The publisher explores Bristol Myers Squibb’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (6 November 2020)
Model updates (7 August 2020)
Model updates (1 June 2020)
Model updates (28 February 2020)
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
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
