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市场调查报告书
商品编码
1866606
Duchenne氏肌肉失养症(DMD)治疗:全球市场份额和排名、总收入和需求预测(2025-2031年)Duchenne Muscular Dystrophy (DMD) Therapeutics - Global Market Share and Ranking, Overall Sales and Demand Forecast 2025-2031 |
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2024 年全球Duchenne氏肌肉失养症(DMD) 治疗市场规模估计为 21.7 亿美元,预计到 2031 年将达到 47.76 亿美元,在预测期(2025-2031 年)内以 13.1% 的复合年增长率增长。
Duchenne氏肌肉失养症(DMD 或简称杜氏肌肉营养不良)是一种罕见的遗传性疾病。它主要影响男性,但在极少数情况下也会影响女性。随着时间的推移,Duchenne氏肌肉失养症会导致身体肌肉逐渐衰弱和受损,最终导致死亡。导致Duchenne氏肌肉失养症的基因改变(DMD 基因突变)发生在出生前,可以是遗传性的,也可以是基因自发性新发生突变的结果。肌肉无力通常在 3 至 5 岁之间开始显现,大多数患者在 12 岁时就需要依靠轮椅出行。青春期时,心臟和呼吸肌肉会逐渐衰弱,导致严重的、危及生命的併发症。
Duchenne氏肌肉失养症(DMD)治疗市场主要受以下因素驱动:
一、疾病负担与未满足的需求
高致残率和死亡率:
杜氏肌肉营养不良症(DMD)是一种进行性肌肉萎缩疾病。患者通常在10岁左右丧失行走能力,并在20至30岁之间死于心肺衰竭。全球已通报约30万例病例,其中中国超过7万例,对社会造成了沉重的负担。
如果女性带因者生下男孩,男孩有 50% 的几率遗传这种疾病,使得家族患病的风险非常高。
现有治疗方法的限制:
目前主要的治疗方法是皮质类固醇(例如,地夫可特)和局部外显子跳跃药物(例如,Exondys51),可以延缓疾病进展,但不能治愈,需要长期使用,并且伴随严重的副作用。
由于它只适用于特定的基因突变类型(例如外显子 51/53 跳跃),因此符合治疗条件的患者群体有限,缺乏通用治疗方法。
提高诊断率:
随着医疗基础设施的发展和都市化的进步,预计到 2025 年,中国 DMD 的诊断率将从 2022 年的约 30% 上升到 50% 以上,这意味着将有更多的患者加入需要治疗的群体中。
二、研发进度及在研发突破
基因疗法和寡核苷酸技术的突破:
在基因治疗领域,已开发出一些只需单次给药即可实现长期蛋白表达的治疗方法,例如Sarepta公司的SRP-9001(使用AAVrh74载体递送微型Dystrophin)和Faith Pharmaceuticals公司的BBM-D101(改良AAV载体)。临床试验证实,阳性肌纤维的比例显着增加。
汇达基因的 CRISPR-Cas12 基因编辑疗法已进入临床试验阶段,目标是修復基因突变。
寡核苷酸疗法,包括反义寡核苷酸 (ASO) 和下一代胜肽连接寡核苷酸 (PPMO),如 Pepgen 的 PGN-EDO51 和 Entrada 的 ENTR-601-44,增强了细胞摄取和溶酶体逃逸,提高了疗效并降低了剂量。
日本活跃的开发平臺:
目前中国有十余种用于治疗杜氏肌肉营养不良症(DMD)的药物正在进行临床试验,包括基因编辑疗法(例如汇大基因的CRISPR-Cas12)、腺相关病毒(AAV)基因疗法(例如金威生物的JWK007)和微蛋白药物(例如信德医药的BBM-D101)。部分药物已获得美国食品药物管理局(FDA)的孤儿药资格认定,预计2026年后上市。
三、政策支持与支付环境优化
对罕见疾病的政策支持:
美国:DUX 法案将 DMD 孤儿药的市场独占期延长至 7.5 年,加速核准将上市时间缩短了 34%。
中国:杜氏肌肉营养不良症(DMD)将被列入2024年第二批罕见疾病名录,这将促进国内相关研究和发展。健保覆盖范围将扩大,瓦莫罗酮已被纳入国家健保谈判。预计到2026年,国产基因治疗药物的价格将降至200万元以下。
成本效益提高:
北美:像联合健康保险公司这样的私人保险公司优先承保杜氏肌肉营养不良症基因疗法,承保率超过 80%。在欧洲,透过卫生技术评估的产品的报销率超过 80%,但产品上市时间比美国晚 9 到 15 个月。
亚太地区:中国、日本和韩国等市场正在经历显着成长,相关政策和资本为获得治疗提供了便利。
DMD治疗市场的发展受疾病严重、技术突破和有利政策的驱动。基因编辑和RNA疗法有望主导市场,但高成本和产能瓶颈(例如AAV载体的生产)仍然是亟待克服的挑战。各公司必须专注于技术创新和优化支付模式,以满足尚未满足的医疗需求。
本报告旨在按地区/国家、类型和应用对全球Duchenne氏肌肉失养症(DMD) 治疗市场进行全面分析,重点关注总收入、市场份额和主要企业的排名。
本报告以收益为准,以2024年为基准年,对Duchenne氏肌肉失养症(DMD)治疗药物市场规模、估算和预测进行了分析,并涵盖了2020年至2031年的历史数据和预测数据。报告采用定量和定性分析相结合的方法,帮助读者制定业务/成长策略、评估市场竞争、分析自身在当前市场中的地位,并就Duchenne氏肌肉失养症(DMD)治疗药物做出明智的商业决策。
市场区隔
公司
按类型分類的细分市场
应用领域
按地区
The global market for Duchenne Muscular Dystrophy (DMD) Therapeutics was estimated to be worth US$ 2170 million in 2024 and is forecast to a readjusted size of US$ 4776 million by 2031 with a CAGR of 13.1% during the forecast period 2025-2031.
Duchenne muscular dystrophy, sometimes shortened to DMD or just Duchenne, is a rare genetic disease. It predominantly affects males, but, in rare cases, can also affect females. Duchenne causes the muscles in the body to become weak and damaged over time and is eventually fatal. The genetic change that causes Duchenne-a mutation in the DMD gene-happens before birth and can be inherited, or new mutations in the gene can occur spontaneously. Muscle weakness becomes increasingly noticeable between the ages of 3 and 5, and most patients use a wheelchair by the time they are 12. During adolescence, heart and breathing muscles weaken, leading to serious, life-threatening complications.
The Duchenne muscular dystrophy (DMD) treatment market is primarily driven by the following factors:
I. Disease Burden and Unmet Needs
High Disability and Mortality Rates:
DMD is a progressive muscle wasting disease. Patients typically lose the ability to walk around age 10 and die from cardiopulmonary failure between the ages of 20 and 30. With approximately 300,000 cases worldwide and over 70,000 in China, the disease poses a significant social burden.
If a female carrier gives birth to a boy, there is a 50% chance that the child will inherit the disease, creating a high family genetic risk.
Limitations of Existing Treatments:
Current mainstream treatments, including corticosteroids (such as deflazacort) and topical exon-skipping drugs (such as Exondys 51), can only delay the disease, not cure it, and require long-term use with significant side effects.
There is a lack of universal treatments, which only cover specific gene mutation types (such as exon 51/53 skipping), limiting their applicable population.
Improved Diagnosis Rate:
With improved medical infrastructure and urbanization, China's DMD diagnosis rate is expected to rise from approximately 30% in 2022 to over 50% in 2025, bringing more patients into the treatment-needing population.
II. R&D Progress and Pipeline Breakthroughs
Breakthroughs in Gene Therapy and Oligonucleotide Technologies:
Gene therapies, such as Sarepta's SRP-9001 (microdystrophin delivered via an AAVrh74 vector) and Faith Pharmaceuticals' BBM-D101 (engineered AAV vector), achieve long-term protein expression with a single dose. Clinical trials have shown a significant increase in the percentage of positive fibers.
Huida Gene's CRISPR-Cas12 gene editing therapy has entered clinical trials, targeting gene mutation repair.
Oligonucleotide therapies, including antisense oligonucleotides (ASOs) and next-generation peptide-coupled oligonucleotides (PPMOs), such as PepGen's PGN-EDO51 and Entrada's ENTR-601-44, enhance cellular uptake and lysosomal escape, improving efficacy and reducing dosage.
Active Domestic R&D Pipeline:
Over 10 DMD drugs have entered clinical trials in China, including gene editing (such as Huida Gene's CRISPR-Cas12), AAV gene therapy (Jinwei Bio's JWK007), and mini-protein drugs (Faith Pharmaceuticals' BBM-D101). Some have received FDA orphan drug designation and are expected to be launched after 2026.
III. Policy Support and Optimized Payment Environment
Policy Support for Rare Diseases:
US: The DUX Act extends the market exclusivity period for DMD orphan drugs to 7.5 years, and the accelerated approval process shortens drug launch time by 34%.
China: DMD will be included in the second round of rare disease listings in 2024, promoting domestic R&D. Medical insurance coverage has expanded, with vamorolone included in the national medical insurance negotiations. The price of domestically produced gene therapies is expected to drop below 2 million yuan by 2026.
Improved Affordability:
North America: Commercial insurance companies (such as UnitedHealthcare) have prioritized DMD gene therapy reimbursement, with medical insurance coverage exceeding 80%. In Europe, reimbursement rates for products that pass HTA assessment exceed 80%, but product launches lag 9-15 months behind those in the US.
Asia-Pacific: Markets such as China, Japan, and South Korea are experiencing significant growth, with policies and capital jointly driving therapeutic accessibility.
The DMD therapy market is driven by disease severity, technological breakthroughs, and favorable policies. Gene editing and RNA therapies will dominate the future, but high costs and production capacity bottlenecks (such as AAV vector production) still need to be overcome. Companies need to focus on technological innovation and payment model optimization to address unmet medical needs.
This report aims to provide a comprehensive presentation of the global market for Duchenne Muscular Dystrophy (DMD) Therapeutics, focusing on the total sales revenue, key companies market share and ranking, together with an analysis of Duchenne Muscular Dystrophy (DMD) Therapeutics by region & country, by Type, and by Application.
The Duchenne Muscular Dystrophy (DMD) Therapeutics market size, estimations, and forecasts are provided in terms of sales revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. With both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Duchenne Muscular Dystrophy (DMD) Therapeutics.
Market Segmentation
By Company
Segment by Type
Segment by Application
By Region
Chapter Outline
Chapter 1: Introduces the report scope of the report, global total market size. This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.
Chapter 2: Detailed analysis of Duchenne Muscular Dystrophy (DMD) Therapeutics company competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 3: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 5: Revenue of Duchenne Muscular Dystrophy (DMD) Therapeutics in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world.
Chapter 6: Revenue of Duchenne Muscular Dystrophy (DMD) Therapeutics in country level. It provides sigmate data by Type, and by Application for each country/region.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product revenue, gross margin, product introduction, recent development, etc.
Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.
Chapter 9: Conclusion.