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The 2026 GLP-1 Patent Cliff: Generics, Global Competition, and the $100 Billion M&A Race

by Bernice Lottering
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As foundational GLP-1 patents expire in Canada, China, and India, the industry pivots toward a high-velocity M&A cycle to replace "Small-Molecule" revenue before the 2030 cliff. Image: Shutterstock/Elnur
The pharmaceutical industry is entering a new phase of the GLP-1 economy as the first wave of patents protecting early incretin therapies begins to expire …

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