CLAIM #11886 · Bristol-Myers Squibb Company (BMY) · 2023Q4 earnings call · Feb 2, 2024 · due Dec 31, 2024
“So that coupled with new launches internationally, we are confident that this is going to lead to continued and sustained growth for this important brand.”
Adam Lenkowsky · Chief Commercialization Officer
In context
“g further behind the brand in unbranded and branded direct-to-consumer. We do expect to see continued steady and consistent growth. As David mentioned in his opening remarks, we're averaging around 1,000 patients on a quarterly basis. Patient and physician feedback continued to be very positive. Remember, these patients are going to be on treatment for a very long time. And taking you back to JPMorgan, if you recall, Chris showed an analog where Camzyos is tracking akin to a very strong TV launch, in this case, Entresto. So this is the way that cardiovascular launches uptake. And we are focused on continuing to drive breadth in our top COEs. We're continuing to expand outside of our top COEs, and we're working to increase diagnosis rates by activating patients via our new DTC advertising. So that coupled with new launches internationally, we are confident that this is going to lead to continued and sustained growth for this important brand. Tim Power: Let's go to the next question please, Andrea. Operator: The next question comes from Mohit Bansal of Wells Fargo. Please go ahead. Unidentified Participant: Hi. This is Serena on for Mohit Bansal. Thanks for taking our question. So I wanted to ask about the Phase 2 Opdualag readout coming out early this year in first-line lung cancer. I was wondering how meaningful you think this data could be considering that the comparator arm is Opdivo Chemo versus Opdivo Yervoy being the approved regimen. Thank you. Samit Hirawat: Thank you for the question. Obviously, we're looking forward to seeing the data for Opdualag, a randomized Phase 2 study looking at the combination of Opdivo relatlimab plus chemotherapy comparing to Opdivo Chemo. The intent of doing this is twofold. One, we wante”
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SEC filings for BMY ↗ · Claim quote is verbatim from the 2023Q4 earnings call.