Biotech Values

[genisi]

Novartis has guided in recent calls that the base patent (I would presume the composition of matter patent, but I haven't really looked into it) for Gleevec expires in the US in late 2015.

Correct, the COM patent #5521184 runs until July 2015 (including pediatric exclusivity).

However, they also have a variety of patents on other isoforms/polymorphs/crstalline formulations that they will try to use to defend against generics beyond the base patent expiry.

These are patents #7544799 and #6894051, beta crystal form of Gleevec expiring in 2019. I think Sun Pharma attacked those patents and they got a tentative approval for generic Gleevec from the FDA.