NOT FOR PRODUCT PROMOTIONAL USE
JP Morgan Healthcare Conference
January 12, 2016
Giovanni Caforio
Chief Executive Officer
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JP Morgan Healthcare Conference Giovanni Caforio Chief Executive - - PowerPoint PPT Presentation
JP Morgan Healthcare Conference Giovanni Caforio Chief Executive Officer January 12, 2016 NOT FOR PRODUCT PROMOTIONAL USE 1 Forward-Looking Information This presentation contains statements about the Companys future plans and prospects
NOT FOR PRODUCT PROMOTIONAL USE
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NOT FOR PRODUCT PROMOTIONAL USE
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
statements at some point in the future, we specifically disclaim any obligation to do so, even if our estimates change. This presentation also contains certain non-GAAP financial measures, adjusted to include certain costs, expenses, gains and losses and other specified items. Reconciliations of these non-GAAP financial measures to the most comparable GAAP measures are available on the company’s website at www.bms.com.
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People helping patients in their fight against serious disease
IN N OVATE IMPR O VE IN TEGR ATE
Best of BIOTECH Best of PHARMA
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Early Trial Stops
FDA Approvals
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NSCLC patients
combination therapy, 1st and 2nd line, adjuvant)
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1/2 1/9 1/16 1/23 1/30 2/6 2/13 2/20 2/27 3/6 3/13 3/20 3/27 4/3 4/10 4/17 4/24 5/1 5/8 5/15 5/22 5/29 6/5 6/12 6/19 6/26 7/3 7/10 7/17 7/24 7/31 8/7 8/14 8/21 8/28 9/4 9/11 9/18 9/25 10/2 10/9 10/16 10/23 10/30 11/6 11/13 11/20 11/27 12/4 12/11
I-O Weekly Sales Trends
Total IO Market – Weekly IMS DDD + Xponent
Yervoy Opdivo BMS I-O Portfolio Keytruda
Note: This information is an estimate derived from the use of information under license from the following IMS Health information services: Xponent & DDD weekly dollars, for the period of 1/2/2015 through 12/31/2015. IMS expressly reserves all rights, including rights of copying, distribution and republication.
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Tumor Study Design Hodgkin Lymphoma
CheckMate -205
Monotherapy single arm study in second line Head and Neck
CheckMate -141
Monotherapy vs. standard of care in second line Non-Hodgkin Lymphoma
CheckMate -139
Monotherapy single-arm study in relapsed/refractory diffuse large B-cell lymphoma Bladder
CheckMate -275
Monotherapy single arm study in second line bladder Glioblastoma
CheckMate -143
Monotherapy vs. standard of care in recurrent glioblastoma 1L NSCLC
CheckMate -026
Monotherapy vs. chemo in first-line PD-L1 expressers
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Patients who do not respond to Opdivo +/- Yervoy Patients who progress after treatment with Opdivo +/- Yervoy Additional tumors, including where signals are not sufficient Improve outcomes through combinations
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NK cell T cell BMS assets beginning clinical studies in 2016
Tumor Microenvironment T Cell Activation NK Cell Activation
Priming & Activation Antigen Presentation Antigen Release T Cell Trafficking and Infiltration
anti-CSF1R IDO anti-CD73 anti-LAG3 Urelumab (anti-CD137) anti-GITR anti-OX40 Lirilumab (anti-KIR)
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0% 10% 20% 30% 40% 50% 60% 70% 80% 10/24/14 11/21/14 12/19/14 1/16/15 2/13/15 3/13/15 4/10/15 5/8/15 6/5/15 7/3/15 7/31/15 8/28/15 9/25/15
AF/VTE-Tx Share
0% 10% 20% 30% 40% 50% 60% 70% 80% 10/24/14 11/21/14 12/19/14 1/16/15 2/13/15 3/13/15 4/10/15 5/8/15 6/5/15 7/3/15 7/31/15 8/28/15 9/25/15
AF/VTE-Tx Share
U.S. NBRx NOAC Market Share – Cardiologists (AFib + VTE-Tx) U.S. NBRx NOAC Market Share – All Physicians (AFib + VTE-Tx)
Note: Eliquis and Xarelto (all form strengths) are factored for AF and VTE-Tx indications. Pradaxa and Savaysa are unfactored and include volume across all approved indications. Source: IMS SDI VECTOR. NBRx (New to Brand Rx) = Naïve + Switch to Rx.
Pradaxa Total Eliquis AF/VTE-Tx Savaysa Total Xarelto AF/VTE-TX
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Genetically Defined Diseases
Monogenic diseases Sentinel populations
(eg, Duchenne Muscular Dystrophy, Progressive Supranuclear Palsy)
Cardiovascular
Heart Failure Thrombosis
Immunoscience
Novel mechanisms in RA and IBD Lupus
Fibrotic Diseases
Lung Liver Kidney
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Immuno- science Fibrotic Diseases I-O Cardio- vascular Academic Partnerships
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