Revlimid (lenalidomide) is an oral thalidomide analogue used across multiple hematologic malignancy indications, including multiple myeloma and selected lymphomas. Its clinical pharmacology section describes immunomodulatory, antiangiogenic, and antineoplastic properties mediated via cereblon-dependent ubiquitination pathways. Initial U.S. approval was in 2005.
Bristol Myers Squibb said 2025 revenue was flat as a 17% increase in growth-portfolio sales offset a 15% decline in legacy drugs. The company expects legacy sales to fall another 12-16% in 2026, with newer products such as Opdivo, Reblozyl and Breyanzi supporting results.
Healthcare sector surged 10% since Q4 2025, outpacing all S&P 500 sectors as investors rotate from tech to pharmaceutical value plays. Major drugmakers demonstrate resilience following Medicare price negotiations implementation.
Bristol Myers Squibb's growth portfolio increased 17% in 2025, partially offsetting a 15% decline in legacy products facing generic competition. The company's stock gained 11.4% in the past month on strong fourth-quarter results.
Bristol Myers Squibb faces a steep patent cliff with key drugs losing protection between 2027-2029, but newer products like Cobenfy show promise. The stock trades at less than 10 times earnings with a 4.2% dividend yield.
| NCT ID | Title | Status | Phase |
|---|---|---|---|
| NCT04739813 |
Venetoclax, Ibrutinib, Prednisone, Obinutuzumab, and Revlimid in Combination With Polatuzumab (ViPOR-P) in Relapsed/Refractory B-cell Lymphoma |
RECRUITING | PHASE1 |
| NCT03715309 |
R2 in the Treatment of Follicular Lymphoma |
UNKNOWN | PHASE2 |
| NCT03098589 |
Revlimid® Capsules Drug Use-results Surveillance (Relapsed or Refractory ATLL) |
COMPLETED | |
| NCT02720510 |
A Trial Evaluating Efficacy & Safety of RVD +/- Panobinostat in Transplant Eligible, Newly Diagnosed Multiple Myeloma (NDMM) |
TERMINATED | PHASE2 |
| NCT02302469 |
Study of Lenalidomide in Relapse/Refractory Waldenstrom Macroglobulinemia |
COMPLETED | PHASE1/PHASE2 |
| NCT01752075 |
A Non-interventional, Observational Post-marketing Registry of Patients Treated With Revlimid (Lenalidomide) in Taiwan |
COMPLETED | |
| NCT01729338 |
Velcade + Cyclophosphamide in Newly Diagnosed Multiple Myeloma |
TERMINATED | PHASE2 |
| NCT01621672 |
UARK 2009-09 Myeloma Cure Project: Prospective Trial of Indefinite Revlimid Maintenance Versus Observation for Currently Event-Free Patients With Multiple Myeloma |
COMPLETED | PHASE3 |
| NCT01572480 |
Carfilzomib, Lenalidomide, and Dexamethasone for Smoldering Multiple Myeloma |
COMPLETED | PHASE2 |
| NCT01547260 |
Lenalidomide and Gemcitabine as First-line Treatment in Patients With Pancreatic Cancer |
COMPLETED | PHASE1/PHASE2 |
