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CLAIM #12100 · Bristol-Myers Squibb Company (BMY) · 2024Q4 earnings call · Feb 6, 2025 · due Dec 31, 2025

And conversion will accelerate in the second half of the year once we transition to a permanent J code on July 1.

Adam Lenkowsky · Chief Commercialization Officer

PENDING
graded after results covering Dec 31, 2025 are reported

In context

he 2030s. We have seen so far very positive feedback early on is around usage in adjuvant patients, patients who are treated in combination with YERVOY, like in first-line metastatic melanoma, first-line RCC. The feedback specifically has been positive regarding the 3- to 5-minute infusion time taking all that treatment burden for both physicians and for patients. We've also seen a number of NCCN guidelines updated for your reimbursement question to include optavialcuvantig within just a few weeks after approval. And I think the most common question that we're getting is around the reimbursement dynamics here. We've had conversion from IV subcu in the first half of the year is going to take some time, mainly due to a temporary J code, which is routine for any new product in this category. And conversion will accelerate in the second half of the year once we transition to a permanent J code on July 1. And so we're excited about the launch and what this means for patients, physicians and importantly, the durability of our IO franchise. Operator: Next question will come from Evan Seigerman of BMO Capital Markets. Evan Seigerman: One on BD, more specifically, now that we're on this side of the muscarinic debate with Coventry approved and peer acuity not showing an efficacy, can you walk us through kind of your process in determining why you went for Karuna when you wanted to get into schizophrenia. And on kind of a more mechanistic perspective, what's happening with Kemira? We saw a nice step up. What are you seeing in the field that's driving the uptake there? . Christopher Boerner: Thanks for the questions, Evan. 'll start and then turn it over to Adam. There's no magic bullet with resp

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SEC filings for BMY · Claim quote is verbatim from the 2024Q4 earnings call.