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  "documentTitle": "Bristol-Myers Squibb Company (BMY)",
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  "presentationDate": "2019-03-18 00:00:00",
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  "notes": "The slide uses a screenshot of a Celgene presentation to highlight the company's 'blockbuster' claims, which the activist then challenges.",
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      "text": "In January 2018, Celgene acquired fedratinib through its $1.1 billion acquisition of Impact Biomedicines. Fedratinib is a JAK2 kinase inhibitor that can potentially be used to treat patients with myelofibrosis as a 1L treatment or as an alternative to JAKAFI.",
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      "text": "Currently a significant segment of patients, approximately 40%, are not eligible to receive ruxolitinib [JAKAFI] due to progression on treatment or low platelet counts. These patients would be available immediately at launch for treatment with fedratinib. We believe fedratinib represents a significant opportunity for patients and has the potential to be a billion-dollar blockbuster for Celgene. — Nadim Ahmed, Celgene President of Hematology and Oncology, January 2018",
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