Bristol‑Myers Squibb (BMS) and Oxford Biomedica (OXB) have entered into a new Commercial Supply Agreement that will give OXB the rights to manufacture and supply lentiviral vectors for BMS’s CAR‑T programs. Commercial production under the agreement is slated to begin in 2026, contingent on regulatory approval of the relevant CAR‑T products.
OXB, a global contract development and manufacturing organization (CDMO) that specializes in viral vectors, will use its Oxford, United Kingdom, and Durham, North Carolina, facilities to produce the vectors. The Durham site, acquired in October 2025, expands OXB’s commercial‑scale capacity in the United States and positions the company to support the North American market for BMS’s therapies.
BMS’s CAR‑T portfolio, which includes the approved product Breyanzi, is a key driver of the company’s oncology growth. The new agreement is part of BMS’s strategy to scale its manufacturing backbone and reduce lead times for its next‑generation CAR‑T therapies. By securing a reliable, scalable supply chain, BMS aims to meet projected demand and mitigate supply risks as it expands its oncology portfolio.
The financial terms of the agreement have not been disclosed, but OXB expects the contract to generate meaningful multi‑year revenue and support its financial guidance. BMS has not released specific figures, but the partnership signals a significant investment in manufacturing capacity that will underpin future commercial launches.
Sebastien Ribault, Chief Business Officer of OXB, said the expanded agreement “marks an important milestone for both companies” and underscores OXB’s revenue visibility. Chris Holt, Vice President of Cell Therapy Vector and External Manufacturing Operations at BMS, noted that the partnership “ensures reliable, scalable manufacturing capacity to meet commercial demand.”
BMS is scheduled to report its Q4 2025 earnings on February 5 2026, and the CAR‑T supply agreement adds a new layer of operational stability to the company’s outlook. The deal reflects the broader industry trend of pharmaceutical companies partnering with specialized CDMOs to accelerate the commercialization of cell and gene therapies.
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