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

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.

Competitors see the U.S. approval of Amylin Pharmaceuticals Inc.’s type 2 diabetes drug Bydureon (long-acting exenatide) on Jan. 27 as an event that will boost interest in the entire GLP-1 class, benefiting other agents as well.

Novo Nordisk AS has come out swinging in the wake of Amylin’s long-time-coming success, and it will be interesting to see if the chief differentiating points for Bydureon, convenience and better tolerability, can help it gain share against Victoza (liraglutide). Novo’s highly successful GLP-1 agonist had sales of more than $1 billion in 2011

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