肥胖：市场展望、流行病学、竞争格局、市场预测报告（2025-2035年）

市场概览

• 受高效疗法和治疗手段日益普及的推动，肥胖症市场正在迅速扩张。
• 法国肥胖症治疗市场预计将从 2025 年的 4.1 亿美元成长到 2035 年的 15.7 亿美元，复合年增长率高达 14-15%。
• 德国肥胖症患者人数预计将以约 7% 的复合年增长率成长，这将显着扩大目标市场。

肥胖症概述

肥胖是一种复杂的慢性疾病，其特征是体内脂肪过度堆积，这会损害健康并增加多种併发症的风险，包括第2型糖尿病、心血管疾病、某些癌症和肌肉骨骼疾病。肥胖是由遗传、环境、行为和代谢因素相互作用引起的，但其核心因素是能量失衡，即热量摄取超过热量消耗。

诊断通常基于体重指数（BMI≥30 kg/m²），但腰围和身体组成等其他指标可以更详细地了解心血管代谢风险。除了影响身体健康外，肥胖还会导致生活品质下降、心理困扰和社会歧视。

人们越来越认识到，这种疾病是一种受生物因素控制的慢性疾病，需要长期管理。治疗方法是多方面的，包括：

• 生活方式改善和营养指导
• 身体活动和行为疗法
• 药物治疗
• 严重病例的减重手术

近年来，治疗手段的进步，特别是GLP-1和双重肠促胰岛素製剂的出现，显着改善了临床疗效，实现了持续减重，并改变了治疗模式。儘管取得了这些进展，肥胖仍然是全球面临的重大公共卫生挑战，需要製定可扩展的预防策略和个人化的长期照护模式。

主要亮点

• 德国肥胖症患者人数预计将从 2025 年的 720 万大幅增加到 2035 年的 1,420 万，呈现高速成长态势（年复合成长率为 7%）。
• 肥胖是一种患病率高、医疗负担重的疾病，相关的併发症会导致大量的长期医疗费用。
• 虽然患者人数众多，但治疗率仍然很低，许多患者主要透过改变生活方式进行治疗。

格式化和更新讯息

• 详细报告（PDF）
• 市场预测模型（基于微软Excel）
• 流行病学数据（MS Excel，互动式工具）
• 高阶主管洞察（PPT简报）
• 其他功能：定期更新、自订和顾问支援。
• 根据 Thelansis 的政策，我们确保所有最新更新在发布前都反映在报告内容和市场模型中。

主要问题

• 我们如何优化 G8 市场（美国、欧盟 5 国、日本、中国）的药物开发与生命週期管理策略？
• 从发病率、盛行率、人群组成以及接受药物治疗的患者人数来看，患者数量分别是多少？
• 未来十年市场收入和病患份额的预测是多少？
• 哪些因素对市场趋势影响最大？
• 受访专家对目前和新兴疗法有何看法？
• 哪款在研发线产品最有前景？其上市潜力及未来市场定位如何？
• 主要未被满足的需求是什么？ KOL 对目标受众有何期望？
• 为确保药物核准并顺利进入市场，必须满足哪些关键的监管和支付方要求？

目标国家

• G8
  • 我们
  • EU5
    • 法国
    • 德国
    • 义大利
    • 西班牙
    • 英国
  • 日本
  • 中国

大公司

• Hanmi Pharmaceutical Company Limited
• Tonghua Dongbao Pharmaceutical Co.,Ltd
• Aphaia Pharma US LLC
• NeuroBiogen Co., Ltd
• Eli Lilly and Company
• MindRank AI Ltd
• Pfizer
• Kailera
• Glyscend, Inc.
• NodThera Limited
• Palatin Technologies, Inc
• BrightGene Bio-Medical Technology Co., Ltd.
• Aardvark Therapeutics, Inc.
• Alnylam Pharmaceuticals
• Guangdong Raynovent Biotech Co., Ltd
• Innovent Biologics（Suzhou）Co. Ltd.
• Hangzhou Zhongmei Huadong Pharmaceutical Co., Ltd.
• Fujian Shengdi Pharmaceutical Co., Ltd.
• Arrowhead Pharmaceuticals
• Hudson Biotech
• Zomagen Biosciences Ltd.
• Corxel Pharmaceuticals
• Regeneron Pharmaceuticals
• Regor Pharmaceuticals Inc.
• Boehringer Ingelheim
• Novo Nordisk A/S
• Skye Bioscience, Inc.
• Shionogi
• Amgen
• Rhythm Pharmaceuticals, Inc.
• Vanda Pharmaceuticals
• Kallyope Inc.
• Metsera, a wholly owned subsidiary of Pfizer
• S1 Biopharma, Inc.
• Biophytis
• AstraZeneca
• Shandong Suncadia Medicine Co., Ltd.
• Biohaven Therapeutics Ltd.
• Beijing QL Biopharmaceutical Co.,Ltd
• Rose Pharma Inc
• Jiangsu Hansoh Pharmaceutical Co., Ltd.
• Vincentage Pharma Co., Ltd
• CSPC Baike（Shandong）Biopharmaceutical Co., Ltd.
• Gan and Lee Pharmaceuticals, USA
• Verdiva Bio Dev Limited
• Gan &Lee Pharmaceuticals.
• Carmot Therapeutics, Inc.
• Exerkine Corporation
• Terns, Inc.
• Chendu DIAO Pharmaceutical Group CO., LTD.
• Hangzhou Sciwind Biosciences Co., Ltd.
• The United Bio-Technology（Hengqin）Co., Ltd.
• Scholar Rock, Inc.
• Biomed Industries, Inc.
• Ikaria Bioscience Pty Ltd
• Hoffmann-La Roche
• HK inno.N Corporation
• Actimed Therapeutics Ltd
• Inversago Pharma Inc.
• Guangzhou Chia Tai Innovative Pharmaceutical Co., Ltd.
• Immunwork, Inc.
• Veru Inc.
• Gasherbrum Bio, Inc., a wholly owned subsidiary of Structure Therapeutics
• Neuraly, Inc.
• ARKAY Therapeutics

目录

第一章：主要调查结果及分析师说明

• 主要趋势：市场概况、SWOT分析、商业性利益与风险等。

第二章：疾病背景

• 疾病定义、分类、病因和病理生理学、药物标靶等。

第三章：流行病学

• 重点
• 发病率/盛行率
• 已确诊并接受药物治疗的患者人数
• 合併症
• 其他相关患者群

第四章 市场规模及预测

• 重点
• 市场驱动因素与限制因素
• 按药物类别分類的趋势
• 各国具体趋势

第五章 竞争情势

• 目前疗法
  • 重点
  • 诊断和治疗过程/演算法
  • 主要疗法概述及KOL洞察
• 新兴疗法
  • 重点
  • 值得关注的后期新疗法—概述、市场上市预期和KOL洞察
  • 值得关注的早期研发管线

第六章：未满足的需求与目标产品分析

• 主要未满足的需求以及透过新兴疗法实现的未来可能性
• TPP分析与KOL展望

第七章 监理与报销环境

第八章附录

Obesity Market Outlook

Thelansis's "Obesity Market Outlook, Epidemiology, Competitive Landscape, and Market Forecast Report - 2025 To 2035" covers disease overview, epidemiology, drug utilization, prescription share analysis, competitive landscape, clinical practice, regulatory landscape, patient share, market uptake, market forecast, and key market insights under the potential Obesity treatment modalities options for eight major markets (USA, Germany, France, Italy, Spain, UK, Japan, and China).

Obesity Overview

Obesity is a complex, chronic disease characterized by excessive accumulation of body fat that impairs health and increases the risk of multiple comorbidities, including type 2 diabetes, cardiovascular disease, certain cancers, and musculoskeletal disorders. It arises from an interplay of genetic, environmental, behavioral, and metabolic factors, with energy imbalance-calories consumed exceeding calories expended-being the central driver.

Diagnosis is typically based on body mass index (BMI ≥30 kg/m2), though additional measures such as waist circumference and body composition provide better insight into cardiometabolic risk. Beyond physical health, obesity is also associated with reduced quality of life, psychological distress, and social stigma.

The disease is increasingly recognized as a biologically regulated, chronic condition, requiring long-term management. Treatment approaches are multifaceted and include:

• Lifestyle modification and nutritional counseling
• Physical activity and behavioral therapy
• Pharmacotherapy
• Bariatric surgery in severe cases

Recent therapeutic advancements-particularly GLP-1 and dual incretin-based therapies-have significantly improved clinical outcomes, enabling sustained weight loss and transforming the treatment paradigm. Despite these advances, obesity remains a major global public health challenge, requiring scalable prevention strategies and personalized long-term care models.

Key Highlights

• The diagnosed obesity population in Germany is projected to grow significantly, increasing from 7.2 million in 2025 to 14.2 million by 2035, reflecting a high growth trajectory (7% CAGR).
• Obesity represents a high-prevalence, high-burden disease, with substantial long-term healthcare costs driven by associated comorbidities.
• Despite large patient numbers, treatment penetration remains low, with many patients managed primarily through lifestyle interventions.

Market Overview

• The obesity market is undergoing rapid expansion, driven by high-efficacy therapies and increasing treatment uptake.
• The obesity market in France is projected to grow from $410M in 2025 to $1.57Bn by 2035, reflecting a strong CAGR of 14-15%.
• The diagnosed population in Germany is expected to grow at ~7% CAGR, significantly expanding the addressable market.

Insights driven by robust research, including:

• In-depth interviews with leading KOLs and payers
• Physician surveys
• RWE analysis for claims and EHR datasets
• Secondary research (e.g., peer-reviewed journal articles, third-party research databases)

Deliverables format and updates*:

• Detailed Report (PDF)
• Market Forecast Model (MS Excel-based automated dashboard)
• Epidemiology (MS Excel; interactive tool)
• Executive Insights (PowerPoint presentation)
• Others: regular updates, customizations, consultant support
• As per Thelansis's policy, we ensure that we include all the recent updates before releasing the report content and market model.

Salient features of Market Forecast model:

• 10-year market forecast (2025-2035)
• Bottom-up patient-based market forecasts validated through the top-down sales methodology
• Covers clinically and commercially-relevant patient populations/ line of therapies
• Annualized drug-level sales and patient share projections
• Utilizes our proprietary Epilansis and Analog tool (e.g., drug uptake and erosion) datasets and conjoint analysis approach
• Detailed methodology/sources & assumptions
• Graphical and tabular outputs
• Users can customize the model based on requirements

Key business questions answered:

• How can drug development and lifecycle management strategies be optimized across G8 markets (US, EU5, Japan, and China)?
• How large is the patient population in terms of incidence, prevalence, segments, and those receiving drug treatments?
• What is the 10-year market outlook for sales and patient share?
• Which events will have the greatest impact on the market's trajectory?
• What insights do interviewed experts provide on current and emerging treatments?
• Which pipeline products show the most promise, and what is their potential for launch and future positioning?
• What are the key unmet needs and KOL expectations for target profiles?
• What key regulatory and payer requirements must be met to secure drug approval and favorable market access?

Countries Covered

• G8
  • United States
  • EU5
    • France
    • Germany
    • Italy
    • Spain
    • U.K.
  • Japan
  • China

Apart from the G8 Market, adding any additional country data to the dashboard/report will cost USD 1,750 per country

Companies Mentioned

• Hanmi Pharmaceutical Company Limited
• Tonghua Dongbao Pharmaceutical Co.,Ltd
• Aphaia Pharma US LLC
• NeuroBiogen Co., Ltd
• Eli Lilly and Company
• MindRank AI Ltd
• Pfizer
• Kailera
• Glyscend, Inc.
• NodThera Limited
• Palatin Technologies, Inc
• BrightGene Bio-Medical Technology Co., Ltd.
• Aardvark Therapeutics, Inc.
• Alnylam Pharmaceuticals
• Guangdong Raynovent Biotech Co., Ltd
• Innovent Biologics (Suzhou) Co. Ltd.
• Hangzhou Zhongmei Huadong Pharmaceutical Co., Ltd.
• Fujian Shengdi Pharmaceutical Co., Ltd.
• Arrowhead Pharmaceuticals
• Hudson Biotech
• Zomagen Biosciences Ltd.
• Corxel Pharmaceuticals
• Regeneron Pharmaceuticals
• Regor Pharmaceuticals Inc.
• Boehringer Ingelheim
• Novo Nordisk A/S
• Skye Bioscience, Inc.
• Shionogi
• Amgen
• Rhythm Pharmaceuticals, Inc.
• Vanda Pharmaceuticals
• Kallyope Inc.
• Metsera, a wholly owned subsidiary of Pfizer
• S1 Biopharma, Inc.
• Biophytis
• AstraZeneca
• Shandong Suncadia Medicine Co., Ltd.
• Biohaven Therapeutics Ltd.
• Beijing QL Biopharmaceutical Co.,Ltd
• Rose Pharma Inc
• Jiangsu Hansoh Pharmaceutical Co., Ltd.
• Vincentage Pharma Co., Ltd
• CSPC Baike (Shandong) Biopharmaceutical Co., Ltd.
• Gan and Lee Pharmaceuticals, USA
• Verdiva Bio Dev Limited
• Gan & Lee Pharmaceuticals.
• Carmot Therapeutics, Inc.
• Exerkine Corporation
• Terns, Inc.
• Chendu DIAO Pharmaceutical Group CO., LTD.
• Hangzhou Sciwind Biosciences Co., Ltd.
• The United Bio-Technology (Hengqin) Co., Ltd.
• Scholar Rock, Inc.
• Biomed Industries, Inc.
• Ikaria Bioscience Pty Ltd
• Hoffmann-La Roche
• HK inno.N Corporation
• Actimed Therapeutics Ltd
• Inversago Pharma Inc.
• Guangzhou Chia Tai Innovative Pharmaceutical Co., Ltd.
• Immunwork, Inc.
• Veru Inc.
• Gasherbrum Bio, Inc., a wholly owned subsidiary of Structure Therapeutics
• Neuraly, Inc.
• ARKAY Therapeutics

Table of Contents

1. Key Findings and Analyst Commentary

• Key trends: market snapshots, SWOT analysis, commercial benefits and risks, etc.

2. Disease Context

• Disease definition, classification, etiology and pathophysiology, drug targets, etc.

3. Epidemiology

• Key takeaways
• Incidence / Prevalence
• Diagnosed and Drug-Treated populations
• Comorbidities
• Other relevant patient segments

4. Market Size and Forecast

• Key takeaways
• Market drivers and constraints
• Drug-class specific trends
• Country-specific trends

5. Competitive Landscape

• Current therapies
  • Key takeaways
  • Dx and Tx journey/algorithm
  • Key current therapies - profiles and KOL insights
• Emerging therapies
  • Key takeaways
  • Notable late-phase emerging therapies - profiles, launch expectations, KOL insights
  • Notable early-phase pipeline

6. Unmet Need and TPP Analysis

• Top unmet needs and future attainment by emerging therapies
• TPP analysis and KOL expectations

7. Regulatory and Reimbursement Environments (by country and payer insights)

8. Appendix (e.g., bibliography, methodology)