JPM26: Bayer evades patent cliff in a way it may not be able to repeat
Secondary US filings for Bayer assets cannot be relied on again to face future patent cliffs, demanding focus on early-stage R&D.
15 January 2026
15 January 2026
Secondary US filings for Bayer assets cannot be relied on again to face future patent cliffs, demanding focus on early-stage R&D.
The company will prioritise investment for in-house innovation over large M&A deals, bucking the trend across pharma.
Novo is positioning itself as a long‑term leader across multiple obesity segments.
The request comes after a two-year review into reported links between GLP-1RAs and psychiatric adverse events.
Lilly has launched six early-stage clinical programs, and 34 discovery programs with a focus on incretins, amylins, and novel targets.
The company is embracing AI integration throughout drug development, aiming to improve efficiency and drive portfolio expansion.
The most notable strategic choice is prioritising myasthenia gravis (MG) and Sjögren's disease as lead indications while deprioritising lupus.
Ionis is hoping to gain approval of Trygolza in severe hypertriglyceridemia which could set to to generate $2bn in sales.
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