全球糖尿病和肥胖藥物市場：成長機會，2024-2028

藥物類別、聯合治療和數位融合推動 GLP-1 RA 成長，以實現負擔得起的疾病管理

全世界對第 2 型糖尿病和肥胖症等代謝性疾病的診斷正在增加。自 COVID-19 大流行以來，全球肥胖盛行率進一步惡化。肥胖被認為是糖尿病的主要前兆，估計佔第 2 型糖尿病風險的 80-85%。因此，與醫療保健相關的經濟負擔增加，並且預計將持續下去。由於這些醫療保健問題，對同時治療糖尿病和肥胖症的聯合療法的需求顯著增加。

目前治療肥胖症的藥物治療的安全性和有效性有限。此外，疾病管理缺乏以患者為中心和多樣性。現有治療方法的這些差距導致了新型藥物類別的出現，例如 GLP-1 受體促效劑，它可以提供卓越的血糖控制和減肥效果，從而帶來更好的臨床結果，從而導致對該類藥物的需求增加。隨著全球需求激增，市場參與企業的研發力道也將加強。讓更多患者獲得這些治療方法、使這些治療方法負擔得起、提高可及性並同時防止仿單標示外銷售的策略可能會推動直接面對消費者的銷售和混合護理模式。

生命科學公司將其競爭差異化策略的重點放在減少劑量、持續減肥而不損失瘦體重、整體效應以及藥物輸送創新上，以確保安全有效的藥物輸送，預計將加強開發藥物的研究工作。有效的藥物治療。策略研究夥伴關係的趨勢將加速下一代藥物、具有新穎作用機制的新藥物類別以及超越藥丸解決方案的開發。此外，心臟代謝疾病的管理將採用以患者為中心的治療方法，將藥物治療與營養、行為和生活方式介入相結合。因此，在未來幾年中，我們可能會看到更多的製藥公司推出數位服務來改善患者的可及性，與遠端醫療平台合作進行個人化治療管理。

此外，精準醫療 (PM) 預計在未來五年內將受到越來越多的關注，從而實現更好的疾病管理。這將繼續推動小型生物技術公司和市場領導的 PM 研究。例如，諾和諾德疾病基因組機制基金會中心與劍橋博德研究所等學術研究機構合作，繪製肥胖和糖尿病的人類基因調控圖譜。

這項研究的目的是確定在不久的將來推動糖尿病市場的關鍵成長機會。這項研究還強調了整個市場普遍存在的最突出的趨勢，這些趨勢將使行業相關人員能夠擴大其在患者推廣方面的地理覆蓋範圍，並解決患者訪問有限的挑戰，目的還在於闡明新的經營模式。它還揭示了影響成長的主要市場促進和限制因素。這項研究為每個適應症中正在開發顛覆性藥物和技術以維持成長軌蹟的改變遊戲規則的參與公司提供了簡短但重要的見解。該研究重點關注影響市場的主要併購和合作活動，以及塑造市場未來的當前和未來市場趨勢。研究期間為2021-2028年。

研究亮點

• 市場概況：糖尿病/肥胖治療藥物
• 趨勢
• 生態系、藥物開發趨勢、GLP-1研究現況、GLP-1市場顛覆狀況
• 市場上經營模式和新興的經營模式
• 主要市場促進因素與限制因素、聯盟、併購
• 收益佔有率
• 市場預測
• 藥理類收益與預測
• 新的成長機會

目錄

改變糖尿病和肥胖症治療藥物

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 三大戰略重要性對糖尿病及肥胖藥物產業的影響

生態系統

• 預測盛行率 - 肥胖
• 經濟負擔－肥胖
• 地區盛行率預測 - 糖尿病
• 經濟負擔—糖尿病
• 推動市場成長的趨勢
• 藥物發展趨勢－肥胖症開發平臺
• 藥物開發趨勢 - 糖尿病開發平臺
• GLP-1 RA 研究概述
• 影響和市場顛覆—依 GLP-1 藥物類別
• 市場進入與報銷趨勢 - GLP-1 RA
• 分析範圍
• 按產品細分
• 競爭環境
• 主要競爭藥物

成長發電機

• 成長指標
• 生長促進因子
• 成長抑制因素
• 預測考慮因素
• 收益預測
• 收益預測：依產品分類
• 收益預測：按地區
• 收益預測分析
• 市場展望 - GLP-1 治療途徑
• 預測分析：按地區
• 價格趨勢和預測分析
• 收益佔有率
• 收益佔有率分析
• 投資趨勢－注重能力建構與研發
• 整合趨勢 - 管道建設和市場滲透
• 經營模式
• GLP-1藥物的混合護理模型
• 特色公司 - 肥胖
• 特色公司 - 糖尿病
• 特色公司 - GLP-1 藥物虛擬解決方案供應商

生長發生器 - 肥胖藥物

• 成長指標
• 收益預測
• 收益預測分析
• 收益預測：按地區
• 預測分析：按地區
• 收益預測：按藥理類別
• 預測分析：按藥理學類別

生長發生器 - 糖尿病藥物

• 成長指標
• 收益預測
• 收益預測分析
• 收益預測：按地區
• 預測分析：按地區
• 收益預測：按藥理類別
• 預測分析：按藥理學類別

成長機會宇宙

• 成長機會 1 - 基於 GLP-1 的多重藥物組合改善耐受性
• 成長機會 2 - 人工智慧主導的糖尿病預測和個人化醫療
• 成長機會 3 - 專注於女性的糖尿病/肥胖症標靶治療
• 成長機會 4 - 印度和中國的肥胖藥物開發

最佳實踐評估

弗羅斯特雷達

下一步

GLP-1 RA Drug Class, Combination Therapies, and Digital Convergence for Affordable Disease Management Drive Growth

Globally, diagnosis of metabolic diseases such as type 2 diabetes and obesity have increased. Since the COVID-19 pandemic, the global prevalence of obesity has worsened. Obesity is considered a main precursor of diabetes and contributes an estimated 80% to 85% toward the risk of type 2 diabetes. As a result, the financial burden associated with healthcare has grown and is predicted to continue. The demand for combination treatments that address obesity and diabetes (diabesity) jointly has increased notable as a result of these healthcare challenges.

Current drug therapies for obesity have a limited safety and efficacy profile. Furthermore, patient-centricity and variability in disease management are lacking. These gaps in available therapies will lead to increased demand for newer classes of drugs, such as GLP-1 receptor agonists, that have emerged as breakthrough drug classes and offer superior glycemic control and weight loss, resulting in better clinical outcomes. Owing to a surge in demand globally, R&D efforts by market participants will intensify. Strategies to improve supply, affordability, and access to these therapies for a wider patient population while preventing off-label sales will drive direct-to-consumer and hybrid care models.

Life sciences companies are likely to augment their research efforts to develop safe and efficacious pharmacological therapies with a focus on lowering the dosing frequency, sustained weight loss without lean muscle loss, benefits across the cardiometabolic spectrum, and drug delivery innovations as key competitive differentiation strategies. The trend of strategic research partnerships is poised to accelerate the development of next-generation medicines, novel drug classes with new mechanisms of action, and beyond-the-pill solutions. In addition, a patient-centric treatment approach will be adopted that will combine pharmacotherapy with nutrition, behavioral, and lifestyle interventions for managing cardiometabolic diseases. Hence, in the next 2 to 3 years, pharma companies will increasingly launch digital services to improve patient access in partnership with telehealth platforms for personalized treatment management.

In addition, the focus on precision medicine (PM) will rise in the next 5 years, leading to better disease management. This will continue to drive PM research by small biotechs and market leaders. For example, the Novo Nordisk Foundation Centre for Genomic Mechanism of Diseases partners with academia and research institutes such as the Broad Institute of Cambridge to map human gene regulation in obesity and diabetes.

This study aims to identify the primary growth opportunities that will drive the diabesity market in the near future. The study also aims to highlight the most prominent and emerging business models prevalent across the market that will enable industry stakeholders to enhance their geographic coverage in terms of patient outreach and address the challenges of limited patient access. The study will also shed light on some of the crucial market drivers and restraints that impact growth. It provides brief yet significant insights into the game-changing participants across each indication that are striving to develop disruptive drugs and technologies to maintain their growth trajectory. The study focuses on the leading M&A and partnership activities that are impacting the market as well as present and future market trends that will shape its future. The study period is 2021 to 2028.

Research Highlights

• Overview of the market- Diabetes and Obesity Therapeutics.
• Trends
• Ecosystem, Drug development trends, GLP-1 Research Landscape, GLP-1 market Disruption
• Prevalent and emerging business models across the market
• Key market drivers and restraints, partnerships, M&A
• Revenue share
• Market Forecast 
• Pharmacological Class Revenue Forecast
• Emerging growth opportunities

Table of Contents

Transformation in Diabetes and Obesity Therapeutics

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Diabetes and Obesity (Diabesity) Therapeutics Industry

Ecosystem

• Projected Prevalence-Obesity
• Economic Burden-Obesity
• Projected Regional Prevalence-Diabetes
• Economic Burden-Diabetes
• Trends Advancing Market Growth
• Drug Development Trends-Obesity R&D Pipeline
• Drug Development Trends-Diabetes R&D Pipeline
• Overview of the GLP-1 RA Research Landscape
• Impact and Market Disruptions-GLP-1 Drug Class
• Market Access and Reimbursement Trends-GLP-1 RA
• Scope of Analysis
• Segmentation by Product
• Competitive Environment
• Key Competitors

Growth Generator

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Region
• Revenue Forecast Analysis
• Market Outlook-GLP-1 Therapy Access
• Forecast Analysis by Region
• Pricing Trends and Forecast Analysis
• Revenue Share
• Revenue Share Analysis
• Investment Trends-Capability Building and R&D Focus
• Consolidation Trends-Pipeline Buildup and Market Penetration
• Business Models
• Hybrid Care Model for GLP-1 Drugs
• Companies to Watch-Obesity
• Companies to Watch-Diabetes
• Companies to Watch-Virtual Solution Providers for GLP-1 Drugs

Growth Generator-Obesity Therapeutics

• Growth Metrics
• Revenue Forecast
• Revenue Forecast Analysis
• Revenue Forecast by Region
• Forecast Analysis by Region
• Revenue Forecast by Pharmacological Class
• Forecast Analysis by Pharmacological Class

Growth Generator-Diabetes Therapeutics

• Growth Metrics
• Revenue Forecast
• Revenue Forecast Analysis
• Revenue Forecast by Region
• Forecast Analysis by Region
• Revenue Forecast by Pharmacological Class
• Forecast Analysis by Pharmacological Class

Growth Opportunity Universe

• Growth Opportunity 1-GLP-1-based Multi-agonists with Improved Tolerability Profile
• Growth Opportunity 2-AI-driven Predictive and Personalized Care in Diabesity
• Growth Opportunity 3-Women-centric Targeted Therapies for Diabetes and Obesity
• Growth Opportunity 4-Obesity Therapeutics Development in India and China

Best Practice Recognition

• Best Practice Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer