In the field of diabetes treatment, insulin has dominated for a hundred years, but insulin can cause hypoglycemia and even severe hypoglycemia and death
.
Therefore, GLP-1 receptor agonists have become a new driver of the global diabetes drug market
due to their significant advantages in cardiovascular protection and weight loss compared to insulin.
According to Frost & Sullivan Research Report, the global diabetes drug market size in 2020 is as high as 69.
7 billion US dollars, of which GLP-1RA class hypoglycemic drugs account for 18.
8% (about 13.
1 billion US dollars), second only to insulin and its analogues
, which account for 39.
0% (about 27.
2 billion US dollars).
It is worth mentioning that the industry predicts that the size of China's GLP-1RA market is expected to grow from 1.
6 billion yuan in 2020 to 15.
6 billion yuan in 2025, and then reach 50.
1 billion yuan
in 2030 at a CAGR of = 26.
2%.
However, although the market space of GLP-1 is vast, GLP-1 receptor agonists on the market are almost monopolized by multinational pharmaceutical giants, including Novo Nordisk's liraglutide, semeglutide, AstraZeneca's exenatide, Eli Lilly's dulaglutide, Sanofi's risintide, etc
.
Among them, Novo Nordisk's first-generation GLP-1RA liraglutide (Novo Force) occupies the main market
.
It is reported that Novoli was approved for listing in China in 2011, and after being included in the medical insurance catalogue in 2017, it quickly increased to 1.
494 billion yuan
in 2021.
In addition, Novo Nordisk's second-generation GLP-1RA semeglutide was approved in China in April 2021 and was quickly included in medical insurance in December of that year, and the sales of semeglutide in China (including Hong Kong, Macao and Taiwan) in only 7 months in 2021 have reached about 287 million yuan
.
At present, the GLP-1 target drug market, which has great potential, is constantly attracting Chinese pharmaceutical companies to compete for layout
.
It is understood that since the beginning of this year, relevant clinical progress has been frequently reported and lively
.
For example, on June 9, Tonghua Dongbao said that it had submitted a marketing authorization application for liraglutide injection and was accepted, and the indication was type 2 diabetes in
adults.
On July 20, after the marketing registration application of liraglutide API of Shanyu Pharmaceutical was accepted by the State Food and Drug Administration; On July 28, its marketing application for liraglutide injection for adult type 2 diabetes indications was also accepted
.
In the same month, the marketing authorization application of Sino-American East China liraglutide injection (indication for obesity or overweight), a wholly-owned subsidiary of Huadong Pharmaceutical, was accepted by the State Food and Drug Administration.
.
.
It is worth noting that with the approval of the weight loss indication of the GLP-1RA star drug semaglutide in June 2022 in the US FDA, and the continuous growth of liraglutide and semeglutide in the weight loss indication; At present, many domestic pharmaceutical companies are also making efforts
in the indications of GLP-1RA drug for weight loss.
In March 2022, Renhui Biotech announced that its self-developed GLP-1RA benaglutide weight loss indication marketing application was accepted by CDE, and if successfully approved, it will become the first original new drug
in the field of weight loss treatment in China.
In July, Huadong Pharmaceutical announced that its marketing authorization application for liraglutide injection for obesity or overweight indications has been accepted
by the State Food and Drug Administration.
On October 17, Innovent announced on its official micro that the results of its high-dose cohort of multiple dose-increasing phase 1b clinical studies of its research on glucagon-like peptide-1 receptor (GLP-1R)/glucagon receptor (GCGR) dual agonist mazdutide (IBI362) in overweight or obese subjects in China have been published
online in the Lancet eClinicalMedicine.
In general, the GLP-1 field has become a key area for a large number of pharmaceutical companies, and the fierce competition in the future can be imagined
.
In the end, who can gain more market share will depend on the channel and marketing capabilities of the pharmaceutical company, as well as the after-sales ability
of the team.
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