Competition record
Bristol Myers Squibb
Deep profile · 0 linked library matters
Bristol Myers Squibb sells Opdivo in cancer and shares Eliquis with Pfizer, and the Celgene deal that closed in 2019 brought Revlimid. Merck's Keytruda is the immuno-oncology rival, and generic timelines are the other.
Overview
Bristol Myers Squibb is based in New York. Opdivo, the nivolumab PD-1 antibody, competes regimen by regimen with Merck's Keytruda, often combined with Yervoy or given as Opdualag.
Eliquis, the apixaban anticoagulant co-promoted with Pfizer, is one of the largest oral drugs in the category and is compared with Bayer and Johnson & Johnson's Xarelto. The Celgene acquisition closed in 2019 and added Revlimid and Pomalyst, whose generic erosion is now a managed decline rather than an open deal.
Cell therapies Breyanzi and Abecma are given at certified centers, a different channel from the retail pharmacy that fills Eliquis. Hospital pathways pick the PD-1 brand, while Medicare and commercial formularies pick the anticoagulant.
Competition footprint
Opdivo wins or loses by cancer type as Keytruda locks adjuvant and metastatic protocols.
Eliquis patent expiry and authorized generics will decide how fast pharmacies substitute apixaban.
Revlimid's remaining limited-distribution generics are a legacy of the closed Celgene deal, not a new transaction.
Consumer & business angle
A patient on Eliquis for stroke prevention needs the tablet in stock at an ordinary pharmacy every month.
Oncology centers that have built Opdivo pathways face a full protocol rewrite if they move to Keytruda.
What to watch
- Head-to-head and adjuvant labels where Opdivo and Keytruda still compete for the same tumor type.
- The Eliquis generic date and how fast apixaban substitution follows.
Markets
immuno-oncology · oral anticoagulants · blood cancer drugs
Also known as: bristol myers, bms, opdivo, eliquis, revlimid
Conduct themes
Linked cases in the library
No linked matters in the current library yet. The narrative above is still a market-power primer — check primary sources for live disputes.