全球糖尿病和肥胖药物市场：成长机会，2024-2028

药物类别、联合治疗和数位融合推动 GLP-1 RA 成长，以实现负担得起的疾病管理

全世界对第 2 型糖尿病和肥胖症等代谢性疾病的诊断正在增加。自 COVID-19 大流行以来，全球肥胖盛行率进一步恶化。肥胖被认为是糖尿病的主要前兆，估计占第 2 型糖尿病风险的 80-85%。因此，与医疗保健相关的经济负担增加，并且预计将持续下去。由于这些医疗保健问题，对同时治疗糖尿病和肥胖症的联合疗法的需求显着增加。

目前治疗肥胖症的药物治疗的安全性和有效性有限。此外，疾病管理缺乏以患者为中心和多样性。现有治疗方法的这些差距导致了新型药物类别的出现，例如 GLP-1 受体促效剂，它可以提供卓越的血糖控制和减肥效果，从而带来更好的临床结果，从而导致对该类药物的需求增加。随着全球需求激增，市场参与企业的研发力道也将加强。让更多患者获得这些治疗方法、使这些治疗方法负担得起、提高可及性并同时防止仿单标示外销售的策略可能会推动直接面向消费者的销售和混合护理模式。

生命科学公司将其竞争差异化策略的重点放在减少剂量、持续减肥而不损失瘦体重、整体效应以及药物输送创新上，以确保安全有效的药物输送，预计将加强开发药物的研究工作。有效的药物治疗。策略研究伙伴关係的趋势将加速下一代药物、具有新颖作用机制的新药物类别以及超越药丸解决方案的开发。此外，心臟代谢疾病的管理将采用以患者为中心的治疗方法，将药物治疗与营养、行为和生活方式介入相结合。因此，在未来几年中，我们可能会看到更多的製药公司推出数位服务来改善患者的可及性，与远端医疗平台合作进行个人化治疗管理。

此外，精准医疗 (PM) 预计在未来五年内将受到越来越多的关注，从而实现更好的疾病管理。这将继续推动小型生物技术公司和市场领导的 PM 研究。例如，诺和诺德疾病基因组机制基金会中心与剑桥博德研究所等学术研究机构合作，绘製肥胖和糖尿病的人类基因调控图谱。

这项研究的目的是确定在不久的将来推动糖尿病市场的关键成长机会。这项研究还强调了整个市场普遍存在的最突出的趋势，这些趋势将使行业相关人员能够扩大其在患者推广方面的地理覆盖范围，并解决患者访问有限的挑战，目的还在于阐明新的经营模式。它还揭示了影响成长的主要市场促进和限制因素。这项研究为每个适应症中正在开发颠覆性药物和技术以维持成长轨蹟的改变游戏规则的参与公司提供了简短但重要的见解。该研究重点关注影响市场的主要併购和合作活动，以及塑造市场未来的当前和未来市场趋势。研究期间为2021-2028年。

研究亮点

• 市场概况：糖尿病/肥胖治疗药物
• 趋势
• 生态系、药物开发趋势、GLP-1研究现况、GLP-1市场颠覆状况
• 市场上经营模式和新兴的经营模式
• 主要市场驱动因素与限制因素、联盟、併购
• 收益占有率
• 市场预测
• 药理类收益与预测
• 新的成长机会

目录

改变糖尿病和肥胖症治疗药物

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 三大战略重要性对糖尿病及肥胖药物产业的影响

生态系统

• 预测盛行率 - 肥胖
• 经济负担－肥胖
• 地区盛行率预测 - 糖尿病
• 经济负担—糖尿病
• 推动市场成长的趋势
• 药物发展趋势－肥胖症开发平臺
• 药物开发趋势 - 糖尿病开发平臺
• GLP-1 RA 研究概述
• 影响和市场颠覆—依 GLP-1 药物类别
• 市场进入与报销趋势 - GLP-1 RA
• 分析范围
• 按产品细分
• 竞争环境
• 主要竞争药物

成长发电机

• 成长指标
• 生长促进因子
• 成长抑制因素
• 预测考虑因素
• 收益预测
• 收益预测：依产品分类
• 收益预测：按地区
• 收益预测分析
• 市场展望 - GLP-1 治疗途径
• 预测分析：按地区
• 价格趋势和预测分析
• 收益占有率
• 收益占有率分析
• 投资趋势－注重能力建构与研发
• 整合趋势 - 管道建设和市场渗透
• 经营模式
• GLP-1药物的混合护理模型
• 特色公司 - 肥胖
• 特色公司 - 糖尿病
• 特色公司 - GLP-1 药物虚拟解决方案供应商

生长发生器 - 肥胖药物

• 成长指标
• 收益预测
• 收益预测分析
• 收益预测：按地区
• 预测分析：按地区
• 收益预测：按药理类别
• 预测分析：按药理学类别

生长发生器 - 糖尿病药物

• 成长指标
• 收益预测
• 收益预测分析
• 收益预测：按地区
• 预测分析：按地区
• 收益预测：按药理类别
• 预测分析：按药理学类别

成长机会宇宙

• 成长机会 1 - 基于 GLP-1 的多重药物组合改善耐受性
• 成长机会 2 - 人工智慧主导的糖尿病预测和个人化医疗
• 成长机会 3 - 专注于女性的糖尿病/肥胖症标靶治疗
• 成长机会 4 - 印度和中国的肥胖药物开发

最佳实践评估

弗罗斯特雷达

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