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Bristol-Myers Squibb Company (BMY) Presents at Bank of Am...
2026-05-15 · via All Articles on Seeking Alpha

Bristol-Myers Squibb Company (BMY) Bank of America Global Healthcare Conference 2026 May 14, 2026 11:40 AM EDT

Company Participants

Adam Lenkowsky - Executive VP & Chief Commercialization Officer

Conference Call Participants

Jason Gerberry - BofA Securities, Research Division

Presentation

Jason Gerberry
BofA Securities, Research Division

All right, everybody. We're going to get going here with our next company presenter at the BofA Annual Healthcare Conference. My name is Jason Gerberry. I cover pharma and biotech. And I'm pleased to be introducing our next company presenter, Bristol-Myers Squibb, and Adam Lenkowsky, Executive VP and Chief Commercial Officer.

So Adam, thanks for joining us.

Adam Lenkowsky
Executive VP & Chief Commercialization Officer

Thanks for having me, Jason.

Jason Gerberry
BofA Securities, Research Division

Yes. So great. Look, there's a lot to talk about. I think Bristol is at an important inflection point as a company. You're rolling through some older franchises, but you've got a lot of pipeline on the come and some products that are early in their launch process. So I think we have a lot to talk about.

Maybe coming out of 1Q and as you kind of think about the growth portfolio specifically, maybe just talk about some of the puts and takes with that versus the legacy portfolio and how things are coming along just in the base business.

Adam Lenkowsky
Executive VP & Chief Commercialization Officer

Yes. So we've got very good momentum in our growth portfolio. As you saw in Q1, we delivered 12% growth year-over-year in the growth portfolio.

And as you said, it's a very young and diversified portfolio. Products like CAMZYOS and BREYANZI delivered strong growth, annualizing both at well over $1 billion. REBLOZYL is annualizing now north of $2 billion.

And then some of our newer launches, OPDIVO Qvantig, we're seeing really