Investor Meeting June 4, 2018 NOT FOR PRODUCT PROMOTIONAL USE 1 - - PowerPoint PPT Presentation

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Investor Meeting June 4, 2018 NOT FOR PRODUCT PROMOTIONAL USE 1 - - PowerPoint PPT Presentation

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ASCO 2018 Investor Meeting June 4, 2018 NOT FOR PRODUCT PROMOTIONAL USE 1 Forward-Looking Information This presentation contains statements about the Companys future plans and prospects that constitute forward-looking statements for

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ASCO 2018 Investor Meeting

June 4, 2018

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Forward-Looking Information

This presentation contains statements about the Company’s future plans and prospects that constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated as a result of various important factors, including those discussed in the company’s most recent annual report on Form 10-K and reports on Form 10-Q and Form 8-K. These documents are available from the SEC, the Bristol-Myers Squibb website or from Bristol-Myers Squibb Investor Relations. In addition, any forward-looking statements represent our estimates only as of the date hereof and should not be relied upon as representing our estimates as of any subsequent

  • date. While we may elect to update forward-looking statements at some point in the future,

we specifically disclaim any obligation to do so, even if our estimates change.

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Tom Lynch

Chief Scientific Officer

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Opdivo/Yervoy Established as SOC Oncology Medicines

Note: All milestones since 2014

15

Tumors with

  • ngoing

registrational trials

Positive Registrational Trials

8 15

Phase III trials stopped early due to survival benefit

15

New England Journal of Medicine Publications Global Approvals for Opdivo

9 300

~

Breakthrough Therapy Designations U.S. Approved Indications

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2 4 6 8 10

Opdivo

Avastin Taxotere

12 14

Years

4

in

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Advancing the Science in Oncology

Leveraging Translational Medicine and Cancer Biology Significant Registrational Readouts Comprehensive Next-Wave Pipeline

Cambridge 2018 Resistance Next-Gen Checkpoints Non-Effector Cells Activating Mechanisms Tumor Cell Pathways OS Readouts in NSCLC HCC, SCLC, Gastric, SCCHN, Bladder, Esophageal Adjuvant Program

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BMS Portfolio of IO Mechanisms

Maximize T-cell Responses Modify Key Resistance Mechanisms Promote Tumor Inflammation Target Tumor Cells Directly

x

x x

TUMOR CELLS STROMA EFFECTOR CELLS Block inhibitory immune checkpoints

PD-1 LAG-3 TIM-3 CTLA-4 CTLA-4-Probody TIGIT

Activate effector T-cells

GITR OX40 CD137 ICOS CD27 IL-2

Enhance NK-cell activity

KIR SLAMF7

Target tumor cell pathways

BCR-ABL DR5 TKIs CXCR4 BET ADCs

Block inhibitory stromal effects

CCR2/5 IL-8

Innate immune activators

NLRP3 STING EFFECTOR CELL

IMMUNE REGULATION Block or deplete immune regulators

EP4 Glutaminase CTLA-4-NF CCR4 TGFR IDO1 CD73 CSF1R

ANTIGEN PRESENTATION Optimize oncolysis and antigen production

Radiation Chemotherapy CD80/aCD3 OV Viruses Vaccines CD40

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Opdivo + NKTR-214 Rationale

  • IL-2 has demonstrated benefits in melanoma and RCC
  • Mechanism believed to drive increased T-cell trafficking to the tumor and

potentially improves safety via T-reg proliferation in the periphery

  • NKTR-214 Pegylation differentiates the agent from legacy IL-2s

–PK/PD profile results in improvements in safety profile including in combination with Opdivo

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Opdivo and NKTR-214: Next Steps

  • Moving forward to registrational study in melanoma in Q3 2018

with Opdivo + NKTR-214 vs Opdivo

  • Pivotal studies being designed for RCC and Bladder
  • Will continue to follow data as it matures across other tumor types

and advance the program

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BMS ASCO 2018

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Translational Medicine Tumor Types

21 11 New Tumors

Early/New Assets

4 11

New combinations (NIVO + new MoA)

NIVO + IPI

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8

ORALS POSTER

DISCUSSIONS

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POSTERS

53

HEOR

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  • Market continues to segment:

– Monotherapy, IO/Chemo, and IO/IO

  • Disease heterogeneity and need for biomarkers

– Histology, driver mutations, I-O markers: PD-L1, TMB, future markers

  • Emerging 2L NSCLC market requires work on IO resistance
  • Dynamic treatment landscape, more work to do to better understand

disease and right role for each approach

Evolving Lung Cancer I-O Landscape

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  • Opdivo/Chemo delivered efficacy consistent with other agents
  • Opdivo/Yervoy was superior to Opdivo/Chemo in high TMB/low PD-L1
  • Chemotherapy may be the best option for Low TMB/PD-L1 negative

patients

  • Patient reported outcomes support the value of a chemo-sparing regimen
  • Lung cancer will remain dynamic and likely require multiple approaches

Key Takeaways from Part 1B of CM-227

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Opdivo/Chemo Delivered Efficacy Consistent with Other Agents

Nivo + chemo (n = 177) Chemo (n = 186) Median PFS,mo 5.6 4.7 HR (95% CI) 0.74 (0.58, 0.94) Nivolumab + chemotherapy Chemotherapy

1-y PFS = 26% 1-y PFS = 14%

20 40 60 80 100 6 12 18 3 9 15 21 PFS (%) Months

All Randomized Patients in Part 1b (PD-L1<1%)

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1-y PFS = 16% Nivo + Chemo Nivo + Chemo (n = 54) Nivo + Ipi (n = 52) Chemo (n = 59) Median PFS, mo 4.7 3.1 4.7 HR (vs chemo) (95% CI) 0.87 (0.57, 1.33) 1.17 (0.76, 1.81) Nivo + Ipi 1-y PFS = 18% 1-y PFS = 18%

Months

Chemo

TMB <10 mut/Mb and <1% Tumor PD-L1 Expression TMB ≥10 mut/Mb and <1% Tumor PD-L1 Expression

Nivo + Chemo (n = 43) Nivo + Ipi (n = 38) Chemo (n = 48) Median PFS, mo 6.2 7.7 5.3 HR (vs chemo) (95% CI) 0.56 (0.35, 0.91) 0.48 (0.27, 0.85)

PFS (%)

Nivo + Chemo

Months

1-y PFS = 45% 1-y PFS = 27%

20 40 60 80 100 6 12 18 3 9 15 21

Chemo 1-y PFS = 8% Nivo + Ipi

20 40 60 80 100 6 12 18 3 9 15 21

TMB Enriched for I-O/I-O and Identified Patients Who May Not Benefit from I-O Based Therapy

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Opdivo/Yervoy Demonstrated More Durable Response than Chemo-Combo and Chemo in High TMB/Low PD-L1

Nivo + Chemo (n = 26) Nivo + Ipi (n = 14) Chemo (n = 10) Median DOR, mo 7.4 NR 4.4

DOR: TMB ≥10 mut/Mb and <1% Tumor PD-L1 Expression

Months

Nivo + Ipi Nivo + Chemo ≥1-y DOR = 33% ≥1-y DOR = 93%

Chemo ≥1-y DOR = NC

100 80 60 40 20 3 6 9 12 15 18 21

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Multiple Registrational Readouts

Trial Status CM-227 (Part 1a) Late 2018/ Early 2019 CM-227 – TMB OS Ongoing CM-227 (Part 2) 2019 CM-9LA 2H2019

1L NSCLC

Tumor/ Trial Expected Timing* HCC CM-459 2H 2018 SCLC CM-331 2H 2018 CM-451 2H 2018 Gastric CM-649 2019 Head & Neck CM-651 2020** CM-714 2019 Bladder CM-901 1H 2020 Esophageal CM-648 1H 2020

Other Tumors

*Per clinicaltrials.gov

Tumor/ Trial Expected Timing* Melanoma CM-915 2020 Bladder CM-274 2020 Esophageal CM-577 2020 Renal CM-914 2022 Head & Neck CM-9TM 2022 Lung CM-816 2023

Adjuvant

**clinicaltrials.gov update pending

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ASCO 2018 Investor Meeting

June 4th, 2018