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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 86 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04月16日內容資訊: 英文 86 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 (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

OVERVIEW

  • Snapshot
  • Analysis structure

Q1 2018 REVIEW

  • Revenue growth overshadowed by lingering Opdivo uncertainty

Q4 2017 REVIEW

  • Bristol-Myers Squibb claims "cancer breakthrough" amid strong 2017 growth

Q3 2017 REVIEW

  • Bristol-Myers Squibb reports strong growth

STRATEGY ANALYSIS

  • Opdivo overview
  • Bristol-Myers Squibb's SWOT analysis
  • Bristol-Myers Squibb's key events and catalysts

PORTFOLIO ANALYSIS

Q1 2018

  • Full-year 2017

FACTS AND FIGURES

  • Bristol-Myers Squibb's prescription pharma sales outlook
  • Bristol-Myers Squibb's regional pharma sales outlook
  • Bristol-Myers Squibb's therapy area dynamics
  • Bristol-Myers Squibb's growth drivers and resistors
  • Bristol-Myers Squibb's launch/core/expiry analysis
  • Bristol-Myers Squibb's pipeline analysis
  • Bristol-Myers Squibb's M&A history

BIBLIOGRAPHY

LIST OF FIGURES

  • Figure 1: Design of Bristol-Myers Squibb's CheckMate 227 trial testing Opdivo/Yervoy in first-line NSCLC
  • Figure 2: Bristol-Myers Squibb's prescription pharmaceutical sales ($m) and growth rate (%), 2014-27
  • Figure 3: Bristol-Myers Squibb's therapy area dynamics, 2017-27
  • Figure 4: Bristol-Myers Squibb's launch/core/expiry portfolio configuration, 2017-27
  • Figure 5: Bristol-Myers Squibb's pipeline analysis

LIST OF TABLES

  • Table 1: Opdivo sales forecast per indication
  • Table 2: Bristol-Myers Squibb's Q1 2018 key product sales
  • Table 3: Bristol-Myers Squibb's sales by therapy area ($m), 2017-27
  • Table 4: Bristol-Myers Squibb's prescription pharmaceutical sales by region ($m), 2017-27
  • Table 5: Bristol-Myers Squibb's sales by therapy area ($m), 2017-27
  • Table 6: Bristol-Myers Squibb's oncology portfolio sales, by product ($m), 2017-27
  • Table 7: Bristol-Myers Squibb's cardiovascular portfolio sales, by product ($m), 2017-27
  • Table 8: Bristol-Myers Squibb's infectious diseases portfolio sales, by product ($m), 2017-27
  • Table 9: Bristol-Myers Squibb's immunology and inflammation sales, by product ($m), 2017-27
  • Table 10: Bristol-Myers Squibb's key products, 2017-27
  • Table 11: Bristol-Myers Squibb's sales by launch, core, and expiry portfolio ($m), 2017-27
  • Table 12: Bristol-Myers Squibb's key merger and acquisition deals, 2001-18