The J&J story is a catching at last, bring it on.7 Nov 2023 23:30
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