Ifølge Richard Saynor fra Sandoz har Novo Nordisk ikke betalt det nødvendige vedligeholdelsesgebyr for deres semaglutide-patent i Canada. Dette medfører, at patentet bortfalder tidligere end planlagt, og dermed kan generiske versioner af semaglutide nu komme på det canadiske marked flere år før patentet udløber i andre lande. Patentets bortfald betyder, at generiske producenter nu kan producere og sælge semaglutide i Canada fra allerede 2026! Hvis dette er sandt, er det ekstremt pinligt og uprofessionelt af Novo Nordisk. Er der nogen som ved noget? https://www.science.org/content/blog-post/novo-nordisk-s-canadian-mistake
Jeg finder flere artikler om det samme og ingen der modsiger det. Det virker som historiens største hjerneblødning ikke at vedligeholde det patent for får hundrede dollars om året.
15/6 2025 14:54 Helge Larsen/PI-redaktør 3
126783 Kilderne virker umiddelbart troværdige. Hvis det er sandt kan det få en pæn stor økonomisk konsekvens for Novo Nordisk. Canada er det næststørste marked for semaglutid.
Novo Nordisk bør kommentere på sagen hurtigst muligt.
PS: Bemærk at artiklen er 5 dage gammel. Der har ingen reaktion været i markedet.
Novo Nordisk bør kommentere på sagen hurtigst muligt.
PS: Bemærk at artiklen er 5 dage gammel. Der har ingen reaktion været i markedet.
15/6 2025 20:39 Milito 0126785 Mon de ventede skeletter under Fruergaard er på vej ud af skabet. Fondens konsekvente beslutning kan vise sig at give mening.
15/6 2025 22:36 Helge Larsen/PI-redaktør 3126790 Lad os nu se Milito. Det kan jo være, at der er en god forklaring på historien. Se den linkedin-tråd som vestafan har postet.
Denne tråd på linkedin kan måske forklare beslutningen; https://www.linkedin.com/posts/vincentling_novo-nordisks-canadian-mistake-activity-7338527936972550144-PDQa/
Jeg er nok ikke så kvik hvad er der i den tråd som kan forklare Novo´s manglende betaling?
Se vedhæftede screenshot af indlæg. Man skal lige bede Linkedin om at vise alle indlæg og så vise flere indlæg, førend det kommer frem.
15/6 2025 22:27 Helge Larsen/PI-redaktør 2126788 Tak vestafan, Neel Patel argumenterer for, at Novo Nordisk sagtens kan have årsager til forsætligt og strategisk at opgive registreringen af pågældende patent. Det lyder nu meget plausibelt.
Neel Patel • 3rd+
Business Development & Licensing | In-Licensing Innovative Pharmaceuticals for Canada
4d
"Mistake or intentional? Not having a patent would have meant that the drug would not be under the jurisdiction of the Canadian drug pricing regulators, PMPRB. If I recall correctly, at the time that Novo Nordisk would have failed to make the payment, PMPRB was proposing changes to the pricing rules that could have had a pretty significant impact on Canadian list prices".
Neel Patel • 3rd+
Business Development & Licensing | In-Licensing Innovative Pharmaceuticals for Canada
3d
"I did a bit of digging, and the '784 patent that Derek Lowe referred to in his article wasn't the only one filed for Ozempic in Canada. There have been other patent applications for Ozempic, and the ones I came across have been abandoned. This suggests a deliberate strategy rather than an oversight. There is definitely a trade-off, and so I think the story here is not so much about incompetence but whether Novo made the right strategic decision".
Neel Patel • 3rd+
Business Development & Licensing | In-Licensing Innovative Pharmaceuticals for Canada
4d
"Mistake or intentional? Not having a patent would have meant that the drug would not be under the jurisdiction of the Canadian drug pricing regulators, PMPRB. If I recall correctly, at the time that Novo Nordisk would have failed to make the payment, PMPRB was proposing changes to the pricing rules that could have had a pretty significant impact on Canadian list prices".
Neel Patel • 3rd+
Business Development & Licensing | In-Licensing Innovative Pharmaceuticals for Canada
3d
"I did a bit of digging, and the '784 patent that Derek Lowe referred to in his article wasn't the only one filed for Ozempic in Canada. There have been other patent applications for Ozempic, and the ones I came across have been abandoned. This suggests a deliberate strategy rather than an oversight. There is definitely a trade-off, and so I think the story here is not so much about incompetence but whether Novo made the right strategic decision".
16/6 2025 07:44 ProInvestorNEWS 6126792 Opsamling fra Investseekers på Twitter:
Investseekers
@investseekers
"Yesterday, rumors emerged that $NVO failed to pay the maintenance fee for its semaglutide patent in Canada, causing the patent to lapse early. This could open the door for generic competition in Canada as early as 2026, years before patent expiry elsewhere.
The article first reporting this was posted 6 days ago. No market reaction so far. Novo hasn't commented. It remains unconfirmed.
At first glance, it seems unlikely that Novo simply "forgot" to pay, but some have suggested it may have been a deliberate strategy, tied to Canada's unique pricing rules.
In Canada, patented drugs fall under PMPRB jurisdiction, a pricing board that caps prices for patented meds. But if a drug is not patented, PMPRB loses jurisdiction. In effect, no patent = no price control (until generics enter).
At the time of the patent lapse, PMPRB was proposing stricter price regulations that could have significantly cut prices for drugs like Ozempic.
Novo may have made a trade-off:
- Lose patent protection earlier
- Avoid PMPRB price controls in the meantime
- Maximize pricing while still enjoying de facto exclusivity (until generics arrive)
Interestingly, other Canadian patent applications for Ozempic have also been abandoned, suggesting this may not have been a one-off error, but a deliberate IP strategy.
In short: it may not be about incompetence, but about choosing between longer exclusivity under price caps vs. shorter exclusivity with freer pricing.
For now: unconfirmed rumors, no official statements".
https://x.com/investseekers/status/1934485268574175628
Investseekers
@investseekers
"Yesterday, rumors emerged that $NVO failed to pay the maintenance fee for its semaglutide patent in Canada, causing the patent to lapse early. This could open the door for generic competition in Canada as early as 2026, years before patent expiry elsewhere.
The article first reporting this was posted 6 days ago. No market reaction so far. Novo hasn't commented. It remains unconfirmed.
At first glance, it seems unlikely that Novo simply "forgot" to pay, but some have suggested it may have been a deliberate strategy, tied to Canada's unique pricing rules.
In Canada, patented drugs fall under PMPRB jurisdiction, a pricing board that caps prices for patented meds. But if a drug is not patented, PMPRB loses jurisdiction. In effect, no patent = no price control (until generics enter).
At the time of the patent lapse, PMPRB was proposing stricter price regulations that could have significantly cut prices for drugs like Ozempic.
Novo may have made a trade-off:
- Lose patent protection earlier
- Avoid PMPRB price controls in the meantime
- Maximize pricing while still enjoying de facto exclusivity (until generics arrive)
Interestingly, other Canadian patent applications for Ozempic have also been abandoned, suggesting this may not have been a one-off error, but a deliberate IP strategy.
In short: it may not be about incompetence, but about choosing between longer exclusivity under price caps vs. shorter exclusivity with freer pricing.
For now: unconfirmed rumors, no official statements".
https://x.com/investseekers/status/1934485268574175628
Tingene går så stærkt på fedme marked, at det ene potente middel afløser det andet. Hvis amycretin kommer på marked i 2028/29, ja så er skaden stort set ubetydelig, (nyt middel nyt patent). Læg dertil det faktum, at hvis Canada har et generisk alternativ fra 2026, ja så kan Novo og Eli for den sags skyld, bare udbrede deres produkter til andre lande ex. Kina og Indonesien/Indien. Det er produktionskapacitet som er en mangelvare p.t.
Amycretin bliver næppe billigere end semaglutide, så når billige kopier af semaglutide kommer på markedet i 2026, vil de fleste formentlig vælge disse frem for amycretin. Jeg tvivler på, at mange i Kina eller Indien vil købe amycretin fra USA eller EU, når de selv kan producere prisvenlige versioner af semaglutide, der er lige så effektive til vægttab. Personligt vil jeg altid anbefale den mest økonomiske og bæredygtige løsning, som ovenikøbet kan spare penge: et kalorieunderskud over to til seks måneder. Dog bør man konsultere en læge for at udarbejde den mest optimale kost- og motionsplan.
.. Svært at spå om, da bivirkningsprofilen kan være en gamechanger i forhold til GLP1. Det er det som Steensberg nævner igen og igen i forhold til deres egne præparater. Han mener det er helt afgørende.
16/6 2025 13:30 Stockwatch1 1126799 Nu på MarketWatch:
https://www.marketwatch.com/story/the-story-of-how-novo-nordisk-will-lose-billions-because-it-didnt-pay-a-couple-of-hundred-dollars-bcef7c01
https://www.marketwatch.com/story/the-story-of-how-novo-nordisk-will-lose-billions-because-it-didnt-pay-a-couple-of-hundred-dollars-bcef7c01
16/6 2025 13:31 Stockwatch1 0126800 "The real interesting footnote to the footnote comes in a discussion on whether a Canadian Ozempic generic could qualify for U.S. use under what's called the Section 804 importation program. Florida so far is the only state that so far has dialogue with the Food and Drug Administration about launching such a program."
16/6 2025 15:06 Helge Larsen/PI-redaktør 1126801 Bemærk følgende fra seneste årsrapport:
"For Ozempic in Canada, regulatory data protection applies until 2026," says the report from Novo Nordisk"
"For Ozempic in Canada, regulatory data protection applies until 2026," says the report from Novo Nordisk"
