November_New Drugs|New Breakthrough in Fertilizers, GLP-1 Wave Leads to Hundreds of Billions of Dollars in Business Opportunities
New Breakthrough in Weight Loss Drugs, Reducing Cardiovascular Disease Becomes a New Highlight of New Weight Loss Drugs
In the face value economy, when you want to stay slim while enjoying good food, you need God's rescue! According to 2023 World Obesity Atlas, obesity has been on the rise in the past few decades, and obesity is associated with heart disease, type 2 diabetes, and certain specific cancers, which makes obesity even more deadly! GLP-1 (glucagon-like peptide-1), the most important enterokinin in the human body, was originally injected subcutaneously as a new drug for diabetes. When you eat, the human digestive tract will release GLP-1 when stimulated by nutrients. GLP-1 will be released from the intestinal cells of the human digestive tract, which not only acts on the pancreas and liver, prompting the body to secrete more insulin and reduce glucagon, participating in blood glucose regulation to keep blood glucose stable, but also increase the central cerebral appetite suppression, sending satiety signals to the brain to reduce caloric intake and achieve weight loss and weight control, but also acts on the cardiovascular system to reduce inflammation by metabolism, to regulate blood pressure, blood lipids and thus improve cardiovascular function. Improve cardiovascular function. With Wegovy®(Semaglutide) after five years of enrollment of 17,600 adults with a diagnosis of cardiovascular disease, overweight or obese without a history of diabetes, the results of a large-scale pivotal clinical trial report, the results show that Semaglutide can reduce the risk of serious cardiovascular disease, such as cardiovascular disease and stroke as much as 20%, lowering cardiovascular disease is like a new point of attraction for the new drug to reduce weight, the new drug is not only expanding the approved indications and expanding the use rate, but also adding to the sales prospects of the drug. Semaglutide's multiple effects of lowering glucose, reducing weight and lowering cardiovascular disease will not only expand the approved indications and the utilization rate of the drug, but also increase the prospects of the drug sales market.
減肥藥物商機快速崛起,未來將創造千億美元商機
從市場規模來看,根據摩根士丹利2022年8月研究報告指出全球減肥藥物市場規模24 億美元,預估到2030年可成長22.5倍達到540億美元,其中減肥藥物商機快速崛起的原因來自肥胖人口的增長,肥胖影響全球約 6.5 億人,其中僅約7%的人被診斷並建議接受治療,市場需求仍有很大的開發空間。此外過去美國FDA核准體重管理藥物的步伐一直緩慢,僅有少數9種藥物獲得美國 FDA批准用於治療肥胖(其中2種已經下市),且美國醫生對於新型肥胖藥物的接受程度遠遠低於其他類新藥,因此市場患者接受度也躊躇不前,隨著GLP-1療法進入減肥市場局面有所改觀,諾和諾德的Ozempic®和Wegovy®,以及禮來的Mounjaro®臨床數據正向積極、療效良好(減重效果:從減重約體重5~10%提高到約16%,高劑量甚至可達22.5%)、療效作用時間長(使用頻率:從每日一次延長到每周一次),以及降低心臟病和中風風險的優勢帶動下,連過去視減肥藥為醫美非必要治療藥物且不列入給付範圍的美國聯邦醫療保險(Medicare)和部分公司保險,也重新評估減肥藥改善患者整體健康狀況,以及節省大量醫療保險系統資金間的效益,未來更有望掃除醫療保險報銷障礙。根據諾和諾德及禮來的目前銷售數據來看,諾和諾德旗下GLP-1類藥物的半年度銷售額已接近百億美元,禮來Mounjaro®單季銷售額已接近10億美元,從多家研究機構已紛紛調高銷售預測,也不難看出減肥新藥商機快速擴張的趨勢,減肥療法需求龐大,將推動多達10種競爭產品的銷售,看來千億美元的全球减肥藥物市場規模指日可待。
諾和諾德的減肥藥Semaglutide在美國自上市以來,已經改變了減肥市場,吸引全球患者、投資者和名人的關注,從新一代減肥新藥開發趨勢上來看,肥胖治療領域的未滿足需求在於提高療效、維持體重的治療,以及延伸降低或治療心血管疾病,目前許多研發中候選新藥仍是依循已上市藥物的作用機制GLP-1RA開發,此外創新候選藥物開發趨勢則朝向雙重(double-agonist therapy,如GLP-1R/amylin或GLP-1/GIP)或三重激動劑(triple-agonist therapy)的作用機制發展,其中口服劑型也是發展亮點之一,如諾和諾德口服Semaglutide以及輝瑞口服減肥藥danuglipron(臨床2期),目前臨床數據皆與Semaglutide注射液一樣有效,免去挨針疼痛,也將撼動減肥和糖尿病市場版圖的變化。
瘦身是門好生意,台廠從健身器材、健身房、新藥開發到健康食品應有盡有
回歸肥胖的本質,肥胖主因攝入能量和代謝消耗間的平衡失序而引起,改變生活方式如減少不良的飲食行為、控制甜食和多運動仍是肥胖治療的重要主軸,需要從飲食、運動鍛煉、心理、藥物或手術進行干預。台灣民眾熱愛減重,高居亞太市場之冠,減肥及瘦身是全民生活新亮點,目前台灣衛福部核准的減重用藥只有Orlistat®、Contrave®、Saxenda®和Wegovy®且都為醫師處方用藥,須經由醫師診療後開立,依醫囑使用,切勿濫用減肥藥當心不慎觸法。
在全球瘋減肥及瘦身的風潮下,台廠在減肥商品和服務佈局涵蓋從健身俱樂部到健身私教的世界健身俱樂部(品牌: World Gym)和柏文健康(品牌: 健身工廠)、各類商用或居家健身器材如喬山、力山和岱宇,以及醫藥品如康霈脂溶新藥CBL-514、美時外銷減肥藥Qsymia®和友華代理長效減肥藥Contrave®,以及塑身、健康食品、科學減重APP或穿戴裝置等應有盡有,持續為實現安全、快速的減重和體重管理找具效益的解決方案。
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