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Bristol-Myers Squibb Company
Bristol-Myers Squibb Company (BMY) investor relations material
Bristol-Myers Squibb Company TD Cowen 46th Annual Health Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 46th Annual Health Care Conference summary2 Mar, 2026
Financial performance and portfolio dynamics
Strong 2025 performance driven by growth portfolio products such as REVLIMID, Breyanzi, and CAMZYOS, with continued momentum expected into 2026.
Full generics for REVLIMID and POMALYST present headwinds, but offset by significant growth in ELIQUIS.
Double-digit growth anticipated, with inventory normalization expected by end of Q1 and disciplined operating expenses following last year’s R&D-driven increase.
Partnerships and acquisitions, including BioNTech and Orbital, increased R&D spend in the second half of last year, expected to normalize this year.
Unprecedented number of phase III readouts expected this year, supporting long-term sustainable growth.
Commercial product updates
CAMZYOS annualized at over $1 billion, with sustained new patient growth and expanding prescriber base, maintaining leadership despite new competition.
Opdivo Qvantig (SubQ) is on track for 30%-40% conversion by 2028, with broad use across tumor types and strong patient and practice preference.
Cobenfy is seeing steady growth in a competitive market, with increasing prescriber depth and breadth; key phase IV switch study data to be presented and published this year.
Cobenfy’s growth expected to inflect with new indications, including Alzheimer’s disease psychosis and bipolar disorder, with multiple data readouts anticipated by year-end and early next year.
Pipeline and future growth drivers
Three Alzheimer’s disease psychosis studies (ADEPT 1, 2, 4) and a BID formulation study (ADEPT 5) for Cobenfy to read out by year-end, with high confidence in results.
Milvexian data in SSP and AFib expected by year-end; if efficacy matches ELIQUIS with better bleeding profile, could become new standard of care in atrial fibrillation.
Payers value a superior bleeding profile for Milvexian, with ongoing discussions to ensure access if approved.
Admilprant for IPF and PPF targets a market that could double to $8–10 billion, with strong phase II data and differentiated mechanism from failed competitors.
Milvexian bleeding profile target?
Opdivo LOE: Why not more vocal on IP extension?
Admilparant: How different from Amgen's LPA1?
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Next Bristol-Myers Squibb Company earnings date
Q1 202630 Apr, 2026
Bristol-Myers Squibb Company
Next Bristol-Myers Squibb Company earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Bristol-Myers Squibb Company is a global biopharmaceutical company whose mission is to discover, develop and deliver innovative medicines that help patients prevail over serious diseases. It offers pharmaceutical products to treat psychiatric; cardiovascular diseases consisting of cholesterol disorders, hypertension, and arrhythmias; diabetes; human immunodeficiency virus infection; hepatitis B and hepatitis C viruses; infectious diseases comprising bacterial infections, mycobacterium avium complex disease, malaria, fungal infections tuberculosis, and influenza A/B virus; cancer comprising lymphoma, leukemia, and other cancers; diseases relating to inflammatory response of the body; rheumatoid arthritis and osteoarthritis related inflammation; psoriasis; Crohn's disease. The company also provides over-the-counter products for the treatment of acne and cold sores.
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