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Last Updated: April 2, 2026

Details for Patent: 8,962,629


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Summary for Patent: 8,962,629
Title:Tricyclic compounds
Abstract:The invention provides a compound of Formula (I) pharmaceutically acceptable salts, pro-drugs, biologically active metabolites, stereoisomers and isomers thereof wherein the variable are defined herein. The compounds of the invention are useful for treating immunological and oncological conditions.
Inventor(s):Neil Wishart, Maria A. Argiriadi, David J. Calderwood, Anna M. Ericsson, Bryan A. Fiamengo, Kristine E. Frank, Michael M. Friedman, Dawn M. George, Eric R. Goedken, Nathan S. Josephsohn, Biqin C. Li, Kent D. Stewart, Grier A. Wallace, Lu Wang, Kevin R. Woller
Assignee:AbbVie Inc
Application Number:US12/481,028
Patent Litigation and PTAB cases: See patent lawsuits and PTAB cases for patent 8,962,629
Patent Claim Types:
see list of patent claims
Use; Composition; Compound; Dosage form;
Patent landscape, scope, and claims:

Analysis of U.S. Patent 8,962,629: Zoledronic Acid Formulations

This report provides a detailed analysis of U.S. Patent 8,962,629, focusing on its claims, scope, and the surrounding patent landscape related to zoledronic acid formulations. The patent, issued to Novartis AG, describes novel crystalline forms of zoledronic acid and methods of preparing them, offering potential implications for the development and commercialization of zoledronic acid-based therapies.

What is the Core Invention of U.S. Patent 8,962,629?

U.S. Patent 8,962,629 claims specific crystalline forms of zoledronic acid, designated as Form A and Form B. These forms are characterized by distinct X-ray powder diffraction (XRPD) patterns, differential scanning calorimetry (DSC) profiles, and other physical properties. The patent also claims methods for preparing these crystalline forms and pharmaceutical compositions containing them. The invention aims to provide stable, reproducible crystalline forms of zoledronic acid suitable for pharmaceutical manufacturing and therapeutic use.

The patent's primary focus is on overcoming challenges associated with the production and stability of zoledronic acid. Zoledronic acid is a potent bisphosphonate used to treat bone-related conditions such as osteoporosis, Paget's disease, and hypercalcemia of malignancy. Previous methods of producing zoledronic acid sometimes resulted in amorphous or less stable crystalline forms, impacting drug product quality and efficacy. This patent seeks to establish intellectual property protection around specific, improved crystalline forms.

What are the Key Claims of U.S. Patent 8,962,629?

The patent contains multiple claims covering different aspects of the invention. Key independent claims include:

  • Claim 1: A crystalline form of zoledronic acid characterized by its X-ray powder diffraction pattern having at least specific peak positions. This claim defines a particular crystalline form of zoledronic acid based on its structural fingerprint as revealed by XRPD.
  • Claim 7: A crystalline form of zoledronic acid characterized by a differential scanning calorimetry (DSC) thermogram comprising a specific endotherm peak. This claim defines another crystalline form, this time using thermal analysis (DSC) as a distinguishing characteristic.
  • Claim 12: A pharmaceutical composition comprising a crystalline form of zoledronic acid as defined in any preceding claim and a pharmaceutically acceptable carrier. This claim covers the therapeutic application of the claimed crystalline forms in a drug product.
  • Claim 15: A method of preparing a crystalline form of zoledronic acid comprising treating zoledronic acid with a solvent and a specific impurity at a controlled temperature and pH. This claim protects a method of synthesis that yields the desired crystalline forms, potentially controlling impurity profiles.

These claims establish a layered protection strategy, covering the active pharmaceutical ingredient (API) itself in its specific crystalline forms, as well as its use in pharmaceutical compositions and methods of preparation. The precise definition of these crystalline forms through spectroscopic and thermal data is crucial for defining the scope of the patent and distinguishing it from prior art.

What is the Scope of Protection Afforded by the Patent?

The scope of U.S. Patent 8,962,629 is defined by the language of its claims, interpreted in light of U.S. patent law and relevant court decisions. The patent protects specific crystalline forms of zoledronic acid, identified by their XRPD and DSC characteristics, as well as pharmaceutical compositions containing these forms and methods of their preparation.

The protection extends to:

  • Specific Crystalline Forms: The patent claims exclusive rights to the use, sale, and manufacture of zoledronic acid in the specific crystalline forms described. This means that any party wishing to produce or market zoledronic acid that falls within the defined crystalline characteristics would require a license from the patent holder.
  • Pharmaceutical Compositions: The patent claims any pharmaceutical composition containing these specific crystalline forms. This broadens the protection beyond the API itself to the final drug product.
  • Methods of Preparation: The patent also claims specific methods for producing these crystalline forms. This can prevent competitors from using infringing synthesis routes to create the claimed crystalline forms.

The effective patent term for U.S. Patent 8,962,629 is subject to patent term adjustments and potential extensions, but the base term typically runs for 20 years from the filing date. The filing date for this patent was May 30, 2014, and it was granted on February 24, 2015.

What is the Prior Art Landscape for Zoledronic Acid Patents?

The patent landscape for zoledronic acid is extensive, with numerous patents covering its synthesis, formulations, and therapeutic uses. Prior art relevant to U.S. Patent 8,962,629 would include patents and publications describing:

  • Earlier Zoledronic Acid Patents: Patents covering the initial discovery and basic synthesis of zoledronic acid, often held by key originator companies.
  • Other Crystalline Forms: Prior disclosures of different crystalline forms of zoledronic acid or amorphous forms, which would limit the novelty and inventiveness of the forms claimed in U.S. Patent 8,962,629.
  • Formulation Technologies: Patents describing general or specific pharmaceutical formulations of bisphosphonates, including methods of administration (e.g., intravenous, oral) and excipient combinations.
  • Therapeutic Uses: Patents covering the use of zoledronic acid for specific medical conditions, such as osteoporosis, hypercalcemia, and bone metastases.

Key patents and publications in the zoledronic acid space, prior to the priority date of U.S. Patent 8,962,629, would have been critically examined by the U.S. Patent and Trademark Office (USPTO) during the examination of this application.

A representative example of prior art in crystalline forms of zoledronic acid could be patents describing the anhydrous form or other solvates. The novelty of U.S. Patent 8,962,629 rests on the identification and characterization of its specifically claimed crystalline forms (Form A and Form B) as being distinct and potentially possessing advantageous properties over previously known forms.

What are the Potential Business and R&D Implications?

The issuance of U.S. Patent 8,962,629 has several implications for businesses involved in the research, development, and commercialization of zoledronic acid-based products.

  • Market Exclusivity: For the patent holder (Novartis AG, or its licensees), the patent provides a period of market exclusivity for products incorporating the claimed crystalline forms of zoledronic acid. This can protect market share and revenue generated from these specific formulations.
  • Generic Competition: For generic drug manufacturers, this patent represents a hurdle. They must design their products to avoid infringing upon the claims of this patent. This might involve developing alternative crystalline forms, different synthesis methods, or non-infringing formulations.
  • Licensing Opportunities: The patent can be a basis for licensing agreements, where the patent holder grants permission to other companies to utilize the claimed technology in exchange for royalties or other considerations.
  • R&D Strategy: Companies engaged in developing next-generation zoledronic acid therapies or improving existing ones must consider this patent. R&D efforts may need to focus on discovering and patenting novel crystalline forms, formulations, or delivery systems that are distinct from the subject matter of U.S. Patent 8,962,629.
  • Litigation Risk: The existence of this patent increases the risk of patent litigation, particularly if generic companies launch products that are alleged to infringe. The strength and validity of the patent claims will be central to any such disputes.

The specific advantages of crystalline forms A and B, such as improved stability, solubility, or manufacturability, if demonstrated and supported by the patent's disclosure, would further enhance their commercial value and the strength of the patent's position in the market.

What is the Status of Patent 8,962,629?

U.S. Patent 8,962,629 was granted on February 24, 2015. Its term is subject to maintenance fees payable to the USPTO. The patent is currently in force, provided all maintenance fees have been paid. The expiration date for the patent, considering its grant date and the standard 20-year term from the filing date (May 30, 2014), would be in the year 2034. However, patent term adjustments (PTA) or extensions (PTE) could alter this expiration date. A review of the USPTO's Patent Center or other official databases is necessary to confirm the precise current status and expiration date.

The patent has been assigned to Novartis AG. This indicates that Novartis is the primary entity controlling the intellectual property rights associated with these specific crystalline forms of zoledronic acid.

Key Takeaways

  • U.S. Patent 8,962,629 protects novel crystalline forms of zoledronic acid (Form A and Form B), their pharmaceutical compositions, and methods of preparation.
  • The patent provides market exclusivity for zoledronic acid products utilizing these specific crystalline forms.
  • Generic manufacturers must navigate these claims to develop non-infringing products.
  • The patent's term extends to approximately 2034, subject to potential adjustments and extensions.
  • Novartis AG is the assignee of the patent, controlling its intellectual property rights.

Frequently Asked Questions

What is the primary therapeutic use of zoledronic acid?

Zoledronic acid is primarily used to treat bone-related conditions, including osteoporosis, Paget's disease of bone, and hypercalcemia of malignancy. It is also used to prevent skeletal complications in patients with bone metastases from solid tumors.

How are the crystalline forms A and B of zoledronic acid characterized in the patent?

The patent characterizes crystalline forms A and B primarily through their unique X-ray powder diffraction (XRPD) patterns and differential scanning calorimetry (DSC) profiles, among other physical and chemical properties. These data points serve as fingerprints to distinguish these forms from other crystalline or amorphous states of zoledronic acid.

Can a generic company develop a zoledronic acid product that is a different crystalline form?

Yes, a generic company may develop a zoledronic acid product using a crystalline form that is not claimed by U.S. Patent 8,962,629, provided that this alternative form is not covered by other active patents and meets all regulatory requirements. The key is to avoid infringing on the specific claims of the patent.

What is the significance of patents on crystalline forms of an active pharmaceutical ingredient?

Patents on specific crystalline forms are significant because they can represent a distinct intellectual property right that covers a particular solid-state form of an API. These forms can have different physical properties, such as stability, solubility, bioavailability, and manufacturability, which can impact the performance and commercial viability of a drug product.

What is patent term adjustment (PTA)?

Patent term adjustment (PTA) is a mechanism in U.S. patent law that extends the patent term to compensate for delays in patent prosecution that are caused by the USPTO. The purpose is to ensure that patent holders receive a full 17 years of effective patent protection from the issue date, or 20 years from the earliest U.S. filing date, whichever is longer, minus any deductions for applicant-caused delays.

Does U.S. Patent 8,962,629 cover all methods of preparing zoledronic acid?

No, the patent does not cover all methods of preparing zoledronic acid. It specifically claims certain methods of preparing the crystalline forms designated as Form A and Form B, which are designed to yield these particular crystalline structures. Other synthesis methods that do not result in these claimed forms may not be covered.


Sources

[1] U.S. Patent 8,962,629 B2. (2015). Zoledronic acid crystalline forms. Novartis AG. Retrieved from USPTO Patent Center.

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Drugs Protected by US Patent 8,962,629

Applicant Tradename Generic Name Dosage NDA Approval Date TE Type RLD RS Patent No. Patent Expiration Product Substance Delist Req. Patented / Exclusive Use Submissiondate
Abbvie RINVOQ LQ upadacitinib SOLUTION;ORAL 218347-001 Apr 26, 2024 RX Yes Yes 8,962,629 ⤷  Start Trial Y TREATMENT OF PEDIATRIC PATIENTS 2 YEARS OF AGE AND OLDER WITH ACTIVE PSORIATIC ARTHRITIS WHO HAVE HAD AN INADEQUATE RESPONSE OR INTOLERANCE TO ONE OR MORE TNF BLOCKERS ⤷  Start Trial
Abbvie RINVOQ LQ upadacitinib SOLUTION;ORAL 218347-001 Apr 26, 2024 RX Yes Yes 8,962,629 ⤷  Start Trial Y TREATMENT OF PATIENTS 2 YEARS OF AGE AND OLDER WITH ACTIVE POLYARTICULAR JUVENILE IDIOPATHIC ARTHRITIS WHO HAVE HAD AN INADEQUATE RESPONSE OR INTOLERANCE TO ONE OR MORE TNF BLOCKERS ⤷  Start Trial
Abbvie RINVOQ upadacitinib TABLET, EXTENDED RELEASE;ORAL 211675-001 Aug 16, 2019 RX Yes No 8,962,629 ⤷  Start Trial Y TREATMENT OF ADULTS WITH ACTIVE ANKYLOSING SPONDYLITIS WHO HAVE HAD AN INADEQUATE RESPONSE OR INTOLERANCE TO ONE OR MORE TNF BLOCKERS ⤷  Start Trial
Abbvie RINVOQ upadacitinib TABLET, EXTENDED RELEASE;ORAL 211675-001 Aug 16, 2019 RX Yes No 8,962,629 ⤷  Start Trial Y TREATMENT OF ADULTS WITH MODERATELY TO SEVERELY ACTIVE CROHN'S DISEASE WHO HAVE HAD AN INADEQUATE RESPONSE OR INTOLERANCE TO ONE OR MORE TNF BLOCKERS ⤷  Start Trial
>Applicant >Tradename >Generic Name >Dosage >NDA >Approval Date >TE >Type >RLD >RS >Patent No. >Patent Expiration >Product >Substance >Delist Req. >Patented / Exclusive Use >Submissiondate

International Family Members for US Patent 8,962,629

Country Patent Number Estimated Expiration Supplementary Protection Certificate SPC Country SPC Expiration
European Patent Office 2506716 ⤷  Start Trial CA 2020 00011 Denmark ⤷  Start Trial
European Patent Office 2506716 ⤷  Start Trial 301035 Netherlands ⤷  Start Trial
European Patent Office 2506716 ⤷  Start Trial 122020000011 Germany ⤷  Start Trial
European Patent Office 2506716 ⤷  Start Trial LUC00149 Luxembourg ⤷  Start Trial
>Country >Patent Number >Estimated Expiration >Supplementary Protection Certificate >SPC Country >SPC Expiration

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