Biotech Values

[DewDiligence]

Re: US patent expirations of big-selling biologics

The Morgan Stanley/Dartmouth list in #msg-69356213 is unreliable and should not be used for investment purposes, IMO. In addition to being three years old, as you noted, it includes any patent on a given compound without regard to its applicability.

The H-W patent-extension list in #msg-69355910 is reliable and is a good source to use in conjunction with the Reuters list in #msg-60342122. Combining these two sources gives the following list (omitting drugs such as the interferons that would not be interesting FoB programs for a company such as MNTA):

Epogen 2013
Herceptin 2015
Neulasta 2015
Rituxan 2015
Fabrizyme 9/27/2015
Humira 12/31/2016
Amevive 1/30/2017
Tysabri 4/27/2017
Xolair 6/20/2017
Avastin 2/26/2018
Myozyme 8/18/2018
Remicade 2019
Orencia 10/19/2019
Vectibix 4/8/2010
Lucentis 6/30/2020
Soliris 3/16/2021
Enbrel 11/22/2028 (based on new patent in #msg-69263618)