?source=feed_all_articles

With the twin risks of falling Revlimid revenues and drug pricing pressures being effectively managed, and not impacting BMY's growth potential, my conclusion is that BMY's share price is being artificially weighed down by these concerns.

Source: https://seekingalpha.com/article/4590397-bristol-myers-squibb-nobody-panic-share-price-stumble-shouldnt-last?source=feed_all_articles