CDT Equity Bets on Solid-Form Science to Tackle Pharma's Patent Cliff

NAPLES, FL – January 02, 2026 – In a strategic move signaling a new offensive against the pharmaceutical industry’s looming “patent cliff,” CDT Equity Inc. (NASDAQ: CDT) today announced it has engaged NJS Foresight Bio-Advisory, LLC to accelerate the out-licensing of its innovative solid-form drug technologies. The partnership aims to unlock the value of CDT’s patent portfolio by offering lifecycle extensions for blockbuster drugs, a move that sent the company's stock surging 12.5% in morning trading.

The engagement targets a multi-billion-dollar problem for pharmaceutical giants: the loss of market exclusivity as patents on their most profitable drugs expire. CDT’s strategy is to provide a scientific and commercial lifeline, leveraging its proprietary chemistry to enhance existing drugs and, crucially, create new patent protection.

The Patent Cliff Playbook

The biopharmaceutical landscape is littered with cautionary tales of companies that saw revenues plummet after a flagship product lost patent protection. To counter this, CDT is positioning itself as a key partner for lifecycle management. The company has developed a portfolio of “solid-forms”—new crystalline structures of existing active pharmaceutical ingredients (APIs)—that can improve a drug's performance and, most importantly, be patented for up to 20 additional years.

To execute this vision, CDT has brought in a seasoned expert. The engagement with NJS Foresight Bio-Advisory is spearheaded by its principal, Dr. Nicholas J. Sarlis, a respected figure with over 25 years in the trenches of clinical and pharmaceutical development. Dr. Sarlis's resume includes leadership roles in advancing numerous drug programs, involvement in over thirty clinical studies, and contributions to the launch of six global products. His extensive experience, backed by medical and doctoral degrees from the University of Athens and Imperial College London, is expected to provide CDT with the commercial firepower needed to broker complex licensing deals.

Under the terms of the 12-month agreement, NJS Foresight will receive a $150,000 retainer, paid in CDT common shares, and an 8% commission on the value of any completed out-licensing transactions. This structure aligns the advisory firm's success directly with CDT's, creating a powerful incentive to close deals while preserving CDT's cash reserves.

“CDT continues to assess commercial pathways for its portfolio and sees strong potential for its solid-form assets to support lifecycle management strategies across the sector,” said Dr. Andrew Regan, Chief Executive Officer of CDT, in the company’s official statement.

The Science of Second Chances

At the heart of CDT's strategy is a sophisticated but powerful branch of pharmaceutical science: solid-form chemistry. While a drug's therapeutic effect comes from its active ingredient, its effectiveness can be limited by physical properties like how well it dissolves in the body (solubility) or how much of it reaches the bloodstream (bioavailability). CDT specializes in creating novel cocrystals and salts of known APIs to overcome these limitations.

By altering the crystalline structure of a drug, CDT can create a superior version of a proven therapy. A new solid form might allow for a lower dose, reduce side effects, or enable a new delivery method, such as a tablet instead of an injection. This process of innovation doesn't just result in a better product; it creates a new, distinct chemical entity that is eligible for its own patent protection.

This is the core of the value proposition for potential partners. A major pharmaceutical company facing the imminent expiration of a drug's original patent could license one of CDT’s solid forms, transition patients to the improved version, and secure market exclusivity for up to two more decades. This effectively resets the patent clock, turning a potential revenue collapse into a sustained income stream. The strategy is particularly timely as industry data points to a renewed wave of investment and M&A activity, driven in part by the urgent need for solutions to these patent expirations.

Biotech's Bold Bet: A Dual Strategy

While its scientific approach is grounded in established chemistry, CDT Equity's corporate financial strategy is decidedly unconventional. In a departure from typical biotech financing, the company has implemented a cryptocurrency treasury reserve strategy, primarily focused on holding Bitcoin (BTC). The board authorized this move in September 2025, and by the end of that month, the company held approximately $1.0 million in the digital asset.

The stated rationale is to diversify capital allocation and strengthen its financial position, potentially creating shareholder value through an asset class uncorrelated with the biotech market. This hybrid model—combining high-science drug development with high-finance digital assets—is a bold experiment in corporate treasury management.

However, this approach is not without significant risks, particularly for a company of CDT's size. Public filings from September 30, 2025, revealed the company held $3.8 million in cash and equivalents while facing an operating cash outflow of $10.9 million year-to-date. With a market capitalization of just over $2 million prior to today's announcement, the volatility of cryptocurrency adds another layer of uncertainty to its financial footing.

This dual strategy of scientific innovation and financial speculation positions CDT Equity as a fascinating case study. The partnership with NJS Foresight represents a critical test of its core business model: monetizing its intellectual property. If successful, the licensing deals could provide the non-dilutive funding needed to advance its internal pipeline and validate its entire platform. Meanwhile, its Bitcoin holdings represent a high-stakes bet that could either bolster its balance sheet or introduce further volatility, making the company a closely watched player in the evolving landscape of biopharmaceutical innovation and financial innovation.