|出版日期||內容資訊||英文 96 Pages
|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||
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。
PharmaVitae explores Bristol Myers Squibb's prescription pharmaceutical performance and outlook over 2019-29.
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 -  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  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  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:
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
Key Drug & Company Information
Recent Earnings Review
Notable Quotes & Important Topics
Pharma Insights Analysis
Prescription Pharmaceuticals Sales Outlook
Branded Drug Outlook
Launch Profile Outlook
Therapy Area Outlook
Regional Sales Outlook
Marketed & Pipeline Drugs
Recent Events & Analyst Opinions
Clinical Trial Overview
Clinical Trial Snapshot
Clinical Trials by Country
Clinical Trials by Status and Phase
Clinical Trials by Drug