Sales Snapshot • Q3 Exports so far: $18.27M USD (vs. $40M last Qtr – leaner but promising)
Bempedoic Buzz Returns! • New direct exports of synthetic intermediate (1,15-DIETHYL-2,2,14,14-TETRAMETHYL-8-OXOP) to US’s Corden Pharma for Bempedoic mfg • Bypassing France route – started Sep 11! Fresh agreement? More shipments ahead? • Tariff-proof: Raw chem, skips Trump’s 100% pharma hit
Fresh Wins • 1st-ever Semaglutide injectable samples shipped to US – historic! • Contrast media exports: >2x growth!
Experion announced it reached a settlement agreement with Dr. Reddy’s Laboratories to resolve patent litigation over generic versions of cholesterol medications NEXLETOL and NEXLIZET.
Under the agreement, Dr. Reddy’s Laboratories agreed not to market generic versions of either drug in the United States before April 19, 2040, unless certain limited circumstances occur. The settlement resolves litigation that began after Dr. Reddy’s filed an Abbreviated New Drug Application seeking approval to market generic versions of both medications.
The settlement represents the fourth such agreement Esperion has reached this year regarding generic versions of NEXLETOL. The company previously settled with Micro Labs USA, Hetero USA and Accord Healthcare.
Bempedoic acid, the active ingredient in NEXLETOL, is protected by Esperion’s U.S. Patent No. 7,335,799, scheduled to expire in December 2030. With the Dr. Reddy’s settlement, no remaining challenges exist regarding the validity or infringement of this patent in pending litigation.
Patent litigation continues against five other companies: Alkem Laboratories, Aurobindo Pharma Limited, MSN Pharmaceuticals, Renata Limited and Sandoz. Esperion stated there is no assurance whether the ongoing litigation will prevent generic versions from entering the market before April 19, 2040.
Some of Esperion’s patents subject to the continuing litigation expire in March 2036, while others are scheduled to expire in June 2040.
Sales Snapshot
• Q2 26 Export Data: $24.5M USD (vs. $40M last Qtr)
• 40% down QoQ. But that’s how lumpy CDMO biz is. Esp around de-stocking
Farevala Vallee Returns!
• A brief pause of exports to Farevala Vallee, France, has resumed on 22nd Sep with 3M USD just on one shipment
• Exports in Sep comparable to old levels after 2 months of slowdown
• Contrast media export to GE Healthcare is > 2x
• Norway increases the import of COMPOUNDS OF CARBONIC ACID
Fresh Ones
• Semaglutide injectable samples shipped to US – historic for #BLUEJET
• Contrast media exports: >2x growth!
Upcoming: Bempedoic to Japan’s Otsuka Pharma – anytime now!
Sales Snapshot • Q3 Exports so far: $18.27M USD (vs. $40M last Qtr – leaner but promising)
Bempedoic Buzz Returns! • New direct exports of synthetic intermediate (1,15-DIETHYL-2,2,14,14-TETRAMETHYL-8-OXOP) to US’s Corden Pharma for Bempedoic mfg • Bypassing France route – started Sep 11! Fresh agreement? More shipments ahead? • Tariff-proof: Raw chem, skips Trump’s 100% pharma hit
Fresh Wins • 1st-ever Semaglutide injectable samples shipped to US – historic! • Contrast media exports: >2x growth!
Cost Edge • Low raw imports = slimmer costs, juicier margins incoming
Upcoming: Bempedoic to Japan’s Otsuka Pharma – anytime now!