The Patent Expiration Date on the Label Isn’t the Date That Matters — Here’s the One Your Model Is Missing
Three Orange Book patent dates fall within 16 days of each other this November. Entresto’s first listed patent expires on
The Drug Patent Cliff Is a Modeling Error: Why One Generic-Entry Date Breaks Your Pharma DCF
Bristol Myers Squibb reported $12,821 million in worldwide Revlimid revenue for 2021 [1]. It reported $2,951 million for 2025 [3].
The Analyst Note That Said “Patent Cliff Priced In” Never Checked Whether the Patent Was Even Valid
Novartis reported Entresto sales of $1,253 million in the fourth quarter of 2025. That figure was 43% below the $2,180
Stop Valuing Biosimilar Risk Like Small-Molecule Generic Risk: The Entry Curves Aren’t the Same Shape
AbbVie’s U.S. Humira revenue fell from $7,142 million in 2024 to $3,062 million in 2025, a 57.1% drop, two years
Why “Diversified Pipeline” Doesn’t Mean Diversified Patent Risk
Merck sold $29.5 billion of Keytruda in 2024. That is 45.9% of the company’s $64.2 billion in worldwide sales (analysis
Why “Diversified Pipeline” Doesn’t Mean Diversified Patent Risk Read Post »
Your CDMO Contract Renews Before the Patent Expires. You Are Negotiating Blind.
Novartis reported Entresto net sales of $1,253 million in the fourth quarter of 2025. The same quarter in 2024 was
Your CDMO Contract Renews Before the Patent Expires. You Are Negotiating Blind. Read Post »
Evergreening Fails When a Judge Reads Your Own Marketing Materials
Forest Laboratories and Actavis projected that only 30 percent of Namenda IR users would move to Namenda XR voluntarily before
Evergreening Fails When a Judge Reads Your Own Marketing Materials Read Post »
The Drug Patent Litigation Docket Is a Leading Indicator Your Model Doesn’t Use
On July 22, 2025, the Federal Circuit denied Novartis’s motion for an injunction pending appeal and lifted its own short-term
The Drug Patent Litigation Docket Is a Leading Indicator Your Model Doesn’t Use Read Post »
Patent Win vs. Settlement: What Five Drug Cases Show Investors
On January 10, 2025, the Federal Circuit reversed a ruling that had invalidated Novartis’s Entresto patent, U.S. Patent No. 8,101,659.
Patent Win vs. Settlement: What Five Drug Cases Show Investors Read Post »
