CLAIM #12125 · Bristol-Myers Squibb Company (BMY) · 2025Q1 earnings call · Apr 24, 2025 · due Jun 30, 2025
“We also plan to initiate several new pivotal studies this year, including seven phase three studies for Cobenfi across three indications: Alzheimer's agitation, Alzheimer's cognition impairment, and bipolar one, all expected to be underway by midyear.”
Chris Boerner · CEO
In context
“plan to engage with the medical community and regulators to discuss these results and potential next steps. Also, it's important to remember there are no currently approved adjunctive therapies for schizophrenia. Our commercial strategy remains focused on monotherapy, which accounts for 70-80% of the market, where our goal is for Cobenfi to become the foundational treatment. As I mentioned earlier, Cobenfi's differentiated profile is resonating. We're seeing strong early uptake. Looking ahead, we're confident in the strength of our portfolio and the breadth of opportunities in our pipeline. We expect several of these opportunities to come this year, such as the first look at one of the phase three trials for Cobenfi in Alzheimer's disease psychosis, where there is significant unmet need. We also plan to initiate several new pivotal studies this year, including seven phase three studies for Cobenfi across three indications: Alzheimer's agitation, Alzheimer's cognition impairment, and bipolar one, all expected to be underway by midyear. At the same time, in oncology, we're advancing two next-wave solid tumor programs. First, our EGFR PER three antibody drug conjugate Isobren is expected to begin enrollment in a pivotal study in first-line triple-negative breast cancer in the coming months. And second, our androgen receptor degrader program in prostate cancer has begun enrolling patients in a pivotal study. We also expanded our registrational program for a glaukatomide, a potential first-in-class CELMoD for lymphoma. The Goal Seek four study in second-line plus follicular lymphoma will explore the combination of gulcotamide with rituximab, where we know effective chemo-free regimens are needed for patients. In total, we believe these programs represent significant opportunities over the back half of the decade given the u”
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SEC filings for BMY ↗ · Claim quote is verbatim from the 2025Q1 earnings call.