In A Changing Diabetes Drug Market, Who Will Come Out On Top?

New treatments for Type 2 diabetes are driving the optimism underlying Bristol and AstraZeneca’s proposed acquisition for Amylin and are leading to a re-alignment of allies and competitors focused on the disease. Companies are enthusiastic about the vast opportunity, yet worried about the costs and risks of full-scale commitment to it.

The type 2 diabetes market is undergoing a paradigm shift, as treatment diversifies and moves further upstream ahead of insulin. Large companies, worried about balancing the costs required to maximize such a potentially huge global market, are re-aligning to share risks of full-scale investment.

Nothing highlights the opportunity and challenges more than Bristol Myers Squibb Co.’s and AstraZeneca PLC’s joint plan, announced on...

More from Archive

More from Pink Sheet