Announcement • 18h

Bristol Myers Squibb Unveils New Data Demonstrating Strength and Breadth of Scientific Innovation Across Oncology Portfolio and Next-Generation Pipeline

Bristol Myers Squibb (NYSE: BMY) announced the presentation of data from its oncology portfolio and pipeline at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting to be held May 29 – June 2 in Chicago, Illinois. Across more than 60 disclosures and 19 oral presentations, the Company will highlight progress from its differentiated oncology pipeline in solid tumors and hematologic malignancies. Key data to be presented by Bristol Myers Squibb and its collaborators include: Delivering on the potential of targeted protein degradation with CELMoD (cereblon E3 ligase modulation) presentations in multiple myeloma and lymphoma. Late-breaking full results from the Phase 3 SUCCESSOR-2 trial of mezigdomide, an investigational, oral CELMoD, in combination with carfilzomib and dexamethasone (MeziKd) versus carfilzomib and dexamethasone in relapsed or refractory multiple myeloma will be shared in an oral presentation. Safety and 12-month efficacy results for golcadomide, a potential first-in-class investigational lymphoma CELMoD, in combination with pola-RCHP in patients with newly diagnosed aggressive B-cell lymphoma. Efficacy and safety of iberdomide, an investigational, oral CELMoD, in combination with daratumumab, bortezomib and dexamethasone in patients with newly diagnosed multiple myeloma. Exploring novel approaches across breast, gastric and lung cancers. Two Phase 3 studies sponsored by SystImmune’s parent company, Sichuan Biokin Pharmaceutical Co. Ltd. (Biokin) in Mainland China: Late-breaking Phase 3 data for izalontamab brengitecan (iza-bren), a potentially first-in-class EGFRxHER3 bispecific antibody-drug conjugate (ADC), versus physician's choice chemotherapy in patients with unresectable locally advanced, recurrent, or metastatic triple-negative breast cancer. Phase 3 results for iza-bren versus chemotherapy in patients with recurrent or metastatic esophageal squamous cell carcinoma. Outside of China, iza-bren is jointly developed by SystImmune and Bristol Myers Squibb. In partnership with BioNTech, the first global data for a PD-1 or PD-(L)1 x VEGF bispecific immunomodulator in previously untreated non-small cell lung cancer (NSCLC): Phase 2 data for pumitamig (PD-L1 x VEGF-A bispecific antibody) in combination with chemotherapy in first-line NSCLC. Expanding the evidence base for cell therapy and elevating real-world impact. Real-world patient characteristics, outcomes, and resource utilization of chimeric antigen receptor (CAR) T cell therapy across Foundation for the Accreditation of Cellular Therapy (FACT) and non-FACT treatment centers in large B-cell lymphoma. First results from the Center for International Blood and Marrow Transplant Research (CIBMTR) showing real-world outcomes of Breyanzi (lisocabtagene maraleucel) in patients with relapsed or refractory chronic lymphocytic leukemia and relapsed or refractory mantle cell lymphoma. More details on these select studies to be presented at the 2026 Annual Meeting by the Company and its collaborators: Abstract Title: PANKU-Breast02: izalontamab brengitecan vs physician’s choice chemotherapy in patients with unresectable locally advanced, recurrent or metastatic triple-negative breast cancer (TNBC): A randomized, Phase 3 study (BL-B01D1-307)(LBA). Gastrointestinal Cancer: PANKU-Esophagus01: izalontamab brengitecan vs chemotherapy in patients with recurrent or metastatic esophageal squamous cell carcinoma (ESCC), A multicenter, randomized, open-label, Phase 3 study (BL-B01D1-305). Lymphoma: Golcadomide, a potential, first-in-class, oral CELMoD, + pola-RCHP in patients with newly diagnosed aggressive B-cell lymphoma: Safety and 12-month efficacy results. Real-world patient characteristics, outcomes, and resource utilization of chimeric antigen receptor (CAR) T cell therapy across Foundation for the Accreditation of Cellular Therapy (FACT) and non-FACT treatment centers in large B-cell lymphoma. Real-world outcomes of lisocabtagene maraleucel in patients with relapsed or refractory chronic lymphocytic leukemia: First results from CIBMTR. Outcomes of lisocabtagene maraleucel in patients with relapsed or refractory mantle cell lymphoma: First real-world data from the CIBMTR. Multiple Myeloma: Efficacy and safety of iberdomide, daratumumab, bortezomib and dexamethasone in patients with newly diagnosed multiple myeloma. Mezigdomide, carfilzomib, and dexamethasone vs carfilzomib and dexamethasone in relapsed or refractory multiple myeloma: Result from the Phase 3 SUCCESSOR-2 trial. Thoracic Cancer: Phase 2 data from ROSETTA Lung-02, a global randomized Phase 2/3 trial of pumitamig (PD-L1 x VEGF-A bsAB) + chemotherapy in 1L NSCLC. BREYANZI is a CD19-directed genetically modified autologous T cell immunotherapy indicated for the treatment of: adult patients with large B-cell lymphoma (LBCL), including diffuse large B-cell lymphoma (DLBCL) not otherwise specified (including DLBCL arising from indolent lymphoma), high-grade B cell lymphoma, primary mediastinal large B-cell lymphoma, and follicular lymphoma grade 3B, who have: refractory disease to first-line chemoimmunotherapy or relapse within 12 months of first-line chemoimmunotherapy; or refractory disease to first-line chemoimmunotherapy or relapse after first-line chemoimmunotherapy and are not eligible for hematopoietic stem cell transplantation (HSCT) due to comorbidities or age; or relapsed or refractory disease after two or more lines of systemic therapy.

Announcement • May 22

Bristol Myers Squibb Launch Sotyktu Approaches to Tyk2 Adoption

Bristol Myers Squibb’s Sotyktu (deucravacitinib) is beginning to gain traction in psoriatic arthritis (PsA), though most commercial metrics continue to perform toward the lower end of recent rheumatology launch benchmarks at the two-month mark. While physician awareness and trial are gradually improving, rheumatologists still appear to be cautiously evaluating the oral TYK2 inhibitor as they determine where it best fits within the increasingly crowded PsA treatment landscape. Among 75 U.S. rheumatologists surveyed, one-third now report having initiated at least one PsA patient on Sotyktu, up from 20% during the first month following launch. Mean patient initiations also increased modestly month-over-month, while projected future share expectations continue to rise. Despite these gains, Sotyktu remains behind launches such as Rinvoq (AbbVie), Skyrizi (AbbVie), and Bimzelx (UCB) across most early utilization benchmarks evaluated by Spherix at comparable launch stages. Current patient share for Sotyktu in PsA remains expectedly low, reinforcing that prescribing activity is still highly limited at this stage of the launch. At the same time, rheumatologists continue to forecast a substantially larger long-term role for the brand, with projected peak patient share approaching 15%. The sizable disconnect between physicians’ current candidate pools and their longer-term peak share expectations suggests many specialists see meaningful future opportunity for Sotyktu but are waiting for additional experience, comfort, and real-world data before expanding use more aggressively. In several key commercial metrics, including initiation activity, launch perceptions, and physician familiarity, the only benchmark launch performing comparably or worse than Sotyktu in PsA remains Sotyktu’s own psoriasis debut, reinforcing a pattern of gradual rather than explosive uptake for the TYK2 inhibitor franchise. Beyond utilization metrics, overall perceptions of the launch also remain somewhat restrained relative to recent rheumatology benchmarks. Manufacturer launch ratings continue to trail most comparator brands evaluated by Spherix at similar stages, suggesting rheumatologists have yet to view the rollout as fully breaking through in the crowded PsA marketplace. At the same time, payer perceptions remain mixed, with many physicians continuing to characterize access conditions as challenging early in the launch cycle. Spherix notes that the PsA launch remains exceptionally early, and rheumatology launches often evolve significantly over time as physicians accumulate practical experience and confidence with a new therapy. Satisfaction among current Sotyktu prescribers remains favorable, and physicians continue to project gradual share expansion over the next six months. Sotyktu’s performance in PsA is being closely watched well beyond Bristol Myers Squibb’s own portfolio. As the first TYK2 inhibitor to establish a commercial foothold in rheumatology, Sotyktu may help shape physician perceptions of the broader TYK2 mechanism across immune-mediated diseases. Multiple next-generation TYK2 inhibitors are currently advancing through development across immunology and rheumatology-related indications, including Takeda’s zasocitinib, Alumis’ envudeucitinib, Priovant’s brepocitinib, and Pfizer’s ropsacitinib. While several of these TYK2-targeting assets are already being actively evaluated in PsA and psoriasis, other developers have highlighted PsA as a future expansion opportunity alongside ongoing or planned development across a range of rheumatologic and autoimmune diseases, including axial spondyloarthritis, rheumatoid arthritis, systemic lupus erythematosus, idiopathic inflammatory myopathies, and Sjögren’s disease. As a result, Sotyktu’s early rheumatology experience may ultimately serve as an important commercial and clinical proof point not only for Bristol Myers Squibb, but for the broader TYK2 class as developers seek to position these agents against increasingly entrenched biologics and JAK inhibitors across immunology.

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Bristol Myers Squibb Unveils New Data Demonstrating Strength and Breadth of Scientific Innovation Across Oncology Portfolio and Next-Generation Pipeline

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