Exelixis Inc（EXEL）资讯与事件EXELExelixis Inc

Exelixis Wins Patent Lawsuit Against MSN Laboratories

Exelixis announced that in the lawsuit Exelixis, Inc. vs. MSN Laboratories Private Limited et al., Civil Action No. 22-00228, the U.S. Court of Appeals for the Federal Circuit has "affirmed a key portion of the 2024 judgment of the U.S. District Court for the District of Delaware in Exelixis' favor." The company said: "The appellate court upheld the District Court's decision that three patents covering the crystalline malate salt of cabozantinib (No. 11,091,439 [crystalline salt]; 11,091,440 [pharmaceutical compositions]; and 11,098,015 [methods of treatment]) are not invalid. Concurrently, the appellate court dismissed the appeal regarding the validity dispute over one of Exelixis' patents covering low-impurity cabozantinib formulations (U.S. Patent No. 11,298,349), ruling the matter moot. The Federal Circuit's decision upholds the validity of the '439, '440 and '015 crystalline salt patents, preserving market exclusivity of Exelixis' cabozantinib (marketed under the brand name CABOMETYX). While the appellate court issued a procedural ruling dismissing the '349 formulation patent appeal as moot, this decision does not impact the broader strength or integrity of the cabozantinib patent estate. Exelixis will continue to pursue all necessary legal actions to defend its intellectual property portfolio, which is essential to safeguarding the scientific innovation that drives the company's mission to help cancer patients recover stronger and live longer. Given today's decision, the earliest that MSN may be permitted to commercially launch its proposed generic product in the U.S. is January 15, 2030, subject to any additional appeals or regulatory exclusivity. MSN's ability to commercially launch would depend on the outcome of litigation involving another low-impurity formulation patent (U.S. Pat. No. 12,128,039) that expires in February 2032, with a trial scheduled to begin in November 2026."

Trump Considers New Semiconductor Tariffs Impacting Multiple Companies

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.SEMICONDUCTOR TARIFFS:The Trump administration is considering broad new semiconductor tariffs that could extend to chip-containing products such as laptops and data-center servers, potentially raising AI infrastructure costs while linking tariff relief to U.S. manufacturing investment, Politico's Ari Hawkins and Gabby Miller. The administration is also mulling a phase-in period for the new tariffs, people familiar with the matter say. Publicly traded companies in the space include AMD, Intel, Marvell, Microchip, Micron, Nvidia, Qualcommand Texas Instruments.GRID EQUIPMENT:President Trump signed an emergency order that bars the U.S. purchase or installation of certain foreign-made, bulk-power system electrical equipment, and associated software, where it could pose cybersecurity or operational risks, Jennifer Dlouhy of Bloomberg, citing a White House official. Publicly traded companies in the solar space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.DRUG PRICING DEALS:The Trump administration is set to announce new drug pricing agreements with several midsized biotechs, trading Medicaid discounts tied to international prices for exemptions from certain Medicare pricing pilots and, in some cases, tariff relief, Bloomberg's Nyah Phengsitthy, Rachel Cohrs Zhang, and Madison Muller. Publicly traded companies in the space include Neurocrine Biosciences, Exelixis, Alnylam, BioMarin, United Therapeutics, Ionis, Bio-Techne, and Alkermes.DATA-SHARING DEALS:The Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Courtenay Brown of Axios. The Labor Department has signed memorandums of understanding with "a lot of these tech companies," acting Labor Secretary Keith Sonderling told Axios.