BMS 2Q26 Earnings Call BD 전략 BD는 여전히 최우선 자본배분 항목이지만, 회사는 강한 후기 파이프라인을 보유하고 있어 거래를 무리하게 추격…

- BMS가 잘 아는 치료영역 - 설득력 있는 과학적 근거 - 주주가치를 창출할 수 있는 재무적 타당성 관심 분야로는 새로운 표적뿐 아니라 표적단백질분해, 뇌 전달shuttle 등 새로운 약물 전달 모달리티를 강조 “I'm excited by what is new, what is innovative in terms of new targets, but also the way you deliver your drugs against that target, the modalities.” “I want to give an example of an internal project that is our CELMoD BCL6 is coming from our protein-targeted degradation platform.” “Imagine the potential in neuroscience. We are building up our Alzheimer portfolio, and we start to understand more and more on the biology of Alzheimer.” “Now the question is, how can we deliver against amyloid, against tau, against new targets, and how we can have better drugs to get into the brain? The shuttles is an example.” t.me/bioksm