Clarivate Identifies Eleven Potential Blockbuster and Transformative Therapies in its 2026 Drugs to Watch Report

Rhea-AI Summary

Clarivate (NYSE: CLVT) released its Drugs to Watch 2026 report on January 6, 2026, identifying eleven therapies that may reach blockbuster status or transform care within five years

The report covers advances across metabolic disease, oncology, immunology, rare conditions and protein degraders, cites over 160 analysts reviewing hundreds of drugs using ten AI-enhanced datasets, and highlights delivery innovation and Mainland China as a growing commercial and innovation force.

Positive

• 11 therapies identified as potential blockbusters within five years
• Blockbuster threshold defined as ≥USD 1 billion annual sales
• 160+ analysts reviewed hundreds of drugs using ten integrated datasets
• Coverage across multiple high-growth areas: metabolic, oncology, immunology, rare disease

Negative

• Report flags need to demonstrate real-world effectiveness and payer value for obesity drugs
• Developers face complex regulatory pathways in the United States and Europe
• Mainland China emergence increases global competitive pressure for developers

News Market Reaction

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1 alert

% News Effect

On the day this news was published, CLVT declined NaN%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Therapies highlighted: 11 therapies Historical coverage: 110+ therapies Obesity drug sales forecast: USD 150 billion +5 more

8 metrics

Therapies highlighted 11 therapies Drugs to Watch 2026 report

Historical coverage 110+ therapies Cumulative Drugs to Watch reports

Obesity drug sales forecast USD 150 billion Projected global sales by 2035

Blockbuster threshold USD 1 billion Annual sales definition for blockbuster status

Analysts involved 160+ analysts Clarivate experts reviewing candidate drugs

Integrated datasets 10 datasets AI-enhanced datasets spanning R&D and commercialization

Current share price $3.39 Pre-news trading level vs 52-week range

52-week range $3.04 – $5.74 Low and high prior to this announcement

Market Reality Check

Price: $3.16 Vol: Volume 5,503,356 is broad...

normal vol

$3.16 Last Close

Volume Volume 5,503,356 is broadly in line with the 20-day average of 5,343,082 (relative volume 1.03). normal

Technical Shares at $3.39 are trading below the 200-day MA of $3.93 and about 40.94% under the 52-week high.

Peers on Argus

CLVT gained 4.63% while key IT services peers like GLOB (5.36%) and CNXC (3.19%)...

CLVT gained 4.63% while key IT services peers like GLOB (5.36%) and CNXC (3.19%) also rose, but no peers appeared in the momentum scanner and no same-day peer news was flagged, suggesting a more stock-specific move tied to Clarivate’s life sciences analytics positioning.

Historical Context

5 past events · Latest: Dec 18 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 18	Customer win	Positive	-3.1%	Nissan selected IPfolio to modernize IP operations and workflows.
Dec 04	AI product launch	Positive	+0.3%	Launch of Cortellis Regulatory Intelligence AI Assistant for compliance teams.
Nov 24	AI product launch	Positive	+0.9%	Introduction of Derwent Patent Monitor to speed AI-powered patent review.
Nov 13	Conference appearance	Positive	+0.9%	Management presentation at RBC Global Technology and Media conference.
Nov 13	Sector report	Positive	+0.9%	Women’s health “Companies to Watch” report using Clarivate proprietary data.

Pattern Detected

Recent positive product and report launches have generally seen modestly positive price alignment, with one notable divergence on a customer win headline.

Recent Company History

Over the last few months, Clarivate has focused on expanding its life sciences and IP analytics footprint. On Nov 13, it highlighted women’s health startups, followed by an RBC conference appearance the same day. Late November and early December saw AI-driven launches in patent monitoring and regulatory intelligence, both followed by small positive price moves. A December IPfolio win with Nissan drew a negative reaction. Today’s Drugs to Watch report continues the theme of leveraging proprietary data and AI to spotlight high-impact therapies.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-11-04

An effective Form S-3ASR shelf filed on Nov 4, 2025 allows Clarivate to conduct primary offerings of ordinary shares, preferred shares, debt securities, warrants, purchase contracts, and units, and registers the resale, from time to time, of up to 245,076,317 ordinary shares by selling shareholders. Clarivate will not receive proceeds from the registered resales.

Market Pulse Summary

This announcement underscores Clarivate’s position at the intersection of AI-driven analytics and ph...

Analysis

This announcement underscores Clarivate’s position at the intersection of AI-driven analytics and pharmaceutical innovation. The Drugs to Watch 2026 report highlights 11 high-impact therapies across obesity, oncology, immunology and rare diseases, using input from 160+ analysts and 10 integrated datasets. For investors, it illustrates how Clarivate’s proprietary data assets support life sciences decision-making. Key factors to watch include further life sciences product launches, uptake of these intelligence platforms, and any capital markets activity under the existing registration.

Key Terms

glp-1 ra, monoclonal antibody, il-5, il-23 receptor antagonist, +4 more

8 terms

glp-1 ra medical

"A once-daily, oral small-molecule GLP-1 RA for managing overweight/obesity"

Glucagon-like peptide-1 receptor agonists (GLP-1 RAs) are a class of prescription medicines that mimic a naturally occurring gut hormone to lower blood sugar and often reduce appetite and body weight; think of them as a thermostat that helps reset signals for hunger and insulin. For investors, they matter because approvals, safety data, patent status, and pricing determine large market potential, recurring revenue from chronic use, and competitive dynamics in diabetes and weight-management markets.

monoclonal antibody medical

"A monoclonal antibody targeting IL-5, administered subcutaneously twice yearly"

A monoclonal antibody is a laboratory-made protein designed to recognize and attach to a specific target in the body, such as a disease-causing substance or cell. It functions like a highly precise lock-and-key tool, helping to treat or detect illnesses. For investors, companies developing monoclonal antibodies can represent promising opportunities in the healthcare sector, especially as these treatments often address unmet medical needs.

il-5 medical

"A monoclonal antibody targeting IL-5, administered subcutaneously twice yearly"

IL-5 is a small signaling protein the immune system uses to stimulate growth and activation of eosinophils, a specific type of white blood cell involved in allergic and inflammatory responses. Think of IL-5 as a fertilizer that makes certain immune cells grow and act; drugs that block IL-5 can reduce those cells and ease conditions like severe asthma or other eosinophil-driven disorders. For investors, IL-5 matters because therapies that target it are often central to clinical development, regulatory decisions, market potential and competitive positioning in respiratory and inflammatory disease markets.

il-23 receptor antagonist medical

"An IL-23 receptor antagonist, administered once daily orally to treat plaque psoriasis"

An IL-23 receptor antagonist is a drug that blocks the receptor on immune cells that responds to interleukin‑23, a chemical messenger that drives inflammation in certain autoimmune diseases. By stopping that signal—like cutting off a messenger to halt a neighborhood alarm—these drugs can reduce symptoms and slow disease activity. Investors care because clinical trial results, approvals, dosing convenience and patent position determine market size, revenue potential, and competitive risk.

bruton tyrosine kinase (btk) inhibitor medical

"A Bruton tyrosine kinase (BTK) inhibitor, administered once daily orally"

A Bruton tyrosine kinase (BTK) inhibitor is a drug that blocks a specific enzyme (BTK) used by certain immune and blood cells to send growth and activation signals, like turning off a faulty switch that keeps those cells overactive. Investors care because BTK inhibitors are developed to treat blood cancers and autoimmune diseases, and clinical trial results, safety and regulatory approval determine a drug’s commercial value and the issuing company’s future revenue prospects.

pan-pi3k/mtor inhibitor medical

"A pan-PI3K/mTOR inhibitor, administered intravenously once weekly"

A pan‑PI3K/mTOR inhibitor is a drug that blocks a group of closely related cell signaling proteins (the PI3K family and mTOR) across multiple versions, which together tell cells when to grow, divide and survive. Investors care because these inhibitors aim to slow or stop diseases such as many cancers by cutting off growth signals; successful drugs can create substantial commercial value but carry high clinical trial and safety risk—like turning off several traffic lights to stop a runaway convoy, effective but potentially disruptive.

selective glucocorticoid receptor antagonist (sgra) medical

"A selective glucocorticoid receptor antagonist (SGRA), administered orally daily"

A selective glucocorticoid receptor antagonist (SGRA) is a drug that blocks a specific protein in cells that normally responds to cortisol, the body’s stress hormone, preventing that signal from turning on inflammation or other gene programs. For investors, SGRAs matter because they represent a targeted approach to treat inflammatory, autoimmune or metabolic conditions with potentially fewer side effects than broad steroids, which affects drug development value, clinical risk, patent potential and market opportunity.

chimeric degradation activation compound (cdac) medical

"A BTK-targeting chimeric degradation activation compound (CDAC), administered once daily"

A chimeric degradation activation compound (CDAC) is a designed small molecule that links a disease-related protein to the cell’s natural disposal system so the protein is broken down and removed. Think of it as a matchmaker that brings a tagged item to the cellular garbage truck rather than merely blocking its function. For investors, CDACs matter because they represent a drug approach that can tackle proteins traditional drugs cannot, creating potential high-value opportunities and distinct scientific and regulatory risks.

AI-generated analysis. Not financial advice.

Anticipated advancements in weight loss, diabetes, oncology, rare conditions and protein degraders poised to reshape patient care

LONDON, Jan. 6, 2026 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, today released its 2026 Drugs to Watch report, identifying eleven therapies expected to deliver significant clinical impact and strong commercial potential over the coming year. The annual analysis highlights therapies expected to reshape treatment approaches across metabolic disease, oncology, immunology, rare conditions and neurological disorders, with the potential to achieve blockbuster status or transform care within five years. Drugs to Watch has consistently identified therapies that redefine patient care, with over 110 featured to date, making it a central reference for tracking innovation in the pharmaceutical sector.

Drawing on Clarivate integrated data assets and AI-powered intelligence, the report identifies emerging therapies that may achieve blockbuster status or drive meaningful transformation in patient care. The analysis reflects the interplay of scientific progress, regulatory change and evolving competitive dynamics as companies navigate increasingly complex global markets.

Henry Levy, President, Life Sciences & Healthcare, Clarivate, said: "The pharmaceutical landscape in 2026 will be defined by both unprecedented innovation and increasing complexity. From metabolic disease to rare conditions and precision therapies, the ability to anticipate emerging drug trends and understand shifting patient and market dynamics will be critical. This year's Drugs to Watch report highlights not only therapies with the potential to transform care but also the broader trends shaping the industry. By leveraging anticipatory intelligence and advanced analytics, companies can make more informed decisions, prioritize meaningful innovation and ultimately bring transformative treatments to patients faster."

This year's Drugs to Watch illustrate the intersection of breakthrough science and patient-focused solutions in a rapidly evolving healthcare environment. Key therapies featured in the Drugs to Watch 2026 report, include:

Orforglipron developed by Eli Lilly and Co | Obesity and T2DM
A once-daily, oral small-molecule GLP-1 RA for managing overweight/obesity and T2DM, also under investigation for obstructive sleep apnea and hypertension in individuals with obesity.

Retatrutide developed by Eli Lilly and Co | Obesity and T2DM
A once-weekly subcutaneous triple GLP-1, GIP and glucagon RA for managing overweight, obesity and T2DM, also under evaluation for osteoarthritis, low back pain, cardiovascular and kidney complications, NAFLD/MASH and obesity-related sleep apnea.

Exdensur (depemokimab) developed by GSK | Asthma
A monoclonal antibody targeting IL-5, administered subcutaneously twice yearly to treat asthma in adolescents and adults, also under investigation for CRSwNP, EGPA and hypereosinophilic syndrome.

Icotrokinra developed by Johnson & Johnson | Plaque psoriasis
An IL-23 receptor antagonist, administered once daily orally to treat plaque psoriasis, also under evaluation for psoriatic arthritis and ulcerative colitis.

VOYXACT® (sibeprenlimab) developed by Otsuka Pharmaceutical Co Ltd | Immunoglobulin A nephropathy (IgAN)
A monoclonal antibody targeting APRIL, administered subcutaneously every four weeks to treat IgAN, also under evaluation for Sjögren's syndrome.

Tolebrutinib developed by Sanofi | Multiple sclerosis
A Bruton tyrosine kinase (BTK) inhibitor, administered once daily orally to treat non-relapsing secondary progressive multiple sclerosis.

Gedatolisib developed by Celcuity | Breast cancer
A pan-PI3K/mTOR inhibitor, administered intravenously once weekly for three weeks in a 28-day cycle to treat HR-positive/HER2-negative metastatic breast cancer, also under evaluation for metastatic castration-resistant prostate cancer.

INLEXZO™ (TAR-200) developed by Johnson & Johnson | Bladder cancer
An antimetabolite nucleoside analog administered intravesically via the TAR-200 drug delivery system every three weeks (induction) and then every 12 weeks (maintenance) to treat BCG-unresponsive high-risk non-muscle invasive bladder cancer, also under evaluation for muscle-invasive bladder cancer.

Relacorilant developed by Corcept Therapeutics Inc | Ovarian cancer and hypercortisolism (Cushing syndrome)
A selective glucocorticoid receptor antagonist (SGRA), administered orally daily to treat platinum-resistant ovarian cancer, Cushing syndrome and hypercortisolism linked to adrenal adenoma or hyperplasia, is also under evaluation for prostate cancer.

BGB-16673 developed by BeOne Medicines | Chronic lymphocytic leukemia/small lymphocytic lymphoma
A BTK-targeting chimeric degradation activation compound (CDAC), administered once daily orally to treat relapsed or refractory CLL and SLL, also under investigation for Waldenstrom's macroglobulinemia, other B-cell malignancies, including MCL and FL and chronic spontaneous urticaria.

Mezigdomide by Bristol Myers Squibb | Multiple myeloma
Mezigdomide, a second-generation CELMoD therapy administered orally to treat relapsed or refractory multiple myeloma, is designed to degrade Ikaros and Aiolos, key transcription factors in hematopoietic cell development, producing both anti-myeloma and immune-stimulatory effects.

The Drugs to Watch 2026 report highlights the evolution of the pharmaceutical landscape across multiple therapeutic frontiers. In metabolic disease, next-generation therapies are advancing oral delivery, novel hormonal mechanisms and broader applications across comorbid conditions. With obesity drug sales projected to reach USD 150 billion by 2035, companies will need to demonstrate real-world effectiveness, address payer considerations and differentiate through safety, convenience and clinical value.

Rare disease development is also expanding beyond oncology into neurological, psychiatric and hematologic conditions. Success in these ultra-small populations requires early patient identification, targeted engagement and an evidence-driven approach, while navigating increasingly complex regulatory pathways in the United States and Europe. Precision oncology and immunology are advancing in tandem, with innovations such as protein degraders, oral immunology agents, and next-generation targeted therapies enhancing specificity and improving patient access.

The report highlights the increasing importance of delivery innovation, including extended-release formulations and oral alternatives to injectable drugs, which improve adherence and real-world outcomes. Meanwhile, Mainland China is emerging as both a critical commercial market and a source of global innovation, with domestic developers advancing competitive therapies that are shaping global strategies in oncology, metabolic disease and immunology.

Access the Drugs to Watch 2026 report from Clarivate, here.

For more Drugs to Watch updates and analyses throughout the year, visit Drugs to Watch and follow Clarivate for Life Sciences & Healthcare on LinkedIn and X. Join the conversation, using #DrugstoWatch.

To learn more about how Clarivate can help healthcare companies inform and shape the drug discovery, development and delivery process, visit here.

Methodology

The Drugs to Watch 2026 report identifies therapies expected to achieve blockbuster status within five years or significantly transform treatment paradigms, with blockbusters defined as reaching USD 1 billion in annual sales. Over 160 Clarivate analysts reviewed hundreds of drugs across hundreds of diseases and markets using ten integrated, AI-enhanced datasets covering the full R&D and commercialization lifecycle. Each therapy was evaluated in its clinical and commercial context, considering approval or launch timing, trial results, regulatory status, market dynamics and competitive landscape.

Candidates included therapies in phase two or three development, preregistration, registration or early 2026 launch. Forecast sales, clinical trends and expert judgment were combined to identify the eleven Drugs to Watch for 2026. Therapies were then grouped into thematic categories including, metabolic innovation, women's health, rare and chronic disease, and protein degraders. Drug snapshots draw from Clarivate landscape and forecast reports, Cortellis sales and clinical data, expert interviews, peer-reviewed publications and regional analyses, including Mainland China.

Data sources and contributors

Clarivate's analysis relies on integrated datasets and tools trusted by global life sciences customers. Key sources include Cortellis Competitive Intelligence, Epidemiology Intelligence, BioWorld, Cortellis Regulatory Intelligence, Cortellis Clinical Trials Intelligence, Cortellis Deals Intelligence and DRG Market Assessment, which includes Disease Landscape and Forecast, Access and Reimbursement, and China In-Depth. Combined with expert analyst insight, these resources provide a comprehensive, transparent foundation for identifying the therapies most likely to transform patient care and shape the global pharmaceutical market in 2026.

About Clarivate
Clarivate is a leading global provider of transformative intelligence. We offer enriched data, insights & analytics, workflow solutions and expert services in the areas of Academia & Government, Intellectual Property and Life Sciences & Healthcare.  For more information, please visit clarivate.com.

Media Contact:
Catherine Daniel
Director, External Communications, Life Sciences & Healthcare
newsroom@clarivate.com

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SOURCE Clarivate Plc

FAQ

What did Clarivate announce in the Drugs to Watch 2026 report for CLVT on January 6, 2026?

Clarivate announced its Drugs to Watch 2026 report identifying 11 therapies likely to be blockbusters or transformative within five years.

What qualifies a therapy as a blockbuster in Clarivate's 2026 report?

A blockbuster is defined as reaching USD 1 billion in annual sales within five years.

Which therapeutic areas does Clarivate highlight in Drugs to Watch 2026 for CLVT investors?

The report highlights metabolic disease, oncology, immunology, rare conditions and protein degraders.

How robust was Clarivate's analysis in the Drugs to Watch 2026 report?

The report used input from over 160 analysts and ten integrated AI-enhanced datasets reviewing hundreds of drugs.

What commercial risks does Clarivate note for therapies in the 2026 Drugs to Watch report?

Clarivate notes risks including demonstrating real-world effectiveness, payer access considerations, and complex regulatory pathways in the US and Europe.