Investment Rating - The report rates the peptide drug industry with a 5-star rating, indicating a strong investment outlook [30]. Core Insights - The peptide drug market is expanding rapidly due to increasing demand from chronic disease patients, particularly in oncology, endocrinology, and metabolism [7][8]. - Technological advancements in synthesis methods, particularly solid-phase peptide synthesis (SPPS), are driving industry growth [9]. - The introduction of blockbuster products and the increasing number of approved peptide drugs are expected to further propel market expansion [10][12]. Industry Definition - Peptides are compounds formed by amino acids linked by peptide bonds, playing crucial roles in regulating biological activities [5]. - Peptide drugs are synthesized using modern biological or chemical techniques and are used for disease prevention, diagnosis, and treatment [5]. Industry Classification - The peptide drug industry can be classified based on drug usage, including peptide vaccines, anti-tumor peptides, antiviral peptides, and diagnostic peptides [6]. Industry Characteristics - The industry is characterized by a rich variety of therapeutic scenarios and a growing demand from chronic disease patients, leading to market expansion [7]. - The industry is experiencing breakthroughs in administration methods and technological iterations, contributing to robust development [9]. - The increasing number of approved peptide drugs is enhancing clinical acceptance and driving demand [10]. Industry Scale - The peptide drug market size grew from 54.03 billion RMB in 2019 to 59.60 billion RMB in 2023, with a compound annual growth rate (CAGR) of 2.48% [26]. - The market is projected to reach 135.90 billion RMB by 2028, with a CAGR of 20.42% from 2024 to 2028 [26]. Competitive Landscape - The industry features a tiered competitive structure, with leading companies like Shengnuo Biotech and Tide Pharmaceutical in the first tier, followed by companies like Hanyu Pharmaceutical and Shuangcheng Pharmaceutical in the second tier [41]. - The market is primarily dominated by multinational corporations, while domestic companies are gradually entering through generics and innovative research [41]. Market Drivers - The increasing number of patients, particularly in oncology and metabolic diseases, is driving the demand for peptide drugs [27][28]. - The GLP-1 drug market is particularly promising, with significant sales growth observed in recent years [12][18]. - The upcoming expiration of patents for major GLP-1 drugs is expected to lead to a surge in generic versions, further expanding the market [29]. R&D Pipeline - The peptide drug pipeline is rich, with 301 clinical trials in phase II or III from January 2015 to May 2024, particularly in endocrine and metabolic diseases [30][41].
多肽药物：驱动行业创新发展 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-09 12:11