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Amylin’s Bydureon Approval: How Does It Sit With Novo Nordisk?

Executive Summary

Sponsor of the leading GLP-1 agonist, Victoza, sees the launch of the long-acting competitor from Amylin as having a class-wide impact, drawing more patients to GLP-1s – and it thinks that it can stave off the once-weekly contender.

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Bristol-Myers’ and AstraZeneca’s deal to acquire Amylin Pharmaceuticals for $7 billion, announced June 29, reaffirms the partners’ commitment to the vast and growing type 2 diabetes market, even if the competition is intense and the companies’ five-year-old alliance got off to a rocky start.

With Bristol/AstraZeneca In Driver’s Seat, GLP-1 Race Takes A Turn

Bristol-Myers and AstraZeneca’s acquisition of Amylin as part of a 50-50 collaboration brings a big new player into the fast-growing GLP-1 class, which is emerging as a key component of treatment in the large, but highly competitive Type 2 diabetes market.

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