|
시장보고서
상품코드
2044654
HTD-1801 : 판매 예측 및 시장 규모(2034년)HTD-1801 Sales Forecast, and Market Size Analysis - 2034 |
||||||
DelveInsight
2025년 4월, HighTide Therapeutics는 중국 T2DM 환자를 대상으로 한 2건의 임상 3상 시험(SYMPHONY 1과 2)에서 HTD-1801이 주요 평가항목과 게이트가 있는 부수적 평가항목을 달성했다고 발표했습니다. 회사는 2025년 중국 국가약품감독관리국(NMPA)에 신약허가신청(NDA)을 제출할 계획이라고 밝혔습니다. 이번 임상 3상 시험의 성공은 승인 가능성을 크게 높였으며, HTD-1801이 거대한 중국 당뇨병 시장에서 가까운 시일 내에 상용화될 수 있는 가능성을 더욱 공고히 하고 있습니다.
HTD-1801은 베르베린과 우르소데옥시콜산을 결합한 신규 이온염으로 AMPK 활성화와 NLRP3 인플라마좀 억제라는 이중 작용기전을 가지고 있습니다. 임상시험에서 혈당 조절 개선뿐만 아니라 간 지방 감소, 간 효소 수치, 지질, 체중 개선도 확인되었습니다. 이러한 광범위한 작용기전으로 인해 HTD-1801은 빠르게 증가하고 있는 동반질환 환자군인 T2DM과 MASH를 앓고 있는 환자들에게 특히 매력적인 치료제가 될 수 있습니다.
MASH 및 T2DM 추정 환자 100명을 대상으로 한 위약 대조군 II상 임상시험에서 HTD-1801은 위약 대비 유의미한 간 지방 감소를 달성했습니다. 1일 2회 1000mg을 투여한 환자에서 간지방의 평균 절대 감소율은 -4.8%인 반면, 위약군은 -2.0%로 나타났습니다(p=0.011). 2025년에 발표된 사후 2차 분석에서 HTD-1801 투여 환자의 52%가 조직학적 개선과 관련된 MRI 반응 기준을 달성한 반면, 위약 투여 환자의 경우 24%만이 조직학적 개선 기준을 달성했습니다. 이러한 연구 결과는 질병 변형성 MASH 치료제로서의 가능성을 뒷받침하고 있습니다.
T2DM은 전 세계적으로 5억 명 이상이 앓고 있으며, MASH의 유병률은 비만과 대사증후군 증가와 함께 지속적으로 증가하고 있습니다. 중요한 점은 MASH 환자의 상당수가 T2DM을 동반하고 있어, 대사기능장애와 간질환을 동시에 치료할 수 있는 치료제에 대해 매우 높은 시너지 효과가 있는 상업적 기회를 창출하고 있다는 점입니다. HTD-1801은 경구제이며, 주사제인 인크레틴 요법보다 저렴한 비용으로 초기 치료 현장과 신흥 시장에서 보급이 가능할 것으로 보입니다.
HTD-1801은 주사제 GLP-1 치료제와 달리 경구용 저분자 치료제로서 환자의 편의성, 의사의 채택, 보험사 수용성을 향상시킬 수 있는 가능성이 있습니다. 또한, 경구용이기 때문에 특히 다표적 대사 관리가 필요한 환자에서 GLP-1 수용체 작용제나 SGLT2 억제제와의 병용요법으로서도 매력적입니다. 이러한 포지셔닝으로 인크레틴 계열 치료제가 대사성 질환 치료제 시장을 휩쓸고 있는 상황에서도 HTD-1801은 경쟁력을 유지할 수 있을 것으로 보입니다.
HTD-1801의 최근 동향
2026년 3월, HighTide Therapeutics는 중국 국가약품감독관리국(NMPA)이 T2DM 치료제 HTD1801의 신약승인신청(NDA)을 접수했다고 발표했습니다. 이는 HighTide Therapeutics의 첫 NDA 제출이며, 제품 상용화를 위한 중요한 이정표가 될 것입니다.
2025년 12월, HighTide Therapeutics는 임상 3상 HARMONY 시험의 긍정적인 탑라인 결과를 발표했습니다. 이번 결과를 통해 HTD-1801은 본 임상시험의 주요 평가변수를 달성했으며, T2DM 환자에서 dapagliflozin 대비 주요 심대사 지표가 유의미하게 개선되었음을 입증했습니다.
본 보고서는 미국, EU4(독일, 프랑스, 이탈리아, 스페인, 이탈리아, 스페인, 영국, 일본 등 주요 7개국에서 HTD-1801의 동향을 조사하고, T2DM, 고콜레스테롤혈증, 비알콜성 지방간염, 원발성 담즙성 간경변증, 원발성 경화성 담관염 등 잠재적 적응증에 대한 종합적인 인사이트를 제공합니다. 인사이트를 제공합니다.
이 보고서는 2020-2034년 HTD-1801의 기존 사용 현황, 잠재적 적응증 진입 전망, 시장 성과에 대한 상세한 분석과 함께 잠재적 적응증에 대한 HTD-1801의 상세한 설명을 제공합니다. 또한, HTD-1801의 매출 예측, 작용기전(MoA), 용량 및 투여방법, 규제 마일스톤을 포함한 연구개발, 기타 활동, 미래 시장 평가, SWOT 분석, 애널리스트 견해, 경쟁 구도, 각 적응증별 다른 신흥 치료제에 대한 개요, 시장을 견인하는 요인에 대해서도 분석했습니다.
In April 2025, HighTide Therapeutics announced that HTD-1801 met the primary and gated secondary endpoints in two Phase III trials (SYMPHONY 1 and 2) in Chinese patients with T2DM. The company stated it plans to submit an NDA to China's NMPA in 2025. Successful Phase III completion substantially improves approval probability and positions HTD-1801 for potential near-term commercialization in the large Chinese diabetes market.
HTD-1801 combines berberine and ursodeoxycholic acid into a novel ionic salt with dual mechanisms involving AMPK activation and NLRP3 inflammasome inhibition. Clinical studies demonstrated improvements not only in glycemic control but also liver fat reduction, liver enzymes, lipids, and body weight. This broad-spectrum activity could make HTD-1801 particularly attractive for patients with both T2DM and MASH, a rapidly growing comorbidity population.
In a placebo-controlled Phase II study involving 100 patients with presumed MASH and T2DM, HTD-1801 achieved significant liver fat reduction versus placebo. Patients receiving 1000 mg BID showed a mean absolute liver fat reduction of -4.8% compared with -2.0% for placebo (p=0.011). A later secondary analysis published in 2025 showed that 52% of HTD-1801-treated patients achieved MRI response criteria associated with histologic improvement versus 24% of placebo-treated patients. These findings support its potential as a disease-modifying MASH therapy.
T2DM affects more than 500 million people globally, while MASH prevalence continues to rise alongside obesity and metabolic syndrome. Importantly, a substantial proportion of MASH patients also have T2DM, creating a highly synergistic commercial opportunity for a therapy addressing both metabolic dysfunction and liver disease. Because HTD-1801 is oral and potentially lower cost than injectable incretin therapies, it may gain traction in earlier-line treatment settings and emerging markets.
Unlike injectable GLP-1 therapies, HTD-1801 is an oral small-molecule therapy, which could improve patient convenience, physician adoption, and payer acceptance. The oral route also makes it attractive for combination regimens with GLP-1 receptor agonists or SGLT2 inhibitors, particularly in patients requiring multi-target metabolic management. This positioning may help HTD-1801 remain competitive even as incretin-based therapies dominate the metabolic disease market.
HTD-1801 Recent Developments
In March 2026, HighTide Therapeutics announced that the National Medical Products Administration (NMPA) of China accepted the New Drug Application (NDA) for HTD1801 for the treatment of Type 2 Diabetes Mellitus (T2DM). This marks the first NDA submitted by HighTide Therapeutics and a major milestone on its path towards product commercialization.
In December 2025, HighTide Therapeutics reported positive topline results from its Phase III HARMONY trial, demonstrating that HTD1801 achieved the primary endpoint of this trial, with superior improvements in key cardiometabolic markers in patients with type 2 diabetes mellitus (T2DM) compared to dapagliflozin.
"HTD-1801 Sales Forecast, and Market Size Analysis - 2034" report provides comprehensive insights of HTD-1801 for potential indication like Type 2 diabetes mellitus, Hypercholesterolaemia, Non-alcoholic steatohepatitis, Primary biliary cirrhosis, and Primary sclerosing cholangitis in the 7MM. A detailed picture of HTD-1801'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 HTD-1801 for potential indications. The HTD-1801 market report provides insights about HTD-1801'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 HTD-1801 performance, future market assessments inclusive of the HTD-1801 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 HTD-1801 sales forecasts, along with factors driving its market.
HTD-1801 Drug Summary
HTD-1801 (berberine ursodeoxycholate) is an orally administered, first-in-class anti-inflammatory metabolic modulator being developed by HighTide Therapeutics for the treatment of metabolic and liver diseases, including type 2 diabetes mellitus (T2DM), metabolic dysfunction-associated steatohepatitis (MASH/NASH), primary sclerosing cholangitis (PSC), and severe hypertriglyceridemia. HTD-1801 is a novel ionic salt composed of berberine and ursodeoxycholic acid (UDCA), designed to combine the metabolic, anti-inflammatory, and hepatoprotective properties of both molecules into a single therapeutic agent. The drug exerts its effects through dual mechanisms involving AMP-activated protein kinase (AMPK) activation and NLRP3 inflammasome inhibition, leading to improvements in glucose metabolism, insulin resistance, lipid profiles, hepatic inflammation, fibrosis, and gut microbiome balance. Clinical studies have demonstrated favorable effects on HbA1c, LDL cholesterol, liver enzymes, inflammatory biomarkers, and liver fat reduction, with generally manageable gastrointestinal adverse events. HTD-1801 has shown positive Phase II and Phase III outcomes in T2DM and liver disease studies, and its New Drug Application (NDA) for T2DM has been accepted by China's National Medical Products Administration (NMPA), highlighting its potential as a multi-target therapy for cardiovascular-kidney-metabolic diseases. The report provides HTD-1801's sales, growth barriers and drivers, post usage and approvals in multiple indications.
Scope of the HTD-1801 Market Report
The report provides insights into:
The HTD-1801 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.
HTD-1801 Analytical Perspective by DelveInsight
This HTD-1801 sales market forecast report provides a detailed market assessment of HTD-1801 for potential indication like Type 2 diabetes mellitus, Hypercholesterolaemia, Non-alcoholic steatohepatitis, Primary biliary cirrhosis, and Primary sclerosing cholangitis 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 HTD-1801 sales data uptil 2034.
The HTD-1801 market report provides the clinical trials information of HTD-1801 for potential indications covering trial interventions, trial conditions, trial status, start and completion dates.
HTD-1801 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.
HTD-1801 Market Potential & Revenue Forecast
HTD-1801 Competitive Intelligence
HTD-1801 Regulatory & Commercial Milestones
HTD-1801 Clinical Differentiation
HTD-1801 Market Report Highlights