BMS Enters A Catalyst-Rich Era Full Of Both LOEs And New Launches

The second half of this decade will put the Bristol Myers Squibb management team to the test as the company prepares for losses of exclusivity (LOEs) for its three top-selling products by launching up to 10 new drugs and as many as 30 new indications for its approved medicines between 2025 and 2030. That is on top of brand names added to the BMS product roster earlier this decade, including Sotyktu (deucravacitinib), Camzyos (mavacamten) and Reblozyl (luspatercept).

Scrip spoke with Bristol’s chief financial officer David Elkins and chief commercialization officer Adam Lenkowsky at the J.P. Morgan Healthcare Conference in January about the company’s catalyst-rich growth era between...