top of page

BMY: Is the Market Underpricing Zenbexus?

Can risk–benefit support a broader successor thesis.

Following FDA approval, Zenbexus is no longer just pipeline optionality; our latest BMY report addresses whether it is a contained late-line RRMM opportunity, or the start of a broader IMiD franchise rebuild? The answer depends less on the approval itself and more on whether forthcoming earlier-line data can support a materially larger duration and share than current expectations reflect.

  • LinkedIn Classic
  • Twitter Classic

Foveal LLP is authorised and regulated by the Financial Conduct Authority. Firm no: 646980

Registered in England and Wales, No: OC394934. Registered Office: One Fleet Place, London EC4M 7WS, UK

© Foveal LLP & Amit Roy Photography. All rights reserved. Foveal and the foveal logo are registered trademarks of Foveal LLP

bottom of page