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  "documentTitle": "Bristol-Myers Squibb Company (BMY)",
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  "authorName": "Starboard Value",
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  "presentationDate": "2019-03-18 00:00:00",
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      "text": "The prospects for luspatercept are still unknown",
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      "text": "Select Wall Street Analyst Estimates for Luspatercept 2028 Revenue",
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      "text": "In addition, the targeted patient populations are relatively small, which could limit total revenue potential.\nThere are also already well established competitors (Epogen, Procrit, Aranesp) that have been in the market for decades and limited published head-to-head data exists, so it remains unknown how luspatercept compares to current treatments.",
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      "text": "Wall Street analysts’ estimates for luspatercept vary widely, and a number of key thought leaders we have spoken to have voiced concerns.",
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      "text": "From the clinical perspective, somewhat useful, but does not eliminate the need for transfusions or influence the underlying biology of the disease.",
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      "text": "GLEEVAC, an oral lifesaving drug for the treatment of leukemia with a 50% mortality rate at three years, has a compliance rate of only 75%. Luspatercept, a palliative drug is likely to have a lower compliance rate consistent with statins [25 – 50%].",
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      "text": "Interesting, but definitely not a blockbuster. Can't make long-term judgements based on a short study.",
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      "text": "Interesting, but definitely not a blockbuster. Can't make long-term judgements based on a short study. — Key Thought Leader; From the clinical perspective, somewhat useful, but does not eliminate the need for transfusions or influence the underlying biology of the disease. — Key Thought Leader; GLEEVAC, an oral lifesaving drug for the treatment of leukemia with a 50% mortality rate at three years, has a compliance rate of only 75%. Luspatercept, a palliative drug is likely to have a lower compliance rate consistent with statins [25 – 50%]. — Key Thought Leader",
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      "text": "While Luspatercept May Commercialize, We Believe There Are Also a Number of Concerns",
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