근육량 감소 및 근감소증 : 새로운 약제 모달리티, 바이오 타겟 혁신, 경쟁적 파이프라인 및 세계 시장 전망(2025-2040년)

Executive Summary / Description

Muscle loss - spanning sarcopenia, cachexia, disuse atrophy, and GLP-1-associated muscle decline - is emerging as a priority therapeutic frontier driven by global demographic and metabolic shifts.

By 2035, over 1.5 billion people will be aged >60, and >250 million patients treated with GLP-1 agonists will be at risk of drug-induced sarcopenia, accelerating clinical urgency.

Historically managed through exercise, protein nutrition, and physical therapy, the field is now entering a biological medicine era characterized by:

• Myostatin/activin-A pathway blockade
• Selective androgen receptor modulators (SARMs)
• Mitochondrial biogenesis activators
• Anabolic peptides & myokine-based therapies
• Neuromuscular trophic modulation
• Adipomyokine axis reprogramming
• AI-driven digital muscle biomarkers & precision movement diagnostics

Drivers transforming this market: Macro Trend and its Implications

• Aging population: Exponential rise in sarcopenia burden
• GLP-1 expansion: Muscle depletion & metabolic fragility flags
• Cancer care & cachexia: Oncology supportive-care expansion
• Longevity medicine: Muscle seen as core biological organ system
• Sports performance -> medical translation: Advanced protein synthesis biology

Muscle is increasingly recognized not as a mechanical tissue but as a metabolic, endocrine, mitochondrial, and immunologic organ, producing myokines (Irisin, IL-15, Myostatin, FGF-21, GDF11) with systemic signaling effects.

Muscle mass = metabolic reserve + cognitive aging predictor + survival biomarker.

Market Outlook

Market expected to rise from ~USD 3.8B in 2024 -> USD 28-35B by 2040

Key launch inflection categories: Different Classes with Time Horizon

• SARMs 2.0 -> 2025-2027
• Myostatin/ActRIIB biologics -> 2026-2030
• Mitochondrial boosters -> 2027-2033
• Neuro-muscular circuit drugs -> 2029+
• Longevity precision exercise biologics -> 2030+

Scientific & Technology Landscape

Primary Mechanistic Axes: Biological Domain and it's Mechanism

• Muscle-growth pathway -> Myostatin inhibition, Smad signaling
• Androgen receptor -> SARMs, tissue-selective anabolics
• Mitochondria -> AMPK/PGC1a activation, mito-peptides (MOTS-C)
• Neuro-muscular -> Motor neuron trophic signaling, NMJ stabilization
• Myokine / Adipokine -> Irisin, IL-15, FGF-21, adiponectin
• Inflammation -> Cytokine blockers (IL-6, TNF-a)
• Stem Cells -> Satellite cell activation, senescence reversal
• Metabolic synergy -> Osteo-muscular endocrine cross-talk

Digital & Biometric Innovations

• Musculoskeletal digital twins
• AI gait analysis & EMG telemetry
• Ultrasound-AI muscle quality scoring
• Wearable mechano-transduction biomarkers
• CT radiomics / MRI muscle fat infiltration quantification

Modalities Profile with Example

• Monoclonal biologics -> Anti-myostatin, anti-activin (bimagrumab)
• Small molecules -> SARMs, mitophagy modulators
• Mito-peptides -> MOTS-C, Humanin
• Gene therapy -> Myostatin gene silencing
• Regenerative -> Satellite cell modulation
• Extremes emerging -> In-vivo muscle-fiber reprogramming

Table of Content

1. Introduction

• 1.1 Purpose, scope & methodology
• 1.2 Pathophysiology of muscle loss
• 1.3 Regulatory definitions of sarcopenia & cachexia

2. Biology & Mechanisms

• 2.1 Muscle as endocrine organ
• 2.2 Myokine & adipokine axes
• 2.3 Mitochondrial & metabolic drivers
• 2.4 Muscle-nerve crosstalk & NMJ biology
• 2.5 GLP-1 impact on muscle proteostasis

3. Drug Class Technology Landscape

• 3.1 SARMs - evolution & safety
• 3.2 Anti-myostatin & activin blockade
• 3.3 Anabolic growth factors
• 3.4 Mitochondrial enhancers
• 3.5 Neuromuscular junction stabilizers
• 3.6 Regenerative agents & senolytics
• 3.7 AI precision exercise + pharma hybrid

4. Pipeline Overview

• 4.1 Pipeline by mechanism
• 4.2 Development stage segmentation
• 4.3 Program geography

5. Digital-Therapeutic & Biomarker Landscape

• 5.1 Body composition imaging AI
• 5.2 Wearable EMG & gait sensing platforms

6. Clinical Landscape

• 6.1 Trial overview (Phase I-III)
• 6.2 Endpoints & regulatory surrogate debates
• 6.3 Safety & toxicity learnings

7. Market & Commercial Outlook

• 7.1 Market sizing 2025-2040
• 7.2 Pricing & reimbursement landscape
• 7.3 Pharma strategy - early supportive care adoption
• 7.4 GLP-1 syndicate co-markets

8. Deal & Partnership Landscape

• 8.1 Pharma licensing & co-dev deals
• 8.2 AI-muscle tech deals
• 8.3 M&A activity outlook

9. SWOT + Future Outlook

• 9.1 Scientific risks
• 9.2 Regulatory view
• 9.3 Commercial constraints
• 9.4 Breakthrough catalysts

10. Appendix