BMS Revenues Soar, But High-Flying Revlimid Is A Big Driver
First Generic Due In 2022; How Will Bristol Fill $12.1bn Gap?
Executive Summary
The Celgene acquisition gave BMS a new top-selling drug but Revlimid revenue will start to decline as soon as next year and it is likely to take many new products to replace it.
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Zydus To Slice Into Shrinking Revlimid Pie ‘In Near Term’ As Asacol Revenues Erode
Zydus is set to join Natco in chipping away at BMS’ blockbuster Revlimid with its generic version, probably from Q2 while Aurobindo expects to launch by FY24. Revenues from this drug are expected to offset erosion of generic Asacol revenues even as Zydus expects volume growth and new launches to help grow its US business.
Zydus To Slice Into Shrinking Revlimid Pie ‘In Near Term’ As Asacol Revenues Erode
Zydus is set to join Natco in chipping away at BMS’ blockbuster Revlimid with its generic version, probably from Q2 while Aurobindo expects to launch by FY24. Revenues from this drug are expected to offset erosion of gAsacol revenues even as Zydus expects volume growth and new launches to help grow its US business