Patents
More than a dozen semaglutide generics hit the Indian market at sharp discounts post LOE for Novo Nordisk’s GLP-1 RA molecule setting the stage for a high-octane battle in the diabetes and obesity segment. Can Novo hold steady amid the avalanche and what are KOLs looking for?
Natco has announced a 90% difference in the price of its semaglutide generic in multi-dose vials versus originator Novo Nordisk’s Ozempic pen ahead of launch tomorrow as Novo’s patents on the product expire today. Its pen will be 70% cheaper.
Cipla has agreed to delay US launch of its sodium thiosulfate generic until 2033 – albeit six years before patent expiry – resolving multi-patent litigation with Fennec while leaving key commercial terms undisclosed.
Ascent had hoped to join a growing field of US mirabegron competitors, but a Delaware court found its ANDA product would infringe valid Astellas patents covering the sustained-release formulation.
Zydus’s investment in a differentiated drug-device combination for semaglutide has led to a win-win GLP-1 co-marketing deal with Lupin even as the Indian drug regulator keeps a watch on advertising activities
Moderna will pay $950m upfront under the settlement, which lifts a significant weight off its shoulders, as investors had feared it could be on the hook for $5bn.
Corcept said it would “vigorously defend our rights” and is “currently considering the best way to pursue judicial review of this decision.”
Recent BCG reports and interviews reveal an industry under pressure and racing to adapt through AI, new deal structures and direct-to-patient models.
Executives from Novo Nordisk, Ipsen, Astellas, Acadia and Flagship Pioneering agree: the dealmaking environment is improving but the calculus has changed. Flexible structures, sharper therapeutic focus, and the long shadow of patent cliffs and pricing policy are reshaping how partnerships get done.
Moves to issue a compulsory license for Lilly’s GLP-1tirzepatide products Mounjaro and Zepbound come as Brazil prepares to make its own versions of Novo Nordisk’s semaglutide and liraglutide.
Do Zydus and Lupin’s settlements of Myrbetriq (mirabegron) US patent litigation with Astellas constitute a win or a loss?
Indian industry stalwarts discuss taking a leaf out of China’s book to lead in biopharma innovation, call for “greater acceptability” of indigenously developed therapies and reflect on the historical struggle for changes in India's patent laws, including an incident that jolted a prime minister.