How US sales are holding up for 9 blockbusters since their first US generic or biosimilar launched, quarter by quarter from the companies' own filings. Each drug is measured against its last full quarter before copies arrived.
| Drug | Copies since | Makers | Before copies | Latest quarter | Share kept |
|---|---|---|---|---|---|
| EntrestoNovartis | GenericsJul 2025 | 16 | $1,223MQ2 2025 | −$2MQ2 2026 | 0% |
| StelaraJohnson & Johnson | BiosimilarsJan 2025 | 8 | $1,699MQ4 2024 | $336MQ2 2026 | 20% |
| PomalystBristol Myers Squibb | GenericsMar 2026 | 11 | $624MQ4 2025 | $131MQ2 2026 | 21% |
| FarxigaAstraZeneca | GenericsApr 2026 | 15 | $449MQ1 2026 | $219MQ2 2026 | 49% |
| XgevaAmgen | BiosimilarsMid-2025 | 10 | $360MQ1 2025 | $187MQ2 2026 | 52% |
| JanuviaMerck | GenericsMay 2026 | 3 | $252MQ1 2026 | $149MQ2 2026 | 59% |
| ProliaAmgen | BiosimilarsMid-2025 | 10 | $720MQ1 2025 | $478MQ2 2026 | 66% |
| OpsumitJohnson & Johnson | GenericsMay 2026 | 4 | $433MQ1 2026 | $416MQ2 2026 | 96% |
| XareltoJohnson & Johnson | GenericsMar 2025 | 6 | $676MQ4 2024 | $664MQ2 2026 | 98% |
US net sales as each company reports them. Makers counts FDA-approved copies we track, launched or not. Share kept can move for reasons besides copies, such as Medicare's negotiated prices from January 2026 and stocking swings.
Entresto fell furthest: −$2M of US sales in Q2 2026, against $1,223M in the quarter before generics. Small-molecule drugs with many generics at once (Entresto, Pomalyst, Farxiga) lost half or more within one or two quarters. Biologics have eroded more gradually: Prolia and Xgeva kept around half to two thirds of their US sales a year in, while Stelara is down to about a fifth after six quarters.
A launch on paper isn't always a launch in practice. Xarelto has had a US generic since March 2025, but only in one strength, and J&J's US sales are about where they were.
The fastest collapse here: generics from MSN and Torrent launched in July 2025, and in Q2 2026 Novartis reported US net sales of minus $2M, meaning deductions such as returns and rebates exceeded new sales.
| Quarter | US sales | vs Q2 2025 |
|---|---|---|
| Q1 2025 | $1,169M | 96% |
| Q2 2025 | $1,223M | 100% |
| Q3 2025 · copies launch | $798M | 65% |
| Q4 2025 | $95M | 8% |
| Q1 2026 | $72M | 6% |
| Q2 2026 | −$2M | 0% |
Amgen's Wezlana launched first; most of the other approved biosimilars followed during 2025.
| Quarter | US sales | vs Q4 2024 |
|---|---|---|
| Q4 2024 | $1,699M | 100% |
| Q1 2025 · copies launch | $981M | 58% |
| Q2 2025 | $1,078M | 63% |
| Q3 2025 | $1,022M | 60% |
| Q4 2025 | $766M | 45% |
| Q1 2026 | $220M | 13% |
| Q2 2026 | $336M | 20% |
Settlements let generic makers launch from March 2026; Q2 2026 was the first full quarter, with US sales down 78% on a year earlier.
| Quarter | US sales | vs Q4 2025 |
|---|---|---|
| Q4 2024 | $685M | 110% |
| Q1 2025 | $537M | 86% |
| Q2 2025 | $584M | 94% |
| Q3 2025 | $596M | 96% |
| Q4 2025 | $624M | 100% |
| Q1 2026 · copies launch | $439M | 70% |
| Q2 2026 | $131M | 21% |
The FDA approved 15 generics at once in April 2026; US sales halved in the first quarter.
| Quarter | US sales | vs Q1 2026 |
|---|---|---|
| Q3 2025 | $441M | 98% |
| Q4 2025 | $486M | 108% |
| Q1 2026 | $449M | 100% |
| Q2 2026 · copies launch | $219M | 49% |
The same denosumab biosimilar makers sell Xgeva versions alongside their Prolia ones.
| Quarter | US sales | vs Q1 2025 |
|---|---|---|
| Q4 2024 | $369M | 102% |
| Q1 2025 | $360M | 100% |
| Q2 2025 · copies launch | $347M | 96% |
| Q3 2025 | $357M | 99% |
| Q4 2025 | $291M | 81% |
| Q1 2026 | $228M | 63% |
| Q2 2026 | $187M | 52% |
Januvia alone, excluding Janumet. US sales were already uneven quarter to quarter, and Medicare's negotiated price took effect in January 2026; generics launched in late May.
| Quarter | US sales | vs Q1 2026 |
|---|---|---|
| Q1 2025 | $344M | 137% |
| Q2 2025 | $216M | 86% |
| Q3 2025 | $258M | 102% |
| Q4 2025 | $180M | 71% |
| Q1 2026 | $252M | 100% |
| Q2 2026 · copies launch | $149M | 59% |
Denosumab biosimilars launched from mid-2025 under settlements with Amgen; erosion sped up once several were on sale.
| Quarter | US sales | vs Q1 2025 |
|---|---|---|
| Q4 2024 | $775M | 108% |
| Q1 2025 | $720M | 100% |
| Q2 2025 · copies launch | $745M | 103% |
| Q3 2025 | $806M | 112% |
| Q4 2025 | $707M | 98% |
| Q1 2026 | $461M | 64% |
| Q2 2026 | $478M | 66% |
Includes Opsynvi. Generics arrived late in Q2 2026, so Q3 2026 (reported in October) is the first quarter to show their effect.
| Quarter | US sales | vs Q1 2026 |
|---|---|---|
| Q4 2024 | $408M | 94% |
| Q1 2025 | $363M | 84% |
| Q2 2025 | $403M | 93% |
| Q3 2025 | $409M | 94% |
| Q4 2025 | $458M | 106% |
| Q1 2026 | $433M | 100% |
| Q2 2026 · copies launch | $416M | 96% |
US sales have held up. Lupin's generic covers only the 2.5 mg strength, and J&J is still suing makers approved for the other strengths. Medicare's negotiated price took effect in January 2026.
| Quarter | US sales | vs Q4 2024 |
|---|---|---|
| Q4 2024 | $676M | 100% |
| Q1 2025 · copies launch | $690M | 102% |
| Q2 2025 | $621M | 92% |
| Q3 2025 | $635M | 94% |
| Q4 2025 | $687M | 102% |
| Q1 2026 | $642M | 95% |
| Q2 2026 | $664M | 98% |
Q3 2026 results arrive from late October; this page is updated as each company reports. See how past cliffs played out →