表紙
市場調查報告書

Bristol-Myers Squibb企業情報

Bristol-Myers Squibb

出版商 Datamonitor Healthcare 商品編碼 939978
出版日期 內容資訊 英文 96 Pages
商品交期: 最快1-2個工作天內
價格
Bristol-Myers Squibb企業情報 Bristol-Myers Squibb
出版日期: 2020年07月15日內容資訊: 英文 96 Pages
簡介

Bristol-Myers Squibb(Bristol-Myers Squibb)收購Celgene帶來了巨大的增長潛力,其收入基礎顯著多元化,並擁有強大的後期開發渠道。非小細胞肺癌一線藥物,腎細胞癌一線藥物和其他早期疾病等其他標籤的擴展可能會使Opdivo在2020年之後再次加速美國的增長。在預測期內,包括Revlimid和Eliquis在內的幾種主要藥品都將面臨專利到期,它們在2019年佔Bristol-Myers Squibb收入的47%。該管道包含一些潛在的暢銷藥物,包括ide-cel,liso-cel,ozanimod和BMS-986165。

本報告涵蓋了Bristol-Myers Squibb的處方藥,並分析了它們的療效和未來前景。

概述

  • 簡介
  • 分析結構

2018年第一季度評論

  • Opdivo的長期不確定性使收益停滯不前

2017年第四季度評論

    Bristol-Myers Squibb(Bristol-Myers Squibb)在2017年強勁增長中宣稱 "癌症突破"

2017年第三季度評論

  • Bristol-Myers Squibb公司強勁增長

策略分析

  • Opdivo概述
  • Bristol-Myers SquibbSquibb SWOT分析
  • Bristol-Myers Squibb的主要賽事和驅動因素

投資組合分析

2018年第一季度

  • 2017年全年

事實和數字

  • Bristol-Myers Squibb處方藥銷售前景
  • Bristol-Myers Squibb地區藥品銷售展望
  • Bristol-Myers Squibb治療區域動力學
  • Bristol-Myers SquibbSquibb生長因子和抑制因子
  • Bristol-Myers Squibb的新藥/主要藥物/過期藥物分析
  • Bristol-Myers Squibb管道分析
  • Bristol-Myers Squibb併購歷史

參考

目錄

PharmaVitae 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 ide-cel, liso-cel, ozanimod, and BMS-986165.

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.

Model updates (21 November 2019)

Added Celgene drugs to Bristol Myers Squibb forecast, including:

Abraxane

Azacitidine

CC-486

Ide-cel

Idhifa

Inrebic

Istodax

Lisocabtagene maraleucel

Ozanimod

Pomalyst

Reblozyl

Revlimid

Thalomid

Vidaza.

Model updates (4 November 2019)

Opdivo forecast adjusted, with near-term estimates lowered due to a declining patient pool in second-line NSCLC, but mid-term estimates raised due to eventual approval in first-line NSCLC

Yervoy forecast adjusted lower due to delay of Opdivo combination approval in first-line NSCLC.

Model updates (1 August 2019)

Opdivo forecast adjusted lower due to slower growth in lung cancer and competitive dynamics

Eliquis forecast adjusted higher due to continued expansion of NOAC class and share gains

Empliciti forecast adjusted higher

BMS-986165 forecast added

BMS-986205 forecast added.

TABLE OF CONTENTS

Table of Contents

Company Background

Company Overview

Key Metrics

SWOT Analysis

Key Drug & Company Information

Company Comparison

Recent Earnings Review

Earnings Overview

Notable Quotes & Important Topics

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