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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? ( 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 ( 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 ( 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.

21 views2 comments


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:

Ann Rose
Apr 17, 2023
Replying to

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

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