Oncolytics Biotech Inc T.ONC

Big Pharma is facing a looming $236 Billion patent cliff

[Noteable]

A patent cliff is looming once again for the biopharma industry, putting some $236 billion in pharmaceutical sales at risk between now and 2030. For context, the top 10 biopharmas in 2021 had total, global sales of approximately $512 billion. In the next eight years, more than 190 drugs will go off-patent for these companies. Of those, 69 are blockbuster drugs.

“Depending on the company, on paper, the losses represent from 14% to 79% of their revenues,” Maria Whitman, global head of ZS Associates’ pharmaceutical and biotech practice, told BioSpace.

https://www.biospace.com/article/looming-patent-cliff-will-be-pharma-s-moment-of-truth/

[inthno]

The patents will for sure be interesting as ONC has itself lost 100 patents in the last 5 years and it looks like 60 in just the last 2 months if you compare the investor presentations. Also Matt Coffey is quoted as saying in a recent conference "We just need the patents to be there at the time we apply for liscensee" which does make me a bit nervous as even though we have composition of

[Noteable]

pelareorep is a biologic which would receive 12 years of FDA market exclusivity upon the drug's approval that would extend any patent expiration and therefore would be attractive to any Big Pharma whose own patent portfolio is endangered of expiration and is looking to combine ONCY's pelareorep with one of their high value oncology products, such as Pfizer's Ibrance (CDK 4/6 inhibitor)

[inthno]

I agree with you aobut the exclusivity but the problem I am having is that the company needs to have product approval before the patents expire and Matt even suggested as much at the recent presentation. So that is my worry if anything is delayed or the trial takes longer than expected, that would bring us very close to the expiration of the composition of matter patent but at this time we do not

[Normandt1965]

Oncolytics Biotech Inc. (ONCY-ONC) has accumulated 398 patents issued worldwide (415 in reality end of 2021) including 48 US and 21 Canadian, with over 21 more pending applications worldwide. The reovirus issued patent claims cover compositions of matter comprising reovirus (through 2028 and extendable to 2033), and all pharmaceutical uses of it. I would be curious which ones they lost recently

[inthno]

Please if you are going to quote information at least quote from the latest investor presention which is from May on the onc website. 32 Strong Intellectual Property Portfolio As of March 31, 2022 242 patents issued worldwide, including 24 US and 11 Canadian 16 pending applications worldwide there is a huge difference in what you have quoted and what we have for patents now. And as I was saying

[inthno]

We have lost half of our U.S. and Canadian patents just in the time from your quote to mine. We need to be as current as possible if we are going to be giving people information as it could be very misleading.

[Normandt1965]

Which ones we lost from my quotes to yours, I'm curious to know. I think you just try to make people insecure about the future of Oncy. Why they should extend the patent right now since the main ones are good until 2028. You suggest the trials in progress will not be finished another way sow doubt. I know your way very well .

[inthno]

Hello Norm and not trying to be doubtful, all I was doing was letting people know was that your patent count was wrong and we now have about 150 less patents just from the information that you posted. Nothing wrong with updating people with the correct information. I too am just hoping that all of our patents are in place if we get approval and Matt said the same thing in the recent conference

[Normandt1965]

My quote was coming from wikipedia. I verified differents sites and no ones gives the same numbers of patents for Oncy. Itt's not because wiki gives a number and another site gives another one lower that means we lost x number of patents recently. I really think it gives nothing to mention it right now, since we just don't know which ones are expired (maybe Noteable knows the details

[inthno]

I agree, no correlation yet for future success. My information is taken directly from the onc website and their investor presentation. Simple as that, so you have to decide if you believe wikepedia or the onc website but would make more sense to quote relevant information directly from the source unless you do not believe them. I honestly think that people here would like to hear the truth so was

[Normandt1965]

Come on, you put the focus on the fact that oncy lost more than 100 patents in the last quarter. You even don't know which ones are lost. This is the best way for people to misslead shareholders. You asked why don't extend the actual patents expired in 2028, suggesting that the trials were possibly not finished.....another trick well known for sowing doubt. Finally you changed your

[Noteable]

An acquistion of ONCY by a Big Pharma company will have the acquisitor be responsible for running any clinical trial with their oncology products which face loss of patent protection. These combinations with pelareorep would be "bundled" as a doublet for approval. Also subsequent "bundled" doublets with pelareorep approved in alternative indications would correspondly receive12

[Noteable]

Exclusivity is exclusive marketing rights granted by the FDA upon approval of a drug and can run concurrently with a patent or not. It prevents the submission or effective approval of abbreviated new drug applications (ANDAs) or applications described in Section 505(b)(2) of the Act, and was designed to promote a balance between new drug innovation and generic drug competition. Under BPCIA

[Noteable]

According to the 32nd edition of the Beyond Borders report produced by Ernst & Young LLP (EY US) contributor Arda Ural, PhD, EY Americas industry markets leader, health sciences and wellness, wrote: "...large cap biopharma industry is facing a foundational growth gap due to upcoming patent expirations for its leading blockbusters biologics and pipelines, which are not sufficient

[Noteable]

IBB: M&As Are Back Jun. 21, 2022 4:56 AM ETiShares Nasdaq Biotechnology ETF (IBB)CRSP, PFE, VRTX1 Like Summary Biotech stocks have had a terrible year so far. Patent expirations will force biopharma giants to look towards smaller companies. Pfizer and Vertex are probably going to be the biggest deal makers. IBB is the best way to play a resumption of M

[Noteable]

June 2022 - A patent cliff is looming once again for the biopharma industry, putting some $236 billion in pharmaceutical sales at risk between now and 2030.  Take-aways: Companies won’t make up the losses with their current pipelines or by adding an asset or two this time.  “The replenishment rate – the ability to make up the losses within five years – is decreasing." Many

[Noteable]

June 24, 2022 - The pharmaceutical and life sciences industry is poised for a “flurry of deals” in the second half, according to PwC.   In a new report covering the first half of the year, the professional services firm acknowledges there’s been a slow start to deal activity. But Big Pharmas are flush with cash—especially those that managed to tap into the COVID-19 market

[Noteable]

What's next ?  - The pharmaceutical and life sciences industry is poised for a “flurry of deals” in the second half, particularly now that soon-to-come generic competition is on the horizon with Big Pharmas looming patent cliff, according to PwC. To mitigate this emerging threat Big Pharma will seek to ramp-up innivation and it's M&A activities. Of interest for Big Pharma hunting

[Noteable]

June 20, 2022 - Interview with Andrew Callaway - Global Head, Healthcare Investment Banking, RBC Capital Markets Vito Sperduto: There is a large wave of healthcare patents that are coming due in two to five years’ time. As you talk to clients in that wave, what are they looking to do to replace the revenue they will lose?   Andrew Callaway: Clients will respond by entering the M&A

[Noteable]

 Reposted - from June 24, 2022  The pharmaceutical and life sciences industry is poised for a “flurry of deals” in the second half, particularly now that soon-to-come generic competition is on the horizon with Big Pharma's looming patent cliff, according to [the Global consulting company] PwC. To mitigate this emerging threat Big Pharma will seek to ramp-up innovation and it's

[Noteable]

According to many, the anticipated arrival of Humira biosimilars in the US next year has pushed their drug Abbvie to the precipice of the pharma industry’s biggest-ever patent cliff. With the drug expected to top $18.6bn in sales this year, this will be an incredible, even unprecedented financial hit for Humira. The question is, is this a frightening sign of what’s to come for the pharmaceutical

[fox7mf]

I'm as confident as can be with the science at Oncy, but concerning M&A's & bolt-ons, it seems, at least at the moment, that BP has a preference for gambling on less advanced, less expensive, preclinical or early phase biotechs. For a long time now, I've been concerned with what Matt & Co are asking for acquisition. However, my concern is quelled when I remember that Mr

[cardu]

Matt is just trying to get the best deal possible. The Parsons add on was icing on the cake for me. I think it will all congeal in the near future.GLA

[fox7mf]

Agreed cardu. The Parsons addition is just so compelling at this time, with Pfizer having the right of first refusal and Parsons having negotiated a buyout of another biotech with them in recent years. This can't all be mere coincidence...negotiations must be well underway.