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Will Camzyos Growth Keep Driving BMY's Cardiovascular Portfolio?
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Key Takeaways
BMY's Camzyos sales surged 74% year over year to $729 million in the first half of 2026.
Camzyos now has the broadest indication among cardiac myosin inhibitors, including pediatric oHCM patients.
CYTK's Myqorzo and EWTX's EDG-7500 could increase competitive pressure on BMY's cardiovascular franchise.
Bristol Myers Squibb (BMY - Free Report) is banking on label expansion of existing drugs and approval of new drugs to further propel its growth portfolio.
Camzyos (mavacamten) is one of the key drugs in this product portfolio. The drug is currently approved in the United States for adults with symptomatic New York Heart Association (“NYHA”) class II-III obstructive hypertrophic cardiomyopathy (oHCM) to improve symptoms and functional capacity.
It continued to gain traction in the targeted market in the first half of 2026, supported by growing demand and increased adoption among eligible patients. Sales of the drug surged 74% year over year to $729 million in the first half.
The FDA recently approved the drug for the treatment of symptomatic oHCM to improve functional capacity and symptoms in adults and pediatric patients weighing 30 kg (66 lbs) or more.
Consequently, Camzyos now has the broadest indication of any cardiac myosin inhibitor (CMI). It is the only FDA-approved therapy for the treatment of oHCM in a pediatric population.
The approval was based on positive results of phase III SCOUT-HCM study, building on the extensive clinical evidence for Camzyos in adults with oHCM.
For Bristol Myers, continued growth from Camzyos is particularly important as the company works to offset revenue pressures from patent expirations affecting legacy drugs.
BMY’s cardiovascular portfolio also includes blood thinner medicine Eliquis, for which BMY has a worldwide co-development and co-commercialization agreement with pharma giant Pfizer. Eliquis remains one of the biggest contributors to the company’s top line.
Bristol Myers’ cardiovascular pipeline includes milvexian, an investigational oral, highly selective factor XIa (FXIa) inhibitor.
The candidate, developed in collaboration with Johnson & Johnson, is being evaluated in two late-stage studies — Librexia AF for atrial fibrillation (AF) and Librexia STROKE for secondary stroke prevention (SSP).
Data from the LIBREXIA-STROKE study is expected in 2026, while results from the Librexia AF study are expected in the first quarter of 2027.
However, the cardiovascular portfolio suffered a setback in late 2025 after the company decided to discontinue the late-stage Librexia study on milvexian.
BMY and partner Johnson & Johnson were evaluating the efficacy and safety of milvexian when added to standard of care (conventional antiplatelet therapy) for patients following an acute coronary syndrome event.
Both companies decided to discontinue the phase III Librexia ACS study following a preplanned interim analysis by the Independent Data Monitoring Committee, which determined that the study was unlikely to meet its primary efficacy endpoint.
Competition for BMY’s Camzyos
Cytokinetics (CYTK - Free Report) became a direct competitor to Bristol Myers Squibb in the oHCM market after securing FDA approval for Myqorzo (aficamten) in December 2025. As Cytokinetics’ first approved product, Myqorzo marks its transition to a commercial-stage company and gives investors a new challenger in the CMI market.
While Camzyos benefits from an established commercial presence and extensive clinical and real-world data, Myqorzo’s initial uptake has been encouraging and could gradually increase competitive pressure on BMY’s cardiovascular franchise.
Cytokinetics recently announced the launch of ASPEN-HCM, a prospective, multicenter observational study designed to evaluate the real-world use of Myqorzo in adults with symptomatic oHCM.
A potential competitor is Edgewise Therapeutics, Inc. (EWTX - Free Report) , which is advancing a cardiovascular pipeline targeting HCM, heart failure, and other cardiovascular and cardiometabolic conditions.
EWTX’s lead candidate, EDG-7500, is a novel, oral, selective cardiac sarcomere modulator currently being studied in a multi-part phase II study in patients with oHCM and nHCM, with a phase III program targeted to be initiated in the fourth quarter of 2026.
EWTX’s pipeline also includes EDG-15400 for heart failure. The company expects to initiate a phase II study on EDG-15400 in participants with heart failure with preserved ejection fraction.
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Will Camzyos Growth Keep Driving BMY's Cardiovascular Portfolio?
Key Takeaways
Bristol Myers Squibb (BMY - Free Report) is banking on label expansion of existing drugs and approval of new drugs to further propel its growth portfolio.
Camzyos (mavacamten) is one of the key drugs in this product portfolio. The drug is currently approved in the United States for adults with symptomatic New York Heart Association (“NYHA”) class II-III obstructive hypertrophic cardiomyopathy (oHCM) to improve symptoms and functional capacity.
It continued to gain traction in the targeted market in the first half of 2026, supported by growing demand and increased adoption among eligible patients. Sales of the drug surged 74% year over year to $729 million in the first half.
The FDA recently approved the drug for the treatment of symptomatic oHCM to improve functional capacity and symptoms in adults and pediatric patients weighing 30 kg (66 lbs) or more.
Consequently, Camzyos now has the broadest indication of any cardiac myosin inhibitor (CMI). It is the only FDA-approved therapy for the treatment of oHCM in a pediatric population.
The approval was based on positive results of phase III SCOUT-HCM study, building on the extensive clinical evidence for Camzyos in adults with oHCM.
For Bristol Myers, continued growth from Camzyos is particularly important as the company works to offset revenue pressures from patent expirations affecting legacy drugs.
BMY’s cardiovascular portfolio also includes blood thinner medicine Eliquis, for which BMY has a worldwide co-development and co-commercialization agreement with pharma giant Pfizer. Eliquis remains one of the biggest contributors to the company’s top line.
Bristol Myers’ cardiovascular pipeline includes milvexian, an investigational oral, highly selective factor XIa (FXIa) inhibitor.
The candidate, developed in collaboration with Johnson & Johnson, is being evaluated in two late-stage studies — Librexia AF for atrial fibrillation (AF) and Librexia STROKE for secondary stroke prevention (SSP).
Data from the LIBREXIA-STROKE study is expected in 2026, while results from the Librexia AF study are expected in the first quarter of 2027.
However, the cardiovascular portfolio suffered a setback in late 2025 after the company decided to discontinue the late-stage Librexia study on milvexian.
BMY and partner Johnson & Johnson were evaluating the efficacy and safety of milvexian when added to standard of care (conventional antiplatelet therapy) for patients following an acute coronary syndrome event.
Both companies decided to discontinue the phase III Librexia ACS study following a preplanned interim analysis by the Independent Data Monitoring Committee, which determined that the study was unlikely to meet its primary efficacy endpoint.
Competition for BMY’s Camzyos
Cytokinetics (CYTK - Free Report) became a direct competitor to Bristol Myers Squibb in the oHCM market after securing FDA approval for Myqorzo (aficamten) in December 2025. As Cytokinetics’ first approved product, Myqorzo marks its transition to a commercial-stage company and gives investors a new challenger in the CMI market.
While Camzyos benefits from an established commercial presence and extensive clinical and real-world data, Myqorzo’s initial uptake has been encouraging and could gradually increase competitive pressure on BMY’s cardiovascular franchise.
Cytokinetics recently announced the launch of ASPEN-HCM, a prospective, multicenter observational study designed to evaluate the real-world use of Myqorzo in adults with symptomatic oHCM.
A potential competitor is Edgewise Therapeutics, Inc. (EWTX - Free Report) , which is advancing a cardiovascular pipeline targeting HCM, heart failure, and other cardiovascular and cardiometabolic conditions.
EWTX’s lead candidate, EDG-7500, is a novel, oral, selective cardiac sarcomere modulator currently being studied in a multi-part phase II study in patients with oHCM and nHCM, with a phase III program targeted to be initiated in the fourth quarter of 2026.
EWTX’s pipeline also includes EDG-15400 for heart failure. The company expects to initiate a phase II study on EDG-15400 in participants with heart failure with preserved ejection fraction.