“Company is poised for a stronger growth, however, costly patent expiration of top-selling products as are some rivals”, said Sanofi’s CEO Paul Hudson during an interview in 2024.
For more than a decade monoclonal antibodies have been a gold standard for the treatment of various cancers and autoimmune diseases. mAbs are driving billion-dollar revenue for major pharmaceutical companies that are dominating the market. However, 2025-2028 are disruptive years for the big pharma players, as a wave of high selling monoclonal antibodies patents approaching expiration creating opportunities for biosimilars and leading to disruption of monopoly.
By late 2028, a number of world’s highest revenue-generating monoclonal antibodies such as Keytruda, OPDIVO, and PROLIRA will lost patent protection, exposing lose over USD 50 billons in sales due to biosimilars entry. Industry expert forecasts 2025-2028 as a second wave of patent expiration creative competitive marketplace for monoclonal antibodies and biosimilar manufacturers. In June 2025, Dr. Rupal Rana saif that “Keytruda patent expiry is a game changer for cancer care.”
The expiration of these patents signals a shift in drug accessibility as the monopolies will collapse and biosimilars will be available for at affordable price. The biosimilars wave is already approaching presenting challenges for big pharma players. Companies such as Dr. Reddy’s and Biocon Biologics are racing to commercialize their biosimilars. Big pharma players must think about reinvention rather than protection. From market dominance to market differentiation is the only strategy these giants need to follow, because no brand loyalty will stop the biosimilar adoption.
U.S. is the single largest biologics market in the world for invention and home to biotech investments. There is a need for biosimilars entry in the U.S. as it will replace the high-priced drugs, making healthcare affordable. Patent cliff represents a critical cost-saving opportunity to patient population.
Keytruda is highly benefiting patients with cancer globally. The company’s primary sales are highly influenced by Keytruda with the revenue generation of USD 29,482 million in 2024 from 25,011 million in 2023 followed by 20,937 in 2022.
The monoclonal antibodies landscape will shift from dominated pharma giants, exclusivity, and premium pricing, towards biosimilars competition and pipeline innovation. Thus, patent expiration represents the more dynamic biologic marketplace.