CLAIM #69575 · Bristol-Myers Squibb Company (BMY) · 2026Q2 earnings call · Jul 30, 2026 · due Dec 31, 2026
“PFS data should be available within a few months after approval, which will help accelerate uptake as some physicians want to see PFS data before adopting.”
Adam Lenkowsky · Chief Commercialization Officer
In context
“Adam Lenkowsky (Chief Commercialization Officer): Yes. CELMoDs represent a significant commercial opportunity. We're confident both iberdomide and mezigdomide will drive strong growth. We're looking forward to iberdomide's PDUFA date in a few weeks and the team is launch ready. Mezigdomide's PDUFA date is in May next year. Recall that 70% to 80% of myeloma patients are treated in the community and both iberdomide and mezigdomide offer high potency with a manageable, familiar toxicity profile and the convenience of oral dosing that fits community practice workflow. Iber is positioned to replace Pomalyst and Revlimid in leading triplet regimens in the second line and when combined with daratumumab will amplify efficacy of current IMiD-based regimens. Our goal is to make iberdomide and mezigdomide foundational in multiple myeloma, replacing Rev and Pom in second line over time. We expect strong community adoption. PFS data should be available within a few months after approval, which will help accelerate uptake as some physicians want to see PFS data before adopting. We're also excited about golcadomide, a third CELMoD with the potential to transform first-line LBCL and play a role in second-line follicular lymphoma. Collectively, these drugs should provide meaningful contributions to revenue growth for the company.”
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SEC filings for BMY ↗ · Claim quote is verbatim from the 2026Q2 earnings call.