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Bristol-Myers Squibb Company (BMY) Management presents at Goldman Sachs Healthcare C-Suite Unscripted Conference (Transcript)
2024-01-05 07:48
公司业务计划 - 公司完成了三笔交易,为2024年奠定了坚实的基础[4] - 公司计划在2026年前推出9种新产品,预计销售额超过100亿美元[7] - 公司预计在2028年失去Opdivo的排他性,但正在开发皮下注射剂来转化业务[9] - 公司计划在2023年底或2024年初推出Opdivo的皮下注射剂[11] - 公司计划通过Opdivo Yervoy和CheckMate-9LA研究在肺癌领域取得进展[19] - 公司将在肝癌领域进行Opdivo与Avastin的头对头研究,以确定其商业上的可行性[21] - 公司计划在今年中旬前将市场覆盖范围从100个账户扩大到180个账户[24] - 公司期待KarMMa-3获得正面批准,有望推动Abecma的增长[26] - 公司已经开始了与pembrolizumab的第三阶段研究,公司期待在其他肿瘤领域也能探索联合疗法的机会[34] - 公司在肿瘤治疗领域取得了显著的商业增长[39] - 公司对心房颤动患者推出的高剂量药物 milvexian 表现出了很高的信心,并预计将取得显著的临床效果[44] - 公司已经在ESI获得了30百万的覆盖,加上去年获得的CDS,现在已经有超过5500万的覆盖[46] - 公司已经在ESI获得了30百万的覆盖,加上去年获得的CDS,现在已经有超过5500万的覆盖[46] - 长效制剂在精神分裂症市场的渗透率相对较低,但在阿尔茨海默病患者群体中可能有更好的机会[61] - 公司CEO Chris Boerner对公司的未来充满信心,他在生物技术领域有丰富经验[67] - Chris Boerner重视商业化与研发的合作,对公司未来发展有着重要意义[68] - 公司对Chris Boerner的领导能力和对业务的理解充满信心[68] - 公司期待在2024年看到业务的进展和投资组合的增长[70] 产品和技术研发 - 亚当·伦科斯基是Bristol-Myers Squibb的首席商业化官[2] - 公司计划在2023年底或2024年初推出Opdivo的皮下注射剂[11] - Opdivo在2023年表现良好,预计今年将继续增长[10] - Opdivo的市场份额目前为25%,在一线转移性黑色素瘤中是标准治疗[17] - Opdivo在肺癌领域的前景乐观,公司预计2024年及以后Opdivo的销售额将达到250亿美元,即使没有肺癌批准也能实现[19] - Mirati的KRAS G12C资产被认为是最佳类别,具有与PD-1疗法的联合能力,并且在市场表现上有优势[29] - Mirati的PRMT5被认为可能成为治疗患者的游戏规则改变者,公司期待在今年晚些时候的医学会议上公布相关数据[30] - Mirati的PRMT5资产被认为具有较低的毒性,同时具有强大的疗效和对多种癌症类型的响应率[32] - Rayze提供了一个IND引擎平台,有望在未来几年推出一系列新产品[36] - Camzyos产品在心肌肥厚症治疗领域取得了稳定增长,预计将继续占据市场主导地位[41],[42] - SOTYKTU是公司短期和长期的关键增长驱动力[46] - SOTYKTU在短期内仍然有强劲的增长机会,而在长期内,SLE和PSA也有增长机会[47] - PSA的数据预计在2024年或2025年公布,对于PSO患者有关节问题的患者也将有利[49] - 公司已经在ESI获得了30百万的覆盖,加上去年获得的CDS,现在已经有超过5500万的覆盖[46] - SOTYKTU已经树立了很高的标杆,其他公司要推出口服产品需要展示与SOTYKTU市场表现有意义的差异[52] - 鲁珀斯数据预计在2025年后公布[54] - Reblozyl自上市以来表现良好,预计将成为公司今年及以后的增长驱动力[56] - Karuna neuroscience的商业机会将有助于公司在神经退行性疾病和神经精神疾病领域扩大影响[57] - Karuna公司的产品KarXT在9月底有PDUFA日期,计划在Q4推出[58] - KarXT有多个III期适应症,可能成为首个在辅助性精神分裂症方面获批的产品[58]
Bristol-Myers Squibb Company (BMY) Management presents at Goldman Sachs Healthcare C-Suite Unscripted Conference (Transcript)
Seeking Alpha· 2024-01-05 07:48
Bristol-Myers Squibb Company (NYSE:BMY) Goldman Sachs Healthcare C-Suite Unscripted Conference January 4, 2024 11:00 AM ET Company Participants Adam Lenkowsky - CCO Conference Call Participants Chris Shibutani - Goldman Sachs Operator Hey, it’s the start of the year. Welcome to 2024. Anyway, my name is Chris Shibutani. I'm a member of the Goldman Sachs healthcare team. We are deeply grateful for the teams that were able to join us for this conference this very early date this year, and obviously, the point ...
3 Dividend Stocks for Strong Returns in 2024 and Beyond
InvestorPlace· 2024-01-05 04:27
The S&P 500 closed out a strong year, up more than 20% for 2023. For investors looking for the best dividend stocks in the New Year and beyond, we recommend companies with durable competitive advantages and growth potential.In addition, substantial dividends help provide an additional return. Investors looking for high-quality dividend stocks should consider companies with high profitability and dividends that are sufficiently covered.With that in mind, let’s look at three top dividend stocks for 2024 and b ...
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: RayzeBio, Inc. (Nasdaq – RYZB), Gracell Biotechnologies Inc. (Nasdaq – GRCL), Daseke, Inc. (Nasdaq – DSKE), Karuna Therapeutics, Inc. (Nasdaq – KRTX)
Newsfilter· 2024-01-05 00:05
BALA CYNWYD, Pa., Jan. 04, 2024 (GLOBE NEWSWIRE) -- Brodsky & Smith reminds investors of the following investigations. If you own shares and wish to discuss the investigation, contact Jason Brodsky (jbrodsky@brodskysmith.com) or Marc Ackerman (mackerman@brodskysmith.com) at 855-576-4847. There is no cost or financial obligation to you. RayzeBio, Inc. (Nasdaq – RYZB) Under the terms of the agreement, RayzeBio will be acquired by Bristol Myers Squibb (NYSE:BMY) in an all-cash transaction valued at approximate ...
Bristol Myers (BMY) NSCLC Drug Application Gets EMA Validation
Zacks Investment Research· 2024-01-04 04:47
Bristol Myers Squibb (BMY) announced that the European Medicines Agency (“EMA”) has validated its marketing authorization application (“MAA”) for the next-generation tyrosine kinase inhibitor (“TKI”) repotrectinib.The MAA is seeking approval of the candidate for the treatment for ROS1 TKI-naïve and pretreated adult patients with ROS1-positive locally advanced or metastatic non-small cell lung cancer (“NSCLC”) and TKI-naïve and -pretreated adult and pediatric patients 12 years and older with NTRK-positive lo ...
Bristol-Myers Squibb downgraded on mixed sales performance of new products amid loss of exclusivity concerns
Proactive Investors· 2024-01-04 03:05
Proactive公司背景 - Emily Jarvie是一名政治记者,曾在澳大利亚塔斯马尼亚州霍巴特的Australian Community Media工作[2] - Emily Jarvie后来搬到加拿大多伦多,在新兴的致幻剂行业报道商业、法律和科学发展,2022年加入Proactive[2] - Proactive的金融新闻和在线广播团队为全球投资受众提供快速、易于获取、信息丰富且可操作的商业和金融新闻内容[3] - Proactive的新闻团队遍布世界主要的金融和投资中心,在伦敦、纽约、多伦多、温哥华、悉尼和珀斯设有分部和工作室[4] - Proactive是中小市值市场的专家,也让社区了解蓝筹公司、大宗商品和更广泛的投资故事[5] Proactive公司业务 - Proactive团队跨市场提供新闻和独特见解,包括生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术[6] - Proactive一直是前瞻性和热情的技术采用者,团队拥有许多年宝贵的专业知识和经验,同时利用技术来协助和增强工作流程[7] - Proactive偶尔会使用自动化和软件工具,包括生成式人工智能,但所有由Proactive发布的内容都是由人类编辑和撰写的,符合内容制作和搜索引擎优化的最佳实践[8]
European Medicines Agency Validates Bristol Myers Squibb's Application for Repotrectinib for the Treatment of Locally Advanced or Metastatic ROS1-Positive Non-Small Cell Lung Cancer and NTRK-Positive Solid Tumors
Businesswire· 2024-01-02 19:59
AUGTYRO治疗效果 - repotrectinib在ROS1阳性非小细胞肺癌(NSCLC)和NTRK阳性实体肿瘤患者中展示出临床意义的反应率,且对脑内转移的反应强劲,安全性良好[2] - 美国食品药品监督管理局(FDA)已经批准Augtyro™ (repotrectinib)用于治疗成人患有局部晚期或转移性ROS1阳性NSCLC的患者[3] AUGTYRO不良反应 - AUGTYRO治疗患者中5%出现高尿酸血症,其中0.9%为3级或4级高尿酸血症[34][35] - AUGTYRO治疗患者中发生骨折的比例为2.3%,骨折部位包括肋骨、脚、脊柱、髋臼、胸骨和踝关节[36][37] - AUGTYRO治疗ROS1阳性非小细胞肺癌和其他实体瘤患者中,最常见的不良反应包括头晕、味觉异常、周围神经病变、便秘、呼吸困难、共济失调、疲劳、认知障碍和恶心[41][42] AUGTYRO安全警示 - AUGTYRO可能对胎儿造成危害,孕妇需注意潜在风险,建议在治疗期间和治疗结束后2个月内使用有效的非激素避孕措施[38][39] - 避免与强或中度CYP3A抑制剂同时使用AUGTYRO,以免增加不良反应发生率和严重程度[44] - AUGTYRO是CYP3A4诱导剂,与激素避孕药同时使用可能降低其疗效,建议女性使用有效的非激素避孕措施[49][50]
Bristol-Myers Squibb's Winning Formula: Dividends, M&A, And Innovation
Seeking Alpha· 2023-12-31 10:49
Mananya Kaewthawee Bristol-Myers Squibb (NYSE:BMY) is an American pharmaceutical company and one of the leaders in the oncology and cardiovascular markets. Thesis Since the end of 2022, the company's share price has fallen more than 36% before reaching the strong support level that caused a trend reversal in previous years. Before discussing the investment theses that make Bristol-Myers Squibb an attractive investment opportunity, I'd like to highlight the main reasons for the substantial decline in its pri ...
Bristol Myers Squibb's big buys: $18.1 billion in 2 biotech deals
MarketBeat· 2023-12-29 16:39
Key PointsBristol Myers Squibb plans to acquire Karuna Therapeutics for $14 billion. The company also expanded its psychiatric and neurological portfolio.It also offered $4.1 billion for cancer drug start-up RayzeBio.5 stocks we like better than Bristol-Myers SquibbBristol Myers Squibb Company NYSE: BMY is on a buying spree, announcing two acquisitions in less than a week. On December 22, the pharma giant said it was acquiring Karuna Therapeutics Inc. NASDAQ: KRTX for $330 per share in cash, for a total equ ...
Fusion Pharma climbs as analyst flags radiopharmaceutical company as potential merger target
Market Watch· 2023-12-27 15:50
Fusion Pharmaceuticals Inc.’s stock FUSN, +16.69% was up by 5.3% in premarket trading on Wednesday, as analysts at Oppenheimer highlighted the company as a potential merger target. Fusion Pharmaceuticals “is potentially the sole remaining clinical-stage, targeted radiopharm player with a robust supply chain,” analysts said in a research note on Wednesday. Bristol Meyers Squibb Co. BMY, -1.61% announced plans Tuesday to acquire Rayze Bio Inc. RYZB, +100.85% for $4.1 billion. Meanwhile Eli Lilly & Co.’s LLY, ...