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Bristol’s Growth Plan Faces First Test In 2022

New Drugs Hit $1bn Mark In 2021, But First Revlimid Generics Launch This Year

Executive Summary

Zeposia, Reblozyl, Breyanzi and Abecma turned BMS’s new product portfolio into a blockbuster revenue stream last year to help fill the $3.5bn gap created by Revlimid and Abraxane generics.

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The Next Big Patent Cliff Is Coming, And Time Is Running Out To Pad The Fall

Blockbusters like Stelara, Eliquis, Prolia and Ibrance are poised to lose US exclusivity over the next five years; pressure is mounting for industry to replenish the portfolio with the next high-growth brands.

BMS Wins Competition For Novel Checkpoint Inhibitors With Relatlimab Approval

The LAG-3 antibody relatlimab, with Opdivo in the fixed-dose combo Opdualag and a $27,389-per-dose price, is the first approved in a new class of checkpoint inhibitors since the anti-PD-1/PD-L1s.

Janssen/Legend Plan Phased US Launch For BCMA-Targeting CAR-T Carvykti

Janssen priced the one-time autologous treatment at $465,000, well above the $419,500 list price for Bristol’s first-to-market CAR-T, but expects broad commercial and Medicare coverage. 

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