bank of america merrill lynch health care conference · abilify ® exploratory development * ......
TRANSCRIPT
Bank of America Merrill Lynch Health Care Conference
Doug ManionSenior Vice President,
Virology, Neuroscience and Japan
1
May 17, 2012
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.
2
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
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)
NOT FOR PRODUCT PROMOTIONAL USE
BMS Well Positioned With Broad HCV Portfolio
5
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
NOT FOR PRODUCT PROMOTIONAL USE
Daclatasvir Phase III Program
6
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
NOT FOR PRODUCT PROMOTIONAL USE
-189: A Key Component of Our HCV Portfolio
7
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
BofAHealth Care Conference
Doug ManionSenior Vice President, Development Virology, Neuroscience and Japan
8
May 17, 2012