Sean McCutchen's questions to Bristol-Myers Squibb Co (BMY) leadership • Q3 2024
Question
Sean McCutchen asked about Cobenfi's M1 component in relation to cognitive benefits and whether the twice-daily regimen and GI side effects could be barriers to compliance.
Answer
Head of Global Drug Development Samit Hirawat highlighted the M1 direct agonism as key for potential cognitive benefits. Chief Commercialization Officer Adam Lenkowsky argued that the drug's unprecedented efficacy and avoidance of major side effects like weight gain would outweigh compliance concerns, noting that patients are already on complex medication schedules.