Bank of America Merrill Lynch Health Care Conference

Transcription

1 Bank of America Merrill Lynch Health Care Conference Doug Manion Senior Vice President, Virology, Neuroscience and Japan May 17,

2 Forward-Looking Information During this meeting, we will make statements about the Company s future plans and prospects that constitute forwardlooking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 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 today and should not be relied upon as representing our estimates as of any subsequent date. While we may elect to update forward-looking statements at some point in the future, we specifically disclaim any obligation to do so, even if our estimates change. 2

3 NME Development Portfolio Exploratory Development * Full Development ^ Data as of December 31, 2011 Marketed Product Development EGFR/IGFR Tandem Adnectin PEG-FGF21 LXR Modulators NS5A Second Generation Brivanib YERVOY TM NULOJIX Pegdinetanib (VEGF R-2 Adnectin) Anti-CD70 ADC JAK2 Inhibitor IGF-1R Antagonist SMO Antagonist IL-21 11βHSD Inhibitors TGR5 Agonist FGF21-PKE Adnectin GPR119 Agonists CCR1 Antagonists Anti-IP10 PCSK9 Adnectin CCR2 / 5 Antagonists IKACh Inhibitors IKur Antagonists Peginterferon lambda-1a Asunaprevir (NS3 Inhibitor) NS5B Site 1 Inhibitor α-7 Nicotinic Agonist Aβ Modulator Triple Reuptake Inhibitors Microtubule Stabilizer Avagacestat (Gamma Secretase Inhibitor) Necitumumab Elotuzumab Dapagliflozin Daclatasvir (NS5A Inhibitor) SPRYCEL ERBITUX IXEMPRA ORENCIA ONGLYZA / KOMBIGLYZE TM XR ELIQUIS TM ** BARACLUDE REYATAZ SUSTIVA / ATRIPLA ABILIFY Anti-KIR Anti-CD28 NS5B Inhibitor GABA/Nicotinic Modulator Urelumab (Anti-CD137) Anti-IL6 HIV Attachment Inhibitor CGRP Antagonist Notch Inhibitors IL-23 Adnectin Anti-PD-L1 Anti-PD1 Anti-IL31 NRT Inhibitor Anti-CXCR4 Anti-LAG3 Anti-CD40L LPA1 Antagonist HIV Maturation Inhibitor NS5B Primer Grip Inhibitor * Post discovery through Phase II ^ Registrational program Approved in at least one major market ONC MET IMM CV VIR NS **ELIQUIS is approved for VTE Prevention in the EU 3

4 HCV Area of High Unmet Need Historic Standard of Care (<50% Cure Rates) PEG-IFN-α + Ribavirin Current Standard of Care (<80% Cure Rates) PEG-IFN-α + Ribavirin + 1 st Wave PI BMS Goal Higher Cure Rates Through: Improved efficacy Improved safety / tolerability Reduced duration of treatment

5 BMS Well Positioned With Broad HCV Portfolio Daclatasvir (DAC): Potential 1 st in class, differentiated NS5A Inhibitor in Ph III -189: Potent, pan-genotypic Nuc through acquisition of Inhibitex Asunaprevir (ASV): Protease Inhibitor in Ph III combo with DAC NS5B non-nuc (BMS ) in development in combo with DAC and ASV Peg-IFN Lambda in development for HCV and HBV Strategic partnerships to complement our internal portfolio 5

6 Daclatasvir Phase III Program DAC+ ASV (Dual) in GT1b patients in Japan Enrollment complete, expect trial completion in 2013 ~ 2M HCV patients in Japan with about 70% GT1b DAC + ASV (Dual) in US and EU GT1b naives, alfa ineligible / intolerants, alfa null / partials Expected to initiate in 2012 DAC + ASV + P/R (Quad) in US and EU GT1 null responders Expected to initiate in 2012 DAC + P/R in co-infected and minority populations Studies ongoing 6

7 -189: A Key Component of Our HCV Portfolio Confident in having dose that provides sufficient viral suppression and resistance coverage with acceptable safety and tolerability Development Plan Ph II DAC +/- RBV Expected to start in 2012, Ph III in 2013 Ph II P/R in GT2/3 Ongoing Plan to expand to include combinations of 189, DAC and RBV -189 is a potent, pan-genotypic Nuc 7 day study in GT1 patients >4 log drop in viral load at 200mg QD Close to 4 log drop at 100mg QD + RBV 7

8 BofA Health Care Conference Doug Manion Senior Vice President, Development Virology, Neuroscience and Japan May 17,