Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Blastoid don't do the other board. My point was that they all shout their mouths off about the Sar Board. When it comes the AGM time, they can't make it because they can't be bothered.
Here we go again we're on the road again.
It must be AGM time, same old same old, year in year out. Need to tell board a few home truths. I can't go doing the dishes.
Not going to happen folks, take a chill pill.
Great post from Brighty1 on the 06/11/2023.
More Due Diligence for you. Patent expiry dates are the big driver for M&A decisions in our sector and the very good news for Sareum shareholders is that there are some very significant and noteworthy patents due to expire within the next 2-5 years, worth billions of pounds.
• Merck MSD’s Keytruda and our combo with100% regression of tumours in lung cancer (2019) is probably the standout opportunity. With reported annual sales of over $14.38 billion the patent expiration is 2028.
• We touched on Japanese based Takeda over the weekend regarding our latest patent success and our CEO’S existing links with the company via the obesity drug Oblean® (cetilistat). Here’s a little gem for us all to digest. Entyvio’s patent expirations is just 2-3 years away in 2026. It has reported global sales of $4 Billion and the maker is, yes you’ve guessed it, Takeda.
Another company exposed to the expiry of patents – and who therefore could be an acquirer of Sareum - is Bristol Myers Squibb. They potentially could be losing exclusivity soon of Revlimid, Eliquis and Opdivo.
• Revlimid has reported global sales of $12.1 billion and its patent expiration is said to be by 2026.
• Eliquis with reported sales of over $9 billion has a patent expiration between 2027 & 2029.
• Opdivo, with reported annual sales of over $6 billion has a patent expiration dated of 2028.
Other patents expiring soon and which could prove pivotal for SDC1801/1802 and SRA737 include:
• Johnson & Johnson’s Stelara with reported annual sales of over $7 billion has a patent expiry date of between 2025 / 2026. This is very pertinent indeed to SDC1801 as it is used to treat plaque psoriasis, psoriatic arthritis and Crohn’s disease.
• Novo Nordisk’s Victoza, with reported annual sales of $3 billion. Patent expiration date imminent.
• Novartis’ Cosentyx with reported annual sales of $4 billion has a patent expiration of between 2025 / 2026.
• Amgen’s Prolia/Xgeva and its reported annual sales of $4 billion has a patent expiration of: 2025 / 2026
• Eli Lilly’s Trulicity patent expiration date is between 2027 to 2029. Trulicity has reported annual sales of $5 billion+.
• Merck’s Januvia & Janumet patent expiration date is imminent. Januvia & Janumet has reported sales of $5 billion+.
• Pfizer’s Ibrance with reported annual sales of over $5 billion has a patent expiration date of 2027
• GSK’s Dolutegravir with global annual sales of approx $6 billion has a patent expiration of between 2027 to 2029
• Regeneron /Bayer’s / Eylea has a patent expiration date of 2026. Eylea’s latest reported annual sales are $8.36 billion.
Key patent expirations: 2025 to 2026
In summary, the fact that J&J’s Stelara has annual sales of over $7 billion and targets psoriasis, psoriatic arthritis and Crohn’s disease and its patent appears be expiring in the next 2-3 y