마즈두타이드(Mazdutide) 판매 예측과 시장 규모 분석(2034년)

Key Factors Driving Mazdutide Growth

1. Market Share Gains and New Patient Starts

• Mazdutide (IBI362 / Xinermei) is emerging rapidly in the obesity and type 2 diabetes therapeutic landscape as the first-in-class dual glucagon (GCG) and GLP-1 receptor agonist approved in China.
• Early uptake in the Chinese market shows strong physician interest in its dual mechanism for both weight and metabolic control, especially among patients with obesity and comorbid conditions.
• Although global market penetration is still in early stages (outside China the drug remains in clinical development), prescription adoption in approved indications is expected to fuel volume growth in 2025-2026 as awareness strengthens.

2. Expansion Across Key Indications

• Chronic Weight Management (Obesity): Approved in China in June 2025 for long-term management of overweight or obese adults (BMI thresholds with/without comorbidities), Mazdutide offers a new option alongside established GLP-1 therapies like semaglutide and tirzepatide.
• Type 2 Diabetes (T2D): In September 2025, it gained approval from China's NMPA for glycemic control in adults with T2D, marking an important extension of its commercial footprint beyond weight loss to broader metabolic disease management.
• Metabolic Dysfunction and Liver Disease Research: Clinical evaluations are ongoing for metabolic dysfunction-associated fatty liver disease (MAFLD), obstructive sleep apnea, and alcohol use disorder, suggesting future indication expansion opportunities if outcomes are positive.

3. Geographic Expansion

• China First, Then Global: Launches currently focus on China, where regulatory approvals and commercial activities are most advanced via Innovent Biologics (in partnership with Eli Lilly).
• Emerging Global Potential: International approvals (e.g., FDA or EMA) are pending; regulatory submissions in Western markets are anticipated after completion of ongoing Phase III programs or additional global trials.
• The Asia-Pacific market, particularly China, is a high-growth region due to high obesity and type 2 diabetes prevalence and supportive national health initiatives like "Healthy China 2030."

4. New Indication Approvals

• NMPA Weight Management Approval (June 2025): Mazdutide became the first dual GCG/GLP-1 receptor agonist sanctioned in China for chronic weight control in adults with overweight/obesity.
• NMPA Glycemic Control Approval (September 2025): Subsequent approval for glycemic control in adults with T2D adds clinical breadth and revenue diversification.
• Pipeline Extensions: Dual receptor action and positive metabolic effect data may support future approvals for MAFLD/NASH and other cardiometabolic conditions as regulators evaluate emerging evidence.

5. Strong Volume and Clinical Momentum

• Robust Phase III Results: Trial data shows significant weight reduction (e.g., ~14.8%) and improvements in cardiometabolic parameters in GLORY-1 and related studies published in high-impact journals, strengthening clinician confidence.
• Head-to-Head Comparisons: In late-stage studies (e.g., DREAMS-3), mazdutide has shown superior weight loss and glycemic control compared with semaglutide, underscoring competitive efficacy in overlapping patient populations.
• These clinical results are increasingly factored into treatment guidelines and local expert consensus statements within China.

6. Competitive Differentiation and Market Trends

• Dual Mechanism Advantage: Mazdutide's simultaneous activation of GLP-1 and glucagon receptors promotes enhanced metabolic effects - including appetite suppression, increased energy expenditure, and improved liver fat metabolism - that distinguish it from single-target GLP-1 therapies.
• Market Trends Favoring Innovation: Rising interest in personalized medicine, integrated metabolic care, and agents addressing not just weight but broader cardiometabolic risks supports mazdutide's positioning.
• Real-World Evidence (RWE): Ongoing real-world data collection in China and comparative effectiveness research will be critical for payer and prescriber confidence, especially as global market entry nears.
• Competitive Landscape: Mazdutide enters a crowded GLP-1/dual agonist field with competitors like semaglutide, tirzepatide, and retatrutide in development or on market - but its novel receptor profile and emerging clinical data may help carve a differentiated niche.

Mazdutide Recent Developments

• In December 2025, Innovent Biologics, a world-class biopharmaceutical company that develops, manufactures and commercializes high-quality medicines for the treatment of oncologic, autoimmune, cardiovascular and metabolic, ophthalmologic and other major diseases, announces that the results of two Phase III clinical studies of Mazdutide, the world's first approved glucagon (GCG)/glucagon-like peptide-1 (GLP-1) dual receptor agonist, in Chinese adults with type 2 diabetes (T2D) (DREAMS-1, DREAMS-2) have been published back-to-back in Nature as Accelerated Article Previews (AAP).

"Mazdutide Sales Forecast, and Market Size Analysis - 2034" report provides comprehensive insights of Mazdutide for approved indication like Obesity and Type 2 diabetes mellitus; as well as potential indications like Non-alcoholic fatty liver disease; Sleep apnoea syndrome; Alcoholism; Heart failure; Non-alcoholic steatohepatitis; Polycystic ovary syndrome and Hyperuricaemia in the 7MM. A detailed picture of Mazdutide's existing usage in approved and 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 Mazdutide for approved and potential indications. The Mazdutide market report provides insights about Mazdutide'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 Mazdutide performance, future market assessments inclusive of the Mazdutide market forecast analysis for approved and 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 Mazdutide sales forecasts, along with factors driving its market.

Mazdutide Drug Summary

Mazdutide is a dual agonist of the glucagon-like peptide-1 (GLP-1) receptor and glucagon receptor (GCGR), developed by Innovent Biologics and Eli Lilly under the name IBI362 or Xinermei. Approved in China in June 2025 for chronic weight management in adults with obesity or overweight (BMI >=24 kg/m2 with comorbidities or >=28 kg/m2), and for type 2 diabetes, it mimics natural hormones to suppress appetite, delay gastric emptying, increase energy expenditure, enhance fatty acid oxidation, and reduce liver fat. Administered as a once-weekly subcutaneous injection, Mazdutide delivers superior weight loss (up to 14% body weight reduction in 48 weeks), improved glycemic control, and additional metabolic benefits like lowered blood pressure, lipids, and waist circumference compared to GLP-1 monotherapy. The report provides Mazdutide's sales, growth barriers and drivers, post usage and approvals in multiple indications.

Scope of the Mazdutide Market Report

The report provides insights into:

• A comprehensive product overview including the Mazdutide MoA, description, dosage and administration, research and development activities in approved indications like Obesity and Type 2 diabetes mellitus; as well as potential indications like Non-alcoholic fatty liver disease; Sleep apnoea syndrome; Alcoholism; Heart failure; Non-alcoholic steatohepatitis; Polycystic ovary syndrome and Hyperuricaemia.
• Elaborated details on Mazdutide regulatory milestones and other development activities have been provided in Mazdutide market report.
• The report also highlights Mazdutide's cost estimates and regional variations, reported and estimated sales performance, research and development activities in approved and potential indications across the United States, Europe, and Japan.
• The Mazdutide market report also covers the patents information, generic entry and impact on cost cut.
• The Mazdutide market report contains current and forecasted Mazdutide sales for approved and potential indications till 2034.
• Comprehensive coverage of the late-stage emerging therapies for respective indications.
• The Mazdutide market report also features the SWOT analysis with analyst views for Mazdutide in approved and potential indications.

Methodology:

The Mazdutide 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.

Mazdutide Analytical Perspective by DelveInsight

• In-depth Mazdutide Market Assessment

This Mazdutide sales market forecast report provides a detailed market assessment of Mazdutide for approved indication like Obesity and Type 2 diabetes mellitus; as well as potential indications like Non-alcoholic fatty liver disease; Sleep apnoea syndrome; Alcoholism; Heart failure; Non-alcoholic steatohepatitis; Polycystic ovary syndrome and Hyperuricaemia 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 Mazdutide sales data uptil 2034.

• Mazdutide Clinical Assessment

The Mazdutide market report provides the clinical trials information of Mazdutide for approved and potential indications covering trial interventions, trial conditions, trial status, start and completion dates.

Mazdutide 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.

Mazdutide Market Potential & Revenue Forecast

• Projected market size for the Mazdutide and its key indications
• Estimated Mazdutide sales potential (Mazdutide peak sales forecasts)
• Mazdutide Pricing strategies and reimbursement landscape

Mazdutide Competitive Intelligence

• Number of competing drugs in development (pipeline analysis)
• Mazdutide Market positioning compared to existing treatments
• Mazdutide Strengths & weaknesses relative to competitors

Mazdutide Regulatory & Commercial Milestones

• Mazdutide Key regulatory approvals & expected launch timelines
• Commercial partnerships, licensing deals, and M&A activity

Mazdutide Clinical Differentiation

• Mazdutide Efficacy & safety advantages over existing drugs
• Mazdutide Unique selling points

Mazdutide Market Report Highlights

• In the coming years, the Mazdutide market scenario is set to change due to strong adoption, increased prescriptions and broader uptake in multiple immunological indications; which would expand the size of the market.
• The Mazdutide companies are developing therapies that focus on novel approaches to treat/improve the disease condition, assess challenges, and seek opportunities that could influence Mazdutide's dominance.
• Other emerging products for Obesity and Type 2 diabetes mellitus; as well as potential indications like Non-alcoholic fatty liver disease; Sleep apnoea syndrome; Alcoholism; Heart failure; Non-alcoholic steatohepatitis; Polycystic ovary syndrome and Hyperuricaemia are expected to give tough market competition to Mazdutide and launch of late-stage emerging therapies in the near future will significantly impact the market.
• A detailed description of regulatory milestones, and developmental activities, provide the current development scenario of Mazdutide in approved and potential indications.
• Analyse Mazdutide cost, pricing trends and market positioning to support strategic decision-making in the immunology landscape.
• Our in-depth analysis of the forecasted Mazdutide sales data uptil 2034 will support the clients in decision-making process regarding their therapeutic portfolio by identifying the overall scenario of Mazdutide in approved and potential indications.

Key Questions:

• What is the class of therapy, route of administration and mechanism of action of Mazdutide? How strong is Mazdutide's clinical and commercial performance?
• What is Mazdutide's clinical trial status in each individual indications such as Obesity and Type 2 diabetes mellitus; as well as potential indications like Non-alcoholic fatty liver disease; Sleep apnoea syndrome; Alcoholism; Heart failure; Non-alcoholic steatohepatitis; Polycystic ovary syndrome and Hyperuricaemia and study completion date?
• What are the key collaborations, mergers and acquisitions, licensing and other activities related to the Mazdutide Manufacturers?
• What are the key designations that have been granted to Mazdutide for approved and potential indications? How are they going to impact Mazdutide's penetration in various geographies?
• What is the current and forecasted Mazdutide market scenario for approved and potential indications? What are the key assumptions behind the forecast?
• What are the current and forecasted sales of Mazdutide in the seven major countries, including the United States, Europe (Germany, France, Italy, Spain) and the United Kingdom, and Japan?
• What are the other emerging products available and how are these giving competition to Mazdutide for approved and potential indications?
• Which are the late-stage emerging therapies under development for the treatment of approved and potential indications?
• How cost-effective is Mazdutide? What is the duration of therapy and what are the geographical variations in cost per patient?

Table of Contents

1. Report Introduction

2. Mazdutide Overview in approved indications like Obesity and Type 2 diabetes mellitus; as well as potential indications like Non-alcoholic fatty liver disease; Sleep apnoea syndrome; Alcoholism; Heart failure; Non-alcoholic steatohepatitis; Polycystic ovary syndrome and Hyperuricaemia

• 2.1. Product Detail
• 2.2. Mazdutide Clinical Development
  • 2.2.1. Mazdutide Clinical studies
  • 2.2.2. Mazdutide Clinical trials information
  • 2.2.3. Safety and efficacy
• 2.3. Other Developmental Activities
• 2.4. Product Profile

3. Mazdutide Competitive Landscape (Marketed Therapies)

4. Competitive Landscape (Late-stage Emerging Mazdutide Therapies)

5. Mazdutide Market Assessment

• 5.1. Mazdutide Market Outlook in approved and potential indications
• 5.2. 7MM Analysis
  • 5.2.1. Mazdutide Market Size in the 7MM for approved and potential indications
• 5.3. Country-wise Market Analysis
  • 5.3.1. Mazdutide Market Size in the United States for approved and potential indications
  • 5.3.2. Mazdutide Market Size in Germany for approved and potential indications
  • 5.3.3. Mazdutide Market Size in France for approved and potential indications
  • 5.3.4. Mazdutide Market Size in Italy for approved and potential indications
  • 5.3.5. Mazdutide Market Size in Spain for approved and potential indications
  • 5.3.6. Mazdutide Market Size in the United Kingdom for approved and potential indications
  • 5.3.7. Mazdutide Market Size in Japan for approved and potential indications

6. Mazdutide SWOT Analysis

7. Analysts' Views

8. Appendix

• 8.1. Bibliography
• 8.2. Report Methodology

9. DelveInsight Capabilities

10. Disclaimer

11. About DelveInsight

12. Report Purchase Options