Bristol-Myers Squibb - Belatacept (Nulojix) Approval comes with black box warning - Our discussion with Key Opinion Leader indicates slow ramp up
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FDA has granted approval to belatacept (Nulojix) as prophylaxis of organ rejection use in EBV seropositive adult kidney transplant patients (comprising ~85-90% kidney transplant patients). The label also includes a black box warning on risk of PTLD (post transplant lymphoproliferative disorder), infection/malignancies and prohibits use in liver transplant patients. The approval is in line with our expectations and based on our discussion with KOL, we expect a slow ramp-up with peak sales potential of $700m. Our discussion with KOL suggests Belatacept to be used as rescue therapy in patients facing CNI based nephrotoxicity……….
COMPANIES MENTIONED
Bristol-Myers Squibb, BMY
Bristol-Myers Squibb, BMY