CLAIM #12134 · Bristol-Myers Squibb Company (BMY) · 2025Q1 earnings call · Apr 24, 2025 · due Dec 31, 2025
“I will say that we're just super early in the launch, but early customer feedback has been very positive since the label change and taken together we're seeing good momentum for Camzyos and we expect continued strong growth.”
Adam Lenkowsky · Chief Commercialization Officer
In context
“n to ease the burden of ECHO requirements for both patients and physicians. And based on long-term clinical data as well as the robust data collection, our label change reflects the FDA's confidence in the safety and efficacy of Camzyos now with over 15,000 patients prescribed Camzyos in the United States. So the label has been updated to reduce the frequency of echo monitoring for patients taking Camzyos from every twelve weeks now to once every six months in the maintenance phase. And this is going to number one, simplify processes for both patients and physicians. Two, it's going to open up additional capacity at the COEs and as a result, physicians are going to be able to treat more patients. It reduces the burden on patients and physicians' time and alleviates resourcing at the COEs. I will say that we're just super early in the launch, but early customer feedback has been very positive since the label change and taken together we're seeing good momentum for Camzyos and we expect continued strong growth. Chuck Triano: Thanks for the background, Adam. Next question, please. Operator: The next question will come from Terence Flynn with Morgan Stanley. Please go ahead. Terence Flynn: Great. Thanks for taking the questions. I guess, maybe two for me. First on the Cobenfi launch, Adam, I was just wondering if you could elaborate a little bit on what you're seeing with the prescriber base right now. In terms of kind of breadth and depth? And then, I know the slides also some one-time gross-to-net impact in the first quarter. So just wondering if you could elaborate on that and how we should think about the cadence of gross-to-net over the course of the year? And then David was just I know you're not gonna give 2026 guidance yet at this point, but, again, heard you reiterate the 37% op margin fo”
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SEC filings for BMY ↗ · Claim quote is verbatim from the 2025Q1 earnings call.