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Company · patent cliff and acquisitions

Bristol Myers Squibb’s patent cliff

The 3 drugs tracked here made $27.2B of Bristol Myers Squibb’s 2025 revenue (56%) and lose US exclusivity by 2028. Since 2023, Bristol Myers Squibb has closed 4 acquisitions of $1B or more, worth $24.4B in total.

Losing US exclusivity by 2030
$27.2B56% of 2025 revenue
By 2037
$27.2B56% of $48.2B
Acquisitions since 2023
$24.4B4 deals of $1B or more
Bought with an approved product
1 of 4Mirati Therapeutics

2025 revenue losing US exclusivity, by year

Already facing copies (2025–2026)2027–2030
0%25%50%75%100%
2026
5.7%$2.7B · Pomalyst
2028
51%$24.5B · Eliquis, Opdivo

Bars are each drug's 2025 sales as a share of Bristol Myers Squibb’s total revenue ($48.2B). Only drugs tracked here are counted, so full exposure can be higher. Tap a bar for the drug's page.

Acquisitions since 2023

ClosedCompany boughtValueAreaWhat it broughtAt closing
Jan 2024 Mirati TherapeuticsBMS, October 2023 · BMS, January 2024 $4.8B Oncology Krazati, a lung cancer drug, plus early cancer programsPlus a CVR worth up to $1.0B. Approved product
Feb 2024 RayzeBioBMS, February 2024 $4.1B Oncology RYZ101, a radiopharmaceutical in Phase 3 for neuroendocrine tumors Pipeline only
Mar 2024 Karuna TherapeuticsBMS, March 2024 $14.0B Neuroscience Cobenfy for schizophrenia, approved by the FDA in September 2024, after the deal closed Pipeline only
Dec 2025 Orbital TherapeuticsBMS, October 2025 · BMS 10-K 2025 $1.5B Immunology OTX-201, an early in vivo CAR-T therapy for autoimmune disease Pipeline only
4 deals$24.4B

Acquisitions of whole companies worth $1B or more, announced since January 2023. Values are the headline price Bristol Myers Squibb announced, excluding milestone payments unless noted. Licensing deals are not included.

Losing vs buying, by area

AreaAt risk by 2037Acquisitions since 2023
Oncology$12.8B$8.9B
Cardiometabolic$14.4B–
Neuroscience–$14.0B
Immunology–$1.5B

Bristol Myers Squibb has the most revenue at risk in cardiometabolic, but has spent the most on acquisitions in neuroscience. At risk is 2025 sales of tracked drugs losing US exclusivity by 2037; acquisitions are the headline value of deals closed since 2023.

How to read this

The two figures measure different things. Revenue at risk is what the drugs earned in 2025. A deal's value is what Bristol Myers Squibb paid, not the sales it will bring in. Only one of the 4 companies it bought was already selling an approved product at closing (Mirati Therapeutics); the rest brought pipeline drugs whose sales are years away and may never arrive. So this page shows the two side by side rather than claiming how much of the gap the deals fill.

What changed for Bristol Myers Squibb

  1. Copies in the works
    BMS and Ono sue Amgen to block its Opdivo biosimilar

    The suit asserts seven patents against Amgen's ABP 206, which is under FDA review with a decision expected by the end of 2026. Goodwin

  2. US copies launched
    US generics of Pomalyst launched

    Breckenridge launched generic pomalidomide under the settlement timeline, with Camber following. Breckenridge

  3. Medicare price
    Medicare prices set for Ozempic, Pomalyst, Ibrance and Xtandi

    From 2027: Ozempic 71%, Pomalyst 60%, Ibrance 50% and Xtandi 48% below list price. CMS

  4. Medicare price
    First Medicare prices set, including Eliquis, Farxiga, Entresto, Enbrel and Stelara

    From 2026: Farxiga 68%, Enbrel 67%, Stelara 66%, Eliquis 56% and Entresto 53% below list price. CMS

Other companies

Sources

Revenue: BMS FY2025. Drug sales and dates are sourced on each drug's page; each deal links to Bristol Myers Squibb’s announcement or filing in the table above.

See all 45 drugs on the patent cliff →