Key Players
Competitive Landscape
The contest is about owning a differentiated course of treatment, not just access to amylin biology. Fixed combinations tie the amylin benefit to an incretin product, while add-on studies test amylin on top of an existing therapy; AstraZeneca's SELENE 3 Phase 3 study, for example, is enrolling about 500 participants to test AZD6234 alongside incretin treatment [27]. Buyers will judge whether the extra weight loss justifies a second active ingredient, which is why head-to-head data such as REDEFINE 4 carry weight [2].
Dosing convenience is the second battleground, as companies are working to cut the number of injections or remove them altogether. AbbVie's ABBV-295 showed a half-life of 10.7 to 12.3 days with a monthly cohort in testing [20], and Structure Therapeutics is moving an oral amylin candidate into a 12-week multiple-dose study with topline data expected in the first half of 2027 [21]. Regulators are meanwhile acting against unapproved online supply, as the FDA's March 2026 warning letter on cagrilintide shows [23].
Company developments mapped to drivers, trends and opportunities (2026-2036)
Table 8: Company Developments Mapped to Drivers, Trends and Opportunities for the Amylin Analog Obesity Therapeutics Market (qualitative), mixed years
| Development | Driver | Trend | Opportunity |
|---|---|---|---|
| Roche | March 2025, exclusive petrelintide collaboration with Zealand Pharma, USD 1.65 billion upfront and up to USD 5.3 billion in total [9] | Large companies want a stand-alone amylin option to sit next to their incretin medicines. | Shared development with a 50/50 profit split in the USA and Europe. | Joint commercialisation could support fast launches if Phase 3 succeeds. |
| Pfizer | November 2025, completed the Metsera acquisition, adding the monthly amylin analog MET-233i [8] | Developers are seeking amylin assets to combine with GLP-1 programmes. | Monthly injectable peptides are moving under single ownership. | A monthly amylin and GLP-1 pairing could reduce treatment burden. |
| AbbVie | September 2026, presented ABBV-295 Phase 1 data with a 10.7 to 12.3-day half-life [20] | Treatment burden is pushing work on dosing beyond weekly injections. | Longer half-life analogs are being tested at weekly, every-other-week and monthly intervals. | Confirmatory studies could establish a lower-frequency option. |
Source: Future Market Insights, Amylin Analog Obesity Therapeutics Market Report, 2026-2036.
Who Leads the Amylin Analog Obesity Therapeutics Market?
Leadership is defined by development stage rather than sales, as no amylin obesity medicine has yet been approved. Novo Nordisk holds the most advanced position with CagriSema under FDA review [1], while Roche and Zealand Pharma lead among stand-alone long-acting analogs with petrelintide in Phase 3 [10].
Which Companies Lead Integrated Amylin and Incretin Development?
Novo Nordisk leads with its filed CagriSema combination, and Eli Lilly and Company follows with eloralintide and the EloraTZP combination, which will enter Phase 3 in Q4 2026 [17]. AstraZeneca is testing AZD6234 as an add-on to incretin therapy in Phase 3 [27].
Which Companies Lead Long-Acting Peptide Programmes and Partnerships?
Roche and Zealand Pharma lead with petrelintide in Phase 3 [10]. Pfizer holds the monthly analog MET-233i through Metsera [8], and AbbVie is testing ABBV-295 at weekly to monthly intervals [20].
Which Companies Lead Oral and Early-Stage Receptor Platforms?
Structure Therapeutics is testing an oral small-molecule amylin agonist, ACCG-2671 [21]. Viking Therapeutics began a Phase 1 study of its injectable dual-receptor agonist VK3019 in June 2026 [26].
Representative Company Overview
Table 9: Representative Company Overview for the Amylin Analog Obesity Therapeutics Market (qualitative), mixed years
| Company | Positioning | Verified Development |
|---|---|---|
| AstraZeneca | Add-on strategy that tests amylin on top of existing incretin therapy. | In January 2026, AstraZeneca described AZD6234 as a weekly injectable selective amylin receptor agonist [19]; the SELENE 3 Phase 3 study plans about 500 participants [27]. |
| Structure Therapeutics | Oral small-molecule amylin and calcitonin receptor agonist, distinct from injectable peptides. | In September 2026, the company reported a half-life of about six days for ACCG-2671 and began a 12-week multiple-dose study [21]. |
| Viking Therapeutics | Early human testing of an injectable dual amylin and calcitonin receptor agonist. | In June 2026, Viking started a Phase 1 single ascending dose study of VK3019 after FDA IND clearance [26]. |
| Eli Lilly and Company | Stand-alone and combination amylin options built around eloralintide. | In September 2026, Lilly reported up to 23.3% weight loss with EloraTZP at 48 weeks and set Phase 3 for Q4 2026 [17]. |
Company Selection and Benchmark Notes
Companies were selected as each holds an identified amylin-directed asset disclosed in company releases or trial records available by 7 October 2026. Ratings reflect the published stage of each named programme, not the parent company's wider obesity portfolio, and future territorial rights are kept separate from actual availability. Missing public information is marked Unscored. The benchmark does not assign company market shares.
