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CLAIM #11880 · Bristol-Myers Squibb Company (BMY) · 2023Q4 earnings call · Feb 2, 2024 · due Jun 30, 2024

In fact, we will see supply materialize even further in Q2 and expand to support our new indications for Breyanzi starting with the plan CLL indication in March, where Breyanzi will be the first and only cell therapy agent to have this indication.

Adam Lenkowsky · Chief Commercialization Officer

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versus commitment · official band 5 percent
Committed
we will see supply materialize even further in Q2 and expand to support our new indications for Breyanzi starting with the plan CLL indication in March
Reported
Breyanzi grew 55% in the quarter, which was driven by growth across multiple indications and expanded manufacturing capacity.

In context

ntle Cell Lymphoma and CLL. And then, of course, planning to do a little -- few more trials in these lymphoma patients, because that remains a very high unmet medical need. And then, of course, there are multiple other cell therapy products that are in development. So we'll be talking more about that. From the outer spec or the continuation of those discussions, we continue to engage with the regulatory authorities and we'll update at a later date once we have an inkling in terms of where we are landing on that. Adam? Adam Lenkowsky: Yeah. Thanks for the question. So we're pleased with Breyanzi performance in the quarter. We saw a double-digit growth quarter-on-quarter. We also expect to continue to make good progress with Breyanzi in 2024, supported by strengthening of our vector supply. In fact, we will see supply materialize even further in Q2 and expand to support our new indications for Breyanzi starting with the plan CLL indication in March, where Breyanzi will be the first and only cell therapy agent to have this indication. As Samit alluded to, we're making good progress in reducing turnaround time out of spec and drug product capacity. So now, as we move through the course of the first half of the year with this broad label and LBCL, and now with three FDA prior reviews in the first half of the year, Breyanzi has the potential to treat the broadest array of B-Cell malignancies of any CAR-T. And these indications, we believe, will double the addressable patient population for Breyanzi. So we're very pleased with what we're seeing, the progress that we're making. We are seeing increases in outpatient use because of the best-in-class safety profile that Breyanzi brings, and we expect strong demand growth this year. Tim Power: Let's go to the next question please, Andrea. Operator: The next question comes from

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SEC filings for BMY · Claim quote is verbatim from the 2023Q4 earnings call.