Novo Nordisk and D Young Defend Key Patent for Oral Semaglutide Tablet

Novo Nordisk and its legal team at D Young & Co are defending a crucial patent for the tablet version of semaglutide, the active ingredient used in the blockbuster diabetes and weight-loss drugs Rybelsus, Ozempic, and Wegovy. The patent dispute has gained global attention as it could determine the future of oral semaglutide’s market exclusivity.

Patent Dispute at the European Patent Office

The case centers on European Patent No. 2 827 885, which covers Novo Nordisk’s innovative oral formulation of semaglutide. The company claimed a unique two-granule system designed to improve absorption of the peptide drug in tablet form. One granule type contains semaglutide, while the other holds an absorption enhancer called SNAC (sodium N-(8-(2-hydroxybenzoyl)amino) caprylate).

This separation, according to Novo Nordisk, allows the drug to dissolve effectively and remain stable through the digestive process. However, the European Patent Office (EPO) Board of Appeal revoked the patent, ruling that it lacked an inventive step. The Board concluded that Novo Nordisk’s design was too similar to earlier known formulations and did not demonstrate a clear technical advantage across all claims.

Legal and Market Implications

The loss of this patent weakens Novo Nordisk’s intellectual property position in Europe. It may allow generic drug manufacturers to move closer to producing their own oral versions of semaglutide once other protections expire.

Despite the setback, Novo Nordisk still holds a series of related patents protecting semaglutide’s composition, dosage methods, and manufacturing processes in multiple countries. These patents could extend exclusivity into the early 2030s, particularly in the United States and select Asian markets.

A spokesperson from D Young & Co emphasized that Novo Nordisk “remains committed to defending its innovation portfolio” and continues to explore all legal and strategic options to preserve market exclusivity.

Why the Oral Formulation Matters

The tablet version of semaglutide, marketed as Rybelsus, represents a major scientific milestone. It allows patients to take the once-weekly GLP-1 therapy orally, eliminating the need for injections. This has significantly expanded the drug’s market reach and patient acceptance.

If generic competition enters earlier than expected, Novo Nordisk could face price erosion across its GLP-1 product range. Analysts note that even a modest loss in exclusivity for Rybelsus could impact billions in annual revenue, given the current surge in demand for semaglutide-based therapies worldwide.

Global Impact and Next Steps

In markets such as India and China, generic drugmakers are already preparing for opportunities in the oral semaglutide space. Industry experts expect these regions to play a key role in the next phase of the GLP-1 patent landscape.

Novo Nordisk may file divisional or secondary patents to reinforce protection of its technology. The company also retains regulatory data exclusivity in several jurisdictions, offering temporary protection even without patent coverage.

Outlook

While the EPO’s ruling marks a setback, Novo Nordisk’s dominance in the GLP-1 market remains strong. Its pipeline of next-generation weight-management and diabetes drugs continues to grow. However, the patent decision highlights a growing challenge for pharmaceutical leaders — maintaining long-term protection for complex formulations as global demand and generic pressure intensify.

India’s Bulk Drug Makers Gear Up for Ozempic Patent Expiry

API Manufacturers Eye Semaglutide Opportunity

Indian pharmaceutical companies are preparing for a major shift in the diabetes and obesity drug market. The patent for Novo Nordisk’s blockbuster drug Ozempic, which contains semaglutide, is set to expire in several key markets. This expiry is expected to open doors for generic and biosimilar players.

Indian Firms Begin Preparations

Leading bulk drug makers, including Dr. Reddy’s Laboratories and Macleods Pharmaceuticals, have started planning to manufacture the active pharmaceutical ingredient (API) semaglutide. These companies are working to scale up production to meet the expected surge in global demand.

Indian firms already play a dominant role in supplying APIs for global generics. By entering the semaglutide market, they could strengthen their position as essential suppliers in the fight against diabetes and obesity.

Market Impact of Patent Expiry

Ozempic has been a blockbuster drug for Novo Nordisk, generating billions in annual revenue. However, the loss of patent exclusivity will lower its pricing power. Industry experts expect strong competition from generics once regulators approve them.

Patients may benefit the most. Generic and biosimilar launches usually push prices down, making treatments more affordable. Governments and health insurers are also likely to welcome cheaper alternatives as global demand for obesity and diabetes drugs rises.

Challenges Ahead for Generic Makers

Despite the opportunity, developing semaglutide generics will not be easy. The molecule is complex, and ensuring consistent safety, potency, and regulatory approval will be challenging.

Regulatory agencies such as the US FDA and European Medicines Agency (EMA) will require strict quality data. Only companies with robust manufacturing systems and compliance records will succeed in this competitive space.

Global Implications

India’s preparation highlights its growing role in the global pharmaceutical supply chain. If successful, Indian companies could capture significant market share. This would boost revenues while improving global access to advanced diabetes and obesity treatments.

For Novo Nordisk, the expiry represents a critical challenge. The company may respond with new formulations, patient support programs, or fresh patents to protect its market share.

What Lies Ahead

The coming years will determine how quickly Indian firms can scale production and navigate regulatory pathways. Market watchers expect the first generic launches soon after the patents expire, depending on jurisdiction.

If Indian companies succeed, the semaglutide story could mark another milestone in the country’s role as the “pharmacy of the world.