CLAIM #12171 · Bristol-Myers Squibb Company (BMY) · 2025Q2 earnings call · Jul 31, 2025

“And we will be prepared for aficamten when it comes to market, and we maintain a consistent view that we will remain leaders in this space.”

Adam Lenkowsky · Chief Commercialization Officer

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In context

“our prescriber base, coupled with high persistency. The feedback on our REMS label change has been very positive that eases the burden of echo requirements for both patients and physicians. And although it's still early days post the label change, we've seen physicians treat more patients at the COEs, and we're also making very good progress expanding in the community. As far as aficamten, we don't see any meaningful clinical differentiation there. Camzyos has set a very high bar for efficacy and safety. We have compelling real-world data across now thousands of patients, and we're continuing to grow that every week. And it's going to be important to see what their label looks like. But we remain focused on driving growth by broadening our prescriber base from the COEs into the community. And we will be prepared for aficamten when it comes to market, and we maintain a consistent view that we will remain leaders in this space. Operator: Next question will come from Dave Risinger with Leerink Partners. David Reed Risinger: Congrats on the strong financial performance. So Chris, you had highlighted milvexian first when you discussed major pipeline candidates to watch in coming years. And since the Street consensus only models, 2032 sales of $2.3 billion, that reflects a lot of skepticism. So if you and maybe Samit could just help us better understand what you think investors underappreciate about milvexian's likelihood of success in secondary stroke, ACS and AF. Christopher S. Boerner: Yes. Thanks for the question, Dave. Why don't we have Samit you start and then Adam, maybe you can speak to the commercial opportunity. Samit Hirawat: Yes. Thank you for the question, David. Look milvexian, we've spoken before abou”

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SEC filings for BMY ↗ · Quote is verbatim from the 2025Q2 earnings call.