CLAIM #12253 · Bristol-Myers Squibb Company (BMY) · 2025Q4 earnings call · Feb 5, 2026 · due Dec 31, 2026
“So we see opportunities to increase sales of Ophalaag in The U. S. And as well as ex U. S. With broader label.”
Adam Lenkowsky · Chief Commercialization Officer
How to check this claim
Look at: Opdualag (Ophalaag) net product sales, US and international, annual
It came true if: FY2026 total Opdualag revenue higher than FY2025 reported figure
Where: Company quarterly/annual revenue disclosures (10-K/10-Q product revenue tables, earnings release)
In context
“Thanks. Adam Lenkowsky: Yes, thanks for the question. So Omtolag has become a standard of care in first-line metastatic melanoma in The United States. Oplalag is now approaching four years post-launch and has over 30% market share. In fact, you look at the totality of Bristol-Myers Squibb Company market share in metastatic melanoma, we're now over 65%. So our objective is to continue to expand our share. It's still roughly fifteen percent of patients that continue on PD-one monotherapy. So there's an opportunity there to source that business this year. Additionally, we started to launch internationally in markets like Australia, UK, France, that will contribute to growth in 2026. We also expect an all-commerce indication in Europe in Q2 which will drive significant growth internationally. So we see opportunities to increase sales of Ophalaag in The U. S. And as well as ex U. S. With broader label. As far as Reblovil, as you mentioned, Reblozyl delivered continued strong growth. As you heard from both David Elkins and Christopher Boerner, Rebazil is now annualizing over $2 billion of sales worldwide. We're continuing to drive demand across first-line RS positive and first-line RS negative patients. We expect to see continued strong growth, particularly in the RS negative patients where there's an opportunity for growth. We saw a very rapid uptake initially post command in RS positive. And RS negative provides the greatest opportunity for growth in The United States. Outside of The US, in many markets, we're just starting to launch and get reimbursed in first line. So overall, we see continued solid growth for Reblozyl in first line this year and we expect strong performance. Chuck T”
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SEC filings for BMY ↗ · Claim quote is verbatim from the 2025Q4 earnings call.