Followers | 840 |
Posts | 121043 |
Boards Moderated | 9 |
Alias Born | 09/05/2002 |
Sunday, August 28, 2022 2:16:11 PM
PR:
https://finance.yahoo.com/news/breaking-results-phase-2-axiomatic-073600645.html
CC slides:
https://s21.q4cdn.com/104148044/files/doc_presentations/2022/Bristol-Myers-Squibb-ESC-IR-2022-Event-Presentation.pdf
Milvexian is an oral inhibitor of Factor XIa being co-developed by BMY and JNJ (#msg-140083631). For BMY specifically, Milvexian is the company’s hope for replacing Eliquis revenue when Eliquis goes off-patent in 2028.
In the trial reported today, Milvexian + Plavix/aspirin was compared to Plavix/aspirin alone at five different Milvexian doses. Despite the lackluster results, which include a flat dose response, BMY/JNJ have committed to a phase-3 program for Milvexian in three indications: secondary stroke prevention; ACS; and primary stroke prevention in patients with AF. The phase-3 trials are slated to start by year-end 2022 (see slide #13). Curiously, the three phase-3 indications do not include either of the indications tested in phase-2, which are treatment of acute ischemic stroke (see above) and VTE prevention (#msg-166773814).
The main competition for Milvexian is Bayer’s Asundexian, another oral FXIa inhibitor that just started phase-3 trials in AF/stroke prevention and treatment of acute ischemic stroke (https://www.businesswire.com/news/home/20220828005030/en ).
BMY has pegged Milvexian is a $5B+ opportunity (not risk adjusted—see slide #20), but this seems optimistic in light of the dataset released today.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”
Recent BMY News
- Investors Watching Two Small-Caps for News on Potential Major Advancements in Cancer Treatments • AllPennyStocks.com • 01/13/2025 01:56:00 PM
- ArsenalBio and Bristol Myers Squibb Achieve Milestone for AB-4000 Series as Part of Ongoing Multi-Program Collaboration to Advance Next-Generation T Cell Therapies for Solid Tumors • GlobeNewswire Inc. • 01/13/2025 12:00:02 PM
- Bristol Myers Squibb to Present at J.P. Morgan’s 43rd Annual Healthcare Conference • Business Wire • 01/03/2025 11:59:00 AM
- U.S. Food and Drug Administration Approves Opdivo Qvantig™ (nivolumab and hyaluronidase-nvhy) Injection, for Subcutaneous Use in Most Previously Approved Adult, Solid Tumor Opdivo® (nivolumab) Indications1,2 • Business Wire • 12/27/2024 10:37:00 PM
- Bristol Myers Squibb Announces Positive Topline Results from Two Pivotal Phase 3 Trials Evaluating Sotyktu (deucravacitinib) in Adults with Psoriatic Arthritis • Business Wire • 12/23/2024 11:59:00 AM
- Bristol Myers Squibb Receives European Commission Approval for Opdivo® (nivolumab) plus Yervoy® (ipilimumab) for the First-Line Treatment of Adult Patients with Microsatellite Instability–High or Mismatch Repair Deficient Metastatic Colorectal Cancer • Business Wire • 12/23/2024 11:45:00 AM
- Bristol Myers Squibb to Report Results for Fourth Quarter 2024 on February 6, 2025 • Business Wire • 12/19/2024 11:59:00 AM
- Bristol Myers Squibb Announces Dividend Increase • Business Wire • 12/11/2024 09:17:00 PM
- Bristol Myers Squibb Highlights Progress of Cell Therapy Portfolio at ASH 2024 with Long-Term Survival Data and Results from Expanding Pipeline • Business Wire • 12/09/2024 10:45:00 PM
- Bristol Myers Squibb to Participate in Citi’s 2024 Global Healthcare Conference • Business Wire • 11/26/2024 11:59:00 AM
- Bristol Myers Squibb’s Presentations at ASH 2024 Reinforce Strength of Hematology Portfolio and Scientific Advances in Differentiated Research Platforms • Business Wire • 11/19/2024 11:59:00 AM
- Bristol Myers Squibb Receives Positive CHMP Opinion for Opdivo® (nivolumab) plus Yervoy® (ipilimumab) for the First-Line Treatment of Adult Patients with Microsatellite Instability–High or Mismatch Repair Deficient Metastatic Colorectal Cancer • Business Wire • 11/15/2024 01:23:00 PM
- Bristol Myers Squibb Receives Positive CHMP Opinion for Repotrectinib for the Treatment of Advanced ROS1-Positive Non-Small Cell Lung Cancer and Advanced NTRK-Positive Solid Tumors • Business Wire • 11/15/2024 11:59:00 AM
- Perspective Therapeutics Provides Recent Business Highlights and Reports Fiscal 3Q 2024 Results • GlobeNewswire Inc. • 11/12/2024 09:05:51 PM
- Bristol Myers Squibb Showcases the Continued Strength of its Cardiovascular Portfolio with New Clinical and Real-World Data at American Heart Association Scientific Sessions 2024 • Business Wire • 11/11/2024 11:59:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 11/05/2024 10:53:01 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 11/05/2024 10:50:58 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 11/05/2024 10:48:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 11/05/2024 10:42:53 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 11/05/2024 10:41:22 PM
- Bristol Myers Squibb to Participate in Upcoming Investor Conferences • Business Wire • 11/05/2024 10:00:00 PM
- Bristol Myers Squibb Presents New Long-term Data from the EMERGENT Program Evaluating COBENFY™ (xanomeline and trospium chloride) in Adults with Schizophrenia at Psych Congress 2024 • Business Wire • 10/31/2024 08:16:00 PM
- Bristol Myers Squibb Reports Third Quarter Financial Results for 2024 • Business Wire • 10/31/2024 10:59:00 AM
- Bristol Myers Squibb to Present New Clinical and Health Economics and Outcomes Research Data at Psych Congress 2024 • Business Wire • 10/28/2024 10:59:00 AM
- U.S. Food and Drug Administration Approves Perioperative Treatment of Neoadjuvant Opdivo® (nivolumab) and Chemotherapy Followed by Surgery and Adjuvant Single-Agent Opdivo for Resectable Non-Small Cell Lung Cancer (NSCLC) • Business Wire • 10/03/2024 09:35:00 PM
Luke Plants Featured in U.S. Department of the Interior Report to Congress on Strategic Review of National Orphan Well Program • ZEFIF • Jan 21, 2025 10:51 AM
North Bay Resources Acquires 70% Interest in the Bishop Gold Mill, Inyo County, California • NBRI • Jan 21, 2025 9:26 AM
HealthLynked Unveils Release of ARi: A Revolutionary AI-Powered Healthcare Assistant • HLYK • Jan 21, 2025 8:00 AM
Good Gaming Inc. Announces ViaOne Services' Intent to Purchase Up to 10% of Its Common Shares in the Open Market • GMER • Jan 16, 2025 8:30 AM
Avant Technologies and Ainnova Begin Implementing and Testing Advanced AI Algorithms for Early Detection of Additional Diseases • AVAI • Jan 16, 2025 8:00 AM
VOCODIA HOLDINGS INC. (OTCMKTS: VHAI) and TRACCOM INC. (OTCMKTS: TRCC) have signed an MOU to form a Joint Venture that will Revolutionize Event Monitoring with Narrative AI • VHAI • Jan 15, 2025 2:53 PM