It is not news that GLP-1 agonists sold by Novo Nordisk (semaglutide) and Eli Lilly (tirzepatide) are surging in demand and could become one of the influential drugs ever. That demand contributed to a shortage of the active ingredients in Lilly’s and Novo Nordisk’s drugs. During that time, drug compounders stepped into meet the supply the brands couldn’t provide. The FDA recently announced those drug shortages were over. The compounders sued the FDA, the brands intervened, and the cases are proceeding on an expedited basis. What’s the status of the cases? And, even if the drugs are returned to the shortage list, can Novo Nordisk and Lilly resort to their patents to maintain their GLP-1 monopolies?
Read MoreFor the past couple of years, Novo Nordisk was embroiled in patent litigation with numerous prospective generics for Ozempic. In the fall of 2024, Novo Nordisk wrapped up existing claims and settled with numerous generics, including Mylan, Dr. Reddy’s, Apotex, Sun Pharmaceuticals, among others. The terms of those settlement agreements, however, are confidential, leaving investors uncertain as to the expected entry date for generic Ozempic. Novo Nordisk has two other semaglutide drugs, over which it is currently litigating different patents with generics. What is the patent landscape for Novo Nordisk’s Semaglutide products, Ozempic, Wegovy and Rybelsus?
Read More