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시장보고서
상품코드
2044683
Lonigutamab : 판매 예측 및 시장 규모(2034년)Lonigutamab Sales Forecast, and Market Size Analysis - 2034 |
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DelveInsight
(1) 검증된 시장 수요를 바탕으로 한 TED의 큰 상업적 기회
TED는 여전히 미충족 수요가 매우 높은 고부가가치 희귀질환 시장입니다. Amgen(2023년 Horizon Therapeutics 인수)에 따르면 TEPEZZA는 2024년 전 세계에서 약 19억 6,000만 달러의 순매출을 기록했습니다. 이는 IGF-1R을 표적으로 하는 치료법에 대한 의사들의 강력한 수요를 지원합니다. 한편, TEPEZZA의 성공에도 불구하고 정맥주사로 인한 부담, 청각 관련 부작용, 접근성 장벽으로 인해 시장 침투율은 여전히 제한적이며, Lonigutamab과 같은 차세대 진입을 위한 여지가 남아있습니다.
(2) 최초의 피하주사형 IGF-1R 치료제로서 채택 확대 가능성
주요 성장 요인 중 하나는 Lonigutamab의 피하투여로 정맥투여 TEPEZZA와 차별화를 꾀할 수 있다는 점입니다. ACELYRIN에 따르면 Lonigutamab은 TED 환자에서 임상 반응을 보인 최초의 피하 투여형 항 IGF-1R 요법입니다. 현재 진행 중인 1/2상 임상시험에서는 다음과 같은 투여 요법을 평가하고 있습니다. :
피하투여를 통해 정맥주사 센터에 대한 의존도를 낮추고, 환자의 편의성을 향상시켜 치료의 보급 확대에 기여할 수 있습니다.
(3) 양호한 초기 임상 유효성 데이터
2024년 3월, ACELYRIN은 진행 중인 1/2상 임상시험에서 Lonigutamab이 첫 투여 후 3주 만에 안구 돌출 및 임상 활동 점수(CAS)의 빠른 개선을 보였다고 발표했습니다. 이는 TED 치료의 주요 유효성 지표입니다.
2025년 1월, 회사는 2상 시험의 모든 데이터가 "표준 치료와 동등한" 잠재적 효능을 보여줬다고 밝히며, Lonigutamab이 기존 치료제와 경쟁할 수 있다는 확신을 더욱 강화했습니다.
(4) TEPEZZA 대비 안전성 프로파일 개선 가능성
TEPEZZA의 가장 큰 상업적 제약 중 하나는 다음과 같은 부작용이었다:
아셀린은 2025년 1월, Lonigutamab이 표준 치료와 비교하여 더 나은 안전성 프로파일을 나타낼 가능성이 있다고 발표했습니다. 3상 시험에서 이것이 확인된다면, 이는 처방에 있으며, 큰 이점이 될 수 있습니다.
Lonigutamab의 최근 동향
2025년 1월, 아셀린은 갑상선안병증(TED) 환자를 대상으로 한 로니구타맙의 임상 2상 추가 데이터와 임상 3상 LONGITUDE 프로그램 설계에 대한 추가 데이터를 발표했습니다.
이 보고서는 미국, EU4(독일, 프랑스, 이탈리아, 스페인, 이탈리아, 스페인, 영국, 일본 등 주요 7개국(미국, EU4, 독일, 프랑스, 이탈리아, 스페인, 영국, 일본)의 로니구타맙(Lonigutamab) 시장 동향을 조사하고, 그레이브스 안병증 등 잠재적 적응증에 대한 포괄적인 인사이트를 제공합니다.
이 보고서에서는 2020-2034년 Lonigutamab의 기존 사용 현황, 잠재적 적응증에 대한 진입 전망, 시장 성과에 대한 상세한 분석과 함께 잠재적 적응증에 대한 Lonigutamab의 상세한 설명을 제공하고 있습니다. Lonigutamab의 매출 예측, 작용기전(MoA), 용량 및 투여방법, 규제 마일스톤을 포함한 연구개발(R&D), 기타 활동, 향후 시장 평가, SWOT 분석, 애널리스트 견해, 경쟁 상황, 각 적응증별 기타 신흥 치료제 개요, 시장 시장을 촉진하는 요인에 대해서도 분석하고 있습니다.
(1) Large commercial opportunity in TED with validated market demand
TED remains a high-value rare disease market with significant unmet need. TEPEZZA generated approximately $1.96 billion in global net sales in 2024, according to Amgen (which acquired Horizon Therapeutics in 2023). This validates strong physician demand for IGF-1R-targeting therapies. Despite TEPEZZA's success, penetration remains limited due to infusion burden, hearing-related adverse events, and access barriers-creating room for next-generation entrants like Lonigutamab.
(2) First subcutaneous IGF-1R therapy could significantly improve adoption
A major growth driver is Lonigutamab's subcutaneous administration, which differentiates it from IV-infused TEPEZZA. According to ACELYRIN, Inc., Lonigutamab became the first SC anti-IGF-1R therapy to demonstrate clinical responses in TED patients. The current Phase 1/2 trial evaluated dosing regimens such as:
SC administration could reduce infusion-center dependency and improve patient convenience, potentially expanding treatment uptake.
(3) Positive early clinical efficacy data
In March 2024, ACELYRIN announced that Lonigutamab showed rapid improvement in proptosis and Clinical Activity Score (CAS) within just 3 weeks after the first dose in its ongoing Phase 1/2 trial. These are key efficacy metrics in TED treatment.
In January 2025, the company further stated that total Phase 2 data showed potential efficacy "in line with standard of care", strengthening confidence that Lonigutamab could compete with existing therapies.
(4) Potentially improved safety profile vs TEPEZZA
One of TEPEZZA's biggest commercial limitations has been adverse events such as:
ACELYRIN stated in January 2025 that Lonigutamab demonstrated a potentially more favorable safety profile versus standard care. If confirmed in Phase 3 trials, this could become a major prescribing advantage.
Lonigutamab Recent Developments
In January 2025, Acelyrin announced additional data from its Phase II clinical trial as well as the design for its Phase III LONGITUDE program of lonigutamab in thyroid eye disease (TED) patients.
"Lonigutamab Sales Forecast, and Market Size Analysis - 2034" report provides comprehensive insights of Lonigutamab for potential indication like Graves ophthalmopathy in the 7MM. A detailed picture of Lonigutamab's existing usage in anticipated entry and performance in potential indications in the 7MM, i.e., the United States, EU4 (Germany, France, Italy, and Spain) and the United Kingdom, and Japan for the study period 2020 -2034 is provided in this report along with a detailed description of the Lonigutamab for potential indications. The Lonigutamab market report provides insights about Lonigutamab's sales forecast, mechanism of action (MoA), dosage and administration, as well as research and development including regulatory milestones, along with other developmental activities. Further, it also consists of historical and current Lonigutamab performance, future market assessments inclusive of the Lonigutamab market forecast analysis for potential indications in the 7MM, SWOT, analysts' views, comprehensive overview of market competitors, and brief about other emerging therapies in respective indications. It also provides analysis of Lonigutamab sales forecasts, along with factors driving its market.
Lonigutamab Drug Summary
Lonigutamab is an investigational, subcutaneously administered humanized monoclonal antibody designed to inhibit the Insulin-like Growth Factor 1 Receptor signaling by selectively binding to and blocking IGF-1R activation, thereby reducing downstream signaling involved in inflammation and tissue remodeling. It is being developed by Acelyrin, Inc. for the treatment of Thyroid Eye Disease, a rare autoimmune condition characterized by orbital inflammation and proptosis. Lonigutamab aims to offer a potentially more convenient alternative to intravenous Teprotumumab-trbw through subcutaneous delivery while maintaining efficacy in reducing proptosis and diplopia. The drug is currently in clinical development, with early studies evaluating its safety, pharmacokinetics, and therapeutic potential in TED patients, positioning it as a next-generation IGF-1R-targeted therapy in an evolving competitive landscape. The report provides Lonigutamab's sales, growth barriers and drivers, post usage and approvals in multiple indications.
Scope of the Lonigutamab Market Report
The report provides insights into:
The Lonigutamab market report is built using data and information sourced primarily from internal databases, primary and secondary research and in-house analysis by DelveInsight's team of industry experts. Information and data from the secondary sources have been obtained from various printable and nonprintable sources like search engines, news websites, global regulatory authorities websites, trade journals, white papers, magazines, books, trade associations, industry associations, industry portals and access to available databases.
Lonigutamab Analytical Perspective by DelveInsight
This Lonigutamab sales market forecast report provides a detailed market assessment of Lonigutamab for potential indication like Graves ophthalmopathy in the seven major markets, i.e., the United States, EU4 (Germany, France, Italy, and Spain) and the United Kingdom, and Japan. This segment of the report provides current and forecasted Lonigutamab sales data uptil 2034.
The Lonigutamab market report provides the clinical trials information of Lonigutamab for potential indications covering trial interventions, trial conditions, trial status, start and completion dates.
Lonigutamab Competitive Landscape
The report provides Insights on competitors and marketed products within the domain, along with a summary of emerging products and their respective launch dates, posing significant competition in the market.
Lonigutamab Market Potential & Revenue Forecast
Lonigutamab Competitive Intelligence
Lonigutamab Regulatory & Commercial Milestones
Lonigutamab Clinical Differentiation
Lonigutamab Market Report Highlights