Bristol-Myers Squibb Co Virtual Investor Presentation on Hematology Programs Summary - Thomson StreetEvents

Bristol-Myers Squibb Co Virtual Investor Presentation on Hematology Programs Summary

Bristol-Myers Squibb Co Virtual Investor Presentation on Hematology Programs Summary - Thomson StreetEvents
Bristol-Myers Squibb Co Virtual Investor Presentation on Hematology Programs Summary
Published Dec 11, 2025
15 pages (8020 words) — Published Dec 11, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of BMY.N corporate analyst meeting

  
Brief Excerpt:

...More recently, BMS is proud to be the first and only company with two approved CAR-T cell therapies including distinct disease areas with Beckman and Breyanzi....

  
Report Type:

Brief

Source:
Company:
Bristol-Myers Squibb Co
Ticker
BMY.N
Time
2:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Mary Kate Davis - Citi Infrastructure Investments LLC - Analyst : Good morning. This is Mary Kate on for Jeff. Just want to cell therapy here. So you walked us through the positioning of Arlo-cel and multiple myeloma. Maybe what feedback have you received from physicians regarding placing arlo-cel in the treatment paradigm upon approval? Where do you think physicians fan to use this treatment? Thank you. LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies.


Question: Matt Phipps - William Blair Capital Partners - Analyst : Thanks for taking my question and all the updates here. I was wondering if you still plan to file iberdomide for accelerated approval based on the MRD results of Excalibur. And then for the dual BCMAxGPRC5D. What I guess, do you think you need to see to move that program forward? Is it higher initial CR rates trying to beat the 70, 75 rates we've seen so far with BCMA? Or do you really need to see more durable CRs from the dual targeting? Thank you.


Question: Steve Scala - Cowen and Company LLC - Analyst : Thank you so much. Just a follow-up to Luisa's ' question. How has the approval of [Blenrep] changed Bristol's view on how the multiple myeloma treatment landscape will evolve in the US does Bristol view Blend wrap as an important potential combination partner? Or do you not expect significant use of Blenrep in multiple myeloma? Thank you.


Question: Zachary Dunn - Guggenheim Securities - Analyst : Thank you for the question. This is Zach Dunn on for Seamus Fernandez. So firstly, we've been encouraged by the growth of Breyanzi. I'm wondering -- can you elaborate on what is driving this growth? And where do you see market share ultimately ending up? And if you can address US and OUS, that would be greatly appreciated. And moving to your BCL6 degrader. It seemed at ASH, there were some questions on the correlation between BCL6 expression at baseline versus response and how there doesn't seem to be a clear correlation at this moment in time. I guess, can you provide a little more guidance on how you're selecting the right patients? Or do you think that this drug will be more reserved for follicular lymphoma, given the higher CR and ORs in this population? Thank you.


Question: Kripa Devarakonda - Truist Secure Securities - Analyst : Guys, thank you so much for taking my question. Maybe a follow-up on the prior question. As you develop BCL6 combos for second-line of BCL6. how do you think about the eligibility of patients for the combinations versus cell therapy? And maybe on Breyanzi, as you're seeing increased access and growth, any changes in how you're thinking about pricing and market access? Thank you.

Table Of Contents

Bristol-Myers Squibb Co Virtual Investor Presentation on Hematology Programs Transcript – 2025-12-11 – US$ 54.00 – Edited Transcript of BMY.N corporate analyst meeting</ 11-Dec-25 2:00pm GMT

Bristol-Myers Squibb Co at Citi Global Healthcare Conference Summary – 2025-12-04 – US$ 54.00 – Edited Brief of BMY.N presentation 4-Dec-25 2:00pm GMT

Bristol-Myers Squibb Co at Citi Global Healthcare Conference Transcript – 2025-12-04 – US$ 54.00 – Edited Transcript of BMY.N presentation 4-Dec-25 2:00pm GMT

Bristol-Myers Squibb Co Q3 2025 Earnings Call Summary – 2025-10-30 – US$ 54.00 – Edited Brief of BMY.N earnings conference call or presentation 30-Oct-25 12:00pm GMT

Bristol-Myers Squibb Co Q3 2025 Earnings Call Transcript – 2025-10-30 – US$ 54.00 – Edited Transcript of BMY.N earnings conference call or presentation 30-Oct-25 12:00pm GMT

Bristol-Myers Squibb Co at Sanford C Bernstein Healthcare Leaders and Disruptors Healthcare Forum Summary – 2025-09-23 – US$ 54.00 – Edited Brief of BMY.N presentation 23-Sep-25 1:40pm GMT

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MLA:
Thomson StreetEvents. "Bristol-Myers Squibb Co Virtual Investor Presentation on Hematology Programs Summary" Dec 11, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Bristol-Myers-Squibb-Co-Virtual-Investor-Presentation-on-Hematology-Programs-B16588100>
  
APA:
Thomson StreetEvents. (2025). Bristol-Myers Squibb Co Virtual Investor Presentation on Hematology Programs Summary Dec 11, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Bristol-Myers-Squibb-Co-Virtual-Investor-Presentation-on-Hematology-Programs-B16588100>
  
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