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市场调查报告书
商品编码
1754321
2025 年至 2033 年 HIV 药物市场规模、份额、趋势及预测(按药物类别、配销通路和地区划分)HIV Drugs Market Size, Share, Trends and Forecast by Drug Class, Distribution Channel, and Region, 2025-2033 |
2024年,全球爱滋病药物市场规模为328.5亿美元。展望未来, IMARC Group估计,到2033年,市场规模将达到450.7亿美元,2025-2033年期间的复合年增长率为3.40%。目前,北美占据市场主导地位,到2024年将占据超过45.7%的市场。由于人们的认识和预防工作不断加强、全球爱滋病毒/爱滋病的盛行率不断上升,以及各种旨在开发更有效、更易获得的抗逆转录病毒疗法的研发项目,爱滋病药物市场份额正在稳步增长。
各行各业都意识到利用海量结构化和非结构化资料进行决策、提升客户体验和改善营运的重要性。巨量资料应用的日益增长、人工智慧和机器学习技术的创新以及云端运算应用领域的不断拓展,进一步推动了这一趋势。此外,各行各业对数据驱动决策的需求不断增长,也推动了爱滋病药物的需求。此外,数位转型专案的蓬勃发展以及应对竞争压力和不断变化的市场需求对即时分析的需求,也是市场成长的主要驱动力。
美国是市场的关键颠覆者,其驱动力来自各行各业广泛的数位转型倡议,而分析技术对于营运优化和策略规划至关重要。国防部门越来越多地采用先进技术,为爱滋病药物市场的成长开闢了新的成长途径。例如,2024年7月,美国国防部与新加坡国防部签署了资料、分析和人工智慧合作意向书 (SOI)。该意向书部署了一种全面的技术合作方法,使双方国防机构能够研究各种方法,并探讨如何快速、大规模地利用资料、分析和人工智慧能力的最佳实践。
爱滋病毒/爱滋病日益流行
全球爱滋病毒/爱滋病疫情仍然是一个关键的公共卫生议题。一份产业报告显示,截至2021年,全球约有3,800万人感染爱滋病毒。这种日益增长的感染率直接推动了对爱滋病毒药物的需求。随着新病例不断出现,尤其是在预防措施有限的地区,对有效治疗方案的需求日益增加。爱滋病毒的高传播率,尤其是在撒哈拉以南非洲以及亚洲和东欧的部分地区,需要持续并更多地提供抗逆转录病毒疗法 (ART),这仍然是爱滋病毒治疗的基石。
治疗方面的进步
近年来,爱滋病毒治疗方案取得了显着进展,推动了爱滋病毒药物市场的成长。高效抗逆转录病毒疗法 (HAART) 的开发,结合了多种抗逆转录病毒药物,彻底改变了爱滋病毒的治疗。这些进展不仅提高了爱滋病毒药物的有效性,也减少了副作用,从而提高了患者的依从性和治疗效果。整合酶抑制剂等新型药物的推出以及长效注射剂的开发,进一步扩展了治疗选择,满足了不同患者的需求和偏好。例如,2024 年,吉利德在格拉斯哥爱滋病毒大会上分享了一年两次服用利那卡帕韦预防爱滋病毒的完整 III 期 PURPOSE 2 试验结果。研究表明,利那卡帕韦可将爱滋病毒感染率降低 96%,优于特鲁瓦达 (Truvada)。这些进展提高了治疗效果,也增强了患者的依从性,为爱滋病毒药物市场的持续成长奠定了基础。
提高患者意识
患者意识的提高和诊断率的提高是推动爱滋病药物市场的主要因素。例如,在印度,国家爱滋病控制计画 (NACP) 在 2020-21 年期间进行了约 4,800 万次爱滋病毒检测,其中包括对孕妇的 2,480 万次检测。在 2022-23 年的前六个月,进行了约 3,100 万次爱滋病毒检测,预测表明,在整个 2022-23 年期间将进行超过 6000 万次检测,这是该计划启动以来的最高水平。检测数量的增加导致确诊并随后寻求治疗的人数增加。截至 2022 年 9 月,印度约有 162.4 万名爱滋病毒感染者 (PLHIV) 正在接受抗逆转录病毒 (ARV) 治疗,比前一年增加了 11 万人。公共卫生运动和教育措施提高了人们对爱滋病毒/爱滋病的认识,减少了耻辱感,并鼓励更多人接受检测。早期诊断技术的进步也提高了爱滋病毒的检出率,从而增加了寻求治疗的人数。诊断率的上升,加上持续改善爱滋病毒检测的努力,尤其是在高发病率地区,持续推动了对有效爱滋病毒药物的需求。
联合疗法日益受到关注
联合疗法已成为爱滋病毒治疗的标准,涉及使用多种抗逆转录病毒药物来增强疗效和预防抗药性。固定剂量组合(FDC)的开发和批准简化了治疗方案,提高了依从性和患者预后。製药公司越来越注重开发这些联合疗法,它们比单一疗法有几个优势,包括减少药物和提高患者依从性。领先的製药公司吉利德科学报告其联合疗法Biktarvy销售强劲。 2024年第四季,Biktarvy的销售额达到38亿美元,比前一年成长21%。这一增长使吉利德本季的爱滋病毒药物总收入达到76亿美元。医疗保健提供者和患者对联合疗法的偏好日益增长,这是爱滋病毒药物市场前景乐观的关键因素。
The global HIV drugs market size was valued at USD 32.85 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 45.07 Billion by 2033, exhibiting a CAGR of 3.40% during 2025-2033. North America currently dominates the market, holding a significant market share of over 45.7% in 2024. The HIV drugs market share is experiencing steady growth due to the increasing awareness and prevention efforts, growing prevalence of HIV/AIDS across the globe, and ongoing various research and development initiatives focused on more effective and accessible antiretroviral therapies.
Various organizations are identifying the significance of leveraging vast volumes of structured and unstructured data to make decisions, enhance customer experience, and enhance operations. Growing use of big data, innovations in AI and machine learning technologies, and broadening use areas of cloud computing have further increased this trend. Additionally, increased demand for data-driven decision-making across various industries is driving the HIV drugs demand. Besides, the growth in digital transformation projects and the demand for real-time analytics to respond to competitive pressures and changing market needs are the major drivers of the growth of the market.
The United States stands out as a key market disruptor, driven by widespread digital transformation initiatives across diverse sectors where analytics is pivotal for operational optimization and strategic planning. The increasing initiatives for implementing advanced technologies in the defense sector are opening new growth avenues for the HIV drugs market growth. For instance, in July 2024, The United States Department of Defense signed a Statement of Intent (SOI) for data, analytics, and artificial intelligence cooperation with the Singapore Ministry of Defense. The SOI deploys a holistic method for technological collaboration, allowing both defense establishments to examine approaches and discuss the best practices for leveraging data, analytics, and AI capabilities at speed and scale.
Growing Prevalence of HIV/AIDS
The global HIV/AIDS epidemic remains a critical public health issue, with approximately 38 million people living with HIV worldwide as of 2021, according to an industry report. This increased prevalence directly drives the demand for HIV drugs. As new cases continue to emerge, especially in regions with limited access to preventive measures, the need for effective treatment options intensifies. The high transmission rate of HIV, particularly in sub-Saharan Africa and certain parts of Asia and Eastern Europe, necessitates sustained and increased availability of antiretroviral therapy (ART), which remains the cornerstone of HIV treatment.
Advancements in Treatments
Recent years have witnessed significant advancements in HIV treatment regimens, contributing to the growth of the HIV drugs market. The development of highly active antiretroviral therapy (HAART), which combines multiple antiretroviral drugs, has revolutionized HIV treatment. These advancements have not only improved the effectiveness of HIV drugs but also reduced side effects, leading to better patient adherence and outcomes. The introduction of newer drug classes like integrase inhibitors and the development of long-acting injectables have further expanded treatment options, catering to diverse patient needs and preferences. For example, in 2024, Gilead shared complete Phase 3 PURPOSE 2 trial results on twice-yearly lenacapavir for HIV prevention at HIV Glasgow. The research demonstrated lenacapavir lowered HIV infections by 96%, beating Truvada. These developments increase treatment effectiveness and also enhance patient compliance, underpinning ongoing HIV drugs market growth.
Increasing Awareness Among Patients
Rising awareness and diagnostic rates among patients represent the primary factor driving the HIV drugs market. In India, for instance, the National AIDS Control Programme (NACP) conducted approximately 48 million HIV tests in the 2020-21 period, including 24.8 million tests among pregnant women. In the first six months of 2022-23, around 31 million HIV tests were undertaken, with projections indicating that more than 60 million tests would be conducted during the entire 2022-23 period-the highest since the program's inception. This increase in testing has led to a rise in the number of individuals diagnosed and subsequently seeking treatment. As of September 2022, approximately 1.624 million people living with HIV (PLHIV) in India were on antiretroviral (ARV) treatment, an increase of 110,000 from the previous year. Public health campaigns and educational initiatives have increased the understanding of HIV/AIDS, reducing stigma and encouraging more people to get tested. Early and improved diagnostic techniques have also contributed to higher detection rates of HIV, subsequently increasing the number of individuals seeking treatment. This rise in diagnosis, coupled with ongoing efforts to improve HIV testing, particularly in regions with high prevalence rates, continues to fuel the demand for effective HIV medications.
Rising Focus on Combination Therapies
Combination therapies have become a standard in HIV treatment, involving the use of multiple antiretroviral drugs to enhance efficacy and prevent drug resistance. The development and approval of fixed-dose combinations (FDCs) have simplified treatment regimens, improving adherence and patient outcomes. Pharmaceutical companies are increasingly focusing on developing these combination therapies, which offer several advantages over monotherapy, including reduced pill burden and improved patient compliance. Gilead Sciences, a leading pharmaceutical company, reported robust sales of its combination therapy, Biktarvy. In the fourth quarter of 2024, Biktarvy achieved sales of USD 3.8 billion, marking a 21% increase from the previous year. This growth contributed to Gilead's total HIV drug revenue of USD 7.6 billion for the quarter. The growing preference for combination therapies among healthcare providers and patients is a key factor providing a positive HIV drugs market outlook.
Nucleoside reverse transcriptase inhibitors lead the market with around 43.2% of market share in 2024. NRTIs, also known as nucleoside analogs, are a crucial class of HIV drugs. They inhibit the action of reverse transcriptase, an enzyme the virus uses to replicate its genetic material. NRTIs are often included as a backbone in HIV treatment regimens due to their effectiveness and safety. They are widely used as a first-line therapy, either alone or in combination with other drug classes, making them the largest segment in the HIV drugs market.
Multi-class combination products refer to antiretroviral therapies that combine drugs from different classes. These combinations are designed to target HIV from multiple angles, reducing the risk of resistance development and increasing treatment efficacy. They offer convenience by simplifying the regimen for patients and are often prescribed when NRTIs alone are insufficient.
Protease inhibitors (PIs) interfere with the protease enzyme, necessary for HIV maturation and replication. PIs are a vital part of combination therapies and have been instrumental in reducing HIV-related deaths. They are used in conjunction with other drug classes to suppress viral replication effectively.
Integrase strand transfer inhibitors (INSTIs) block the integration of viral genetic material into the host cell's DNA, preventing viral replication. INSTIs have gained prominence due to their potent antiviral activity and favorable side-effect profiles. They are commonly used in first-line regimens and in treatment-experienced patients.
NNRTIs are another class of HIV drugs that target reverse transcriptase but do so differently from NRTIs. They bind to the enzyme and inhibit its activity. NNRTIs are often part of combination therapies and are especially useful in cases where resistance to other drug classes has developed.
CCR5 co-receptor antagonists block the CCR5 receptor on the surface of immune cells, preventing HIV from entering and infecting these cells. They are typically used in patients who are CCR5-tropic, meaning their virus uses the CCR5 co-receptor for entry.
Fusion inhibitors work by preventing the virus from fusing with the host cell membrane, thus inhibiting viral entry. This class of drugs is less commonly used than others due to their complex administration (usually by injection).
Hospital pharmacies lead the market with around 49.5% of market share in 2024. Hospital pharmacies constitute the largest segment in the HIV drugs market, primarily due to their role as essential providers of antiretroviral therapies to inpatients and outpatients living with HIV/AIDS. These pharmacies operate within healthcare institutions, including public and private hospitals, clinics, and specialty HIV treatment centers. They offer a wide range of HIV medications, ensuring access to the latest antiretroviral therapies for patients. Hospital pharmacies play a crucial role in medication management, counseling, and monitoring, contributing significantly to patient adherence and treatment outcomes. With a direct link to healthcare providers, hospital pharmacies are pivotal in the comprehensive care and management of HIV/AIDS patients.
Retail pharmacies, including independent drugstores and chain pharmacies, form another vital segment in the HIV drugs market. They serve as accessible points of care for individuals seeking prescription medications, including antiretroviral drugs. Retail pharmacies provide convenience and privacy for patients picking up their HIV medications. They play a critical role in supporting medication adherence through counseling and refill reminders. The retail segment is especially important for patients in urban and suburban areas who may not access hospital-based care regularly.
Online pharmacies have gained prominence as a convenient and discrete source of HIV medications. This segment caters to individuals who prefer the convenience of ordering their antiretroviral drugs online and having them delivered to their doorstep. Online pharmacies offer a wide selection of HIV medications, often at competitive prices. They may also provide telemedicine services, enabling patients to consult with healthcare professionals remotely. The online pharmacy segment has seen significant growth, particularly in regions with robust e-commerce infrastructure, and it serves as an option for individuals who face barriers to traditional pharmacy access.
In 2024, North America accounted for the largest market share of over 45.7%. North America dominates the global HIV drugs market due to its well-developed healthcare infrastructure, high awareness about HIV/AIDS, and access to advanced antiretroviral therapies. The region is characterized by extensive research and development activities, a large patient population, and significant government funding for HIV/AIDS programs. Furthermore, the presence of major pharmaceutical companies in North America contributes to the market's growth. The focus here is on innovative treatments, combination therapies, and efforts to reduce new infections through comprehensive prevention strategies.
Europe is a substantial market for HIV drugs, characterized by a well-regulated healthcare system and access to state-of-the-art treatments. The region has made progress in reducing HIV transmission rates, but it continues to face challenges related to stigma and late diagnosis. The market in Europe is driven by increasing awareness, comprehensive healthcare coverage, and collaborations between healthcare providers and pharmaceutical companies to improve patient outcomes. Additionally, research into long-acting therapies and preventive measures like PrEP contributes to the market's development.
The Asia Pacific region is witnessing rapid growth in the HIV drugs market due to its large and diverse population, including many individuals living with HIV. This segment faces unique challenges, such as varying healthcare infrastructure, economic disparities, and culturally diverse populations. Increased efforts to expand access to treatment, raise awareness, and reduce new infections are driving market growth. Generic medications and government initiatives to combat HIV/AIDS play a significant role in the Asia Pacific market. Moreover, collaborations with international organizations and NGOs are enhancing the region's response to the HIV epidemic.
Latin America has a growing HIV drugs market, driven by the expanding healthcare infrastructure and increased access to treatment and prevention programs. The region faces challenges related to inequality and limited access to healthcare services in some areas. However, initiatives to improve healthcare coverage, raise awareness, and expand access to antiretroviral therapies are driving market growth. Collaboration between governments, pharmaceutical companies, and non-profit organizations is critical to addressing the HIV/AIDS epidemic in Latin America.
The Middle East and Africa represent a diverse and challenging market for HIV drugs. While access to treatment has improved in some countries, significant disparities persist due to economic and healthcare infrastructure differences. The region faces cultural and social stigma related to HIV/AIDS, which can hinder diagnosis and treatment. Nonetheless, efforts to expand access to medications, increase awareness, and promote preventive measures are ongoing. Partnerships with international organizations and global health initiatives are crucial in addressing the unique challenges in the Middle East and Africa.
Key players in the global HIV drugs market are actively engaged in several strategic initiatives. They are focusing on research and development to innovate and improve existing antiretroviral therapies, aiming for more convenient dosing regimens, fewer side effects, and enhanced treatment outcomes. These companies are also expanding their product portfolios by developing new drugs and combination therapies. Additionally, they are collaborating with governments, NGOs, and healthcare providers to increase access to HIV medications in resource-limited regions and to implement preventive measures. Furthermore, these pharmaceutical giants are investing in awareness campaigns and education to reduce HIV stigma and promote early diagnosis and treatment.