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Bank of America Merrill Lynch Health Care Conference Doug Manion Senior Vice President, Virology, Neuroscience and Japan 1 May 17, 2012

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Page 1: Bank of America Merrill Lynch Health Care Conference · ABILIFY ® Exploratory Development * ... NS5B Primer Grip Inhibitor NRT Inhibitor HIV Maturation Inhibitor. NS5A Second Generation

Bank of America Merrill Lynch Health Care Conference

Doug ManionSenior Vice President,

Virology, Neuroscience and Japan

1

May 17, 2012

Page 2: Bank of America Merrill Lynch Health Care Conference · ABILIFY ® Exploratory Development * ... NS5B Primer Grip Inhibitor NRT Inhibitor HIV Maturation Inhibitor. NS5A Second Generation

NOT FOR PRODUCT PROMOTIONAL USE

Forward-Looking InformationDuring this meeting, we will make statements about the Company’s future plans and prospects that constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. 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.

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Page 3: Bank of America Merrill Lynch Health Care Conference · ABILIFY ® Exploratory Development * ... NS5B Primer Grip Inhibitor NRT Inhibitor HIV Maturation Inhibitor. NS5A Second Generation

NME Development Portfolio

ONC IMMMET VIR NSCV

ABILIFY®

Exploratory Development * Full Development ^

Marketed ProductDevelopment †

* Post discovery through Phase II^ Registrational program† Approved in at least one major market

Triple Reuptake Inhibitors

Microtubule Stabilizer

Avagacestat(Gamma Secretase

Inhibitor)

GABA/Nicotinic Modulator

CGRP Antagonist

α-7 Nicotinic Agonist

Aβ Modulator

Data as of December 31, 2011

SUSTIVA® /ATRIPLA®

REYATAZ®

BARACLUDE®

NS5B Inhibitor

Peginterferonlambda-1a

HIV Attachment Inhibitor

Daclatasvir(NS5A Inhibitor)

Asunaprevir(NS3 Inhibitor)

Anti-PD-L1

NS5B Primer Grip Inhibitor

NRT Inhibitor

HIV Maturation Inhibitor

NS5A Second Generation

NS5B Site 1Inhibitor

NULOJIX ®YERVOYTM

Dapagliflozin

ELIQUISTM **

Brivanib

ORENCIA®

ONGLYZA ® /KOMBIGLYZETM XR

ERBITUX®

SPRYCEL®

IXEMPRA®

CCR1 Antagonists

Anti-IP10

TGR5 Agonist

FGF21-PKE Adnectin

11βHSDInhibitors PCSK9 Adnectin

CCR2 / 5 Antagonists

IKur Antagonists

IKACh Inhibitors

LXR Modulators

IGF-1R Antagonist

Urelumab(Anti-CD137)

SMO Antagonist

IL-21

Elotuzumab

EGFR/IGFR Tandem Adnectin

Pegdinetanib(VEGF R-2 Adnectin)

Anti-PD1

Anti-CXCR4

JAK2 Inhibitor

Anti-IL6

Anti-CD28

GPR119 Agonists

IL-23 Adnectin

Necitumumab

Notch Inhibitors

Anti-CD70 ADC

Anti-IL31

PEG-FGF21

LPA1 Antagonist

Anti-CD40L

Anti-LAG3

Anti-KIR

**ELIQUIS is approved for VTE Prevention in the EU

NOT FOR PRODUCT PROMOTIONAL USE 3

Page 4: Bank of America Merrill Lynch Health Care Conference · ABILIFY ® Exploratory Development * ... NS5B Primer Grip Inhibitor NRT Inhibitor HIV Maturation Inhibitor. NS5A Second Generation

NOT FOR PRODUCT PROMOTIONAL USE

HCV – Area of High Unmet Need

PEG-IFN-α +

Ribavirin

Historic Standard of Care

(<50% Cure Rates)Higher Cure Rates

Through:

• Improved efficacy • Improved safety /

tolerability • Reduced duration of

treatment

BMS Goal

PEG-IFN-α +

Ribavirin+

1st Wave PI

Current Standard of Care

(<80% Cure Rates)

Page 5: Bank of America Merrill Lynch Health Care Conference · ABILIFY ® Exploratory Development * ... NS5B Primer Grip Inhibitor NRT Inhibitor HIV Maturation Inhibitor. NS5A Second Generation

NOT FOR PRODUCT PROMOTIONAL USE

BMS Well Positioned With Broad HCV Portfolio

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Daclatasvir (DAC): Potential 1st in class, differentiated NS5AInhibitor 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-791325) in development in combo with DAC and ASV

Peg-IFN Lambda in development for HCV and HBV

Strategic partnerships to complement our internal portfolio

Page 6: Bank of America Merrill Lynch Health Care Conference · ABILIFY ® Exploratory Development * ... NS5B Primer Grip Inhibitor NRT Inhibitor HIV Maturation Inhibitor. NS5A Second Generation

NOT FOR PRODUCT PROMOTIONAL USE

Daclatasvir Phase III Program

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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

Page 7: Bank of America Merrill Lynch Health Care Conference · ABILIFY ® Exploratory Development * ... NS5B Primer Grip Inhibitor NRT Inhibitor HIV Maturation Inhibitor. NS5A Second Generation

NOT FOR PRODUCT PROMOTIONAL USE

-189: A Key Component of Our HCV Portfolio

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Confident in having dose that provides sufficient viral suppression and resistance coverage with acceptable safety and tolerability

Development Plan– Ph II -189 + DAC +/- RBV – Expected to start in 2012, Ph III in 2013– Ph II -189 + 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

Page 8: Bank of America Merrill Lynch Health Care Conference · ABILIFY ® Exploratory Development * ... NS5B Primer Grip Inhibitor NRT Inhibitor HIV Maturation Inhibitor. NS5A Second Generation

BofAHealth Care Conference

Doug ManionSenior Vice President, Development Virology, Neuroscience and Japan

8

May 17, 2012