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SimSonGrowth Intelligence
All opportunitiesregulatory

Doravirine

SimSon already publishes 3 observed catalogue products for Doravirine while an Orange Book patent expiry falls due 28 November 2036 — on current evidence this is a WATCH, not yet a commercial move.Source

No commercial shape was assigned: the evidence supports observation only.

Recommended action
watch

Do nothing yet; re-check when the evidence changes.

35.5/ 100 opportunity score
Medium confidenceMedium because competitor scarcity could not be scored from public evidence.
Recommended move

Keep doravirine under observation — the evidence does not yet support committing effort.

First step: Re-run the investigation when the catalyst approaches, or when SimSon's coverage changes.

See what is missing
Urgency
Prepare ahead
The catalyst is 122 months away, on 2036-11-28.
Owner
Not set
Owner is not set: the system has no access to SimSon's org chart and will not guess one.
Value — not public
Cannot be established
Revenue and margin are not public. This ranks the strength of the public signal, not the size of the prize — see what internal data would settle it.

Why now

  1. patent expirySource

    Orange Book patent 10842751 expiry

    base 80 × 0.15 recency = 12 / 100

Why SimSon

Observed from SimSon public catalogue · 13 SEPT 2026
3publicly observed catalogue products for doravirine

Observed from SimSon’s own public catalogue pages. This measures published coverage, not inventory, and it is not a statement that SimSon can synthesise any specific compound.

SimSon demonstrates adjacent public catalogue coverage: 3 products observed on its own doravirine API page, including 1 nitroso products and 1 isotope-labelled products. This is capability evidence; it is not a statement that SimSon can synthesise any specific compound.Source

Total products
3
Nitrosamine-related
1
Isotope-labelled
1
Publicly claimed classes touched

nitrosamine · isotope labelled

Organisations publicly associated with this molecule

No public filing record names an organisation for doravirine in the current evidence set, so no buyer-candidate is asserted.

How this decision was reached

watch
Rule fired
R6B_DISTANT_LOE

The only dated catalyst is a loss of exclusivity beyond the 24-month action horizon.

Loss of exclusivity is 122 months away — beyond the 24-month action horizon.

This is a system recommendation, not system evidence. It was selected by a fixed rule evaluated top to bottom over the values above — no model, no judgement. Change the inputs and the rule changes with them.

WATCH — rule R6B_DISTANT_LOE. Loss of exclusivity is 122 months away — beyond the 24-month action horizon.

Opportunity score

Weighted over 80 of 100 available points · audit-01-phase2-v1
Market activity
9.1
Regulatory catalyst
12.0
Competitor scarcity
Not scored
Capability adjacency
81.2
Evidence quality
68.8
Why competitor scarcity is not scored

Identity-grade competitor coverage was insufficient across the three suppliers this dimension requires. The 20 weight points it would have carried were removed from the denominator rather than scored as zero, so the remaining dimensions keep their relative influence.

A false competitive gap is materially worse than a missing scarcity score, so the dimension stays unscored until the evidence standard is met.

Market activity components
Distinct ANDA sponsors
0
Marketed products
2
Distinct trial sponsors
Not checked

ClinicalTrials.gov disallows our agent on /api/ in its robots.txt. The trial component was omitted from the weighted average rather than scored zero, and no substitute source was used.

Evidence ledger

2 items · 2 primary
  1. Retrieval datePrimaryLive retrieval
    U.S. Food and Drug AdministrationFDA Orange Book data filesobserved

    Orange Book patent row

    N 210807 product 001

    https://www.fda.gov/media/76860/download?attachment

    Retrieved 13 SEPT 2026

  2. Retrieval datePrimaryLive retrieval
    SimSon Pharma LimitedSimSon public catalogueobserved

    SimSon catalogue coverage — doravirine

    3 products observed on https://www.simsonpharma.com/products/Doravirine

    https://www.simsonpharma.com/products/Doravirine

    Retrieved 13 SEPT 2026

What internal SimSon data would change this decision?

Everything above was built from information anyone can retrieve. The scoring is deterministic and the evidence is cited — but each of the following would sharpen this recommendation materially, and none of it is public.

Realised selling price and margin per catalogue item

Every opportunity here is ranked by signal strength, never by profit. A high-scoring molecule may be one SimSon sells at its thinnest margin.

Would be resolved by: SimSon price book and cost model

Actual competitor pricing, stock and terms

Public catalogues show listings, never terms. Even where a competitor listing is observed, it says nothing about price or availability.

Would be resolved by: Not public — sales intelligence or direct enquiry

Limitations recorded for this opportunity

competitor scarcity is NOT SCORED (0 of the 3 required suppliers hold an identity-grade verdict); the ClinicalTrials.gov trial-sponsor component is omitted from market activity because that publisher's robots.txt disallows our agent on /api/ — omitted, not scored zero; catalogue depth is capability evidence only and carries no demand claim.Source

Computed 14 SEPT 2026Weights audit-01-phase2-v1Run phase2-current-evidence-v1