Saw an article discussing Bristol Myers Squibb and Amgen. The main thesis is that both are decent dividend plays despite facing patent cliffs on major drugs. BMY grew revenue 3% last quarter to $12.2B. They are losing exclusivity on Opdivo and Eliquis soon but have new formulations and a partnership with BioNTech to fill the gap. The stock trades at 8.4x forward earnings with a 4.8% yield. AMGN revenue was up 12% to $9.6B. They have some generic competition for bone health meds but their biosimilars and asthma drugs are growing. They also have a GLP-1 candidate in phase 3 trials. It's trading at 14.3x forward earnings with a 3.1% yield.