Posts

September 2026 505(b)(2) Approvals Breakdown, Vanda v. Teva Non-Infringement Victory, & Sanofi’s $8B Mega-Deal

Image
Summary of the blog: 5-minute read API & IP Intelligence Roundup (05 October 2026) This edition evaluates the latest wave of 505(b)(2) NDA approvals addressing unmet clinical needs across multi-billion-dollar oncology, metabolic, and cardiovascular markets, landmark pharmaceutical deals, and a critical Delaware Federal Court ruling applying the Supreme Court’s Hikma precedent to insulate generic tasimelteon from late-stage continuation patent claims . 1. September 2026 505(b)(2) NDA Approvals & Tentative Approvals The FDA granted final and tentative approvals to five differentiated 505(b)(2) formulations that bypass reference-product administration hurdles or innovator patent thickets : OMCAZIO (Cabozantinib Laurylsulfate, NDA #220613 – Handa Oncology LLC): Final Approval for oral capsules (11.5 mg, 23 mg, 34.5 mg) referencing Cabometyx (~$1.4B US sales) . Formulated as a novel laurylsulfate salt with enhanced oral bioavailability that can be taken with or without food...

1.) FDA First Generics Breakdown 2.) EPO Revokes Nubeqa: Darolutamide Generic Launch in Europe: How EPO Revocation of EP 3 250 554 Opens a 10-Month Commercial Window

Image
Quick summary- 5 minutes read. API & IP Intelligence Roundup (28 September 2026) This edition evaluates the commercial dynamics of the FDA's 91 "First Generic" approvals, key corporate legal developments including Novartis's dismissal of purchaser antitrust litigation on Entresto, Lantheus's radiopharmaceutical nod, and an EPO Board of Appeal decision revoking Orion Corporation’s darolutamide polymorph patent, unlocking a valuable generic window in Europe . 1. FDA First Generic Drug Approvals: Commodity Cliffs vs. High-Barrier Niches The FDA CDER list highlights 91 inaugural generic clearances, illustrating two distinct market dynamics : Rapid Generic Erosion in Small Molecules: Highly contested patent cliffs saw immediate crowding from multiple sponsors . The primary example is Rivaroxaban tablets (2.5 mg), where over 10 global and Indian generic filers (including Lupin, Dr. Reddy's, Alembic, Biocon, Macleods, and Alkem) gained approvals against th...