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Patents And LOEs Poised To Be Hot Q2 Topics

 
• By Jessica Merrill

Novartis and Johnson & Johnson will be the first two big pharmas to release second quarter financial results, and both have faced recent patent case developments for top-selling drugs.

patent cliff
Investors want to know what to expect for upcoming patent cliffs • Source: Shutterstock

Johnson & Johnson has an opportunity to maintain the exclusivity of its top-selling drug Stelara (ustekinumab) longer than expected, while Novartis AG may be facing the opposite situation with its top-selling drug Entresto (sacubitril/valsartan). The loss of exclusivity (LOE) timelines for those drugs are essential to the companies’ sales and earnings outlooks, and investors will be anxious to get more clarity from their management teams during second quarter earnings calls.

Novartis and J&J are the first of the big pharma companies scheduled to present Q2 financial results, with Novartis slated...

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