>>not sure if poly-morph patents fall under the formulation umbrella
I'd put them in a different category, because with formulation patents there is usually a way around them, while valid polymorph patents would normally be blocking. But I think they often tend to be on the weaker side.
Gleevec had some polymorph patents that if valid would have given Novartis another three years exclusivity, but if I recall correctly they settled with only a modest extension of exclusivity until some time next year. So that strongly suggests they weren't very confident in their validity.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.