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【Pharmaceutical network market analysis】Diabetes is a metabolic disease with high blood sugar as the main feature in the clinic, and its etiology and pathogenesis have not been fully understood, and the number of patients with such diseases is very large, and it shows an increasing trend
year by year.
The huge patient population has brought momentum to the diabetes drug market, of which the total size of the type 2 diabetes drug market alone has approached $
70 billion.
At present, the diabetes treatment drugs on the market mainly include sulfonylureas, biguanides, α-glycosidase inhibitors, insulin, thiazolidinediones (TZDs), glinides, GLP-1RA, DPP-IV.
inhibitors, SGLT-2 inhibitors, etc.
, of which GLP-1RA drugs have great potential, and the industry believes that it is expected to innovate the entire hypoglycemic drug market
.
According to reports, GLP-1 (glucagon-like peptide-1) is a hormone secreted by the intestines during the eating process, which enhances insulin secretion in a glucose concentration-dependent manner, inhibits glucagon secretion, and can delay gastric emptying, and reduce the amount of
food eaten through central appetite suppression.
GLP-1RA is a glucagon-like peptide-1 receptor agonist, by exciting GLP-1 receptor to play a role in lowering blood sugar, the hypoglycemic effect is obvious, the incidence of hypoglycemia is low, but also to reduce the risk of cardiovascular disease, its advantages are outstanding, widely optimistic about
the market.
From the perspective of global GLP-1RA research and development and listing, since 2005, the world's first GLP-1RA drug Exendin-4 (exenatide) was approved by the US FDA for marketing, GLP-1RA has been continuously upgraded
.
For example, in order to solve the problem that Exendin-4 needs to be injected twice a day, Novo Nordisk launched a diabetes treatment drug Liraglutide (liraglutide) that is used once a day, and was approved
by the European EMA and the US FDA in 2009 and 2010.
Eli Lilly further upgraded with the introduction of Dulaglutide, which is administered once a week and was approved by the FDA in 2014 for the treatment of type 2 diabetes
.
In 2017, Novo Nordisk launched the blockbuster GLP-1RA drug Semaglutide (Smeglutide), which extends the half-life to 7 days with breakthrough technology, which can be administered once
a week.
In addition to treating diabetes, the drug also has a good weight loss effect in obese people, and at the same time can benefit cardiovascular and renal benefits
.
Entering 2022, Eli Lilly has upgraded again with the launch of the dual-target drug Tirzepatide (thipapeptide), which only needs to be administered subcutaneously once a week to activate both GLP-1 and GIP receptors
.
In China, in 2021, Semegglutide was officially approved for listing by the State Food and Drug Administration of China as a "dual indication", becoming the first GLP-1RA weekly preparation with cardiovascular disease indications
in China.
The drug only needs to be used once a week, which is suitable for blood glucose control in adult patients with type 2 diabetes mellitus (T2DM) who receive metformin and/or sulfonylurea drugs on the basis of diet control and exercise, which brings a new treatment pattern
for domestic diabetic patients.
China is a big country with diabetes, a large patient base, and a very large
demand for diabetes treatment drugs.
According to the International Diabetes Federation (IDF) in November 2021, about 141 million adults in China have diabetes, and diabetes-related healthcare spending is as high as $
165.
3 billion.
The industry believes that the market share of diabetes drugs in China is still mainly occupied by traditional drugs, and GLP-1RA drugs with good hypoglycemic effect and multiple benefits occupy a small market share, which means that the domestic GLP-1RA drug market space is huge and needs to be further tapped
.
Disclaimer: In no event shall the information or opinions expressed herein constitute investment advice
to any person.