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Pharma IP Alert: Tirzepatide P-IV Storm Hits FDA, US Generic Tariffs Loom, & Pfizer Tafamidis Discovery Ruling

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Summary: Two-minute read In this issue of the API and IP Newsletter , we break down the high-stakes Paragraph IV ANDA filings for Tirzepatide (Mounjaro & Zepbound) following the NCE-1 opening date . We also analyze proposed US generic drug tariffs of up to 200% , evaluate Patrys’ 505(b)(2) rapid injectable quetiapine for ICU delirium , and unpack a crucial Delaware District Court ruling on third-party discovery confidentiality in Pfizer v. Apotex (Tafamidis) . Key Highlights & Strategic Takeaways 1. Tirzepatide (Mounjaro / Zepbound) Paragraph IV Wave Massive Generic Interest:  On May 13, 2026, NCE-1 eligibility date, the FDA received four distinct categories of ANDA filings targeting Eli Lilly’s blockbuster molecule, which generated $36.5B in 2025 and holds a projected peak market of $50B–$65+B globally. Why 4 Different ANDA Entries? Driven by two distinct NDAs (Mounjaro for T2D vs. Zepbound for Obesity) and two delivery formats (Autoinjector Pen vs. Single-Dose Vial)...

Pharma Market Briefing: Q2 2026 USFDA Type II DMF Filings, 505(b)(2) Strategy & EPO Updates

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Two minutes of quick reading Pharma Regulatory & IP Insights: Q2 2026 USFDA DMF Trends, 505(b)(2) Value Drivers, and EPO Process Patent Rulings Welcome to the latest Sidvim LifeSciences market briefing . This week, we analyse the Q2 CY 2026 USFDA Type II Drug Master File (DMF) submissions , ongoing legal and regulatory shifts in weight-loss therapies, strategic advantages of the 505(b)(2) pathway, and a landmark European Patent Office (EPO) Board of Appeal decision on chemical process claims . 1. Q2 CY 2026 USFDA Type II Drug Master File (DMF) Submissions Overview Monitoring quarterly DMF filings offers valuable business insights on the generic pipeline and highlights opportunities for API suppliers to provide APIs to formulators targeting upcoming Paragraph IV/NCE-1 filings in the US.  During Q2 2026 (April 1 to June 30, 2026),  243 Type II DMFs  were submitted to the USFDA by 165 companies. Geographic Distribution: China Maintains Volume Lead Over the last 2–3 yea...