UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549



FORM 8-K



CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 8, 2024



BRISTOL-MYERS SQUIBB COMPANY
(Exact Name of Registrant as Specified in its Charter)



Delaware
1-1136
22-0790350
(State or Other Jurisdiction of Incorporation)
(Commission File Number)
(IRS Employer Identification Number)

Route 206 & Province Line Road
Princeton, New Jersey, 08543
(Address of principal executive offices) (zip code)

Registrant’s telephone number, including area code: (609) 252-4621



Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):


Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)


Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)


Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))


Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, $0.10 Par Value
BMY
New York Stock Exchange
1.000% Notes due 2025
BMY25
New York Stock Exchange
1.750% Notes due 2035
BMY35
New York Stock Exchange
Celgene Contingent Value Rights
CELG RT
New York Stock Exchange


Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.



Item 7.01
Regulation FD Disclosure.

On January 8, 2024, Bristol-Myers Squibb Company (the “Company”) posted an investor presentation to its website at: www.bms.com/investors/events-and-presentations.html.  A copy of the investor presentation is attached as Exhibit 99.1 to this Current Report on Form 8-K.

The information set forth in this Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise be subject to the liabilities thereof, nor shall it be incorporated by reference into any filing by the Company under the Exchange Act or under the Securities Act of 1933, as amended, whether made before or after the date hereof regardless of any general incorporation language in such filing. The furnishing of this information hereby shall not be deemed an admission as to the materiality of any such information.

Item 9.01.
Financial Statements and Exhibits.

(d)
Exhibits
 
The following exhibit is included as part of this Current Report on Form 8-K:

Exhibit No.
 
Description
     
99.1
 
Investor presentation of Bristol-Myers Squibb Company dated January 8, 2024.
     
104
 
The cover page from this Current Report on Form 8-K formatted in Inline XBRL (included as Exhibit 101).


EXHIBIT INDEX

Exhibit No.
 
Description
     
 
Investor presentation of Bristol-Myers Squibb Company dated January 8, 2024.
     
104
 
The cover page from this Current Report on Form 8-K formatted in Inline XBRL (included as Exhibit 101).


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 
BRISTOL-MYERS SQUIBB COMPANY
     
Dated: January 8, 2024
By:
/s/Kimberly M. Jablonski
 
Name:
Kimberly M. Jablonski
 
Title:
Corporate Secretary






Exhibit 99.1
 January 8, 2024  J.P. Morgan Presentation  
 

 Forward looking statements and non-GAAP financial information   2  This presentation (as well as the oral statements made with respect to information contained in this presentation) contains statements about Bristol-Myers Squibb Company’s (the “Company”) future financial results, plans, business development strategy, anticipated clinical trials, results and regulatory approvals that constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. All statements that are not statements of historical facts are, or may be deemed to be, forward-looking statements. Actual results may differ materially from those expressed in, or implied by, these statements as a result of various factors, including, but not limited to, (i) new laws and regulations, (ii) our ability to obtain, protect and maintain market exclusivity rights and enforce patents and other intellectual property rights, (iii) our ability to achieve expected clinical, regulatory and contractual milestones on expected timelines or at all, (iv) difficulties or delays in the development and commercialization of new products, (v) difficulties or delays in our clinical trials and the manufacturing, distribution and sale of our products, (vi) adverse outcomes in legal or regulatory proceedings, (vii) risks relating to acquisitions, divestitures, alliances, joint ventures and other portfolio actions and (viii) political and financial instability, including changes in general economic conditions. These and other important factors are discussed in the Company’s most recent annual report on Form 10-K and quarterly reports on Form 10-Q and current reports on Form 8-K. These documents are available on the U.S. Securities and Exchange Commission’s website, on the Company’s website or from Bristol-Myers Squibb Investor Relations. No forward-looking statements can be guaranteed.  In addition, any forward-looking statements and clinical data included herein are presented only as of the date hereof. Except as otherwise required by applicable law, the Company undertakes no obligation to publicly update any of the provided information, whether as a result of new information, future events, changed circumstances or otherwise. This presentation does not constitute a solicitation of a proxy, an offer to purchase or a solicitation of an offer to sell any securities.  This presentation includes certain non-Generally Accepted Accounting Principles (“GAAP”) financial measures that we use to describe the Company’s performance. The non-GAAP financial measures are provided as supplemental information and are presented because management has evaluated the Company’s financial results both including and excluding the adjusted items or the effects of foreign currency translation, as applicable, and believes that the non-GAAP financial measures presented portray the results of the Company’s baseline performance, supplement or enhance management’s, analysts’ and investors’ overall understanding of the Company’s underlying financial performance and trends and facilitate comparisons among current, past and future periods. This presentation also provides certain revenues and expenses or other financial measures excluding the impact of foreign exchange (“Ex-FX”). We calculate foreign exchange impacts by converting our current-period local currency financial results using the prior period average currency rates and comparing these adjusted amounts to our current-period results. Ex-FX financial measures are not accounted for according to GAAP because they remove the effects of currency movements from GAAP results.   The non-GAAP information presented herein provides investors with additional useful information but should not be considered in isolation or as substitutes for the related GAAP measures. Moreover, other companies may define non-GAAP measures differently, which limits the usefulness of these measures for comparisons with such other companies. We encourage investors to review our financial statements and publicly filed reports in their entirety and not to rely on any single financial measure. An explanation of these non-GAAP financial measures and a reconciliation to the most directly comparable financial measure are provided with this presentation and available on our website at www.bms.com/investors.   Also note that a reconciliation of forward-looking non-GAAP gross margin, non-GAAP operating margin, non-GAAP operating expenses and non-GAAP tax rate is not provided because a comparable GAAP measure for such measures are not reasonably accessible or reliable due to the inherent difficulty in forecasting and quantifying measures that would be necessary for such reconciliation. Namely, we are not, without unreasonable effort, able to reliably predict the impact of the unwind of inventory purchase price adjustments, accelerated depreciation and impairment of property, plant and equipment and intangible assets, and stock compensation resulting from acquisition-related equity awards, or currency exchange rates. In addition, the Company believes such a reconciliation would imply a degree of precision and certainty that could be confusing to investors. These items are uncertain, depend on various factors and may have a material impact on our future GAAP results. 
 

 We are writing the next chapter in our history  3  Our overarching goal is to achieve sustainable, top-tier growth by the end of the decade  BMS has entered another period of renewal in its long history of scientific achievements and delivering innovative medicines to patients  We have a Growth Portfolio positioned to generate a more diverse company over the decade, with strong cash flow from legacy brands to invest  We are focused on maximizing performance through 2025 and navigating our transition period in the middle of the decade 
 

 We will navigate a dynamic environment  4  4  Evolution of the global regulatory and access environment (e.g., IRA)  Loss of exclusivity for multiple major products  Increasingly intense competitive environment  Industry Headwinds 
 

 Our overarching goal is to achieve sustainable, top-tier growth  Transition period  Maximize performance through 2025  Sustainable, top-tier growth from late 2020s  5  Revenue, illustrative 
 

 BMS enters this period with a number of key strengths  6  Robust & innovative pipeline  Differentiated platforms with significant potential  Financial strength & flexibility   Growing position in large, attractive TAs  Profitable business with meaningful cash generation  Strong balance sheet with flexibility to invest   Continued commitment to return cash to shareholders  Center of the innovative cell therapy ecosystem  Industry-leading capabilities in targeted protein degradation  Differentiated actinium-based radiopharmaceutical platform1  Expanding registrational pipeline, growing from 6 to 12 assets  Robust early-stage pipeline with 30+ assets and opportunity to deliver ~10 INDs per year  Leadership positions in Oncology, Hematology & Cardiovascular  Growing presence in Immunology & Neuroscience  Recently launched assets with significant growth potential  1. Subject to satisfaction of customary closing conditions; anticipated closing of RayzeBio in 1H 2024  
 

 11 major brands across 4 TAs   + 12 assets in/entering registrational stage  + 30+ assets in early-stage clinical development   + Assets from ongoing BD  Legacy Portfolio  Growth Portfolio  We have a valuable Growth Portfolio  7  Generating strong cash flow and flexibility to invest in growth  Including a more diversified and robust range of products   ~$25B sales (2023)  Cardiovascular  Oncology  Hematology  Immunology  1  Legacy: Small Molecule Post-LoE products or products with ≤3 years to potential impact from major LoE or IRA; Growth: >3 years until major LoE event or potential IRA impact. “Major” brands include those with $1Bn+ risk-adjusted consensus annual sales; Only logos for major brands are shown  1. Subject to satisfaction of customary closing conditions; anticipated closing of Mirati by 1H 2024; 2. Partnered with 2SeventyBio  2  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Focus on disciplined execution  How we will deliver  8  Build on our leadership in Oncology, Hematology & Cardiovascular  Continue to grow our presence in Immunology & Neuroscience  Strategic capital allocation  Maximize valuefrom our differentiated pipeline & platforms 
 

 Focus on disciplined execution  How we will deliver  9  Build on our leadership in Oncology, Hematology & Cardiovascular  Continue to grow our presence in Immunology & Neuroscience  Strategic capital allocation  Maximize valuefrom our differentiated pipeline & platforms 
 

 Oncology: Our strategy to build on our leadership  10  Not exhaustive of assets, programs, or indications  1. U.S. Regulatory path opens up indications with Q2W and Q4W; 2. Subject to satisfaction of customary closing conditions; anticipated closing of Mirati, SystImmune, and RayzeBio in 1H 2024  Extend durability in IO  Expand into targeted therapies  Deepen platform capabilities  Cell Therapy  ADC  2  2  Radiopharmaceutical therapy  Targeted protein degradation  15+ additional oncology assets in Ph 1/2  2  subcutaneous nivolumab1  AR LDD  Exploring in solid tumors  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Subcutaneous nivolumab & Opdualag: Extending durability of our IO business  11  Melanoma  Lung  GI/Other  Other  2022  Melanoma  Lung  Renal  GI/Other  2028  $8B  Revenue, not to scale  Potential to address 65-75% of Opdivo U.S. indications2  Opportunity to further extend with IO pipeline  Renal  subcutaneous nivolumab1  1. U.S. Regulatory path opens indications with Q2W and Q4W; 2. Assume extrapolation to non-Yervoy combinations and converting at least half of addressable population   NOT FOR PRODUCT PROMOTIONAL USE 
 

 Hematology: Strengthening our position across a broad array of conditions  12  5+ additional hematology assets in Ph 1/2  Extend leadership in multiple myeloma  Transform outcomes in leukemia / lymphoma  Expand impact in non-malignant heme  Expansion opportunities across 1L TD MF, 1L NTD MDS, and alpha-thalassemia2  Best-in-class CAR T approved with the broadest label in LBCL  Not exhaustive of assets, programs, or indications; 1. Developed in partnership with 2SeventyBio; 2. Ex-US study  Complex biologics  Targeted protein degradation  iberdomide  mezigdomide  alnuctamab  Cell Therapy  GPRC5D  GPRC5D x BCMA  golcadomide  Targeted protein degradation  ADC  GSPT1 degrader  NOT FOR PRODUCT PROMOTIONAL USE  1 
 

 Significant increase in manufacturing capacity planned this year  Breyanzi: Best-in-class CAR T across the broadest array of B-cell malignancies  13  LBCL  CLL / SLL  FL / MCL  Potential Patient Base  Patient population size, not to scale  Broadest label in 2L+ LBCL  ~4x+ increase in median EFS  First & only registrational data for CLL / SLL  FDA Priority Review PDUFA: March 2024  Potential best-in-disease (R/R FL)  96% complete response  Approved  Registrational  Phase I or II  LBCL: Large B-Cell Lymphoma; CLL: Chronic Lymphocytic Leukemia, SLL: Small Lymphocytic Lymphoma; FL: Follicular Lymphoma, MCL: Mantle Cell Lymphoma; 1. Assumes regulatory approval for CLL/SLL, FL, & MCL   >2x expansion1  No other CD19 CAR T approved  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Reblozyl: Significant growth opportunities in MDS-associated anemia and beyond  Ongoing registrational studies  1L TD myelofibrosis(INDEPENDENCE) – 2025  1L NTD MDS (ELEMENT) – 2027  Exploratory / PoC studies  Alpha-thalassemia2 – 2025  New standard of care in 1L MDS-associated anemia  1L approval increases market opportunity by ~4x  Opportunity to further expand1  2023 U.S. patient estimates  2L+ RS+ MDS  1L MDS  ~2K  ~8K  First and only therapy to demonstrate head-to-head superiority over epoetin alpha  Approved in the U.S. with a broad label in lower-risk MDS-associated anemia  Global filings underway  14  1. Years indicate expected data readouts; 2. Ex-US study  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Cardiovascular: Opportunity for sustained leadership with impact for millions of patients  15  Not exhaustive of assets, programs, or indications 1. Developed in partnership with J&J Innovative Medicines   Growing opportunity in cardiomyopathies and heart failure  Extending successful history in thrombosis  MYK-224  milvexian1  Expansion opportunities in CV diseases with Avidity Biosciences collaboration  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Potential expansion in symptomatic nHCM (ODYSSEY-HCM): Phase 3 trial underway to expand the market; data expected in 2025  Camzyos: First and only myosin inhibitor approved in oHCM  16  Q1  Q2  Q3  Q4  Q5  Q6  Camzyos  Entresto  Strong launch momentum  Significant untapped potential within oHCM  Levers to deliver  Time post-launch, quarters  1. Mizuho Research (Dec 2023) 2. Entresto & Camzyos are approved for two different types of cardiac patients 3. BMS Internal Analysis  Maximize strong clinical profile  Expand prescriber base and further penetrate NYHA Class II  Improve patient awareness through DTC (including QoL impact)  Increase diagnosis through AI  Quarterly U.S. sales, $M1,2  ~75K   Prevalent, diagnosed, symptomatic oHCM patients in the U.S. & similar prevalence in Top 5 EU3  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Milvexian1,2: Opportunity to expand anticoagulation beyond FXa to benefit millions of patients  17  Anti-platelets4,5  SSP  ACS  Factor Xa  AF4  milvexian  ~7.5M patients3 in U.S. with thrombotic diseases need treatment  Potential differentiated profile for SSP, ACS, AF  Ph3 studies in Secondary Stroke Prevention (SSP), Acute Coronary Syndrome (ACS) & Atrial Fibrillation (AF)   Confidence in AF Ph3 supported by:  Ph2 study in TKR evaluating 16-fold dose range  100mg BID dose exhibiting comparable efficacy to historical FXa  Differentiated dose response for bleeding  Potential to be the only Oral FXIa in AF  1. U.S. FDA granted Fast Track Designation to all 3 indications 2. Developed in partnership with J&J Innovative Medicines 3. Decision Resource Group, BMS Internal Analysis   4. Current standard of care for indication(s) 5. FXa not used due to risk of bleeding  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Focus on disciplined execution  How we will deliver  18  Build on our leadership in Oncology, Hematology & Cardiovascular  Continue to grow our presence in Immunology & Neuroscience  Strategic capital allocation  Maximize valuefrom our differentiated pipeline & platforms 
 

 Establishing a growing presence in Immunology  19  Addressing diverse immunologic diseases with high unmet need impacting 8M+1 patients  Maximize existing core indications  Expand indication opportunities of leading marketed products  Launch next wave of assets  Moderate to Severe Plaque Psoriasis  Ulcerative Colitis  Rheumatoid Arthritis  Crohn’s Disease  Psoriatic Arthritis  SLE  Sjogren’s syndrome  Alopecia Areata  Not exhaustive of assets, programs, or indications  1. 2023 estimates from Decision Resource Group & BMS Internal Analysis across indications in the U.S. & EU5; SLE: Systemic Lupus Erythematosus   cendakimab  LPA1 antagonist  CD19 NEX T  Eosinophilic Esophagitis & Gastroenteritis  Idiopathic & Progressive Pulmonary Fibrosis  SLE  Multiple Sclerosis  Others  NOT FOR PRODUCT PROMOTIONAL USE 
 

 CVS indication-based formulary with 0 step edits  Second major PBM secured with one step edit: ESI, 30M lives  Sotyktu is a key growth driver to establish leadership in Immunology  20  Expansion opportunities across autoimmune2  Executing launch in psoriasis and broadening access  ~6 million adults in the U.S.1   Focus on growing volume & expanding access  Psoriatic Arthritis: Shared pathogenesis with psoriasis – 2024/2025  SLE: Substantial need for effective oral options – 2026  Sjogren’s syndrome: Shared pathogenesis with SLE with significant unmet need – 2027  Alopecia Areata3: Significant unmet need in autoimmune hair loss with limited treatment options  Ongoing phase III trials with broad applicability and data anticipated in 2024 – 2027  1. Decision Resources Group; BMS Internal Analysis; 2. Years indicate expected data readouts; 3. Phase 2 POC; SLE: Systemic Lupus Erythematosus  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Potentially differentiated profile  Phase 3 registrational trials in IPF & PPF ongoing – data expected 2027/28  LPA1 antagonist has the potential to be the new standard of care in pulmonary fibrosis  21  Significant Unmet need  Progressive Pulmonary Fibrosis (PPF)  140K  U.S. prevalence1  290K  U.S. prevalence1  Idiopathic Pulmonary Fibrosis(IPF)  IPF is fatal lung disease with 3–5 year median survival2  Approved therapies have tolerability challenges and do not treat underlying fibrosis   LPA1 antagonist – Disease modifying agent andbest-in-class potential   >60% reduction in lung-function decline3,4  Differentiated tolerability profile  1. Decision Resource Group; 2. Raghu. Am J Respir Crit Care Med. 2011 Mar 15;183(6):788-824. 3. Corte TJ, et al. Am J Respir Crit Care Med. 2023;207:A2785. 4. Corte TJ, et al. ERS 2023 [Presentation #RCT800].   NOT FOR PRODUCT PROMOTIONAL USE 
 

 Potential for massive expansion of cell therapy addressable market  Potential transformative efficacy and safety profile to reset immune system  Initial in-house clinical data for lupus expected in 2024 | Expanding to myositis, MS, other diseases  CD19 NEX T: Potential transformative cell therapy for patients with several severe immunologic diseases  22  Addressable population1  Growing evidence of CAR T-induced immune rest in severe autoimmune diseases, e.g., Durable remission in SLE  CD19 NEX T: Best-in-class Breyanzi construct with improved manufacturing focused on scale and reliability  Heme malignancy  B cell-mediatedAutoimmune  5-10x  SLE  MS  SSc  Myositis  Other indications  1. Decision Resources Group; SLE: Systemic Lupus Erythematosus, SSc: Systemic Sclerosis, IIM: Idiopathic Inflammatory Myopathies, MS: Multiple Sclerosis  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Re-establishing Neuroscience across a wide range of conditions with substantial unmet need  23  Substantial unmet need across millions of patients  Neuroinflammation  Neurodegeneration  Neuropsychiatry  Multiple Sclerosis  Alzheimer’s Disease  Parkinson’s Disease  ALS  eIF2b activator  Schizophrenia  Schizophrenia (adjunctive)  Alzheimer’s disease psychosis  Alzheimer’s disease agitation  Bipolar I  Mood & anxiety disorders  Anti-MTBR-Tau  FAAH MGLL  Not exhaustive of assets, programs, or indications  1. Subject to satisfaction of customary closing conditions; anticipated closing for Karuna Therapeutics in 1H 2024   1  CD19 NEX T  TYK2i-CNS  KarXT  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Schizophrenia approval  ~1.6M2 treated patients inthe U.S.   KarXT1: Starting next year, opportunity for series of indications supporting continued growth  24  1. Subject to satisfaction of customary closing conditions; anticipated closing 1H 2024   1. Subject to satisfaction of customary closing conditions; anticipated closing 1H 2024   1. Subject to satisfaction of customary closing conditions; anticipated closing 1H 2024   1. Subject to satisfaction of customary closing conditions; anticipated closing 1H 2024. 2. DRG – Clarivate, as of July 2023; 3. “Alzheimer’s Disease Association Facts and Figures,” 2023  2024  2025  2026 – 2028  2029+  Adjunctive schizophreniaPhase 3 data  Expansion within schizophrenia  Pipeline and future indications   Alzheimer’s Disease Agitation registrational data   >6M3 people living with ADin U.S.   Bipolar I Disorderregistrational data   Impacts ~1.4M2 patients in U.S.  Alzheimer’s disease psychosis registrational data   >6M3 people living with ADin U.S.     Long-acting injectable            NOT FOR PRODUCT PROMOTIONAL USE 
 

 Focus on disciplined execution  How we will deliver  25  Build on our leadership in Oncology, Hematology & Cardiovascular  Continue to grow our presence in Immunology & Neuroscience  Strategic capital allocation  Maximize valuefrom our differentiated pipeline & platforms 
 

 2022 – 2023  2024 – 2025  2026 - 2027  2028 - 2030  Cendakimab  Iberdomide  LPA1 antagonist  KarXT1  Mezigdomide  CD19 NEX T  Alnuctamab  GPRC5D CAR T  Milvexian  BET inhibitor (986158)  Golcadomide  AR LDD      RYZ1011  MYK-224  BL-B01D11   PRMT5/MTA Inhibitor1  Portfolio evolution: Potential to add 16+ NMEs over decade  26  Cardiovascular  Oncology  Hematology  Immunology  New pipeline additions since Jan 2023  NMEs by potential year of first approval  Potential for additional 40+ LCM opportunities across these NMEs & approved products  1. Subject to satisfaction of customary closing conditions; anticipated closing of Mirati Therapeutics, Karuna Therapeutics, RayzeBio, & SystImmune in 1H 2024; 2. Approved in 2022 & expected addition to BMS portfolio in 2024Unmarketed products are subject to positive registrational trials and regulatory approval  1,2  Neuroscience  recently approved   NOT FOR PRODUCT PROMOTIONAL USE 
 

 Multiple key pipeline milestones expected in 2024  27  Milestones represent expected data read-outs unless otherwise specified | 1. Week 12 primary endpoint data anticipated 2024/2025 2. Subject to satisfaction of customary closing conditions; anticipated closing for Mirati Therapeutics, Karuna Therapeutics, RayzeBio & SystImmune in 1H 2024  ABECMA  3–5L RRMM (KarMMa-3) approval  Cendakimab  EoE Ph3   PRMT5/MTA Inhibitor2  MTAP-deleted cancers Ph1  AR LDD   mCRPC Ph1  KarXT2  Schizophrenia approval  RYZ1012  ES-SCLC Ph1  BL-B01D12 (EGFRxHER3 ADC)  NSCLC Ph1  Krazati (KRASG12C Inhibitor)2  1L NSCLC TPS<50% Ph2  2L NSCLC confirmatory Ph3  SOTYKTU1  PsA-2 Ph3 at Wk52  PsA-1 Ph3 at Wk52  CD19 NEX T  Severe refractory SLE dose escalation Ph1  OPDUALAG  1L HCC Ph2   1L NSCLC Ph2  ZEPOSIA1  CD Ph3 Induction 1  CD Ph3 Induction 2  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Focus on disciplined execution  How we will deliver  28  Build on our leadership in Oncology, Hematology & Cardiovascular  Continue to grow our presence in Immunology & Neuroscience  Strategic capital allocation  Maximize valuefrom our differentiated pipeline & platforms 
 

 Strategic approach to capital allocation  29  Further diversify our portfolio   Strengthen long-term growth profile  Strong cash flow generation  Balance sheet strength  Continued commitment to dividend – 15 consecutive annual increases  Industry-leading return of capital over last 3 years  Business development  Strong investment-grade rating  Shareholder distributions 
 

 Enhance growth in back half of the decade  Business development remains a priority to strengthen the growth profile of the company  30  Focused on licensing, partnerships & bolt-on acquisitions  Build depth in existing Therapeutic Areas  Maintain financial discipline  Enhance presence in emerging Therapeutic Areas  Focus on areas of significant unmet need where BMS can lead 
 

 We have already executed important deals to strengthen our growth profile  31  Focus on areas of significant unmet need where BMS can lead  1. Subject to satisfaction of customary closing conditions; anticipated closing for Mirati Therapeutics, Karuna Therapeutics, RayzeBio, & SystImmune in 1H 2024   Not exhaustive of assets, programs, or indications  1  1  1  1  Deals over the last six months 
 

 Focus on disciplined execution  How we will deliver  32  Build on our leadership in Oncology, Hematology & Cardiovascular  Continue to grow our presence in Immunology & Neuroscience  Strategic capital allocation  Maximize valuefrom our differentiated pipeline & platforms 
 

 Driving a strong sense of urgency and accountability  We are focused on disciplined execution  Commercial  R&D  Manufacturing  Accelerate performance for key growth drivers  Ensure right level of resourcing  Drive top-tier productivity  Discontinue lower value programs  Accelerate high priority programs  Significantly increase cell therapy capacity and improve reliability & cost  Robust supply chain capabilities to ensure secure supply and risk mitigation including radiotherapies  33 
 

 Reaffirming all financial targets  34  Low-to-mid single-digit revenue CAGR1 from 2020-2025   Low double-digit revenue CAGR1 ex-Rev/Pom from 2020-2025  $8B-$10B growth from in-line brands2 from 2020-2025   >$10B revenue from new product portfolio in 2026  Operating margin target to >37% through 20253  $25B NRA for 9 New Product Portfolio in 2030  Primarily annual  Total company revenue guidance  Total company line-item guidance  Key pipeline events and milestones  *See “Forward-Looking Statements and Non-GAAP Financial Information” and “Bristol Myers Squibb Company Reconciliation of Certain GAAP Line Items to Certain Non-GAAP Line Items”  1. At constant exchange rates on a risk-adjusted basis 2. Primarily IO & Eliquis; NRA: Non-Risk Adjusted sales subject to positive registrational trials and health authority approval; Financial projections may contain non promoted sales, BMS promotes only according to label 3. Operating margin >37% through 2025 excludes potential future business development  Key targets*  Return to historical guidance practice 
 

 Executing on our plan to drive sustainable, top-tier long-term growth  Revenue, illustrative  Navigate transition period  Maximize performance through 2025  35  Drive strong commercial execution  Launch new medicines  Integrate Mirati, Karuna, RayzeBio1  Ensure on-time delivery of late portfolio  Deliver against R&D productivity  P&L discipline  Prosecute early to mid-pipeline  Deliver potential from recently acquired assets  Continue to enhance pipeline through disciplined BD  1. Subject to satisfaction of customary closing conditions; anticipated closing for Mirati Therapeutics, Karuna Therapeutics & RayzeBio in 1H 2024  Accelerate growth from late 2020s 
 

 

 Our ESG updates and looking ahead   37  ESG Materiality Assessment Results  2022 ESG Report  Completed a global, double ESG materiality assessment1 and identified the8 ESG factors that were rated as most “material” by stakeholders   Results showed strong alignment of internal and external stakeholders’ priorities  On August 23, 2023, published BMS’ 2022 ESG Report,2 providing increased transparency and disclosures  2022 Highlights Include:  58% clinical trial sites in diverse metro areas  $1B global spend on diverse-owned businesses  8.2% reduction in greenhouse gas emissions across Scopes 1, 2, & 3 compared to 2021   TOP 8 Material ESG Factors  Pricing & Patient Access   Product Innovation   Patient Safety and Product Quality  Ethics & Conduct   Long-Term Value Creation  Culture and Inclusion & Diversity  Climate Change & Emissions  Public Health & Public Policy  Breakdown:Top ESG Issues by Theme  Looking Ahead  Evolved ESG Strategy based on double materiality assessment will be shared in 2024  Task Force on Climate-Related Financial Disclosures (TCFD) report published in December 2023  Science-based emissions reduction targets anticipated to be validated by the Science Based Targets Initiative (SBTi) by 2024  $150 million to address health disparities will be provided by end of 2025  1 BMS ESG Materiality Assessment  2 BMS 2022 ESG Report  NOT FOR PRODUCT PROMOTIONAL USE 
 

 Year-Ended December 31  2020  2021  2021  2022  Total Revenues  $42,518  $46,385  $46,159  Gross Profit  $30,745  $36,445  $36,022  Specified items (a)  $3,300  $603  $356  Gross Profit excluding specified items  $34,045  $37,048  $36,378  Marketing, Selling and Administrative  $7,661  $7,690  $7,814  Specified items (a)  ($279)  ($3)  ($79)  Marketing, Selling and Administrative excluding specified items  $7,382  $7,687  $7,735  Research and Development  $10,048  $10,195  $9,509  Specified items (a)  ($903)  ($843)  ($308)  Research and Development excluding specified items  $9,145  $9,352  $9,201  Operating margin  31%  40%  41%  Specified items (a)  10%  3%  1%  Operating margin excluding specified items (b)  41%  43%  42%  Bristol Myers Squibb Company Reconciliation of Certain GAAP Line Items to Certain Non-GAAP Line Items  38  (a): An explanation of these non-GAAP financial measures and a reconciliation to the most directly comparable GAAP financial measure are available on our website at bms.com/investors. (b): Operating margin on Specified Items represents the difference between the GAAP and Non-GAAP operating margin  (Unaudited, dollars in millions) 
 

 Phase II  Phase I  Clinical Development Portfolio – Phase I and II   39  ª Anti-CTLA-4 NF Probody® Therapeutic  Solid Tumors  Lung Cancer  Colorectal Cancer  ª Anti-Fucosyl GM1^  RR Small Cell Lung Cancer  ª Anti-IL-8^  Solid Tumors  ª Anti-NKG2A^  Non-Small Cell Lung Cancer  ª BET Inhibitor (BMS-986378)^  Solid Tumors  ª farletuzumab ecteribulin  Ovarian Cancer  ª farletuzumab ecteribulin  Non-Small Cell Lung Cancer  nivolumab+relatlimab  Stage IV 1L Non-Small Cell Lung Cancer  1L Hepatocellular Carcinoma   AUGTYRO  NTRK Pan-Tumor  ª BET Inhibitor (BMS-986158)  1L Myelofibrosis  BREYANZI  RR Follicular Lymphoma (FL)  RR Marginal Zone Lymphoma (MZL)  RR Mantle Cell Lymphoma (MCL)  ª golcadomide  RR Non-Hodgkin’s Lymphoma  ONUREG  Myelodysplastic Syndrome   REBLOZYL  A-Thalassemia  CAMZYOS  Heart Failure with preserved Ejection Fraction (HFpEF)  ª danicamtiv  Dilated Cardiomyopathy  ª MYK-224  Obstructive Hypertrophic Cardiomyopathy  Heart Failure with preserved Ejection Fraction (HFpEF)  ª afimetoran  Systemic Lupus Erythematosus  SOTYKTU  Alopecia Areata   Discoid Lupus Erythematosus  ª TYK2 Inhibitor (BMS-986322)  Moderate-to-Severe Psoriasis  ª AHR Antagonist*^  Solid Tumors  ª Anti-CCR8^  Solid Tumors  ª Anti-ILT4^  Solid Tumors  ª AR LDD  1L, 2L Metastatic Castration-Resistant Prostate Cancer   ª DGK Inhibitor  Solid Tumors  ª Helios CELMoD  Solid Tumors  ª JNK Inhibitor  Solid Tumors  ª MAGE A4/8 TCER*  Solid Tumors  ª NME 1  Prostate Cancer  ª SHP2 Inhibitor^  Solid Tumors  ª TGFβ Inhibitor^  Solid Tumors  ª TIGIT Bispecific  Solid Tumors  Lung Cancer  Gastric Cancer  ª alnuctamab  RR Multiple Myeloma   ª Anti-SIRPα  Hematologic Malignancies  ª BCL6 LDD  Lymphoma  ª BCMA NKE  RR Multiple Myeloma   ª BET Inhibitor (BMS-986378)^  RR Non-Hodgkin’s Lymphoma  ª CD33-GSPT1 ADC  Acute Myeloid Leukemia  ª CD33 NKE  Acute Myeloid Leukemia  ª CK1α Degrader  Hematologic Malignancies  ª Dual Targeting BCMAxGPRC5D CAR T  RR Multiple Myeloma  golcadomide^  1L Diffuse Large B-cell Lymphoma  ª GPRC5D CAR T  RR Multiple Myeloma   ª FXIa Inhibitor  Thrombotic Disorders  ª Anti-CD40  Autoimmune Disease  ª CD19 NEX T  Severe Refractory Systemic Lupus Erythematosus  ª IL2-CD25  Autoimmune Disease  ª NME 2  Autoimmune Disease  ª PKCθ Inhibitor  Autoimmune Disease  ª Anti-MTBR-Tau  Alzheimer’s Disease  ª eIF2b Activator  Neuroscience  ª FAAH/MGLL Dual Inhibitor  Neuroscience  ª TYK2 Inhibitor (BMS-986465)  Neuroinflammation diseases  Hematology  Neuroscience  Oncology  Immunology  CV  * Partner-run study   NME leading indication  ^ Trials exploring various combinations  Data as of December 31, 2023 
 

 Phase III  Clinical Development Portfolio – Phase III   Registration US, EU, JP  OPDIVO  Adjuvant Hepatocellular Carcinoma  Peri-adjuvant Muscle-Invasive Urothelial Carcinoma  Peri-adjuvant Non-Small Cell Lung Cancer   Stage IB-IIIA Adjuvant NSCLC*  OPDIVO + YERVOY  1L Hepatocellular Carcinoma  1L Muscle Invasive Urothelial Carcinoma  1L+ Microsatellite Instability High Colorectal Cancer  Stage 3 Unresectable Non-Small Cell Lung Cancer   OPDUALAG  Adjuvant Melanoma  ª SC nivolumab + relatlimab + rHuPH20  1L Melanoma  ª SC nivolumab + rHuPH20 (multi-indications)  2L Renal Cell Carcinoma  ª ABECMA  Newly Diagnosed Multiple Myeloma with Suboptimal Response post-ASCT​  iberdomide  ª2L+ Multiple Myeloma   Post-Autologous Stem Cell Therapy Maintenance Newly Diagnosed Multiple Myeloma  mezigdomide  ª2L+ Multiple Myeloma Vd  2L+ Multiple Myeloma Kd  REBLOZYL  1L TD Myelofibrosis Associated Anemia    1L NTD Myelodysplastic Syndrome Associated Anemia  CAMZYOS  Non-Obstructive Hypertrophic Cardiomyopathy  milvexian  Secondary Stroke Prevention*  Acute Coronary Syndrome*  ªAtrial Fibrillation*  cendakimab  ªEosinophilic Esophagitis  Eosinophilic Gastroenteritis #  LPA1 Antagonist  ªIdiopathic Pulmonary Fibrosis (IPF)  LPA1 Antagonist  Progressive Pulmonary Fibrosis (PPF)  ª obexelimab *  IgG4-Related Disease  SOTYKTU  Psoriatic Arthritis  Systemic Lupus Erythematosus  Sjögren's Syndrome  ZEPOSIA  Crohn’s Disease  AUGTYRO  ROS1 NSCLC (EU, JP)  NTRK Pan-Tumor (EU)  OPDIVO + YERVOY  1L Muscle Invasive Urothelial Carcinoma (US, EU, JP)  ABECMA  3-5L Multiple Myeloma (US, EU)  BREYANZI  3L+ Chronic Lymphocytic Leukemia (US)  RR Follicular Lymphoma (JP)  REBLOZYL  1L TD Myelodysplastic Syndrome Associated Anemia (EU, JP)   Development Partnerships:   ABECMA: 2seventy bio; AHR: Ikena Oncology; farletuzumab ecteribulin: Eisai; rHuPH20: Halozyme; MAGEA4/8 TCER: Immatics; milvexian: J&J Innovative Medicine; OPDIVO, YERVOY, OPDUALAG in Japan: Ono; PKCθ Inhibitor: Exscientia; REBLOZYL: Merck; SHP2 Inhibitor: BridgeBio Pharma; TIGIT Bispecific: Agenus; obexelimab: Zenas BioPharma in Japan, South Korea, Taiwan, HK, Singapore, and Australia  40  Data as of December 31, 2023  Hematology  Neuroscience  Oncology  Immunology  CV  *  #  Partner-run study  NME leading indication  Japan only 
 


v3.23.4
Document and Entity Information
Jan. 08, 2024
Entity Listings [Line Items]  
Document Type 8-K
Amendment Flag false
Document Period End Date Jan. 08, 2024
Entity File Number 001-01136
Entity Registrant Name BRISTOL MYERS SQUIBB CO
Entity Central Index Key 0000014272
Entity Incorporation, State or Country Code DE
Entity Tax Identification Number 22-0790350
Entity Address, Address Line One Route 206 & Province Line Road
Entity Address, City or Town Princeton
Entity Address, State or Province NJ
Entity Address, Postal Zip Code 08543
City Area Code 609
Local Phone Number 252-4621
Entity Emerging Growth Company false
Written Communications false
Soliciting Material false
Pre-commencement Tender Offer false
Pre-commencement Issuer Tender Offer false
Common Stock [Member]  
Entity Listings [Line Items]  
Title of 12(b) Security Common Stock, $0.10 Par Value
Trading Symbol BMY
Security Exchange Name NYSE
1.000% Notes due 2025 [Member]  
Entity Listings [Line Items]  
Title of 12(b) Security 1.000% Notes due 2025
Trading Symbol BMY25
Security Exchange Name NYSE
1.750% Notes due 2035 [Member]  
Entity Listings [Line Items]  
Title of 12(b) Security 1.750% Notes due 2035
Trading Symbol BMY35
Security Exchange Name NYSE
Celgene Contingent Value Rights [Member]  
Entity Listings [Line Items]  
Title of 12(b) Security Celgene Contingent Value Rights
Trading Symbol CELG RT
Security Exchange Name NYSE

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