CLAIM #12216 · Bristol-Myers Squibb Company (BMY) · 2025Q4 earnings call · Feb 5, 2026 · due Dec 31, 2026
“And we expect this steady growth to continue throughout the year.”
Chris Boerner · CEO
How to check this claim
Look at: Cobenfy quarterly sales/revenue growth trend across 2026
It came true if: Cobenfy quarterly revenue increases sequentially (or maintains positive quarter-over-quarter growth) in each reported quarter of fiscal 2026
Where: Company quarterly earnings releases / 10-Q product revenue disclosures (BMY)
In context
“folio grew 15% year over year in Q4 and 17% for the full year. In terms of building out breadth, with newer products, Opdualag, Breyanzi, and Camzyos each contributed over $1 billion in sales for the full year, while Reblozyl delivered over $2 billion. These are differentiated durable products early in their life cycles with meaningful runway ahead that further strengthen the foundation for long-term growth. And on a full-year basis, it is worth pointing out that despite a decline of roughly $4 billion in revenue from our legacy portfolio, the growth portfolio nearly offset all of that. CoBinfy and Qvantik also continued to progress well and in line with our expectations. With CoBinfy, we saw steady growth as we expanded access and deepened adoption across community and hospital settings. And we expect this steady growth to continue throughout the year. Qvantik continued to receive positive early feedback from users with improved practice efficiency and patient preferences as the main drivers. David Elkins will provide more detail on our portfolio's performance shortly. Turning to recent clinical and regulatory highlights. In December, Breyanzi received FDA approval as the first and only CAR T cell therapy for adults with relapsed or refractory marginal zone lymphoma. It is now approved across five cancer types, strengthening its leadership position among CD19-directed CAR Ts. In December, with our partners at BioNTech, we also shared the first global phase two data for pemigatinib in locally advanced or metastatic triple-negative breast cancer. These data showed encouraging antitumor response and a manageable safety profile in both the”
Verify independently
SEC filings for BMY ↗ · Claim quote is verbatim from the 2025Q4 earnings call.