?? The Big Question: Is AbbVie making a brilliant late entry or gambling $2.2B on an unproven therapy? Answer: It’s a calculated risk with high potential upside. ?? Why? 1?? Amylin analogs are scientifically promising: ? Studies indicate that combining amylin analogs with GLP-1 receptor agonists can result in superior weight loss compared to GLP-1s alone. ? Novo Nordisk’s cagriSema (a GLP-1/amylin combo) is already in Phase III trials, showing that Big Pharma sees value in this approach. (Source) 2?? GLP-1s dominate, but there’s room for alternatives: ? Wegovy & Zepbound are blockbuster drugs, but they come with GI side effects and tolerability issues. ? If amylin analogs prove to have fewer side effects or better weight loss sustainability, AbbVie could carve out a lucrative niche in the market. 3?? AbbVie needs new blockbuster drugs: ? With Humira sales declining due to biosimilar competition, AbbVie must expand into high-growth areas like obesity. ? If this bet pays off, it could secure AbbVie’s long-term leadership in metabolic disorders. Final Verdict: Smart move, but high risk. ?? AbbVie is late to the obesity drug boom, but it isn’t competing directly with GLP-1s—it’s diversifying with a novel approach. ?? The success of Novo’s cagriSema will be a key indicator of whether AbbVie’s bet was genius or a miscalculation. ?? If Gubra’s drug reaches late-stage success, AbbVie could position itself as the leader in next-gen obesity treatments. What do you think—is this a billion-dollar breakthrough or a long-shot gamble? ?? #AbbVie #ObesityDrugs #Pharma #GLP1 #Amylin #Biotech #WeightLoss
?? AbbVie Jumps Into the $100B Obesity Drug Race - Too Late or a Genius Move? ?? After watching from the sidelines, AbbVie just dropped $350M upfront (+$1.87B in milestones) to grab a next-gen obesity drug from Gubra. The catch? It’s still in early trials, while Novo Nordisk & Eli Lilly and Company are already dominating the market. So why now? GLP-1s aren’t just disrupting weight loss, they’re eating into the aesthetics market too. Fewer fillers, less Botox... and AbbVie needs a new play. Their bet? Amylin analogs a potential alternative to GLP-1s with fewer side effects. ?? Is this a brilliant late entry or a $350M gamble? Let’s hear it! ???? #ObesityDrugs #Pharma #Healthcare #Innovation #Biotech