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巴西药品专利期限延长争议升温,中资药企需关注成本传导

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Drug patent terms may be extended under new bills

外国制药公司通过诉讼和立法提案推动延长药品专利期限,巴西众议院审议两项法案,若通过可能使SUS额外支出11亿雷亚尔、消费者多付76亿雷亚尔,在巴中资药企面临采购成本上升与合规风险。

为什么值得关注

药品专利期限延长争议直接影响在巴中资药企的仿制药上市节奏、采购成本和政府招标参与,涉及INPI、STF和众议院三大监管机构。

外国制药公司正通过两条途径推动延长巴西药品专利期限:一是加强诉讼,二是推动国会批准立法提案。自2021年5月巴西联邦最高法院(STF)作出不利裁决以来,已提起近100起诉讼。同时,众议院正在审议2025年第5810号法案和2026年第32号补充法案,均设立“专利期限调整”(PTA)机制。里约热内卢联邦大学(UFRJ)经济学研究所受FarmaBrasil委托的研究显示,延长专利期限可能使统一医疗系统(SUS)额外支出高达11亿雷亚尔,消费者额外支出76亿雷亚尔。对于在巴西从事药品生产、进口或分销的中资企业,这一政策走向将直接影响采购成本和市场定价策略。

核心事实方面,STF于2021年5月裁定1996年工业产权法第9279号中关于国家工业产权局(INPI)延迟时最低10年保护期的条款违宪,规定专利保护期为自申请日起20年,实际缩短了保护期。此后,外国制药公司通过诉讼和立法两条路径寻求补偿。众议院审议的两项提案中,2025年第5810号法案规定发明专利20年、实用新型15年,延迟调整不超过5年;2026年第32号补充法案则规定仅当延迟由公共行政造成时进行比例调整。Interfarma(巴西研究型制药工业协会)主席Renato Porto强调,辩论焦点不是延长专利,而是补偿公共行政审查所花费的时间。法案尚未安排投票,议员将于18日休会,10月选举后才恢复投票。

对中资企业而言,底稿未涉及中资企业的直接影响,但通过药品采购和市场竞争机制间接传导。在巴西经营的中资药企,尤其是仿制药和生物类似药企业,可能面临原研药专利保护期延长导致的仿制药上市推迟,从而影响产品线布局和市场份额。同时,SUS和消费者额外支出的增加可能压缩公共采购预算,进而影响中资企业参与政府招标的利润空间。此外,INPI审查延迟的补偿机制若通过,将改变专利到期时间表,中资企业需重新评估在巴研发和注册策略。

CBI解读认为,底稿显示外国制药公司正通过法律和立法双轨并行施压,这与全球范围内制药巨头在专利悬崖前寻求延长保护期的趋势一致。数据表明,若两项法案通过,巴西药品市场将面临显著成本上升,但STF的违宪裁决为专利期限调整设置了法律障碍。CBI观察,巴西国会选举后的政治格局将影响法案推进速度,而Interfarma与FarmaBrasil(巴西国家实验室联合体)之间的立场对立表明,国内产业界对专利延长的利益分歧明显。

待观察方面,一是10月巴西选举后众议院对两项法案的审议进度,尤其是2026年第32号补充法案中“公共行政造成延迟”的界定标准;二是STF是否受理新的相关诉讼,以及已有近100起诉讼的判决趋势;三是INPI审查效率的实际改善情况,这直接影响PTA机制的必要性论证。

CBI 观察编辑判断

底稿显示外国制药公司通过诉讼和立法双轨推动专利延长,但STF的违宪裁决构成法律障碍。CBI认为,巴西选举后的政治格局将决定法案命运,而Interfarma与FarmaBrasil的立场分歧表明国内产业利益尚未统一,中资企业需密切关注10月后的立法动态。

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信息概要

类型
政策发布|司法判决|行业趋势
方向
巴西
分类
宏观市场
层级
编辑整理
地点
在巴西的中资药企、仿制药和生物类似药企业、SUS、巴西消费者
核验
待核验
对象
在巴中资药企药品贸易商医疗健康领域投资者
话题
政策法律行业趋势

来源信息

来源
Valor International
原文标题
Drug patent terms may be extended under new bills
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Drug patent terms may be extended under new bills

Guilherme Takeishi Divulgação Foreign pharmaceutical companies are acting on two fronts to extend the patent terms of medicines. In addition to intensifying litigation, they have begun betting on a push in Brazil’s Congress to approve legislative proposals that would create a mechanism to compensate for delays by the National Institute of Industrial Property (INPI) in reviewing applications. Nearly 100 lawsuits have been filed since the Federal Supreme Court (STF) settled the issue in May 2021 in a decision unfavorable to foreign companies. In their requests, they argue that patent terms should be adjusted and extended based on certain mechanisms that exist abroad and were cited in votes at the STF, but did not form the basis of the decision. The justices’ understanding was based solely on the Industrial Property Law (No. 9279 of 1996). They declared unconstitutional a provision of the law that established a minimum term of 10 years in cases of INPI delays, counted from the date the registration was granted (ADI 5529). They also defined that patents must be granted for a term of 20 years, counted from the date the application is filed—which, in practice, reduces the period of protection. The lawsuits began to be filed in July 2021, according to specialists heard by Valor. Among those already judged, practically all appellate-level and higher-court decisions have been against extending patents. A study carried out by the Institute of Economics at the Federal University of Rio de Janeiro (UFRJ) after the STF decision, commissioned by FarmaBrasil, an entity that brings together 12 national laboratories, indicated that extending pharmaceutical patent terms in the country could generate additional costs of up to R$1.1 billion for the Unified Healthcare System (SUS), in addition to R$7.6 billion for consumers. The figure accounted for this new industry push in court. At the same time, in the Chamber of Deputies (Brazil’s Lower House), foreign companies are betting on two proposals: Bill 5810 of 2025 and Supplementary Bill 32 of 2026. Both create a mechanism called Patent Term Adjustment (PTA). No vote on the texts has been scheduled yet. Lawmakers go into recess on the 18th. After that, they will return to their home bases to focus on the elections. As a result, new votes will take place only after the first round of the October elections. Bill 5810 of 2025 provides for a 20-year term for invention patents and a 15-year term for utility models, counted from the filing date, but establishes that, in the event of a delay, there will be an adjustment that “will never exceed a term of five years and will always be established in proportion to the delay in the patent-approval process.” For the lawmakers who authored the proposal—Capitão Alberto Neto of the Liberal Party (PL) of Amazonas, Dr. Zacharias Calil of União Brasil of Goiás, and Mersinho Lucena of the Progressive Party (PP) of Paraíba—the absence of a legal instrument to compensate for INPI delays compromises “legal certainty, predictability, and the investment environment for Research and Development (R&D), abruptly reducing the effective period of exclusivity below the internationally adopted 20-year standard.” The bill is being processed in the Chamber’s Committee on Industry, Commerce, and Services. The rapporteur, Congresswoman Adriana Ventura of the New Party (NOVO) of São Paulo, has not yet presented an opinion. For now, there is no forecast for the text to be placed on the agenda. Supplementary Bill 32 of 2026 establishes a proportional mechanism to adjust the patent term when the delay is caused exclusively by the public administration. The broader text also prohibits the withholding of INPI expenses. The proposal is also being processed in the Committee on Industry, Commerce, and Services, but no vote has been scheduled. The rapporteur, Congressman Beto Richa of the Brazilian Social Democracy Party (PSDB) of Paraná, has already presented his opinion. Renato Porto, president of the Brazilian Association of the Research-Based Pharmaceutical Industry (Interfarma), which represents foreign companies, stresses that the debate is not about extending patents, but about compensating for the time the public administration takes to grant them. Porto explains that companies usually wait to bring a product into the country until the patent is granted, which, in practice, due to delays, results in a validity period shorter than the 20 years provided by law. “No company puts a product on the market without having the patent granted. That is the standard,” he says. Interfarma’s main objective is for INPI to review applications within a reasonable period, according to Porto. The bills, he adds, are intended to ensure that a delay considered inappropriate or excessive justifies compensation in the patent term. “We are clear that the bills do not run counter to the STF decision. Justice Dias Toffoli’s vote says the problem is that [renewal] was automatic and that the extra term was fixed at 10 years,” he said. The domestic generics and biosimilars industry, however, opposes the initiatives in Congress. Grupo FarmaBrasil argues that strengthening the intellectual property system should occur through investments in modernizing INPI and improving its efficiency. The Brazilian Association of Fine Chemicals, Biotechnology, and Specialty Industries (Abifina) and the Association of National Pharmaceutical Laboratories (Analac) have also expressed the same position in favor of maintaining the STF’s understanding. According to Guilherme Takeishi, FarmaBrasil’s lawyer and a partner at Reis, Souza, Takeishi e Arsuffi Advogados, there is an attempt to obtain in the Legislative Branch an outcome that Brazilian courts have already rejected. In his view, the possible approval of bills that would create mechanisms to extend patents would send a worrying signal of legal uncertainty. Court decisions, he adds, have favored maintaining the regular patent term, without extensions. One of them came from the Superior Court of Justice (STJ), in a case involving semaglutide, the active ingredient in Ozempic. The patent was not extended, and the first generic medicine with this active ingredient has already been approved by Brazil’s health regulator Anvisa. Aline Ferreira, a partner at Souto Correa Advogados, notes that patents are granted on time when INPI conducts task forces for approvals, but that under the normal pace, the interval begins to increase again. She recalls that, according to INPI’s own information, the average time to grant biopharmaceutical patents is the longest at 6.4 years. The fastest, for polymers and related products, is 3.5 years. The bills take into account what exists in other countries for extensions, the lawyer says. “They are one possible response to the boom in lawsuits. Another is the end of task forces. The delay leads industries to seek some way to press for faster approvals.” According to Thiago Ruschi, of Bhering Advogados, the first wave of lawsuits, before the STF decision, had structural grounds, based on the need for mechanisms to protect patent holders in Brazil that were compatible with the investments made, and the court rejected them. “The current lawsuits do not seek to relitigate what was decided by the STF. What is being sought now is a case-by-case analysis. They argue that there is a need for compensation for INPI’s delay,” he says. “The court rejected one line of argument, but this other one still does not have a settled understanding,” he adds, stressing that there is a precedent accepting this argument. He considers it important that there be some compensation for a delay not caused by the patent holder. Jéssica Sant’Ana contributed reporting. Translation: Todd Harkin

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