Exelixis Has Renewed Momentum Heading Into 2021
Executive Summary
The approval of Cabometyx in combination with Opdivo as a first-line treatment for RCC will power substantial growth at Exelixis into 2022.
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BMS Sighs In Relief As Opdivo Returns To Sales Growth
With full-year 2020 and Q1 sales down due to pandemic, the company celebrates the PD-1 therapy’s growth in Q2. CAR-T products Breyanzi, Abecma are off to solid launches but face manufacturing hurdles.
BMS Has A Lot Of Ground To Make Up Ahead Of Patent Expiries
Bristol Myers Squibb is struggling to restore Opdivo’s growth and COVID-19 sales impacts didn’t help in Q1. New indications are coming but new products, like Zeposia, are slow to add significant revenue.