肥胖症：關於新型療法、未滿足的需求和潛在產品前景的洞察報告，2026 年

市場概覽

• 受高效治療方法和療法的日益普及的推動，肥胖症市場正在迅速擴張。
• 法國肥胖症市場預計將從 2025 年的 4.1 億美元成長到 2035 年的 15.7 億美元，複合年成長率高達 14-15%。
• 預計德國肥胖症患者確診人數將以約 7% 的複合年成長率成長，目標市場預計將大幅擴張。

對新型肥胖症治療方法和目標產品概況（TPP）的深入了解

Thelansis 的「肥胖症：新興治療方法報告 - 2026，包括未滿足的需求和目標產品概況 (TPP) 見解」對該適應症的關鍵新興治療方法和主要藥物開發機會進行了全面分析，包括新興的競爭格局、未滿足的需求、目標產品概況 (TPP)、試驗設計和關鍵意見領袖 (KOL) 見解。

肥胖症概述

肥胖是一種複雜的慢性疾病，其特徵是體內脂肪過度堆積，這會損害健康並增加多種併發症的風險，包括第2型糖尿病、心血管疾病、某些癌症和肌肉骨骼疾病。肥胖是由遺傳、環境、行為和代謝因素相互作用引起的，其中能量失衡（熱量攝取超過熱量消耗的狀態）是核心因素。

診斷通常基於體重指數（BMI ≥ 30 kg/m²），但腰圍和身體組成等其他指標可以更準確地評估心血管代謝風險。除了影響身體健康外，肥胖還會導致生活品質下降、心理困擾和社會歧視。

人們越來越認知到，這種疾病是一種受生物因素控制的慢性疾病，需要長期管理。治療方法是多方面的，包括：

• 生活方式改善和營養指導
• 身體活動和行為療法
• 藥物治療
• 嚴重病例的減重手術

近年來，治療方法的進步，特別是GLP-1和雙重腸促胰島素製劑的應用，顯著改善了臨床療效，實現了持續減重，並改變了治療模式。儘管取得了這些進展，肥胖仍然是全球面臨的重大公共衛生挑戰，需要製定可擴展的預防策略和個人化的長期照護模式。

主要亮點

• 德國肥胖症患者人數預計將從 2025 年的 720 萬大幅增加到 2035 年的 1,420 萬，呈現高速成長態勢（年複合成長率為 7%）。
• 肥胖是一種患病率高、醫療負擔重的疾病，相關的併發症會導致大量的長期醫療費用。
• 雖然患者人數眾多，但治療率仍然很低，大多數患者主要透過改變生活方式來控制病情。

透過針對醫生和關鍵意見領袖（KOL）的調查所獲得的見解：

• 透過對關鍵意見領袖 (KOL) 的訪談，我們獲得了更多見解，從而進一步完善了調查結果。
• 調查問卷將根據客戶的要求進行客製化。

交付成果格式：

• PowerPoint簡報
• MS Excel

主要問題

• 詳細的競爭格局趨勢
• 管道分析
• 符合新興治療方法的患者
• 大公司
• 主要作用機制
• 發布日期等的預測
• 臨床試驗趨勢分析
• 目標患者群
• 試驗終點
• 測試設計
• 受試者招募標準等。
• 未滿足的需求和機遇
• 主要現有治療方法的有效性
• 未滿足需求的關鍵領域
• 估算主要未滿足需求的市場規模
• 目標產品概況
• 屬性和級別
• 醫生開立的處方
• 預期患者佔有率
• 關鍵意見領袖對領先新興治療方法的見解
• 意識
• 預期用途/處理線
• 對主要未滿足需求的滿意度
• KOL評論

目標國家

• G8
  • 美國
  • EU5
    • 法國
    • 德國
    • 義大利
    • 西班牙
    • 英國
  • 日本
  • 中國

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

目錄

第1章：主要調查結果及分析師說明

• 主要趨勢：市場概況、SWOT分析、商業性利益與風險等。

第2章 競爭情勢

• 目前的治療方法
• 重點
• 診斷和治療過程/演算法
• 主要治療方法概述及關鍵意見領袖的見解
• 新興治療方法
• 重點
• 診斷和治療過程/演算法
• 領先的新興治療方法－概述及關鍵意見領袖的見解

第3章 產品屬性分析

• 重點
• 科學屬性
• 商業性屬性
• 產品定位

第4章：初步調查

• 目前治療狀態
• 主要治療方法與目標患者族群的比較
• 主要特點和優勢
• 未來治療環境
• 當前挑戰
• 未滿足的需求
• 新興治療方法
• 主要治療方法與目標患者族群的比較
• 主要特點和優勢
• 未來治療前景
• 未滿足的需求和關鍵意見領袖的期望

第5章：未滿足的需求和TPP分析

• 新興治療方法的主要未滿足需求和未來成就
• TPP分析與KOL預期

第6章 監理與報銷環境

第7章附錄

Obesity Emerging Therapy and TPP Insights

Thelansis's "Obesity Emerging Therapy, with Unmet Needs and TPP Insights Report - 2026" provides a comprehensive analysis of the emerging competitive landscape, unmet needs, target product profiles (TPPs), trial designs, and KOL insights on key emerging therapies and key drug development opportunities in the indication.

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 surveys* with physician / key opinion leaders:

• Survey findings are corroborated and enriched by insights from interviews with leading KOLs
• Survey is customized based on client requirements

Deliverables format:

• PowerPoint presentation
• MS Excel

Key business questions answered:

• Detailed emerging competitive landscape
• Pipeline analysis
• Target patients for emerging therapies
• Key companies
• Key mechanism of actions
• Launch date estimates, etc.
• Clinical trial landscape analysis
• Target patient segments
• Trial endpoints
• Trial design
• Recruitment criteria, etc.
• Unmet Needs and Opportunities
• Performance of key current therapies
• Top areas of unmet needs
• Opportunity sizing for key unmet needs
• Target Product Profiles
• Attributes and levels
• Physician likelihood of prescribing
• Expected patient shares
• KOL insights on key emerging therapies
• Level of awareness
• Expected use / line of therapy
• Extent to fulfil key unmet needs
• KOL quotes

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 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 risk, etc.

2. Competitive Landscape

• Current therapies
• Key takeaways
• Dx and Tx journey/algorithm
• Key current therapies - profiles and KOL insights
• Emerging therapies
• Key takeaways
• Dx and Tx journey/algorithm
• Key emerging therapies - profiles and KOL insights

3. Product Attribute Analysis

• Key takeaways
• Scientific attributes
• Commercial attributes
• Product positioning

4. Primary Market Research

• Current treatment landscape
• Key therapies vs. focused patient segment
• Key attributes and benefits
• Futures treatment landscape
• Current challenges
• Unmet needs
• Emerging therapies
• Key therapies vs. focused patient segment
• Key attributes and benefits
• Futures treatment landscape
• Unmet needs and KOL expectations

5. Unmet Need and TPP Analysis

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

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

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