Pharma BD Deal Intelligence

Bristol-Myers Squibb Company / RayzeBio Inc.

2023 · Acquisition/Merger · $4.1B · Complete

CALLED IT — OFF BY 4
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The coverage arc

Mar 01, 2004 Wikipedia Neutral

BMS acquired RayzeBio for ~$4.1B for radiopharmaceutical development.

Jun 13, 2024 FiercePharma Bearish

BMS and RayzeBio paused new-patient enrollment in the Phase 3 ACTION-1 trial of RYZ101 in June 2024 due to an actinium-225 isotope supply shortage;…

Jul 11, 2025 FiercePharma Bullish

BMS opened a ~$160M, 77,000-sq-ft Indianapolis complex to produce actinium-225-based radiopharmaceutical cancer treatments; ribbon-cutting held July 11,…

Source summaries from our enrichment pipeline; follow links for originals.

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Bristol Myers Squibb acquired RayzeBio (Nasdaq: RYZB) for $62.50 per share in cash, approximately $4.1 billion in equity value, in a deal announced December 26, 2023 and completed February 26, 2024. The acquisition gave BMS a differentiated actinium-225 (Ac-225) alpha-emitter radiopharmaceutical platform anchored by lead asset RYZ101 (225Ac-DOTATATE), a Phase 3 (ACTION-1) somatostatin-receptor-2-targeted therapy for SSTR2+ gastroenteropancreatic neuroendocrine tumors progressing after 177Lu somatostatin-analogue therapy, with additional development in extensive-stage small cell lung cancer and hepatocellular carcinoma. Post-close, the central execution risk has been Ac-225 isotope supply: BMS paused new ACTION-1 enrollment in June 2024 over a supply shortage, then in July 2025 opened a dedicated ~$160M, 77,000-sq-ft actinium radiopharmaceutical manufacturing facility in Indianapolis to vertically integrate clinical RYZ101 supply, materially de-risking the platform thesis.

Key facts

Related deals — scored

DealYearValueOutcome
Bristol-Myers Squibb Company / RayzeBio Inc. (this deal)2023$4.1B68
Bristol-Myers Squibb Company / Medarex Inc.2009$2.4B92
Bristol-Myers Squibb Company / Celgene Corporation2019$74.0B77
Bristol-Myers Squibb Company / MyoKardia Inc.2020$13.1B76
Bristol-Myers Squibb Company / Karuna Therapeutics2023$14.0B76
Bristol-Myers Squibb Company / Ono Pharmaceutical Co., Ltd.201176
Bristol-Myers Squibb Company / SystImmune Inc.2023$8.4B71

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