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Credit Suisse Health Care Conference Doug Manion Senior Vice President, Development Virology, Neuroscience and Japan 1 November 14, 2012

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Page 1: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

Credit SuisseHealth Care Conference

Doug Manion

Senior Vice President, Development

Virology, Neuroscience and Japan

1

November 14, 2012

Page 2: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

NOT FOR PRODUCT PROMOTIONAL USE

Forward-Looking Information

During this meeting, we will make statements about the Company’s future plans and prospects 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 as a result of various important factors, including those discussedin the company’s most recent annual report on Form 10-K and reports on Form 10-Q and Form 8-K. These documents are available from the SEC, the Bristol-Myers Squibb website orfrom 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 pointin the future, we specifically disclaim any obligation to do so,even if our estimates change.

2

Page 3: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

NME Development Portfolio

ONC IMMMET VIR NSCV

NULOJIX ®YERVOYTM

Dapagliflozin

ELIQUISTM

***

Brivanib

ORENCIA®

ONGLYZA® /

KOMBIGLYZETM

XR

ABILIFY®

SUSTIVA® /ATRIPLA®

REYATAZ®

BARACLUDE®ERBITUX®

SPRYCEL®

CCR1

Antagonists

Anti-IP10

11βHSDInhibitor

PCSK9 Adnectin

CCR2 / 5 Antagonists

IKur Antagonists

IKACh Inhibitor

LXR Modulators

Triple Reuptake Inhibitor

Microtubule Stabilizer

Avagacestat(Gamma Secretase

Inhibitor)

NS5B Non Nuc

Peginterferonlambda-1a

HIV Attachment Inhibitor

Daclatasvir(NS5A Inhibitor)

Asunaprevir(NS3 Inhibitor)

IGF-1R

Antagonist

Urelumab(Anti-CD137)

SMO Antagonist

IL-21

Elotuzumab

Anti-PD1

Anti-CXCR4

JAK2 Inhibitor

Anti-PD-L1

Exploratory Development *Full

Development ^Marketed Product

Development †

* Post discovery through Phase II

^ Registrational program

† Approved in at least one major market

Anti-IL6

Anti-CD28

GPR119 Agonists

IL-23 Adnectin

Necitumumab

GABA/Nicotinic Modulator

CGRP Antagonist

Notch Inhibitor

a-7 Nicotinic Agonist

Ab Modulator

NS5B Primer Grip Inhibitor

NRT Inhibitor

Data as of June 30, 2012

HIV Maturation Inhibitor

Anti-IL31

PEG-FGF21

LPA1 Antagonist

Anti-CD40L

NS5A Second Generation

NS5B Site 1Inhibitor

Anti-LAG3

Anti-KIR

*** ELIQUIS is approved for VTE Prevention in the EU

Factor XIaParenteral

Anti- CD40

Anti-IL23

Anti-Fucosyl GM1

Metreleptin**

SYMLIN®**

BYETTA® /

BYDUREONTM

**

** Amylin compounds added on August 9, 2012

INX-189 was removed on August 23, 2012

AntidiabeticPeptide**

3

Page 4: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

NOT FOR PRODUCT PROMOTIONAL USE

Discontinuation of BMS-986094 disappointing

We believe we are well positioned with a broad portfolio designed to address needs across a number of patient populations and geographies

We continue to explore strategic partnerships to complement our internal portfolio

BMS Commitment to HCV

4

Page 5: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

BMS Strategy: A Multipronged Approach to Optimize Hepatitis C Opportunity

5

Pegylated

Interferon-a

+

Ribavirin

+

Telaprevir or

Boceprevir

Direct Acting Antiviral(s)+/-

Ribavirin

Novel Lambda Interferon+/-

Direct Acting Antiviral(s) +/-Ribavirin

Pegylated Interferon-a + Ribavirin+

Direct Acting Antiviral(s)

Current Standard of Care Potential Future Treatment Options

Page 6: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

NOT FOR PRODUCT PROMOTIONAL USE

Broad Late-Stage HCV Portfolio ProvidesMultiple Approaches to Possible New Treatments

6

Asset Description

Daclatasvir (DCV) First-in-class NS5A inhibitor

Asunaprevir (ASV) Potent NS3 Inhibitor

Peginterferon

Lambda

Novel Type III interferon

from ZymoGenetics

BMS-791325Potent Non-Nucleos(t)ide

NS5B Inhibitor

Leveraging key partnerships to

complement our internal portfolio

Page 7: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

NOT FOR PRODUCT PROMOTIONAL USE 7

PEG -IFNα/R =Pegylated-Interferon Alfa + ribavirin

Daclatasvir

(DCV)

Combinations with PEG-IFNα/R

– Ph III studies ongoing

Asunaprevir

(ASV)

Dual therapy (DCV + ASV)

– Ph III study ongoing in Japan

– Ph III initiated in US, EU

Quad therapy (DCV + ASV + PEG-IFNα/R)

to start in 2012

Peginterferon

Lambda

Ph III studies in HCV begun

Ph II ongoing in hepatitis B

NS5B Non-

Nuc Inhibitor

Triple therapy (DCV + ASV +’325 )

– Ph II study expanded to enable Phase III

start in first half 2014

Key HCV Development Programs: Using Different Combinations for Different Patient Segments

Page 8: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

NOT FOR PRODUCT PROMOTIONAL USE

All-Oral Regimen for GT1b:Dual Therapy of Daclatasvir + Asunaprevir

Phase II data showed high rates of sustained virologicresponse in GT1b Japanese patients (null responders or ineligible/intolerant to PEG -IFNα/R)

Phase III registrational study in Japanese GT1b null responders and ineligible/intolerant patients

– Data expected in mid-2013 with potential filing at the

end of 2013

– Potential for first all-oral regimen to market in Japan

Exploring options to augment this program globally andto include additional studies in naïve GT1b patients

PEG -IFNα/R =Pegylated-Interferon Alfa + ribavirin

8

Page 9: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

NOT FOR PRODUCT PROMOTIONAL USE 9

Triple Therapy: Daclatasvir + Asunaprevir +BMS-791325 – Results of Phase II 12 Week Therapy

First company to study triple DAA regimen that is

interferon-, ritonavir-, and ribavirin-free

94% (15/16) subjects achieved SVR4

– 12/12 GT1a subjects achieved SVR4

– 1 Subject (GT1b) lost to follow-up (3/3 observed

achieved SVR4)

– No viral breakthrough in either group

– No viral relapse to date

Safety results consistent with favorable risk/benefit profile

Ph II ongoing; Ph III registrational program planned

for 1H 2014

Page 10: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

HCV RNA Endpoints Modified Intention-to-Treat Analysis

a Includes 1 patient with HCV RNA 118 IU/mL at last on-treatment visit but < LLOQTND 2 and 4 weeks

posttreatment (SVR4).b EOT, end of treatment; includes patients who discontinued prior to the protocol-defined last treatment visit.

< LLOQTD or TND, HCV RNA below assay lower limit of quantitation (25 IU/mL) and target detected (LLOQTD) or target not detected

(LLOQTND); HCV RNA < LOD ≈ 10 IU/mL, previously reported as HCV RNA undetectable); PT, posttreatment.

Study Week

Pa

tie

nts

ach

ievin

g

end

po

int

(%)

0102030405060708090

100

4 12 EOT SVR SVR

0102030405060708090

100

4 12 EOT SVR4

Missing data

HCV RNA < LLOQTD or TND

24-Week TreatmentGroup 1, N = 16

Missing data

HCV RNA < LLOQTD or TND

12-Week TreatmentGroup 2, N = 16

100 88 100 94 94 % < LLOQTD or TND

bb

Everson GT, et al. AASLD 2012. Oral LB-310

4 12

100 94 94a 94

Page 11: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

NOT FOR PRODUCT PROMOTIONAL USE

Number of Patients (%)

24-Wk

Treatment

Group 1, N=16

12-Wk

Treatment

Group 2, N=16

Total

N = 32

Serious AEs a 0 1 (6) 1 (3)

AEs leading to discontinuation 0 0 0

Grade 3–4 AE b 0 1 (6) 1 (3)

Grade 3–4 laboratory abnormalities c

0 1 (6) 1 (3)

AE in > 10% of patients in combined treatment groups

Headache 4 (25) 6 (38) 10 (31)

Diarrhea 2 (13) 6 (38) 8 (25)

Asthenia 2 (13) 3 (19) 5 (16)

a Renal calculus, considered by the investigator to be unrelated to study therapy.b Grade 3 headache, resolved after 7 days with continued study treatment.c Lymphopenia at a single study visit concomitant with influenza; there were no grade 3–4 bilirubin

or transaminase elevations.

Safety, Adverse Events, and Laboratory Abnormalities On Treatment

Everson GT, et al. AASLD 2012. Oral LB-311

Page 12: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

NOT FOR PRODUCT PROMOTIONAL USE

BMS in HCV – in Summary

Daclatasvir – potential first in class and key component of multiple regimens in late stage development

BMS potentially delivering first all oral therapyin Japan in GT1b patients

Promising Ph II data recently presented from triple DAA therapy (daclatasvir + asunaprevir + ‘325)

Lambda is an opportunity in both HCV and HBV

Partnerships to complement our internal portfolio

12

Page 13: Credit Suisse Health Care Conference · Asunaprevir (ASV) Potent NS3 Inhibitor Peginterferon Lambda Novel Type III interferon from ZymoGenetics BMS-791325 Potent Non-Nucleos(t)ide

Credit SuisseHealth Care Conference

Doug Manion

Senior Vice President, Development

Virology, Neuroscience and Japan

13

November 14, 2012