Geopolitics Alpha

Bristol Myers trial revisions shake confidence in new class of fibrosis drugs

Published . Updated .

A spokesperson confirmed that a “limited number” of liver-related safety events, including a patient death, were observed in testing of Bristol’s admilparant — though it’s unclear whether the drug was to blame.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ACHC ACADIA HEALTHCARE COMPANY INC

    GA selected ACHC as a RELATED security because its canonical security name directly matches this event's themes: healthcare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ASND ASCENDIS PHARMA A/S

    GA selected ASND as a RELATED security because its canonical security name directly matches this event's themes: pharma. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ATYR ATYR PHARMA INC COM NEW

    GA selected ATYR as a RELATED security because its canonical security name directly matches this event's themes: pharma. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BBIO BRIDGEBIO PHARMA INC

    GA selected BBIO as a RELATED security because its canonical security name directly matches this event's themes: pharma. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BMY BRISTOL-MYERS SQUIBB CO

    GA selected BMY as a RELATED security because its canonical security name directly matches this event's themes: bristol, myers. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • DVA DaVita HealthCare Partners, Inc.

    GA selected DVA as a RELATED security because its canonical security name directly matches this event's themes: healthcare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ACHC———————
ASND———————
ATYR———————
BBIO———————
BMY———————
DVA———————

A spokesperson confirmed that a “limited number” of liver-related safety events, including a patient death, were observed in testing of Bristol’s admilparant — though it’s unclear whether the drug was to blame.

Source: BioPharma Dive

Acadia Healthcare (ACHC) since this story, compared with the market

Since the first closing price after “Bristol Myers trial revisions shake confidence in new class of fibrosis drugs,” Acadia Healthcare (ACHC) is +12.10%. The S&P 500 fund (SPY) is +0.33% over the same days, a +11.77% difference versus the market.

ACHC
SPY

Disclosure records for Acadia Healthcare (ACHC) within two months of 30 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Acadia Healthcare (ACHC)

Companies mentioned with this story

  • ACHC Acadia Healthcare

    For “Bristol Myers trial revisions shake confidence in new class of fibrosis drugs,” Acadia Healthcare (ACHC) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACHC as a RELATED security because its canonical security name directly matches this event's themes: healthcare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ASND Ascendis Pharma A/S

    For “Bristol Myers trial revisions shake confidence in new class of fibrosis drugs,” Ascendis Pharma A/S (ASND) is linked, with no stored direction, medium confidence. Reason on file: GA selected ASND as a RELATED security because its canonical security name directly matches this event's themes: pharma. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATYR aTYR PHARMA

    aTYR PHARMA (ATYR) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Bristol Myers trial revisions shake confidence in new class of fibrosis drugs.” Reason on file: GA selected ATYR as a RELATED security because its canonical security name directly matches this event's themes: pharma. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBIO BridgeBio Pharma

    For “Bristol Myers trial revisions shake confidence in new class of fibrosis drugs,” BridgeBio Pharma (BBIO) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBIO as a RELATED security because its canonical security name directly matches this event's themes: pharma. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BMY Bristol Myers Squibb

    Bristol Myers Squibb (BMY) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Bristol Myers trial revisions shake confidence in new class of fibrosis drugs.” Reason on file: GA selected BMY as a RELATED security because its canonical security name directly matches this event's themes: bristol, myers. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DVA Davita

    For “Bristol Myers trial revisions shake confidence in new class of fibrosis drugs,” Davita (DVA) is linked, with no stored direction, medium confidence. Reason on file: GA selected DVA as a RELATED security because its canonical security name directly matches this event's themes: healthcare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Acadia Healthcare (ACHC)

“Bristol Myers trial revisions shake confidence in new class of fibrosis drugs” (30 Sep 2026) reaches Acadia Healthcare (ACHC) through this story.

For Acadia Healthcare (ACHC), the reason on file says GA selected ACHC as a RELATED security because its canonical security name directly matches this event's themes: healthcare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, Ascendis Pharma A/S (ASND), is listed for a different reason: GA selected ASND as a RELATED security because its canonical security name directly matches this event's themes: pharma. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Acadia Healthcare (ACHC)

ACHC traded between 26.75 and 32.03 across 20 sessions. The latest close on file is 30.20. ASND traded between 219.69 and 240.84 across 20 sessions. The latest close on file is 229.99. ATYR traded between 0.17 and 0.41 across 20 sessions. The latest close on file is 0.17.

What the saved facts support for Acadia Healthcare (ACHC)

46 out of 100

“Bristol Myers trial revisions shake confidence in new class of fibrosis drugs” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.