SystemLegal & IP

Loss of Exclusivity Tracking

Loss of exclusivity tracking that gives every product and market a cited generic entry date — within hours of any change

A cited generic entry date per market within hours of any change.

See one case, screen by screen ↓
demo212patentsplus 41 exclusivities and 13 settlements watched for 4 products in 8 markets
demo$7.6Bof Corventa US revenue at risk in the downside case, after one PTAB institution
target3.6hmedian from a source event to a recomputed entry date
target14of 14statutory deadlines met, each with an owner from the day it starts
In short

What is Loss of Exclusivity Tracking?

Loss of exclusivity (LOE) tracking keeps, for each product and market, the date a generic or biosimilar can launch and what could move it. Loss of Exclusivity Tracking maps every patent, term extension, pediatric extension, regulatory exclusivity, challenger and settlement term to a cited entry date, watches the sources that move it, and recomputes the date and its downside case within hours of a change.

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Updated

The problem

Why the date of record reaches Finance weeks after the event that moved it

The day a generic or biosimilar can launch is not a patent expiry. It is the earlier of a settled licensed entry date and the end of the last barrier an unsettled challenger still faces — the base patent terms, term extensions (PTE or SPC), pediatric extensions, regulatory exclusivities, litigation, PTAB and EPO proceedings and the acceleration clauses in each settlement. IP strategy keeps that stack in a patent-term spreadsheet per product, refreshed for the annual plan, while docket alerts arrive from outside counsel by e-mail and the settlement terms sit in the contract system where only a few lawyers read them.

The date moves on events no annual spreadsheet watches: a PTAB institution, a Paragraph IV letter, a pediatric grant, an EPO opposition, a third party's launch that triggers an acceleration clause. By spreadsheet a change takes about three weeks to reach a decided date of record, and it reaches Finance as a slide. Meanwhile the 45-day window to sue on a Paragraph IV notice runs from the day the letter arrives — miss it and the 30-month stay is lost.

typical45daysto sue after a Paragraph IV notice arrives — a timely suit triggers the 30-month stay
typical30monthsstay of generic approval that a missed suit window loses outright
typical14yearsmost patent term left after approval once a PTE is added — the cap, not the full extension, sets the expiry
Where a change's business days go, from source event to the planestimated
By hand15 days
With the solution0.8 days
  • Learning the event happened — docket alerts, forwarded letters3 → 0.1 d
  • Reading the decision and the patents it touches3 → 0.1 d
  • Re-reading settlements for acceleration triggers2 → 0.1 d
  • Recomputing the entry date and downside case3 → 0.1 d
  • Counsel review and decision2 → 0.5 d
  • Getting the decided date into the long-range plan2 → 0.1 d

Estimated split for one source event by spreadsheet and with the solution; the total of about three weeks by spreadsheet is the team estimate shown in the working solution.

How it works

How a change moves

Six specialist agents watch the sources, read every decision, recompute entry dates and keep the legal clocks; the chief patent counsel decides.

What comes in
Changes inPatent offices, courts, registers · decisions, listings, notices, settlements
Agents at work
Source Watcheropens a change
Then
Patent & Exclusivity Readerexpiry and extensions, cited
Settlement Terms Readerlicensed entry dates
Then
Entry Date Calculatordate and downside case
Then
Clock Keeperlegal deadlines, owners
Board Summary Writerquarterly, plain words
A person decides
Chief Patent Counseldecides the date of record
What comes out
Entry date per market
Finance plan updated
Board summary
One case, step by step

One PTAB institution, from docket to Finance

Northwind Bio has four products in eight markets. On Oct 2 the PTAB institutes inter partes review of the '418 once-daily formulation patent on Corventa, a $4.2B-a-year heart-failure tablet. Here is what happens next, screen by screen, in the working solution.

  1. 01Oct 7, morning

    The horizon leads with the latest source event

    Omar Haddad · Chief Patent Counsel

    Each product and market is a lane from today to its expected generic or biosimilar entry, revenue on the right: Corventa US Mar 2036, Veltrimab US Jan 2033, Talmirex US Aug 2027, Orvessa Nov 2038. Beside the lanes, six statutory clocks count down in days, hours, minutes and seconds — the nearest is the 45-day suit window on Brightwell Pharma's notice, due Nov 19, 2026. Across all 32 product-markets, $28.8B of revenue is at risk.

    Latest source event · PTAB docket · picked up Oct 2, 17:42: “Inter partes review instituted on all 14 claims of Corventa’s ’418 once-daily formulation patent.”

  2. 02One click

    The Corventa US lane shows its downside

    Entry Date Calculator

    “Show the effect on the horizon” focuses the Corventa US lane. The downside appears in red: generic entry Sep 15, 2033 if the '418 is cancelled at the PTAB and the '772 is lost at trial in January, because then the six settled filers accelerate. The date of record holds at Mar 1, 2036, and the patent owner response clock lights up.

    “Likelihood proposed 20% → 40% · $7.6B of US revenue at risk · date of record holds at Mar 1, 2036.”

  3. 03The clause behind it

    Section 3.3, quoted, not paraphrased

    Settlement Terms Reader

    Every figure on the lane cites its source. The acceleration citation opens the Arden Generics settlement at section 3.3: the licensed entry date moves earlier only if a third party starts selling a generic after a final court decision holding each asserted claim of both the '418 and the '772 invalid, unenforceable or not infringed. The agreement is marked Legal only, and five more are on substantially identical terms.

    The Settlement Terms Reader quotes the clause and never paraphrases a trigger.

  4. 04Review the change

    How the agents worked CHG-2611

    The agents

    The Source Watcher picked up the institution decision from the PTAB docket feed at 17:42. The Patent & Exclusivity Reader confirmed claims 1–14 are under review on all grounds, with the patent owner response due Jan 4, 2027 and the final written decision by Oct 2, 2027. The Settlement Terms Reader re-read six agreements. The Entry Date Calculator found the downside now needs only the '772 trial to go against Northwind, and the Clock Keeper added two clocks.

    “Waiting for Omar Haddad — Chief Patent Counsel decides the date of record and the downside likelihood.”

  5. 05The recommendation

    Keep the date, raise the downside to 40%

    Entry Date Calculator

    Keep Mar 1, 2036 as the US date of record — the settled filers' date stands unless both the '418 and the '772 fall in final decisions. Raise the downside case, entry Sep 15, 2033 when the compound patent and its pediatric exclusivity end, from 20% to 40%, because one of the two required outcomes is now in a forum where challengers often win. Each part links to its source.

    “Decides: Omar Haddad, Chief Patent Counsel · an agent proposes, a person decides.”

  6. 06Decided

    Accepted and sent to Finance the same morning

    Omar Haddad · Chief Patent Counsel

    Omar could keep the downside at 20% or ask Dana Okafor for the litigation view first. He accepts. The change moves to Date of record, then Sent to Finance: Sam Patel is notified and the long-range plan's exclusivity feed is updated. Undo stays one click away, and the undo is logged too.

    “Sent to Finance — Sam Patel notified; LRP exclusivity feed updated.”

  7. 07Why this date

    Every barrier on one timeline

    Priya Raman · Director, IP strategy

    The Corventa US map lays out the stack: the '207 compound patent with its PTE capped at 14 years, new chemical entity exclusivity ended Mar 2024, the '772 method of use in litigation with trial on Jan 11, 2027, the '418 formulation under IPR, the '903 process patent not asserted. The settlement line binds. The chain on the right shows the reasoning: a challenger without a licence can enter when the last barrier ends, Feb 21, 2038; the settled filers enter Mar 1, 2036; entry is the earlier of the two.

  8. 08What if

    Switch the outcomes, watch the date recompute

    Priya Raman · Director, IP strategy

    Switching on “'418 claims cancelled in the IPR” and “'772 held invalid at trial” turns the settlement line to “Acceleration triggered”. Entry becomes Sep 15, 2033 — 2 years 6 months earlier than the date of record, set by the '207 compound patent with its PTE and pediatric extension. The case can be saved as a scenario or sent to Finance.

    “Settled filers' licensed entry: Mar 1, 2036 — brought forward to Sep 15, 2033 by the acceleration clause.”

  9. 09The other changes

    Eight changes, each with a clock and an owner

    Dana Okafor · Litigation counsel

    Since Sep 16, eight source events touched a date, a downside or a clock; the other 15 events of the last 90 days changed nothing and were closed by the agents. Dana owns the Brightwell Pharma Paragraph IV notice: dated Oct 2, received by courier Oct 5, so the suit deadline is Nov 19, 2026. The recommendation is to sue on the '772 and '418 and join the Halvard and Ivel action. A timely suit stays approval to Apr 5, 2029, and Brightwell's paragraph III certification on the '207 already holds it back to Sep 15, 2033.

    The Clock Keeper counts from the received date, never the letter date, and escalates to the Chief Patent Counsel at 7 days.

  10. 10Quarter end

    The Q4 summary drafts itself from decided dates

    Board Summary Writer

    The Board Summary Writer collects the dates of record for 32 product-markets, reads the 8 changes since Q3 and checks the 6 clocks. Its headline: one date of record moved — Veltrimab in Japan, from Dec 2030 to Oct 2032 — and the Corventa US downside is now carried at 40%. Every figure links to its source, and the summary waits for counsel's signature.

    Only decided dates of record appear as dates, and counsel signs before the summary leaves Legal.

Who it’s for

Built for everyone who answers for an entry date.

The same Corventa change, seen by the five people who carry it — what their quarter looked like, and what it looks like now.

OH
Omar HaddadChief Patent Counsel, Northwind Bio · decides the date of record
Chief Patent Counsel
Before
“Don't tell me a patent expired. Tell me when the first generic can sell, and what could make it sooner.”
Now
Opens the horizon to the latest source event and its effect on the lane, then decides the date of record and the downside likelihood with every source one click away.
PR
Priya RamanDirector, IP strategy · keeps the estate, runs scenarios, answers oppositions
Director, IP strategy
Before
“Half my week is re-checking that an SPC date in the plan is still the right one.”
Now
Works from a map where every layer cites its page, switches outcomes to test a case, and owns the reply to the EPO opposition on EP '330 with its clock.
DO
Dana OkaforLitigation counsel · decides suits, owns the statutory clocks
Litigation counsel
Before
“A 45-day window starts when the letter lands, not when someone forwards it.”
Now
Her clocks are counted from the day the notice arrived and carry her name from the first day, with reminders at 30, 14 and 7 days.
SP
Sam PatelFinance, long-range planning · loads exclusivity assumptions into the LRP
Finance · long-range planning
Before
“I need one date per market and a downside, and I need to know when they change.”
Now
Receives decided dates and downside cases only — never proposals — and is notified when counsel decides.
MC
Dr. Maya ChenRegulatory affairs · files PTE, SPC and pediatric requests
Regulatory affairs
Before
“The paediatric extension is six months of revenue — it has to be in the plan the day it is granted.”
Now
A pediatric grant becomes a change the day the FDA letter or SPC register entry lands, and pending extensions are carried as upside cases until granted.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents watch the sources, read every decision, recompute entry dates and keep the legal clocks; the chief patent counsel decides.

Source Watcher

Watches USPTO patent status and term extensions, the PTAB and court dockets, the FDA Orange Book and Purple Book, the Paragraph IV list, the EPO Register, national SPC registers and the JPO and CNIPA gazettes. It matches each entry to a product and market and opens a change with the source document attached.

  • Read-only on every external source
  • A change always carries its source document
  • Never moves a date of record
Patent & Exclusivity Reader

Reads decisions, certificates, letters and listings for claim type (compound, formulation, method of use, process or device), expiry, PTE, SPC and pediatric terms and proceedings. It applies the 14-year PTE cap and the 15-year SPC cap and shows the arithmetic.

  • Every value carries a page citation
  • Unreadable pages go to a person
Settlement Terms Reader

Reads settlement and licence agreements for the licensed entry date, every acceleration trigger, volume limits, territory and FTC filing. When a change touches a licensed patent, it re-checks which triggers the change could satisfy.

  • Quotes the clause, never paraphrases a trigger
  • Settlement terms are visible only to Legal roles
Entry Date Calculator

Recomputes expected entry per product and market: the earlier of the settled licensed date and the end of the last barrier a non-settled challenger faces, extensions and pediatric terms included. It records the binding barrier, the downside case and the revenue at risk from the long-range plan, and runs every scenario.

  • Proposes only — counsel decides the date of record
  • Every proposed date shows its binding barrier
Clock Keeper

Computes the statutory clocks — the 45-day suit window, the 30-month stay, IPR responses, the biosimilar patent exchange, PTE and SPC filing windows — assigns each an owner from Settings and alerts at 30, 14 and 7 days.

  • Counts from the received date, never the letter date
  • Escalates to the Chief Patent Counsel at 7 days
Board Summary Writer

Drafts the quarterly loss-of-exclusivity summary for the executive committee in six sections — headline, dates of record, what changed, what could move a date, decisions and clocks, revenue under exclusivity — with every figure linked to its source.

  • Only decided dates of record appear as dates
  • Counsel signs before it leaves Legal
Chief Patent Counsel

Decides the date of record. The agents propose; a named person decides.

Ask in plain words

Ask why a date is what it is

Ask what could move a date or which clocks are running, or add an alert rule in plain words. Every answer cites its source.

Why is Corventa's US entry March 2036?

Because six challengers settled for a licensed entry date of Mar 1, 2036, and the three that did not settle are blocked longer — by the '772 method-of-use patent to May 2, 2036 and the '418 formulation patent to Feb 21, 2038, both with pediatric exclusivity. The date moves only if both patents fall in final decisions; then the settled filers accelerate and entry becomes Sep 15, 2033.

What happens if the IPR cancels the '418?

The PTAB instituted review of all 14 claims of the '418 on Oct 2; a final decision is due by Oct 2, 2027 and our response by Jan 4, 2027. Cancelling the '418 alone does not move the date: the '772 still blocks unlicensed filers to May 2036, later than the settled Mar 1, 2036. It matters together with the '772 trial.

Show the Veltrimab downside in the US

In the downside, biosimilars clear the '880 process, '613 treatment and '036 formulation patents. The last barrier is then the antibody patent with its capped extension — Jul 14, 2031 — instead of the settled Jan 31, 2033, and Kestrel and Marlowe would accelerate too.

Add a rule: alert me if any settlement acceleration could trigger

Done. Every decision on a licensed patent and every third-party launch is now watched, with an alert the same hour if a settled filer's acceleration clause could trigger — as section 3.3 of the Corventa settlements would after final decisions on both the '418 and the '772. The rule is on in Settings and on the audit trail.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The exclusivity horizonEvery product and market as a lane to its expected generic or biosimilar entry, the latest source event on top and the statutory clocks counting down beside it.
The effect of one eventThe Corventa US lane after the PTAB institution: the downside case in red, the proposed likelihood, the revenue at risk and the new clock.
The source, at the cited passageThe settlement agreement opened at its acceleration clause, with who may read it and the dates that rest on it.
How the agents worked a changeWhat happened, cited; each agent's step in order; the effect on dates; and the PTAB order beside it.
The recommendationKeep the date of record, raise the downside — each part cited, with who decides and the alternatives.
Decided and sent to FinanceCounsel's decision, the change moved to Sent to Finance, the long-range plan feed updated and every step on the activity trail.
Products and marketsDates of record for 32 product-markets with the barrier that sets each one, the downside case, years left, challengers and revenue.
The exclusivity stackEvery patent, extension, exclusivity and settlement for one product and market on a timeline, with the chain of reasoning behind the date.
What could move itOutcomes switched on and off — the entry date and the binding barrier recompute, ready to save as a scenario.
ChangesSource events that touched a date, a downside or a clock, with source, severity, stage, clock and owner.
Board summaryThe quarterly loss-of-exclusivity summary in six sections, drafted from decided dates, every figure cited, awaiting counsel's signature.
DashboardChanges caught, time from source event to recomputed date, same-day decisions, clocks met, revenue under exclusivity by year and years left per market.
Your rulesAlert rules, how dates are computed — pediatric exclusivity, launch assumption, downside, revenue basis — and the people who decide.
Governance

Built for the date of record: cited, decided by counsel, on the record.

Every value cites its source pageEach expiry, extension, exclusivity and licensed entry date links to the passage it came from, and every date shows the barrier that sets it.
Only counsel moves a date of recordThe Entry Date Calculator proposes; the Chief Patent Counsel accepts or changes the date and the downside likelihood. Litigation counsel decides suits and owns the clocks.
Finance receives decided dates onlyThe long-range plan feed carries dates of record and downside cases once counsel has decided them — never a proposal, never a scenario.
Settlement terms stay in LegalSettlement and licence agreements are visible to Legal roles only, and the Settlement Terms Reader quotes each trigger rather than paraphrasing it.
Clocks count from receipt, with an ownerEvery statutory clock runs from the day the notice arrived, has an owner from its first day, reminds at 30, 14 and 7 days and escalates to the Chief Patent Counsel at 7.
Every action on the audit trailEach agent step and each decision is recorded with who, what and when. A decision can be undone, and the undo is logged. The agents compute, cite, count and propose — they never file, sue or reply.
Configuration

Your calculation rules, not ours

How entry dates are computed, who decides and when you are alerted are settings. Change a calculation rule and every date recomputes.

SettingDefaultChoose from
Count pediatric exclusivityOnce grantedOnce granted · Once the written request is accepted
Generic launch assumptionOn the day the last barrier endsOn the day the last barrier ends · 30 days after · 90 days after
Downside caseEvery open challenge decided against usEvery open challenge decided against us · Only challenges already instituted or tried
Revenue at risk usesLRP v3 · Sep 26, 2026LRP v3 · Sep 26, 2026 · LRP v2 · Jun 2026
Who decides the date of recordOmar HaddadOmar Haddad · Dana Okafor · Priya Raman · Sam Patel · Lena Ortiz · Dr. Maya Chen
Who decides suits and statutory clocksDana OkaforOmar Haddad · Dana Okafor · Priya Raman · Sam Patel · Lena Ortiz · Dr. Maya Chen
Alert when a date of record would move by three months or moreOn — goes to the Chief Patent Counsel the same dayOn · Off
Clock reminders at 30, 14 and 7 daysOn — the owner, then the Chief Patent Counsel at 7 daysOn · Off
Connections

Works with the sources an entry date already rests on

IP management systempatent family records and annuity deadlines
Orange Book and Purple Booklisted patents, exclusivities and the Paragraph IV list
Patent offices and docketsUSPTO status and PTE, PTAB and court dockets, EPO Register, SPC registers, JPO and CNIPA gazettes
Contract systemsettlement and licence agreements, read by Legal roles only
Legal mailboxParagraph IV notice letters, biosimilar notices and courier scans
Long-range planrevenue per market and the exclusivity assumptions Finance carries
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
3.6h
median from a source event to a recomputed entry date
Spreadsheet≈ 3 weeks
With agents3.6 h
target
91%
of changes decided by counsel the same day
21 of 23 decided the same day
target
14of 14
legal deadlines met, each with an owner from the day it starts
None missed
suit windows, stays, filings

“demo” = seen in the working solution, on its sample portfolio · “target” = the design goal, measured in the live solution · “estimated” = our estimate; about three weeks by spreadsheet is a team estimate · “typical” = set by statute: 21 USC 355(j) (45-day suit window, 30-month stay), 35 USC 156 (14-year cap on patent term extension), EU Regulation 469/2009 (supplementary protection certificates). People, companies, products, patents and challengers named on this page are fictional — characters and sample data in the working solution.

Questions

What patent counsel and finance leaders ask us.

What is loss of exclusivity tracking?

Loss of exclusivity (LOE) tracking keeps, for each product and market, the date a generic or biosimilar can launch and what could move it. Loss of Exclusivity Tracking maps every patent, term extension, pediatric extension, regulatory exclusivity, challenger and settlement term to a cited entry date, watches the sources that move it, and recomputes the date and its downside case within hours of a change.

How does it calculate a generic or biosimilar entry date?

The Entry Date Calculator takes the earlier of the settled licensed entry date and the end of the last barrier an unsettled challenger still faces, with extensions and pediatric terms included. The Patent & Exclusivity Reader applies the 14-year PTE cap and the 15-year SPC cap and shows the arithmetic, and every proposed date names the barrier that binds it.

How does it handle Paragraph IV notices and the 45-day suit window?

A notice letter arriving in the legal mailbox becomes a change. The Patent & Exclusivity Reader records which patents are challenged, and the Clock Keeper counts the 45-day window from the courier receipt, not the letter date, assigns it to litigation counsel and reminds at 30, 14 and 7 days. Litigation counsel decides whether to sue.

Does it cover biologics and biosimilars?

Yes. It carries the 12-year reference product exclusivity, the biosimilar patent exchange and its 60-day patent list, biosimilar settlements and their acceleration clauses. In the working solution, a biosimilar application accepted by FDA becomes a change with the patent list clock running to its due date.

Does Finance see proposals or only decided dates?

Only decided dates. Finance receives the date of record and the downside case per market once the Chief Patent Counsel decides, and the long-range plan feed is updated at that moment. Settlement terms themselves stay visible to Legal roles only.

Do people stay in control of the date of record?

Yes. The agents compute, cite, count and propose; they never file, sue or reply, and never set a date of record. The Chief Patent Counsel decides the date and the downside likelihood, every decision can be undone, and both the decision and the undo are on the audit trail.

Can we set our own calculation rules?

Yes. When pediatric exclusivity counts, the generic launch assumption after the last barrier, what the downside case assumes, the revenue basis, the sources watched, the alert rules and who decides each kind of change are all settings. Change a calculation rule and every date recomputes.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your patent family records, listings, settlements and long-range plan assumptions — and it goes live once every quality gate has passed. We will walk you through it on your own portfolio first.

See it on
your portfolio.

We'll run Loss of Exclusivity Tracking on your own patent estate, settlements and listings.