Feb. 3 at 1:49 AM
$CADL $IOVA $CATX The 2026-2030 patent cliff is here, and it’s centered around a small group of extremely high revenue drugs.
• Eliquis - ~
$12.2B (2026)
• Trulicity - ~
$7.1B (2027)
• Ocrevus - ~
$7.1B (2027)
• Keytruda - ~
$25.0B (2028)
• Opdivo - ~
$9.0B (2028)
• Gardasil 9 - ~
$8.9B (2028)
• Darzalex - ~
$9.7B (2029)
• Cosentyx - ~
$4.8B (2029)
• Enbrel - ~
$3.7B (2029)
That’s tens of billions in annual sales reaching the edge of exclusivity in just a few years.
This window is going to define strategic decisions across pharma, from pipeline timing to partnering, lifecycle planning, and launch execution, well into the next decade