Pharma Patent Cliffby readouts.io
Company · patent cliff and acquisitions

Astellas’ patent cliff

Xtandi, the only Astellas drug tracked here, made ≈$6.0B of its 2025 revenue (45%) and loses US exclusivity in 2027. Since 2023, Astellas has closed 1 acquisition of $1B or more, worth $5.9B. Products from that deal brought in $488M in 2025.

Losing US exclusivity by 2030
≈$6.0B45% of 2025 revenue
By 2037
≈$6.0B45% of ≈$13.4B
Acquisitions since 2023
$5.9B1 deal of $1B or more
2025 sales from acquired products
$488MIzervay
Bought with an approved product
0 of 1All pipeline only

2025 revenue losing US exclusivity, by year

2027–2030
0%25%50%75%100%
2027
45%≈$6.0B · Xtandi

Bars are each drug's 2025 sales as a share of Astellas’ total revenue (≈$13.4B). Total revenue ¥2,139.2B, fiscal year to March 2026. Only drugs tracked here are counted, so full exposure can be higher. Tap a bar for the drug's page.

Acquisitions since 2023

ClosedCompany boughtValueAreaWhat it broughtAt closing
Jul 2023 Iveric BioAstellas, July 2023 $5.9B Other Izervay for geographic atrophy, an eye disease, approved by the FDA in August 2023, after the deal closed2025 sales: Izervay $488M. Converted from ¥77.6B at the rate used for Astellas revenue; fiscal year April 2025 to March 2026. Astellas FY2025 earnings call Pipeline only
1 counted$5.9B

Acquisitions of whole companies closed since January 2023 with a headline price of $1B or more. Values are the price Astellas announced, excluding milestone payments unless noted. Licensing deals are not included. Compare all 65 deals →

Losing vs buying, by area

AreaAt risk by 2037Acquisitions since 2023
Oncology≈$6.0B–
Other–$5.9B

Astellas has the most revenue at risk in oncology, but has spent the most on acquisitions outside the main areas (Iveric Bio). At risk is 2025 sales of tracked drugs losing US exclusivity by 2037; acquisitions are the headline value of counted deals closed since 2023.

How to read this

The two figures measure different things. Revenue at risk is what the drugs earned in 2025. A deal's value is what Astellas paid, not the sales it will bring in. None of the companies it bought had an approved product at closing, so any sales from them are years away and may never arrive. The closest like-for-like figure is sales of the products Astellas bought: $488M in 2025, against ≈$6.0B of 2025 sales losing US exclusivity by 2037. So this page shows the figures side by side rather than claiming how much of the gap the deals fill.

What changed for Astellas

  1. Medicare price
    Medicare prices set for Ozempic, Pomalyst, Ibrance and Xtandi

    From 2027: Ozempic 71%, Pomalyst 60%, Ibrance 50% and Xtandi 48% below list price. CMS

Other companies

Sources

Revenue: Astellas FY2025. Drug sales and dates are sourced on each drug's page; each deal links to Astellas’ announcement or filing in the table above.

See all 45 drugs on the patent cliff →