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    bristol myerd squibb Deutsche Bank Securities Inc. Health Care Conference bristol myerd squibb Deutsche Bank Securities Inc. Health Care Conference Presentation Transcript

    • Lamberto Andreotti Executive Vice President & Chief Operating Officer Deutsche Bank Healthcare Conference May 7, 2008 This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience-
    • May 7, 2008 During this meeting, we will make statements about the Company’s future plans and prospects, including statements about our financial position, business strategy, research pipeline concerning product development and product potential, that constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by these forward- looking statements as a result of various important factors, including those discussed in the company’s most recent annual report on Form 10-K, periodic reports on Form 10-Q and current reports on Form 8-K. These documents are available from the SEC, the Bristol-Myers Squibb website or from Bristol-Myers Squibb Investor Relations. In addition, any forward-looking statements represent our estimates only as of today and should not be relied upon as representing our estimates as of any subsequent date. While we may elect to update forward-looking statements at some point in the future, we specifically disclaim any obligation to do so, even if our estimates change. This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience-
    • Next Generation BioPharma Best of Pharma Best of Biotech Next Generation BioPharma Selectively Innovative Continuous Integrated Portfolio Improvement Business Model Agile, Entrepreneurial and Accountable Culture This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 3
    • Q1 2008 Performance Strong underlying sales growth +9% Gross and operating margin improvement Non-GAAP EPS of $0.42 vs. $0.36 Q1 2007 Decision to retain Mead Johnson within business portfolio Recent announcement to sell ConvaTec Confirmed 3 year non-GAAP guidance All GAAP to non-GAAP reconciliations are available on our website. This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 4
    • Q1 2008 Sales: Growth Brands $1,400 $1,308 +39% $1,200 $1,000 $800 $M $600 $454 $400 +24% $297 $305 $273 $187 +13% +13% +21% $200 +17% $0 Plavix Abilify Avapro Reyataz Sustiva Erbitux This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 5
    • Q1 2008 Sales: New Products $120 $108 +140% $100 $87 $80 +112% $66 $M $60 +314% $40 $25 $20 $0 Baraclude Orencia Sprycel Ixempra This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 6
    • Plavix Indications Potential Patient Proven Efficacy and Safety Population ~49 million Indicated for use in broad patient population Other CV ~28 million Efficacy and safety of ACS / Stent Plavix well understood ~1.5 million ACS PAD Stroke Increased hospital ~3 million ~8 million ~10 million resources focused on risk benefit ACS / Non-Stent ~1.5 million Growth opportunities within ACS as well as stroke and PAD This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 7
    • Abilify – Broad Clinical Profile and Specialty Execution Q1 global sales up 24% Broadest set of indications for any atypical US approval in major depressive disorder EU approval for bipolar mania Succesful DTC campaign This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 8
    • Orencia – Goal to Become the IV Biologic of Choice Q1 sales $87 million +112% Focus on efficacy and durability of response Recent label change broadening indication regardless of prior treatment Promotional programs focused on compliance and persistence DTC campaign focused on defining inadequate response This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 9
    • Our Productivity Approach Management Council Productivity Transformation Team Supply Chain R&D G&A Commercial Operations $400 MM $200 MM $550 MM $350 MM $1.5 Billion Cost Savings + Cost Avoidance This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 10
    • Supply Chain Redesigned to Support BioPharma Model Strategic Filters Current 2011 27 Plants >50% Reduction Future Geographic Product Portfolio Footprint Rationalization Network segmented and specialized In-house Biologics capability Aggressive outsourcing of mature products Generating $400 Million in Productivity This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 11
    • Customer Model Restructured to Support BioPharma 12,000 Primary Care 10,000 Specialty 8,000 Field-Based Medical FTEs Total Field Force 6,000 4,000 2,000 0 2005 2006 2007 2008 Specialty Model synergizes Sales Force and Field-Based Medical experts Partnering on Primary Care maximizes capacity and capability while minimizing fixed overhead Increasing productivity This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 12
    • Key 2008 Events ASCO – Erbitux FLEX data – Sprycel phase II prostate data – Ipilimumab data ADA – Saxagliptin phase III data – Dapaglifozin phase IIb data EASD – Saxagliptin phase III data ASH – Apixiban phase III data This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 13
    • Next Generation BioPharma Best of Pharma Best of Biotech Next Generation BioPharma Selectively Innovative Continuous Integrated Portfolio Improvement Business Model Agile, Entrepreneurial and Accountable Culture This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience- 14
    • Lamberto Andreotti Executive Vice President & Chief Operating Officer Deutsche Bank Healthcare Conference May 7, 2008 This presentation is intended solely for an investment community/industry audience-not for promotional use community/industry audience-