CLAIM #11882 · Bristol-Myers Squibb Company (BMY) · 2023Q4 earnings call · Feb 2, 2024 · due Dec 31, 2024
“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.”
Adam Lenkowsky · Chief Commercialization Officer
In context
“y. 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 Evan Seigerman of BMO Capital Markets. Please go ahead. Evan Seigerman: Hi, guys. Thank you so much for taking my question. So, last week you presented initial data from your androgen receptor ligand-directed degrader at ASCO GU then hosted an event for the cell side. Samit, I'd love for you to speak to why you think it's important for investors and analysts to pay attention to a Phase 1 asset at a company as large as Bristol Myers. I know you have a lot going on in your pipeline. Why should we be focused on things like this? Thank you. Chris Boerner: Samit will start and then I'll turn it to Adam to get some feedback from KOLs on this product. Samit Hirawat: Thank you, Evan. I think it's a goo”
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SEC filings for BMY ↗ · Claim quote is verbatim from the 2023Q4 earnings call.