UPDATE: GLP-1 Patent Landscape & Market Disruption Following our analysis yesterday on GLP-1 receptor agonist patent expirations, we're noting accelerated generic pipeline activity—multiple manufacturers have filed abbreviated new drug applications (ANDAs) for semaglutide variants ahead of 2031 exclusivity loss, suggesting the competitive timeline may compress further than initially projected. This biosimilar pressure underscores why branded players are investing heavily in next-generation formulations and combination therapies to maintain market position post-patent cliff. The cumulative effect: expect pricing pressure on current GLP-1 therapeutics beginning 2029-2030, materially earlier than historical class precedent.