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GLP-1 수용체 작용제 및 인크레틴계 치료제 : 경쟁 구도(2026년)

GLP-1 RAs & Incretin Based Therapies - Competitive landscape, 2026

발행일: | 리서치사: 구분자 DelveInsight | 페이지 정보: 영문 450 Pages | 배송안내 : 2-10일 (영업일 기준)

    
    
    




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한글목차
영문목차

GIP와 GLP-1은 혈당 항상성을 조절하는 두 가지 주요 인크레틴 호르몬입니다. 주로 십이지장과 공장에서 K세포에 의해 분비되는 GIP는 혈당 의존성 인슐린 분비를 촉진하는 반면, 주로 회장과 결장에서 L세포에 의해 생성되는 GLP-1은 강력한 인슐린 분비 촉진 작용을 발휘합니다. 이 호르몬들은 모두 혈당 조절 유지에 필수적인 역할을 하며, 포유류 종 간에 고도로 보존되어 있습니다.

GIP와 GLP-1은 중복되는 부분도 있지만 서로 다른 기전을 통해 혈당 및 지질 대사를 조절하는 상호 보완적인 인크레틴 호르몬입니다. GIP는 혈당 의존성 인슐린 분비, 저혈당 시 글루카곤 분비, 그리고 지방 조직으로의 지질 저장을 촉진하는 반면, GLP-1은 인슐린 분비를 촉진하고, 고혈당 시 글루카곤을 억제하며, 위 내용물의 배출을 지연시키고, 포만감을 높입니다. 두 호르몬 모두 클래스 B GPCR 및 cAMP 매개 신호 전달을 통해 작용하지만, DPP-4에 의한 급속한 분해로 인해 반감기가 짧습니다. 이러한 상호 보완적인 작용으로 인해 GLP-1 수용체 작용제 및 세마글루티드, 틸제파티드 등의 GIP/GLP-1 이중 작용제의 치료적 활용이 지지되고 있습니다.

GIP와 GLP-1은 2형 당뇨병(T2DM) 및 비만에 대한 중요한 치료 표적이며, 특히 GLP-1은 더 확립된 임상적 유효성을 가지고 있습니다. 2형 당뇨병에서는 GIP의 활성이 저하되어 있지만, GLP-1 신호 전달과 결합함으로써 그 활성화가 혈당 조절을 개선할 가능성이 있습니다. GLP-1은 포만감을 높이고, 식사 섭취량을 줄이며, 에너지 대사에 영향을 미침으로써 혈당 조절을 개선하고 체중 감소를 촉진합니다. 이러한 상호 보완적인 효과로 인해, GIP/GLP-1 수용체 작용제인 틸제파티드나 GIPR 길항제/GLP-1R 작용제인 마리데바트·카프라글루티드 등, 이중 및 다기능형 인크레틴 요법의 개발이 진행되고 있으며, 이들은 단일 인크레틴 요법보다 더 큰 대사적 이점을 가져다줄 가능성이 있습니다.

천연 GIP 및 GLP-1은 반감기가 짧기 때문에 안정성과 약동학이 개선된 지속형 인크레틴 아날로그의 개발이 진행되어 왔습니다. 엑세나티드, 릴라글루티드, 듀라글루티드, 세마글루티드 등의 GLP-1 작용제는 DPP-4에 의한 분해를 견디고 혈중 농도를 유지하도록 구조가 개량되어, 1일 1회, 주 1회, 나아가 경구 투여가 가능해졌습니다. 이러한 진보를 바탕으로, 틸제파티드 등의 GIP/GLP-1 이중 작용제는 상호 보완적인 인크레틴 경로를 결합함으로써 치료 효과를 높이고 있습니다. 이러한 혁신을 통해 인크레틴 요법의 적용 범위는 혈당 조절에서 체중 관리, 나아가 더 광범위한 심혈관 및 대사 측면의 이점으로 확대되었습니다.

2형 당뇨병(T2DM)의 관리는 혈당 조절에 그치지 않고, 비만 및 심혈관·대사 위험 요인의 통합 관리로 진화해 왔습니다. GLP-1 수용체 작용제(GLP-1RA) 및 틸제파티드는 HbA1c를 대폭 낮추며, 특히 틸제파티드는 매우 높은 유효성을 보이고 있습니다. 한편, 지속형 제제는 일반적으로 인슐린보다 우수한 전반적인 혈당 조절과 저혈당 위험 감소를 가져옵니다. 또한, 이러한 치료법은 임상적으로 의미 있는 체중 감소를 촉진하며, 티르제파티드가 일반적으로 가장 큰 체중 감소 효과를 나타냅니다. 릴라글루티드, 세마글루티드, 알비글루티드, 듀라글루티드를 포함한 일부 GLP-1RA는 MACE 감소를 포함한 심혈관계상의 이점이 입증되었으나, 틸제파티드의 심혈관계에 미치는 영향에 대해서는 현재도 평가가 진행 중입니다. 전반적으로, 인크레틴 계열 치료제는 현재 혈당 조절, 체중 관리, 심혈관 위험, 그리고 잠재적으로는 신장 보호에 이르기까지 폭넓은 이점을 제공하고 있습니다.

보고서 하이라이트:

  • 2026년 8월, 뉴로클라인 바이오사이언시스(Neurocline Biosciences)는 비만 치료제로 개발 중인 GLP-1/GIP/글루카곤 수용체 삼중 작용제인 NBIP-'1968의 안전성 및 내약성을 평가하는 제1상 첫 인체 임상시험을 시작했다고 발표했습니다.
  • 2026년 6월, Hansoh Pharmaceutical Group Company Limited는 자사 그룹의 혁신 의약품인 오라토레파티드 주사액에 대해 비만 및 과체중 성인 환자의 만성 체중 관리를 적응증으로 하는 신약 허가 신청(NDA)이 중국 국가약품감독관리국(NMPA)에 접수되었다고 발표했습니다.
  • 2026년 5월, ‘제프바운드(tirzepatide)’ 및 ‘파운다요(orforglipron)’의 제조사인 일라이 릴리 앤드 컴퍼니는, 비만 또는 과체중이며, 적어도 하나의 체중 관련 동반 질환을 가지고 있고, 당뇨병이 없는 성인을 대상으로,개발 중인 퍼스트-인-클래스 GIP, GLP-1 및 글루카곤의 3가지 호르몬 수용체 작용제인 ‘레타톨티드’의 유효성과 안전성을 평가하는 제3상 임상시험 ‘TRIUMPH-1’의 유망한 톱라인 결과를 발표했습니다. 80주 시점에서 레타톨티드의 모든 용량(4mg, 9mg, 12mg)이 비만과 관련된 주요 평가 지표 및 주요 부차적 평가 지표를 달성하고, 임상적으로 유의미한 체중 감소를 가져왔습니다.
  • 2026년 4월, MetaVia사는 GLP-1(GLP1R) 및 글루카곤(GCGR) 수용체를 모두 표적으로 하는 새로운 듀얼 옥신토모듈린(OXM) 아날로그인 DA-1726을 평가하는 1상 임상시험의 3부 단계에서 첫 번째 환자에 대한 투여가 시작되었다고 발표했습니다. 제1상 임상시험 프로그램의 3부에서는 더 높은 목표 용량을 안전하게 달성하고 내약성을 더욱 최적화하기 위해 1단계 및 2단계 용량 증량 전략을 평가하는 것을 목적으로 하는, 두 개의 16주 용량 증량 코호트로 구성되어 있습니다.
  • 2026년 2월, 항저우 Sciwind Biosciences Co., Ltd.(이하 ‘Sciwind Biosciences’)는 차세대 cAMP 편향형 GLP-1 수용체 작용제인 에크노글루티드(Ecnoglutide) 주사제에 대해 화이자 차이나와 전략적 상용화 제휴를 체결했다고 발표했습니다. 본 계약에 따라 화이자는 중국 본토에서 해당 제품의 독점적 상용화 권리를 획득하게 되며, 이는 중국 내 대사 분야에서의 화이자 세계 전략을 추진하기 위한 중요한 첫걸음이 될 것입니다. Sciwind Biosciences는 계속해서 판매 승인 보유자로서의 지위를 유지하며, 해당 제품의 연구 개발, 승인 신청, 제조 및 공급을 담당합니다. 본 계약 조건에 따라 Sciwind Biosciences는 선급금, 규제 관련 마일스톤 지급금 및 매출 마일스톤 지급금으로 최대 4억 9,500만 달러를 수령할 자격을 갖게 됩니다.
  • 2026년 2월, 화이자는 2형 당뇨병이 없는 비만 또는 과체중 성인을 대상으로, 완전 편향형 초장시간 작용형 주사용 GLP-1 수용체 작용제(RA)인 PF'3944(MET-097i)의월 1회 유지 투여를 검증한 제IIb상 VESPER-3 임상시험에서 긍정적인 톱라인 결과를 발표했습니다.
  • 2026년 1월, 로슈는 비만 치료를 목적으로 개발 중인 GLP-1/GIP 수용체 이중 작용제 ‘CT-388’의 제2상 임상시험 ‘CT388-103’에서 긍정적인 톱라인 결과를 발표했습니다. 본 임상시험에서 CT-388(최대 24 mg까지 점진적으로 증량)을 주 1회 피하 투여한 결과, 48주 시점에서 체중 감량이 정체되는 현상 없이 위약 조정 후 통계적으로 유의미하고 임상적으로 의미 있는 22.5%의 체중 감량(유효성 추정치)이 확인되었습니다. 체중 감소와 관련하여 명확한 용량-반응 관계가 확인되었습니다. 치료 요법 추정치에 따르면, CT-388을 통해 달성된 위약 조정 후 체중 감소율은 18.3%(p값 < 0.001)였습니다. 48주 시점에서, 24mg 투여군에서 CT-388 투여 대상자의 95.7%가 5% 이상의 체중 감소를 달성했으며, 87%는 10% 이상, 47.8%는 20% 이상, 26.1%는 30% 이상의 체중 감소를 달성했습니다. 기준선 시점에서 전당뇨 상태였으며, 24 mg의 CT-388로 치료를 받은 피험자의 73%가 48주 차에 정상 혈당 수치에 도달한 반면, 위약군에서는 7.5%에 그쳤습니다. 이 치료는 내약성이 양호했으며, 위장 관련 이상반응의 대부분은 경증에서 중등도였으며, 일반적으로 인크레틴 계열 약제에서 나타나는 것과 일치했습니다. 또한, 이상반응으로 인한 치료 중단률은 낮았습니다(CT-388군 5.9%, 위약군 1.3%).
  • 2026년 1월, 아스트라제네카는 CSPC 파마슈티컬스와 새로운 전략적 제휴 계약을 체결하고, 8개 프로그램을 통해 비만 및 2형 당뇨병에 대한 여러 차세대 치료제 개발을 추진함으로써 체중 관리 포트폴리오를 강화했습니다. 본 계약에 따라 양사는 당초 CSPC의 첨단 AI 기반 펩타이드 신약 개발 플랫폼과 자사 고유의 ‘LiquidGel’월 1회 투여 플랫폼 기술을 활용한 4개 프로그램을 추진해 나갈 예정입니다. 아스트라제네카는 CSPC의월 1회 투여형 체중 관리 포트폴리오에 대해 중국을 제외한 전 세계에 대한 독점적 권리를 확보합니다. 이 포트폴리오는 1상 임상시험 단계에 접어든 장시간 작용형 GLP1R/GIPR 작용제인 임상 준비 단계 자산 ‘SYH2082’ 1건과, 비만 및 체중 관련 질환을 앓고 있는 환자들에게 장기적인 치료 효과를 제공하도록 설계된, 서로 다른 작용기전을 가진 3개의 전임상 프로그램으로 구성되어 있습니다.
  • 2025년 12월, 화이자는 상하이 푸싱 의약(그룹) 유한공사(02196.HK 및 600196.SH)의 자회사인 YaoPharma사와, 만성 체중 관리를 목적으로 현재 제1상 임상시험 단계에 있는 저분자 글루카곤 유사 펩타이드 1(GLP-1) 수용체 작용제 ‘YP05002’의 개발,제조 및 상용화에 관한 전 세계 독점 제휴 및 라이선스 계약을 체결했다고 발표했습니다.
  • 2025년 6월, Regeneron Pharmaceuticals, Inc.는 Hansoh Pharmaceuticals Group Company Limited와 현재 3상 시험 단계에 있는 GLP-1/GIP 이중 수용체 작용제에 대해 중국 본토,홍콩, 마카오를 제외한 지역에서 독점적인 임상 개발 및 상용화 권리를 확보하기 위한 전략적 라이선싱 계약을 체결했다고 발표했습니다. 1,000명 이상의 환자를 대상으로 연구가 진행 중이며, 주 1회 피하 주사로 투여되는 이 신약 후보물질(HS-20094)은 유망한 유효성 및 안전성 임상 데이터를 보여주고 있으며,FDA가 승인한 유일한 GLP-1/GIP 수용체 작용제와 유사한 프로파일을 가질 가능성이 시사되고 있습니다. 현재 중국에서 비만을 대상으로 한 3상 임상시험 및 당뇨병을 대상으로 한 2b상 임상시험이 진행 중입니다.
  • 2025년 5월, 세프텔나(Septerna)와 노보노르디스크(Novo Nordisk)는 비만, 2형 당뇨병 및 기타 심혈관·대사 질환을 대상으로 하는 경구용 저분자 의약품의 발굴, 개발 및 상용화에 관한 전 세계 독점적 제휴 및 라이선싱 계약을 체결했다고 발표했습니다. 양사는 당초 GLP-1, GIP, 글루카곤 수용체를 포함한 하나 이상의 특정 G 단백질 결합 수용체(GPCR)를 표적으로 하는 저분자 치료제 후보에 대해 4개의 개발 프로그램을 시작할 예정입니다.

자주 묻는 질문

  • GIP와 GLP-1의 역할은 무엇인가요?
  • GLP-1 수용체 작용제의 임상적 유효성은 어떤가요?
  • 틸제파티드의 효과는 무엇인가요?
  • GIP/GLP-1 이중 작용제의 개발 현황은 어떤가요?
  • GLP-1 수용체 작용제의 안정성은 어떻게 개선되었나요?
  • 2026년 GLP-1/GIP/글루카곤 수용체 삼중 작용제의 임상시험 결과는 어떤가요?
  • GLP-1/GIP 이중 수용체 작용제의 개발 현황은 어떤가요?

목차

소개

주요 요약

GLP-1 수용체 작용제 및 인크레틴계 치료제 : 개요

GLP-1 수용체 작용제 및 인크레틴계 치료제 : 분석적 관점 - 상세한 시장 평가

경쟁 구도

치료 평가

GLP-1 수용체 작용제 및 인크레틴계 치료제 : 기업 개요 및 제품 프로파일(시판 치료법)

GLP-1 수용체 작용제 및 인크레틴계 치료제 : 기업 개요 및 제품 개요(개발중인 치료법)

GLP-1 수용체 작용제 및 인크레틴계 치료제 : 미충족 수요

GLP-1 수용체 작용제 및 인크레틴계 치료제 : 시장 성장 촉진요인과 장벽

KSM 26.09.01

DelveInsight's, "GLP-1 RAs & Incretin Based Therapies - Competitive landscape, 2026," report provides comprehensive insights about 180+ companies and 200+ drugs in GLP-1 RAs & Incretin Based Therapies Competitive landscape. It covers the therapeutics assessment by product type, stage, route of administration, and molecule type. It further highlights the inactive pipeline products in this space.

Geography Covered:

  • Global coverage

GLP-1 RAs & Incretin Based Therapies: Understanding

GLP-1 RAs & Incretin Based Therapies: Overview

GIP and GLP-1 are the two primary incretin hormones that regulate glucose homeostasis. GIP, secreted mainly by K cells in the duodenum and jejunum, enhances glucose-dependent insulin secretion, while GLP-1, produced predominantly by L cells in the ileum and colon, exerts potent insulinotropic effects. Both hormones play essential roles in maintaining glucose control and are highly conserved across mammalian species.

GIP and GLP-1 are complementary incretin hormones that regulate glucose and lipid metabolism through overlapping yet distinct mechanisms. GIP enhances glucose-dependent insulin secretion, glucagon release during hypoglycemia, and adipose lipid storage, whereas GLP-1 promotes insulin secretion, suppresses glucagon during hyperglycemia, delays gastric emptying, and increases satiety. Both act through class B GPCRs and cAMP-mediated signaling but have short half-lives due to rapid DPP-4 degradation. Their complementary effects support the therapeutic use of GLP-1 receptor agonists and dual GIP/GLP-1 agonists such as semaglutide and tirzepatide.

GIP and GLP-1 are important therapeutic targets for T2DM and obesity, with GLP-1 having more established clinical benefits. While GIP activity is impaired in T2DM, its activation may enhance glucose control when combined with GLP-1 signaling. GLP-1 improves glycemic control and promotes weight loss by enhancing satiety, reducing food intake, and influencing energy metabolism. These complementary effects have driven the development of dual- and multifunctional incretin therapies, including the GIP/GLP-1 receptor agonist tirzepatide and the GIPR antagonist/GLP-1R agonist maridebart cafraglutide, which may offer greater metabolic benefits than single-incretin therapies.

Native GIP and GLP-1 have short half-lives, prompting the development of longer-acting incretin analogues with improved stability and pharmacokinetics. GLP-1 agonists such as exenatide, liraglutide, dulaglutide, and semaglutide incorporate structural modifications to resist DPP-4 degradation and prolong circulation, enabling daily, weekly, and oral dosing. Building on these advances, dual GIP/GLP-1 agonists such as tirzepatide combine complementary incretin pathways to enhance therapeutic efficacy. These innovations have expanded incretin therapies from glycemic control to weight management and broader cardiometabolic benefits.

T2DM management has evolved beyond glycemic control toward integrated management of obesity and cardiometabolic risk. GLP-1RAs and tirzepatide provide substantial HbA1c reductions, with tirzepatide showing particularly strong efficacy, while long-acting agents generally offer better overall glycemic control and lower hypoglycemia risk than insulin. These therapies also promote clinically meaningful weight loss, with tirzepatide generally producing the greatest reductions. Several GLP-1RAs, including liraglutide, semaglutide, albiglutide, and dulaglutide, have demonstrated cardiovascular benefits, including reduced MACE, whereas tirzepatide's cardiovascular effects remain under evaluation. Overall, incretin-based therapies now offer broader benefits across glycemic control, weight management, cardiovascular risk, and potentially renal protection.

Report Highlights:

  • In August 2026, Neurocrine Biosciences, Inc. announced the initiation of a Phase I first-in-human clinical study evaluating the safety and tolerability of NBIP-'1968, an investigational GLP-1/GIP/glucagon receptor triple agonist being developed as a therapy for obesity.
  • In June 2026, Hansoh Pharmaceutical Group Company Limited announced the New Drug Application (NDA) for the Group's innovative drug Olatorepatide Injection has been accepted by the National Medical Products Administration (NMPA) of China for chronic weight management in obese and overweight adult patients.
  • In May 2026, Eli Lilly and Company, the maker of Zepbound (tirzepatide) and Foundayo (orforglipron), announced positive topline results from TRIUMPH-1, a Phase III clinical trial evaluating the efficacy and safety of retatrutide, an investigational, first-in-class GIP, GLP-1, and glucagon triple hormone receptor agonist, in adults with obesity or overweight and at least one weight-related comorbidity and without diabetes. At 80 weeks, all doses of retatrutide (4 mg, 9 mg, and 12 mg) met the primary and key secondary endpoints for obesity, delivering clinically meaningful weight loss.
  • In April 2026, MetaVia Inc. announced that the first patient has been dosed in Part 3 of its Phase I clinical trial evaluating DA-1726, a novel dual oxyntomodulin (OXM) analog targeting both GLP-1 (GLP1R) and glucagon (GCGR) receptors. Part 3 of the Phase I program consists of two 16-week titration cohorts designed to evaluate one-step and two-step dose-escalation strategies to safely achieve higher target doses and further optimize tolerability.
  • In February 2026, Hangzhou Sciwind Biosciences Co., Ltd. ("Sciwind Biosciences") announced a strategic commercialization collaboration with Pfizer China for Ecnoglutide injection (Ecnoglutide), a new-generation cAMP-biased GLP-1 receptor agonist. Under the agreement, Pfizer will obtain exclusive commercialization rights for the product in Mainland China, marking an important first step to advance Pfizer's global strategy in the metabolic field in China. Sciwind Biosciences will remain the Marketing Authorization Holder and will be responsible for research and development, registration, manufacturing, and supply of the product. Under the terms of the agreement, Sciwind Biosciences is eligible to receive up to USD 495M in upfront, regulatory and sales milestone payments.
  • In February 2026, Pfizer Inc. announced positive topline results from the Phase IIb VESPER-3 study investigating monthly maintenance dosing of its fully-biased, ultra-long-acting, injectable GLP-1 receptor agonist (RA) PF'3944 (MET-097i) in adults with obesity or overweight without type 2 diabetes.
  • In January 2026, Roche announced positive topline results from CT388-103, a Phase II clinical trial of CT-388, an investigational dual GLP-1/GIP receptor agonist being developed for the treatment of obesity. The study found that once-weekly subcutaneous injections of CT-388 (titrated up to 24 mg) resulted in significant and clinically meaningful placebo-adjusted weight loss of 22.5% (efficacy estimand) without reaching a weight loss plateau at 48 weeks. A clear dose-response relationship on the weight loss was observed. For the treatment-regimen estimand, the placebo-adjusted weight loss achieved with CT-388 was 18.3% (p-value < 0.001). At week 48 for the 24 mg dose, 95.7% of CT-388 treated participants achieved a weight loss of >=5%, 87% achieved >=10%, 47.8% achieved >=20%, and 26.1% achieved >=30%. 73% of participants who were pre-diabetic at baseline and treated with CT-388 at 24 mg achieved normal blood glucose levels at week 48 compared to 7.5% in the placebo group. The treatment was well-tolerated, with the majority of gastrointestinal-related adverse events being mild-to-moderate, generally consistent with the incretin class of medicines. In addition, the treatment discontinuation rate due to adverse events was low (5.9% in CT-388 arms; 1.3% in placebo arm).
  • In January 2026, AstraZeneca strengthens its weight management portfolio through a new strategic collaboration agreement with CSPC Pharmaceuticals to advance the development of multiple next-generation therapies for obesity and type 2 diabetes across eight programmes. Under this agreement, the companies will initially progress four programmes, which utilise CSPC's advanced AI-driven peptide drug discovery platform and their proprietary LiquidGel once-monthly dosing platform technology. AstraZeneca will receive exclusive global rights outside of China to CSPC's once-monthly injectable weight management portfolio, comprising one clinical-ready asset, SYH2082, a long-acting GLP1R/GIPR agonist progressing into Phase I and three preclinical programmes with differing mechanisms designed to provide extended therapeutic benefits for people living with obesity and weight-related conditions.
  • In December 2025, Pfizer Inc. announced it has entered into an exclusive global collaboration and license agreement with YaoPharma, a subsidiary of Shanghai Fosun Pharmaceutical (Group) Co., Limited (02196.HK and 600196.SH), a leading innovation-driven global healthcare company, for the development, manufacturing and commercialization of YP05002, a small molecule glucagon-like peptide 1 (GLP-1) receptor agonist currently in Phase I development for chronic weight management.
  • In June 2025, Regeneron Pharmaceuticals, Inc. announced a strategic in-licensing agreement with Hansoh Pharmaceuticals Group Company Limited to acquire exclusive clinical development and commercial rights outside of the Chinese Mainland, Hong Kong and Macau for a dual GLP-1/GIP receptor agonist currently in Phase III testing. This novel therapeutic candidate (HS-20094), studied in over 1,000 patients and administered as a weekly subcutaneous injection, has demonstrated promising efficacy and safety clinical data, suggesting a potentially similar profile to the only FDA-approved GLP-1/GIP receptor agonist. A Phase III trial in obesity in China and Phase IIb study in diabetes are ongoing.
  • In May 2025, Septerna, Inc. and Novo Nordisk announced an exclusive global collaboration and license agreement to discover, develop and commercialise oral small molecule medicines for obesity, type 2 diabetes and other cardiometabolic diseases. The companies will initially commence four development programmes for potential small molecule therapies directed to one or more select G protein-coupled receptor (GPCR) targets, including the GLP-1, GIP and glucagon receptors.

GLP-1 RAs & Incretin Based Therapies: Company and Product Profiles (Marketed Therapies)

1. Company Overview: Eli Lily and Company

Eli Lilly and Company is a global pharmaceutical company focused on transforming scientific discoveries into innovative medicines that improve health and quality of life. With nearly 150 years of research and development experience, Lilly leverages biotechnology, chemistry, and genetic medicine to address major healthcare challenges, including diabetes, obesity, Alzheimer's disease, immune disorders, and difficult-to-treat cancers. The company also emphasizes diverse clinical trials and efforts to improve the accessibility and affordability of its medicines worldwide.

Product Description: Mounjaro

Mounjaro(R) (tirzepatide) is a once-weekly, injectable dual GIP/GLP-1 receptor agonist developed by Eli Lilly and Company for the treatment of type 2 diabetes (T2D). It enhances glucose-dependent insulin secretion, suppresses glucagon release, slows gastric emptying, and promotes satiety, resulting in improved glycemic control and weight reduction. Tirzepatide has demonstrated substantial reductions in HbA1c and body weight compared with several established diabetes therapies. Its dual incretin mechanism represents an advancement over selective GLP-1 receptor agonists by simultaneously activating GIP and GLP-1 pathways. In May 2022, the U.S. Food and Drug Administration (FDA) approved Mounjaro(TM) (tirzepatide) injection, Eli Lilly and Company's new once-weekly GIP (glucose-dependent insulinotropic polypeptide) and GLP-1 (glucagon-like peptide-1) receptor agonist indicated as an adjunct to diet and exercise to improve glycemic control in adults with type 2 diabetes.

2. Company Overview: Novo Nordisk

Novo Nordisk is a leading global healthcare company with more than a century of experience developing innovative medicines for diabetes and other serious chronic diseases, including obesity and rare blood and endocrine disorders. The company focuses on long-term, sustainable growth through scientific innovation and financially, socially, and environmentally responsible business practices. In the US, Novo Nordisk has operated for approximately 40 years, with its headquarters in New Jersey and around 10,000 employees across more than 10 manufacturing, R&D, and corporate locations in seven states and Washington, DC.

Product Description: Ozempic

Ozempic(R) (semaglutide) is a prescription medicine used alongside diet and exercise to improve blood glucose control in adults with type 2 diabetes. Ozempic injection is additionally indicated to reduce the risk of major cardiovascular events (heart attack, stroke, or cardiovascular death) in adults with T2D and established heart disease, and to reduce the risk of kidney disease progression, kidney failure, and cardiovascular death in adults with T2D and chronic kidney disease. Ozempic tablets are also indicated for cardiovascular risk reduction in adults with T2D who are at high risk of major cardiovascular events. The safety and efficacy of Ozempic injection and tablets in children have not been established.

GLP-1 RAs & Incretin Based Therapies: Company and Product Profiles (Pipeline Therapies)

1. Company Overview: Regeneron / Hansoh Pharma

Regeneron is a leading biotechnology company focused on discovering, developing, and commercializing transformative medicines for serious diseases. Founded and led by physician-scientists, the company leverages its in-house scientific expertise and proprietary technologies, including VelociSuite(R) and the Regeneron Genetics Center(R), to accelerate drug discovery and development. Its diverse pipeline addresses major therapeutic areas such as eye diseases, allergic and inflammatory disorders, cancer, cardiovascular and metabolic diseases, neurological and hematologic conditions, infectious diseases, and rare disorders, while its advanced antibody and genetic medicine platforms support the identification of novel therapeutic targets and innovative treatment approaches.

Hansoh Pharma is a leading innovation-driven pharmaceutical company in China, focused on major therapeutic areas including oncology, anti-infectives, central nervous system (CNS) disorders, metabolism, and immunology. Guided by its mission of "continuous innovation for better life," the company has launched seven innovative medicines in China, with innovative and collaborative products contributing more than 80% of revenue and supporting a broad development pipeline. Hansoh Pharma consistently ranks among the top 100 global pharmaceutical companies and top three pharmaceutical R&D enterprises in China, and is recognized as a National Key High-Tech Enterprise and National Technology Innovation Demonstration Enterprise. The company has been listed on the Hong Kong Stock Exchange since June 2019.

Product Description: Olatorepatide

Olatorepatide is a proprietary dual GLP-1/GIP receptor agonist discovered and developed in-house by Hansoh Pharma. By selectively activating GLP-1 and GIP receptors, the drug modulates metabolic pathways governing appetite suppression, glucose homeostasis, and energy balance to deliver glycemic control and weight reduction benefits. It is administered once weekly via subcutaneous injection. Currently, the drug is in Phase III stage of its development for the treatment of indications for cardio metabolic health. The New Drug Application was accepted by NMPA for for chronic weight management in adults with obesity or overweight. Currently, the therapy is in Registration stage of its development for the treatment of indications for cardio metabolic health.

2. Company Overview: Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company focused on transforming scientific discoveries into innovative medicines that improve health and quality of life. With nearly 150 years of research and development experience, Lilly leverages biotechnology, chemistry, and genetic medicine to address major healthcare challenges, including diabetes, obesity, Alzheimer's disease, immune disorders, and difficult-to-treat cancers. The company also emphasizes diverse clinical trials and efforts to improve the accessibility and affordability of its medicines worldwide.

Product Description: Retatrutide

Retatrutide is an investigational once-weekly triple agonist targeting the GIP, GLP-1, and glucagon receptors. Lilly is evaluating its efficacy and safety across multiple Phase III trials in obesity and overweight-related conditions, type 2 diabetes, knee osteoarthritis pain, moderate-to-severe obstructive sleep apnea, chronic low back pain, cardiovascular and renal outcomes, and metabolic dysfunction-associated steatotic liver disease (MASLD). Retatrutide remains investigational and is currently available only to participants enrolled in Lilly-sponsored clinical trials. Currently, the drug is in Phase III stage of its development for the treatment of indications for cardio metabolic health.

3. Company Overview: Pfizer

Pfizer is a global biopharmaceutical company that leverages science and worldwide resources to develop innovative medicines and vaccines that extend and improve patients' lives. The company focuses on maintaining high standards of quality, safety, and value across the discovery, development, and manufacturing of healthcare products, while advancing treatments and preventive solutions for serious diseases. With operations across developed and emerging markets, Pfizer collaborates with healthcare providers, governments, and communities to expand access to reliable and affordable healthcare and has pursued this mission for more than 175 years.

Product Description: PF-08653944

PF-08653944 is an ultra-long-acting, fully biased GLP-1 receptor agonist being investigated as a next-generation incretin-based therapy. The candidate is being developed for once-weekly and potentially once-monthly administration, with the aim of providing sustained GLP-1 receptor activation and improving dosing convenience. In addition to monotherapy, PF-08653944 is being evaluated in combination with other metabolic peptides, including the amylin analogue PF-08653945 (PF'3945; MET-233i) and the GIP receptor agonist PF-08654696 (MET-034i), supporting its potential application in combination-based approaches for metabolic disorders such as obesity and type 2 diabetes. Currently, the drug is in Phase III stage of its development for the treatment of obesity.

4. Company Overview: Roche

Founded in 1896 in Basel, Switzerland, Roche has evolved from an early manufacturer of branded medicines into a global leader in biotechnology and in-vitro diagnostics, focused on developing innovative medicines and diagnostic solutions that improve and save lives. The company is a pioneer in personalized healthcare, integrating pharmaceutical and diagnostic capabilities with real-world clinical data to advance patient-centered care. Sustainability has remained an integral part of Roche's operations for more than 125 years, with the company targeting net-zero emissions by 2045 through initiatives such as the Science Based Targets initiative and Sustainable Markets Initiative. In the United States, Genentech operates as a wholly owned member of the Roche Group, while Roche is the majority shareholder of Chugai Pharmaceutical in Japan.

Product Description: CT-388

CT-388 is an investigational once-weekly subcutaneous dual GLP-1/GIP receptor agonist being developed for obesity, type 2 diabetes, and related metabolic comorbidities. It is designed to reduce appetite and improve glycemic control through potent activation of both GLP-1 and GIP receptors while minimizing B-arrestin recruitment, thereby limiting receptor internalization and desensitization. This biased signaling profile is intended to support prolonged receptor activity and sustained therapeutic effects. Currently, the drug is in Phase III stage of its development for the treatment of obesity and type 2 diabetes.

5. Company Overview: vTv Therapeutics

vTv Therapeutics is a clinical-stage biopharmaceutical company focused on discovering and developing innovative oral, small-molecule therapies for diseases with significant unmet medical needs, particularly in the areas of metabolic, inflammatory, and chronic disorders. The company leverages its proprietary drug-discovery capabilities and expertise in small-molecule biology to develop differentiated treatment approaches designed to improve efficacy, safety, convenience, and patient outcomes. Its research activities span multiple therapeutic pathways, with a broader focus on advancing novel medicines from early discovery through clinical development.

Product Description: TTP273

TTP273 is an investigational oral small-molecule glucagon-like peptide-1 (GLP-1) receptor agonist being developed for the treatment of type 2 diabetes mellitus (T2DM). In preclinical and clinical studies, TTP273 has demonstrated the ability to reduce postprandial glucose excursions following oral glucose or mixed-meal tolerance tests. GLP-1 is a naturally occurring hormone that activates the GLP-1 receptor and plays an important role in metabolic regulation, with effects including improved glycemic control, reduced inflammation, and potential cardiovascular and neuroprotective benefits. GLP-1 receptor agonists are well-established therapies for lowering HbA1c, supporting weight reduction, and reducing cardiovascular risk in appropriate patient populations. Currently, the drug is in Phase II stage of its development for the treatment of diabetes.

6. Company Overview: Neurocrine Biosciences

Neurocrine Biosciences is a leading biopharmaceutical company focused on discovering, developing, and commercializing innovative treatments for neurological, psychiatric, endocrine, and immunological disorders with significant unmet medical needs. Its portfolio includes FDA-approved therapies for tardive dyskinesia, Huntington's disease-associated chorea, congenital adrenal hyperplasia, hyperphagia associated with Prader-Willi syndrome, endometriosis, and uterine fibroids, alongside a robust pipeline of mid- to late-stage clinical programs. With more than three decades of expertise in neuroscience and brain-body interactions, Neurocrine continues to advance therapies aimed at reducing the burden of complex and debilitating diseases.

Product Description: NBIP-'1968

NBIP-'1968 is an investigational long-acting, once-weekly triple agonist targeting the GLP-1, GIP, and glucagon receptors to modulate pathways involved in appetite, energy balance, and glycemic control. It is designed with balanced glucagon receptor activity to maximize potential metabolic benefits while maintaining tolerability. Neurocrine is developing NBIP-'1968 within its broader obesity portfolio alongside NBIP-'2118, an investigational corticotropin-releasing factor type 2 receptor agonist currently in Phase I development, with NBIP-'1968 intended for potential use in a fixed-dose combination with NBIP-'2118.

7. Company Overview: MetaVia

MetaVia Inc. is a clinical-stage biotechnology company focused on developing innovative therapies for cardiometabolic diseases, particularly obesity and metabolic dysfunction-associated steatohepatitis (MASH). Its lead obesity candidate, DA-1726, is a once-weekly GLP-1/glucagon receptor (GLP-1R/GCGR) dual agonist designed to reduce appetite through GLP-1R activation while increasing energy expenditure through glucagon receptor activation. The company is also developing vanoglipel (DA-1241), an oral GPR119 agonist being investigated for MASH and type 2 diabetes. As of 2026, DA-1726 is in Phase I development, with higher-dose studies evaluating dose titration, efficacy, and tolerability.

Product Description: DA-1726

DA-1726 is a novel oxyntomodulin (OXM) analogue and dual GLP-1/glucagon receptor agonist being developed as a once-weekly subcutaneous therapy for obesity and metabolic dysfunction-associated steatohepatitis (MASH). By activating GLP-1 and glucagon receptors, DA-1726 is designed to promote weight loss through appetite suppression and increased energy expenditure. Preclinical studies demonstrated greater weight loss than semaglutide and comparable weight reduction to tirzepatide and survodutide despite higher food intake, while also showing potential benefits in lean-mass preservation and lipid reduction. In a Phase I multiple-ascending-dose study, the 32 mg dose demonstrated promising effects on body weight, glycemic control, and waist circumference, supporting its potential as a next-generation metabolic therapy.

8. Company Overview: Sciwind Biosciences

Sciwind Biosciences is a near-commercial-stage biopharmaceutical company focused on addressing unmet needs in weight management and metabolic diseases. Its pipeline is led by ecnoglutide (XW003) and is supported by proprietary technology platforms for biased agonist discovery, long-acting peptide delivery, and oral peptide delivery. Leveraging these platforms, Sciwind is developing a broad portfolio of injectable and oral therapies targeting GLP-1 and complementary metabolic pathways, with the goal of providing effective and durable treatment options for patients with metabolic disorders.

Product Description: XW014

XW014 is a Phase I oral small-molecule, cAMP-biased GLP-1 receptor agonist being developed as a potentially convenient and scalable alternative to peptide-based therapies. Designed for once-daily dosing, it aims to provide stable pharmacokinetics and a favorable safety profile while offering manufacturing and formulation advantages. Its small-molecule nature may enable greater production scalability, cost efficiency, and flexibility for combination with other oral therapies, potentially supporting synergistic treatment approaches.

GLP-1 RAs & Incretin Based Therapies Analytical Perspective by DelveInsight

  • In-depth Commercial Assessment: GLP-1 RAs & Incretin Based Therapies Collaboration Analysis by Companies

The Report provides in-depth commercial assessment of drugs that have been included, which comprises collaboration, agreement, licensing and acquisition - deals values trends. The sub-segmentation is described in the report which provide company-company collaboration (licensing/partnering), company academic collaboration and acquisition analysis in tabulated form.

  • GLP-1 RAs & Incretin Based Therapies Competitive Landscape

The report comprises of comparative assessment of Companies (by therapy, development stage, and technology).

GLP-1 RAs & Incretin Based Therapies Report Assessment

  • Company Analysis
  • Therapeutic Assessment
  • Pipeline Assessment
  • Inactive drugs assessment
  • Unmet Needs

Key Questions:

Current Treatment Scenario and Emerging Therapies:

  • How many companies are developing GLP-1 RAs & Incretin Based Therapies drugs?
  • How many GLP-1 RAs & Incretin Based Therapies drugs are developed by each company?
  • How many emerging drugs are in mid-stage, and late-stage of development for the treatment of GLP-1 RAs & Incretin Based Therapies?
  • What are the key collaborations (Industry-Industry, Industry-Academia), Mergers and acquisitions, licensing activities related to the GLP-1 RAs & Incretin Based Therapies therapeutics?
  • What are the recent trends, drug types and novel technologies developed to overcome the limitation of existing therapies?
  • What are the clinical studies going on for GLP-1 RAs & Incretin Based Therapies and their status?
  • What are the key designations that have been granted to the emerging and approved drugs?

Key Players

  • Eli Lily and Company
  • Novo Nordisk
  • Regeneron
  • Hansoh Pharma
  • Pfizer
  • Roche
  • vTv Therapeutics
  • Neurocrine Biosciences
  • MetaVia
  • Sciwind Biosciences
  • CSPC Pharma
  • Jiangsu Hengrui Pharmaceuticals
  • Kailera Therapeutics
  • Viking Therapeutics
  • Structure Therapeutics
  • D and D Pharmatech
  • SCOHIA Pharma Inc.
  • Vivani Medical
  • Biolexis Therapeutics
  • Adocia
  • Regor Therapeutics
  • RenaissThera
  • Immunoforge
  • Corxel Pharmaceuticals

Key Products

  • Mounjaro
  • Mazdutide
  • Retatrutide
  • Ozempic
  • Olatorepatide
  • PF-08653944
  • CT-388
  • TTP273
  • NBIP-'1968
  • DA-1726
  • XW014
  • TG103
  • HRS9531
  • VK 2735
  • Aleniglipron
  • MET-875
  • MET-GGG
  • SCO-094
  • NPM-115
  • Research Program: Next-generation incretins
  • BLX-7006
  • BLX-Aging Combo
  • AdoXLongTM Sema
  • AdOral(R) Sema
  • RGT-075
  • RT-1000
  • RT-2000
  • RT-4000
  • Froniglutide
  • CX11

Table of Contents

Introduction

Executive Summary

GLP-1 RAs & Incretin Based Therapies: Overview

  • Introduction
  • Physiology of incretins
  • Pharmacotherapeutic potential of GIP and GLP-1
  • GLP-1 and dual GIP/GLP-1 receptor agonists
  • Clinical applications of GLP-1RAs and tirzepatide

GLP-1 RAs & Incretin Based Therapies -Analytical Perspective: In-depth Commercial Assessment

  • GLP-1 RAs & Incretin Based Therapies Collaboration Analysis by Companies

Competitive Landscape

  • Comparative Assessment of Companies (by therapy, development stage, and technology)

Therapeutic Assessment

  • Assessment by Product Type
  • Assessment by Stage and Product Type
  • Assessment by Route of Administration
  • Assessment by Stage and Route of Administration
  • Assessment by Molecule Type
  • Assessment by Stage and Molecule Type

GLP-1 RAs & Incretin Based Therapies: Company and Product Profiles (Marketed Therapies)

Eli Lily and Company

  • Company Overview

Mounjaro

  • Product Description
  • Research and Development Activities
  • Product Developmental Activities

GLP-1 RAs & Incretin Based Therapies: Company and Product Profiles (Pipeline Therapies)

Late Stage Products (Phase III)

  • Comparative Analysis

Pfizer

  • Company Overview

PF-08653944

  • Product Description
  • Research and Development Activities
  • Product Developmental Activities

Mid Stage Products (Phase II)

  • Comparative Analysis

vTv Therapeutics

  • Company Overview

TTP273

  • Product Description
  • Research and Development Activities
  • Product Developmental Activities

Early Stage Products (Phase I)

  • Comparative Analysis

Neurocrine Biosciences

  • Company Overview

NBIP-'1968

  • Product Description
  • Research and Development Activities
  • Product Developmental Activities

Preclinical and Discovery Stage Products

  • Comparative Analysis

RenaissThera

  • Company Overview

RT-1000

  • Product Description
  • Research and Development Activities
  • Product Developmental Activities

Inactive Products

  • Comparative Analysis

GLP-1 RAs & Incretin Based Therapies- Unmet needs

GLP-1 RAs & Incretin Based Therapies - Market drivers and barriers

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