LASN01 판매 예측 및 시장 규모 분석(-2034년)

Key Factors Driving LASN01 Growth

(1) Novel mechanism targeting fibrosis pathway in TED (high differentiation vs TEPEZZA)

Unlike TEPEZZA (teprotumumab), which targets IGF-1R, LASN01 targets IL-11R, a key mediator of fibrosis and inflammation. Preclinical data presented by Lassen Therapeutics showed LASN01 inhibited:

• Hyaluronic acid release
• Orbital fibroblast proliferation
• Procollagen production

These are major drivers of proptosis and tissue remodeling in TED. Importantly, the company stated LASN01 demonstrated effects comparable to teprotumumab in orbital fibroblast models, which supports its commercial differentiation potential.

(2) Large and already validated TED market opportunity

The TED market has been commercially validated by TEPEZZA, which generated approximately $1.96 billion in global net sales in 2024 under Amgen after acquiring Horizon Therapeutics. Despite this success, many patients remain untreated due to:

• Hearing-related adverse events
• Hyperglycemia concerns
• IV infusion burden
• Relapse concerns

A differentiated therapy with better tolerability could capture meaningful share from this existing billion-dollar market.

(3) Favorable Phase I safety profile reduces clinical risk

In Phase I healthy volunteer trials:

• 58 healthy volunteers were enrolled
• LASN01 was tested across 25 mg-1200 mg dose cohorts
• 61 treatment-emergent adverse events (TEAEs) were reported
• No serious or severe adverse events were observed
• Half-life of approximately 11 days supported monthly dosing

The clean early safety profile significantly improves the probability of advancement into later-stage trials.

(4) Phase II TED trial advancement improves commercial visibility

Lassen Therapeutics announced that its global Phase II proof-of-concept study in TED is actively evaluating LASN01 in moderate-to-severe TED patients.

Key details:

• Patients treated every 4 weeks
• Approximately 24 patients
• Primary endpoint = >=2 mm proptosis improvement
• Includes both treatment-naive and prior anti-IGF-1R treated patients

This is important because positive Phase II data could materially improve licensing/acquisition interest from larger ophthalmology or rare disease companies.

(5) Potential expansion beyond TED into pulmonary fibrosis

One major upside driver is lifecycle expansion. Lassen Therapeutics has also positioned LASN01 for idiopathic pulmonary fibrosis (IPF) and broader fibro-inflammatory diseases.

At the 2023 American Thoracic Society meeting, the company presented data showing IL-11 pathway inhibition reduced fibrosis signaling in lung tissue, significantly expanding long-term commercial potential beyond TED alone.

LASN01 Recent Developments

LASN01 demonstrated target engagement, dose-linear pharmacokinetics (PK), and a favorable safety profile (58 volunteers). A global Phase II study is now enrolling patients with Graves' disease and active, moderate to severe TED to measure reduction in proptosis.

"LASN01 Sales Forecast, and Market Size Analysis - 2034" report provides comprehensive insights of LASN01 for potential indication like Graves ophthalmopathy and Idiopathic pulmonary fibrosis in the 7MM. A detailed picture of LASN01'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 LASN01 for potential indications. The LASN01 market report provides insights about LASN01'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 LASN01 performance, future market assessments inclusive of the LASN01 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 LASN01 sales forecasts, along with factors driving its market.

LASN01 Drug Summary

LASN01 is an investigational monoclonal antibody developed by Lasend Therapeutics for the treatment of Thyroid Eye Disease. The drug targets the Insulin-like Growth Factor 1 Receptor signaling, which plays a key role in the pathogenesis of TED by driving orbital fibroblast activation, inflammation, and tissue expansion. By selectively binding to IGF-1R, LASN01 is designed to inhibit receptor signaling and reduce proptosis, diplopia, and orbital inflammation associated with the disease. The therapy is being explored as a potential alternative to existing IGF-1R inhibitors, with the goal of improving efficacy, safety, and dosing convenience in TED management. As an early-stage clinical asset, LASN01 remains under investigation, with limited publicly disclosed clinical data available to date. The report provides LASN01's sales, growth barriers and drivers, post usage and approvals in multiple indications.

Scope of the LASN01 Market Report

The report provides insights into:

• A comprehensive product overview including the LASN01 MoA, description, dosage and administration, research and development activities in potential indication like Graves ophthalmopathy and Idiopathic pulmonary fibrosis.
• Elaborated details on LASN01 regulatory milestones and other development activities have been provided in LASN01 market report.
• The report also highlights LASN01's cost estimates and regional variations, reported and estimated sales performance, research and development activities in potential indications across the United States, Europe, and Japan.
• The LASN01 market report also covers the patents information, generic entry and impact on cost cut.
• The LASN01 market report contains current and forecasted LASN01 sales for potential indications till 2034.
• Comprehensive coverage of the late-stage emerging therapies for respective indications.
• The LASN01 market report also features the SWOT analysis with analyst views for LASN01 in potential indications.

Methodology:

The LASN01 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.

LASN01 Analytical Perspective by DelveInsight

• In-depth LASN01 Market Assessment

This LASN01 sales market forecast report provides a detailed market assessment of LASN01 for potential indication like Graves ophthalmopathy and Idiopathic pulmonary fibrosis 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 LASN01 sales data uptil 2034.

• LASN01 Clinical Assessment

The LASN01 market report provides the clinical trials information of LASN01 for potential indications covering trial interventions, trial conditions, trial status, start and completion dates.

LASN01 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.

LASN01 Market Potential & Revenue Forecast

• Projected market size for the LASN01 and its key indications
• Estimated LASN01 sales potential (LASN01 peak sales forecasts)
• LASN01 Pricing strategies and reimbursement landscape

LASN01 Competitive Intelligence

• Number of competing drugs in development (pipeline analysis)
• LASN01 Market positioning compared to existing treatments
• LASN01 Strengths & weaknesses relative to competitors

LASN01 Regulatory & Commercial Milestones

• LASN01 Key regulatory approvals & expected launch timelines
• Commercial partnerships, licensing deals, and M&A activity

LASN01 Clinical Differentiation

• LASN01 Efficacy & safety advantages over existing drugs
• LASN01 Unique selling points

LASN01 Market Report Highlights

• In the coming years, the LASN01 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 LASN01 companies are developing therapies that focus on novel approaches to treat/improve the disease condition, assess challenges, and seek opportunities that could influence LASN01's dominance.
• Other emerging products for Graves ophthalmopathy and Idiopathic pulmonary fibrosis are expected to give tough market competition to LASN01 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 LASN01 in potential indications.
• Analyse LASN01 cost, pricing trends and market positioning to support strategic decision-making in the immunology landscape.
• Our in-depth analysis of the forecasted LASN01 sales data uptil 2034 will support the clients in decision-making process regarding their therapeutic portfolio by identifying the overall scenario of LASN01 in potential indications.

Key Questions:

• What is the class of therapy, route of administration and mechanism of action of LASN01? How strong is LASN01's clinical and commercial performance?
• What is LASN01's clinical trial status in each individual indications such as Graves ophthalmopathy and Idiopathic pulmonary fibrosis and study completion date?
• What are the key collaborations, mergers and acquisitions, licensing and other activities related to the LASN01 Manufacturers?
• What are the key designations that have been granted to LASN01 for potential indications? How are they going to impact LASN01's penetration in various geographies?
• What is the current and forecasted LASN01 market scenario for potential indications? What are the key assumptions behind the forecast?
• What are the current and forecasted sales of LASN01 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 LASN01 for potential indications?
• Which are the late-stage emerging therapies under development for the treatment of potential indications?
• How cost-effective is LASN01? What is the duration of therapy and what are the geographical variations in cost per patient?

Table of Contents

1. Report Introduction

2. LASN01 Overview in potential indication like Graves ophthalmopathy and Idiopathic pulmonary fibrosis

• 2.1. Product Detail
• 2.2. LASN01 Clinical Development
  • 2.2.1. LASN01 Clinical studies
  • 2.2.2. LASN01 Clinical trials information
  • 2.2.3. Safety and efficacy
• 2.3. Other Developmental Activities
• 2.4. Product Profile

3. LASN01 Competitive Landscape (Marketed Therapies)

4. Competitive Landscape (Late-stage Emerging LASN01 Therapies)

5. LASN01 Market Assessment

• 5.1. LASN01 Market Outlook in potential indications
• 5.2. 7MM Analysis
  • 5.2.1. LASN01 Market Size in the 7MM for potential indications
• 5.3. Country-wise Market Analysis
  • 5.3.1. LASN01 Market Size in the United States for potential indications
  • 5.3.2. LASN01 Market Size in Germany for potential indications
  • 5.3.3. LASN01 Market Size in France for potential indications
  • 5.3.4. LASN01 Market Size in Italy for potential indications
  • 5.3.5. LASN01 Market Size in Spain for potential indications
  • 5.3.6. LASN01 Market Size in the United Kingdom for potential indications
  • 5.3.7. LASN01 Market Size in Japan for potential indications

6. LASN01 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