JPM26: GSK banks on recent AI deals to offset patent expiries

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Source: Pharmaceutical Technology

Original: https://www.pharmaceutical-technology.com/news/jpm26-gsk-banks-on-recent-ai-deal...

Published: Tue, 13 Jan 2026 18:59:12 +0000

GSK is counting on recent AI deals to offset losses from patent expirations.[usercontent] It is touting the recent deals as a source of new revenue as some drug exclusivity nears its end.[usercontent][1][2] GSK, for example, announced a $50 million upfront payment to Noetik for the use of their AI technology.[5] These agreements are intended to support AI-powered drug discovery.[usercontent] GSK's expiring drugs include ARNUITY ELLIPTA with an estimated expiration date of March 1, 2026.[2] Patent expiration is a challenge for large pharmaceutical companies, including GSK.[1][3]