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DewDiligence

07/26/18 10:43 AM

#220224 RE: DewDiligence #220223

BMY/PFE—Eliquis grew 40%(!) YoY in 2Q18 and is now selling at an annualized rate of $6.6B. (BMY books all of the Eliquis sales, but PFE owns 60% of the worldwide profit share.)
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DewDiligence

07/26/18 10:58 AM

#220226 RE: DewDiligence #220223

BMY’s I-O franchise—(Opdivo+Yervoy)—worldwide sales by indication: NSCLC 35%; melanoma 35%; RCC 20%; HNSCC 5%; other 5%. (Source: Today’s 2Q18 CC.)
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DewDiligence

10/25/18 9:51 AM

#221610 RE: DewDiligence #220223

BMY 3Q18 results:

https://finance.yahoo.com/news/bristol-myers-squibb-reports-third-105900519.html

Worldwide Opdivo sales were $1.79B, +42% YoY.

Worldwide Eliquis sales were $1.58B, +28% YoY.

BMY raised 2018 non-GAAP EPS guidance to $3.80-3.90 (from prior range of $3.55-3.65).