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Company Analysis: Bristol-Myers Squibb

The publisher explores Bristol Myers Squibb’s prescription pharmaceutical performance and outlook over 2019-29.

Snapshot
  • Overview - Bristol Myers Squibb’s acquisition of Celgene meaningfully diversifies its revenue base and has significant growth potential, with a strong late-stage pipeline.
  • Key themes - [1] Potential for Opdivo to re-accelerate US growth after 2020 due to additional label expansions, including first-line non-small cell lung cancer, first-line renal cell cancer, and in other early-stage diseases [2] Several key drugs face patent expiration over the forecast period, including Revlimid and Eliquis, which together generated 47% of Bristol Myers Squibb’s revenue in 2019 [3] Pipeline contains several potential blockbusters, including idecabtagene vicleucel, liso-cel, Zeposia, and BMS-986165.
Model updates (6 November 2020)
  • Zeposia forecast adjusted lower due to pace of product launch
  • Abraxane forecast adjusted lower
  • Eliquis forecast adjusted lower in the US
  • Yervoy forecast adjusted higher due to growth from first-line NSCLC approval with Opdivo
  • Idecabtagene vicleucel forecast aligned with new PDUFA date.
Model updates (7 August 2020)
  • Sprycel forecast adjusted higher in the US
  • Orencia forecast adjusted lower due to COVID-19.
Model updates (1 June 2020)
  • Opdivo forecast adjusted higher in the US due to approval in first-line NSCLC
  • Yervoy forecast adjusted higher due to approval in first-line NSCLC in combination with Opdivo
  • Zeposia forecast adjusted lower due to later-than-expected product launch in the US.
Model updates (28 February 2020)
  • Eliquis forecast adjusted higher due to continued share gain from both warfarin and other NOACs
  • Opdivo forecast adjusted lower due to decreases in demand, primarily due to competition in first-line renal cell cancer and the second-line non-small cell lung cancer immuno-oncology-eligible patient pool
  • Orencia forecast adjusted higher due to continued growth in psoriatic arthritis
  • Pomalyst forecast adjusted higher due to continued growth from triplet regimens
  • Abraxane forecast adjusted higher due to continued usage in IO treatment
- Removed legacy Celgene drug forecasts due to BMY not disclosing brand revenues, including: Azacitidine, Idhifa, Istodax, Thalomid.
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Company Background
  • Company Overview
  • Key Metrics
  • SWOT Analysis
  • Key Drug & Company Information
  • Company Comparison
Recent Earnings Review
  • Earnings Overview
  • Pharma Insights Analysis
Company Forecast
  • Prescription Pharmaceuticals Sales Outlook
  • Branded Drug Outlook
  • Launch Profile Outlook
  • Therapy Area Outlook
  • Regional Sales Outlook
  • Lifecycle Analysis
Company Profile
  • Marketed & Pipeline Drugs
  • Recent Events & Analyst Opinions
  • Upcoming Catalysts
  • Recent Insights
Clinical Trial Overview
  • Clinical Trial Snapshot
  • Clinical Trials by Country
  • Clinical Trials by Status and Phase
  • Clinical Trials by Drug
Note: Product cover images may vary from those shown
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