June oncology sales performance

研报英文原文证据摘录

June oncology sales performance

Update

July 29, 2026 04:49 PM GMT

Morgan Stanley & Co. LLCMBiopharma | North America Terence C Flynn, Ph.D.

Equity Analyst

June oncology sales Terence.Flynn@morganstanley.comChris Yu, J.D., Ph.D. +1 212 761-2230

Chris.L.Yu@morganstanley.com +1 212 761-2535

performance Alexander Yevdokimov, Ph.D.

Research Associate

Alexander.Yevdokimov@morganstanley.com +1 212 761-2167

We provide comprehensive IQVIA US oncology charts. June data Connor M Massari

were released on July 29. Drugs are organized by MOA: IO, ALK EquityConnor.Massari@morganstanley.comAnalyst +1 212 761-2417

+ROS1, androgen+GnRH, BTK, CD3, CDK4/6 & PI3K, CD3xC20, Hailey Horowitz

CD19+79, CD38, DLL 3, EGFR, FLT-3, FRα, HER2, kinase, KRAS, ResearchHailey.Horowitz@morganstanley.comAssociate +1 212 761-5264

PARP, proteasome, SLAMF7, TROP-2 and thalidomide. Damien H Kerner

I/O:YoY Bristol-Myers' Opdivo sales growth was +4%, and Yervoy was +6%; Merck's Damien.H.Kerner@morganstanley.com +1 212 761-3829

Keytruda sales growth was +7%. Sequentially from May to June, Opdivo sales Morgan Stanley India Company Private Limited+

Saket Agarwal

growth was +0%, and Yervoy was +1%; Keytruda sales growth was -1%. See Exhibit Research Associate

6 for IO drugs YoY and sequential growth. Saket.Agarwal@morganstanley.com +91 22 6995-4012

See Exhibit 5 for reported sales by indication for Bristol-Myers' Opdivo and Major Pharmaceuticals

North America

Merck's Keytruda per respective company's disclosures as available. In 1Q26, lung Industry View In-Line

cancer comprised ~27% (MS est.) (~$348mn) of US Opdivo sales and in the range of Biotechnology

23% (~$1,082mn) of US Keytruda sales. North America

Industry View Attractive

BTK Inhibitors: Abbvie's Imbruvica June YoY sales growth was -56%; AstraZeneca's