Kevin Dunleavy
Pharma industry journalist and analyst at Fierce Pharma who explains quarterly financial trends, company guidance, and losses of exclusivity impacting major drugmakers.
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Mar 13, 2026 • 18min
Patent expirations push biopharma industry toward a tougher 2026
Kevin Dunleavy, a pharma journalist and analyst at Fierce Pharma, breaks down Q4 2025 results and what they signal for 2026. He highlights widespread conservative guidance, looming patent cliffs and losses of exclusivity, surprising sales declines like Novo Nordisk's, and the intensifying GLP-1 rivalry between Eli Lilly and Novo Nordisk.
