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1. 경구용 비만치료제 시장, 게임 체인저가 될 수 있을까?
최근 제약·바이오 업계에서 가장 주목받고 있는 키워드 중 하나가 바로 경구용 비만치료제다. 전 세계적으로 비만 환자가 급증하면서 관련 치료제 시장도 빠르게 성장하고 있는데, 현재 글로벌 비만치료제 시장 규모는 약 100조 원에 달하며, 2030년에는 무려 318조 원 규모까지 확대될 것으로 예상된다.
기존의 GLP-1 (Glucagon-like Peptide-1) 기반 비만치료제는 체중 감량 효과가 뛰어나지만, 대부분 주사제로 개발되어 있어 환자들이 지속적으로 자신의 복부나 허벅지에 주사를 놓아야 하는 불편함이 있었다. 그러나 최근 글로벌 제약사들이 알약 형태로 복용할 수 있는 경구용 GLP-1 제제 개발에 성공하면서 비만 치료제 시장의 판도가 바뀌고 있다. 경구용 비만치료제는 주사제 대비 복용이 간편하고, 환자의 심리적 부담을 줄여 치료 순응도를 높일 수 있다는 점에서 더욱 주목받고 있다.
2. 글로벌 제약사들의 움직임과 시장 전망
현재 노보노디스크(Novo Nordisk), 일라이릴리(Eli Lilly and Company), 화이자(Pfizer Inc.), 로슈(Roche) 등 글로벌 빅파마들은 경구용 비만치료제 개발에 박차를 가하고 있다. 특히 노보노디스크는 이미 ‘리벨서스(RYBELSUS)’라는 경구용 GLP-1 제제를 개발해 2019년 FDA 승인을 받았지만, 이는 당뇨병 치료제로만 허가된 상태다. 비만 치료 목적으로 사용하기 위해서는 추가적인 연구와 임상이 필요한 상황이다.
일라이릴리 역시 경구형 GLP-1 후보물질을 개발 중이며, 현재 임상 3상 단계에 접어든 상태다. 화이자와 로슈 또한 GLP-1 계열뿐만 아니라, 새로운 기전을 활용한 경구용 비만치료제 개발을 진행하고 있어 시장의 경쟁이 더욱 치열해지고 있다.
전문가들은 향후 3~5년 내에 경구용 비만치료제가 본격적으로 상용화될 가능성이 높다고 보고 있으며, 이로 인해 기존 주사제 중심의 비만치료제 시장이 빠르게 재편될 것으로 예상된다.
3. 국내 제약사들의 도전과 경쟁력
이러한 변화 속에서 국내 제약 바이오 기업들도 경구용 비만치료제 시장 진입을 위한 연구개발에 속도를 내고 있다. 그중에서도 특히 삼천당제약과 디앤디파마텍이 주목받고 있다.
3-1. 삼천당제약, 신기술로 시장에 도전
삼천당제약은 기존 안과 치료제 전문 제약사로 알려져 있지만, 최근 경구용 GLP-1 비만치료제 개발에 본격적으로 뛰어들었다. 이 회사는 ‘S-PASS 플랫폼’이라는 독자적인 기술을 활용해 주사제를 알약 형태로 전환하는 연구를 진행 중이며, ‘SCD506’이라는 경구용 GLP-1 제네릭 치료제를 개발하고 있다.
또한 미국과 일본 등 글로벌 기업들과 협력하여 독점 판매 계약을 체결하는 등 해외 시장 진출도 적극적으로 추진 중이다. 다만, 이 기술이 실질적으로 효과를 발휘할 수 있을지에 대한 검증이 아직 충분하지 않으며, 현재 임상 1상 진입 전 단계에 있어 개발 속도와 성공 가능성에 대한 신중한 접근이 필요하다.
3-2. 디앤디파마텍(D&D Pharmatech), 독자 기술로 차별화
디앤디파마텍은 ‘오랄링크(ORALINK)’라는 자체 기술을 기반으로 펩타이드 기반 약물을 경구용으로 전환하는 연구를 진행하고 있다. 이미 미국 바이오기업 멧세라와 기술 이전 계약을 체결하며 글로벌 시장에서도 기술력을 인정받고 있으며, 현재 미국에서 임상 1상을 진행 중이다.
하지만, 아직 임상 초기 단계이기 때문에 불확실성이 크고, 글로벌 빅파마들과의 경쟁에서 살아남기 위해서는 추가적인 연구개발과 차별화된 전략이 필요하다.
4. 경구용 비만치료제 시장의 과제와 전망
경구용 비만치료제가 성공적으로 시장에 안착하기 위해서는 몇 가지 해결해야 할 기술적 과제가 있다. 대표적인 문제는 흡수율과 효과성의 입증이다. 현재까지 경구용 GLP-1 제제의 생체이용률은 1% 이하로 매우 낮으며, 복용 후 일정 시간 금식을 해야 하는 불편함도 있다.
이러한 문제를 해결하기 위해서는 약물의 흡수율을 높이면서도 체중 감량 효과를 유지할 수 있는 새로운 제형 기술이 필요하다. 또한, 글로벌 빅파마들이 막대한 연구개발 비용을 투자하며 시장을 선점하고 있는 만큼, 국내 기업들이 경쟁력을 갖추기 위해서는 기술력뿐만 아니라, 해외 시장 진출 전략도 필수적이다.
5. 앞으로의 전망, 그리고 여러분의 생각은?
경구용 GLP-1 비만치료제는 앞으로 비만 치료의 패러다임을 완전히 바꿀 게임체인저가 될 가능성이 높다. 하지만, 글로벌 제약사들이 빠르게 시장을 선점하는 가운데, 국내 기업들이 이를 따라잡을 수 있을지는 여전히 불확실하다.
여러분은 삼천당제약과 디앤디파마텍이 글로벌 시장에서 경쟁력을 가질 수 있다고 보시나요? 댓글로 여러분의 생각을 남겨주시고, 영상이 유익했다면 구독과 좋아요, 알림 설정도 부탁드린다. 영상 제작에 큰 힘이 됩니다! 앞으로도 흥미로운 제약·바이오 소식을 전해드리겠다.
감사합니다 :)
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Nutritional Deficiencies in GLP-1 Users: How to Stay Nourished While Losing Weight
In this episode of 'The Downsized', hosts Laraine and Christopher Durham explore a vital aspect of GLP-1 usage often overlooked by users: the risk of nutritional deficiencies. Despite significant weight loss success using medications like Tirzepatide and Zepbound, many users feel drained and weak, likely due to missing key nutrients. The episode highlights a peer-reviewed study, 'Investigating Nutrient Intake During Use of Glucagon-Like Peptide-1 Receptor Agonist', which reveals that 98% of GLP-1 users fall short on essential nutrients such as vitamins D, A, C, E, and K, as well as potassium, magnesium, iron, calcium, and fiber. Participants were also found to consume excessive amounts of fat and sodium. To counteract these deficiencies, Laraine and Christopher share their personal experiences and practical strategies, emphasizing the importance of meeting protein intake goals, incorporating nutrient-dense foods, and consulting with healthcare providers for personalized advice. They also caution against self-diagnosing and over-supplementation, urging viewers to get blood work done to determine their specific needs. In the next episode, they will discuss new clinical nutrition guidelines for GLP-1 users from respected medical organizations. Don't forget to subscribe and hit the notification bell to stay updated.
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00:00 Introduction and Personal Stories
00:48 The Importance of Nutrition on GLP-1s
01:21 Study Findings on Nutrient Deficiencies
03:28 Personal Experiences and Adjustments
04:24 Protein Intake and Its Importance
06:24 Food Quality and USDA Guidelines
11:14 Practical Tips for Better Nutrition
14:05 Conclusion and Upcoming Content
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People are always trying to lose weight. There are millions of books written to help people lose weight. We have health clubs on every corner. And we have an endless supply or advertising urging us to do the wackiest of things to lose that weight.
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Protein Powder: 1:45
Creatine: 2:33
Energy Stimulants & Supplements: 3:14
Don’t Overuse Pre-Workouts: 4:40
Pre-Workout Supplements: 5:43
BCAA & L-Glutamine: 6:05
Fat Burners: 6:52
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There are enough supplements on the market to make your head spin and unfortunately not all of them are high quality and many of them are totally unnecessary. In an effort to keep you from wasting your money on supplements that you don't need and to get you the best results possible out of the supplements that you do take, I decided to make this video. Before we start I have to bring up a misconception about supplements that many people have especially beginners. Many people believe that taking a certain supplement will give you some insane Edge and all you gotta do is just find that one supplement and BAM! results will just come pouring in. This is the perfect opportunity 4 supplement companies to pitch you one product after another as that elusive magical supplement, that in reality you don't need. I want you to know that you could be someone that never took a supplement in your life and you can get way further then someone that takes supplements all the time . That's because success with building muscle and burning fat comes down to the intensity of your workouts and proper nutrition. supplements are only a tiny tiny percentage of your results. With that said supplements can be used to take advantage of that tiny extra push that they can give you. The problem that I hope to alleviate for you today is that there are tons of supplements out there while really there are only a couple of them that actually work.
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Next up are your stimulants and your supplements that give you energy. Nitric oxide, caffeine, vitamin b, and beta alanine again that's all you need. Nitric oxide will help give you a great pump during your workouts and will also give you a bunch of energy and help you squeeze out those last couple reps. Beta alanine will decrease lactic acid build-up in your muscles during your sets. Which will allow you to recover faster between your sets. By decreasing fatigue beta alanine will also be another great tool to help you push out extra reps. The one side effect of ...
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