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DewDiligence

01/26/23 7:53 PM

#245252 RE: DewDiligence #245236

BMY addendum—Breyanzi is the first CAR-T to show efficacy in CLL, as far as I know. rrCLL is a large market; if Breyanzi’s complete-response rate after, say, 5 years is as high as 15-20%, this indication could be a meaningful commercial contributor.

Breyanzi, which is currently approved for various forms of relapsed NHL, has annualized sales of under $200M.