CLAIM #12255 · Bristol-Myers Squibb Company (BMY) · 2025Q4 earnings call · Feb 5, 2026 · due Dec 31, 2026
“So overall, we see continued solid growth for Reblozyl in first line this year and we expect strong performance.”
Adam Lenkowsky · Chief Commercialization Officer
How to check this claim
Look at: Reblozyl total net product sales, fiscal year 2026
It came true if: FY2026 Reblozyl revenue growth > FY2025 reported revenue (year-over-year increase)
Where: Company quarterly/annual income statement product revenue disclosures (10-K/10-Q or earnings release)
In context
“tionally. 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 Triano: Thanks, Adam Lenkowsky. And operator, we'll have one more question then Christopher Boerner will make a brief closing. Thank you. Operator: Thank you. And our final question today comes from Stephen Scala with TD Cowen. Please go ahead. Stephen Scala: Thank you so much and apologies. This is an Eliquis question. But I don't think this product has grown double-digit in several years but then will in 2026. And it's still not absolutely clear why there will be a step down in 'twenty seven. If the 2026 is boosted by a higher commercial price, why won't that also boost 2027? I understand about OUS patent expirations, but OUS in its totality is only $4 billion and I think some patents have been off for years. I would I think it's striking for a product to go from double-digit in o”
Verify independently
SEC filings for BMY ↗ · Claim quote is verbatim from the 2025Q4 earnings call.