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Historic First in MS Treatment Could Reshape a Multibillion-Dollar Therapeutics Market

$BMYPress releaseSep 10, 2026, 8:30 AM ETRead the release

Bristol-Myers Squibb is not the subject of this release: it is a GlobeNewswire-distributed BioMedWire sponsored editorial profiling Quantum BioPharma's FDA clearance to run a Phase 2 trial of Lucid-MS, a first-in-class PAD2 inhibitor designed to protect and potentially rebuild myelin in multiple sclerosis. BMY appears only in the closing roundup of industry developments, which recaps previously released positive Phase 2 results for arlocabtagene autoleucel (arlo-cel) in quadruple-class exposed relapsed/refractory multiple myeloma from the QUINTESSENTIAL trial.

Key figures

Drug Name
Lucid-MS (Lucid-21-302)
Phase Of Trial
Phase 2
Ms patients us
roughly one million
Tgtx trial size
approximately 60 adults
Ms patients global
2.9 million
Ms market size 2030
$38.62 billion
Ind submission pages
roughly 15,000 pages
Pluvicto risk reduction
28%
Qntm price target kingswood
$45
Qntm price target rodman renshaw
$8

AI analysis

Red flags4 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    BMY: Historic First in MS Treatment Could Reshape a Multibillion-Dollar Therapeutics Market — AI Analysis | Signal8