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  • Jonathan Poyer

Drugs Losing Exclusivity - What Will the Big Boys Do?



We have posted about the forthcoming loss of exclusivity becoming a growing theme as Jefferies projects there will be $170 billion of branded product revenue lost by 2028 (Biotech and Soft Landings: Will Bears Drive Valuations Down? (alphawatch.blog)) and how this will most likely prompt urgency for M&A.


We posted on February 1st (Pick The Winners but Avoid the Losers in Biotech (alphawatch.blog)) about ABBV raising 2023 EPS guidance despite the pending exclusivity for their flagship Humira franchise.


This special report (The top 10 drugs losing US exclusivity in 2023 (fiercepharma.com)) highlights the top 10 drugs losing US exclusivity in 2023. From the article:


Across the industry this year, big-selling drugs from Johnson & Johnson, Takeda, AstraZeneca, Roche and other companies are set to face their first generic or biosimilar challengers in the U.S. As always, the patent expirations should create quite a shake-up for many of the industry’s top players.


Behind Humira, J&J’s top drug Stelara looks like it could face its first U.S. biosimilar competition this fall. Takeda’s ADHD drug Vyvanse, originally picked up in that company’s Shire buyout for some $62 billion, looks set to clash against generics this summer. Moving down the list, blockbuster drugs from Roche, Jazz Pharmaceuticals and AstraZeneca also make appearances.


The top 10 drugs listed include:


  1. Humira (adalimumab)

  2. Stelara (ustekinumab)

  3. Vyvanse (lisdexamfetamine)

  4. Aubagio (teriflunomide)

  5. Actemra (tocilizumab)

  6. Xyrem (sodium oxybate)

  7. Symbicort (budesonide/formoterol)

  8. Lexiscan (regadenoson)

  9. Gattex (teduglutide)

  10. Trokendi XR (topiramate)

This represents a lot of opportunity and challenge for some of these legacy brands and their parents.


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2 Comments


whjackson70
Apr 17, 2023

There's a really good 15-minute live call every month where advisors can hear a biotech PM (also a biologist who has a bunch of drug patents) talk about these pharma companies and the little companies the big ones are buying. Have gotten a ton of great tips on the call. Here's the link: https://zoom.us/webinar/register/WN_1sICDudeRcy7EJ4ObSXtZg

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Ann Rose
Apr 17, 2023
Replying to

Agreed. I've been on this call. Really great 15 minutes!

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