유럽의 당뇨병 치료제 시장 : 점유율 분석, 산업 동향, 통계, 성장 예측(2025-2030년)

The Europe diabetes drugs market is valued at USD 15.44 billion in 2025 and is projected to reach USD 20.62 billion by 2030, reflecting a CAGR of 5.97% during the forecast period.

Demand is expanding as obesity and diabetes care converge, especially through the broad uptake of GLP-1 receptor agonists that serve both indications.Oral anti-diabetics dominate the treatment mix and are also the fastest-growing class, thanks to SGLT-2 inhibitors and the emergence of oral GLP-1 tablets. Early intervention programs are expanding the addressable patient base, most visibly in the pre-diabetes cohort where screening initiatives are now mainstream across many health systems. Supply security has come under scrutiny as biosimilar insulin erodes prices and GLP-1 shortages expose production bottlenecks, prompting regulatory coordination at EU level. Digital transformation is accelerating distribution shifts toward online channels and is paving the way for hybrid therapy models that pair medicines with approved digital therapeutics.

Europe Diabetes Drugs Market Trends and Insights

High Burden of Diabetes and GLP-1 Obesity Cross-over Demand Surge

Escalating prevalence of both diabetes and obesity is reshaping therapy priorities, and GLP-1 receptor agonists sit at the epicenter of this shift. Italy's 2024 spending on GLP-1 drugs reached EUR 26 billion, while Greece posted an 82.5% usage spike, reinforcing the medicines' dual-indication appeal. Surging demand triggered shortages across multiple member states, prompting Belgium to restrict prescriptions temporarily and Germany to weigh export curbs. The European Medicines Agency responded by mandating capacity plans and clarifying off-label use boundaries, demonstrating how one therapeutic class can influence regional policy. Pharma manufacturers are accelerating scale-up projects, yet persistent supply constraints hint at a multiyear balancing act between escalating demand and production capabilities. As treatment algorithms now integrate weight and cardio-renal outcomes, the GLP-1 surge will continue to redirect R&D focus toward multi-agonist and oral delivery formulations.

Digital-Therapeutic Bundling with E-Prescriptions

Germany's DiGA pathway reimburses 53 digital therapeutics, with diabetes applications making up a substantial share. One-year real-world studies show 89% of type 2 patients reached HbA1c targets below 7% and reduced medication use by 74%, underlining clinical value beyond lifestyle coaching. Performance-based payment models tie reimbursement to measurable outcomes, motivating developers to refine algorithms and user interfaces. Physician interviews, however, highlight onboarding hurdles ranging from time constraints to digital literacy assessments, suggesting that workflow integration will be decisive for broader adoption. Success in Germany is spurring replication across Nordic markets and Western Europe, and pharmaceutical firms increasingly view digital tools as complementary revenue streams that improve persistence on therapy.

API Supply-Chain Over-Reliance on China

The COVID-19 pandemic exposed Europe's dependence on Chinese active pharmaceutical ingredient plants, a vulnerability that remains unresolved despite public-sector calls for reshoring. High capital costs, specialist talent shortages, and complex regulation hamper local build-out. Novo Nordisk's USD 2.3 billion expansion in Denmark will add domestic capacity from 2029, yet semaglutide remains excluded from the build. In the interim, any disruption-geopolitical or pandemic-related-can curtail generic metformin or insulin supply, forcing health systems to activate emergency procurement protocols.

Other drivers and restraints analyzed in the detailed report include:

1. EU-wide Early CKD Screening Guidelines
2. Biosimilar Insulin Price-Competition Wave
3. GLP-1 Capacity Bottlenecks & Allocation Caps

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Oral anti-diabetics captured 66.34% of total 2024 sales within the Europe diabetes drugs market, and this segment is forecast to expand at a 6.74% CAGR through 2030, maintaining its leadership as new SGLT-2 and oral GLP-1 agents gain traction. The Europe diabetes drugs market size for oral treatments is set to widen further as convenience, adherence, and superior outcome data drive prescribing. Non-insulin injectables, anchored by GLP-1 analogues, remain the second-largest class; however, their growth is capped by ongoing shortages that national regulators continue to manage through rationing. Insulin revenue is under pressure from biosimilar erosion, but innovation in once-weekly and glucose-sensitive preparations offers a potential rebound by the late 2020s. In addition, dual agonists such as tirzepatide demonstrated HbA1c reductions up to 2.06% and double-digit weight losses in clinical studies, signalling another wave of therapy upgrades.

Emerging multi-agonists and glucose-responsive insulins could redefine the therapeutic hierarchy. Investigational pairing of cagrilintide with semaglutide achieved 14 kg weight loss and 1.8% HbA1c decline over 12 weeks, outperforming most available regimens. Such efficacy encourages payer openness to higher list prices when demonstrable cost offsets in cardiovascular and renal events are evident. Meanwhile, glucose-sensitive candidates like NNC2215 show promise in mitigating hypoglycemia risk, a key determinant of therapy persistence. Overall, R&D pipelines suggest that the Europe diabetes drugs market will remain innovation-intensive, even as biosimilars put legacy molecules under long-term pricing strain.

Type 2 diabetes represents 90.01% of 2024 spending within the Europe diabetes drugs market, reflecting demographic aging and lifestyle patterns across the continent. Yet, the pre-diabetic category is rising faster, at a 7.44% CAGR, as early detection programs enlarge intervention windows and favor lower-dose or lifestyle-linked therapies. Europe diabetes drugs market size projections for prevention indicate significant headroom: guideline adherence to annual HbA1c and kidney screening remains below 50% in several countries, implying growth potential once compliance improves. Type 1 diabetes, while comparatively small, is experiencing technology-driven shifts toward closed-loop insulin delivery, which may curb dose requirements and influence long-term drug volumes.

Prevention economics has become more persuasive to policymakers, with cost-effectiveness analyses favoring funded digital coaching platforms ahead of pharmacologic escalation. Clinical guidelines updated in 2023 recommend GLP-1 and SGLT-2 agents where cardio-renal benefit is proven, reinforcing migration toward class-leading molecules. This shift supports premium pricing for drugs with multi-organ protection attributes, anchoring future revenue diversity for the Europe diabetes drugs market.

The Europe Diabetes Drugs Market Report is Segmented by Drug Class (Insulins [Basal/Long-acting and More], Oral Anti-Diabetics [Biguanides and More], Non-Insulin Injectable Drugs, Combination Drugs), Diabetes Type (Type-1 and Type-2), Rout of Administartion (Oral, Inhaled and More), Distribution Channel (Hospital Pharmacies, Retail Pharmacies and More) and Geography. The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

1. Novo Nordisk
2. Sanofi
3. Eli Lilly and Company
4. Boehringer Ingelheim
5. AstraZeneca
6. Merck
7. Wockhardt
8. Takeda Pharmaceuticals
9. Janssen (J&J)
10. Astellas Pharma
11. Novartis
12. MannKind
13. Viatris
14. Recordati
15. Servier
16. Lupin
17. Sun Pharmaceuticals Industries

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 High Burden of Diabetes and GLP-1 Obesity Cross-over Demand Surge
  • 4.2.2 Digital-Therapeutic Bundling with E-prescriptions
  • 4.2.3 EU-wide Early CKD Screening Guidelines
  • 4.2.4 Biosimilar Insulin Price-Competition Wave
  • 4.2.5 ESG-linked Formulary Tenders by Payers
  • 4.2.6 Oral Small-molecule Insulin Breakthroughs
• 4.3 Market Restraints
  • 4.3.1 API Supply-chain Over-reliance on China
  • 4.3.2 GLP-1 Capacity Bottlenecks & Allocation Caps
  • 4.3.3 Rising SGLT-2 DKA Safety Warnings
  • 4.3.4 Decentralised Healthcare Budget Austerity
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technology Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size and Growth Forecasts (Value-USD)

• 5.1 By Drug Class
  • 5.1.1 Insulins
    • 5.1.1.1 Basal/Long-acting
    • 5.1.1.2 Bolus/Fast-acting
    • 5.1.1.3 Human traditional
    • 5.1.1.4 Biosimilar
  • 5.1.2 Oral Anti-diabetics
    • 5.1.2.1 Biguanides
    • 5.1.2.2 SGLT-2 inhibitors
    • 5.1.2.3 DPP-4 inhibitors
    • 5.1.2.4 Sulfonylureas
  • 5.1.3 Non-Insulin Injectables
    • 5.1.3.1 GLP-1 RAs
    • 5.1.3.2 Amylin Analogues
  • 5.1.4 Combination Drugs
• 5.2 By Diabetes Type
  • 5.2.1 Type-1
  • 5.2.2 Type-2
• 5.3 By Route of Administration
  • 5.3.1 Oral
  • 5.3.2 Sub-cutaneous Injection
  • 5.3.3 Inhaled
  • 5.3.4 Implantable/Transdermal
• 5.4 By Distribution Channel
  • 5.4.1 Hospital Pharmacies
  • 5.4.2 Retail Pharmacies
  • 5.4.3 Online Pharmacies
• 5.5 Geography
  • 5.5.1 United Kingdom
  • 5.5.2 Germany
  • 5.5.3 France
  • 5.5.4 Italy
  • 5.5.5 Spain
  • 5.5.6 Rest of Europe

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Market Share Analysis
• 6.3 Company profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.3.1 Novo Nordisk A/S
  • 6.3.2 Sanofi
  • 6.3.3 Eli Lilly
  • 6.3.4 Boehringer Ingelheim
  • 6.3.5 AstraZeneca
  • 6.3.6 Merck & Co.
  • 6.3.7 Wockhardt
  • 6.3.8 Takeda
  • 6.3.9 Janssen (J&J)
  • 6.3.10 Astellas
  • 6.3.11 Novartis
  • 6.3.12 MannKind
  • 6.3.13 Viatris
  • 6.3.14 Recordati
  • 6.3.15 Servier
  • 6.3.16 Lupin
  • 6.3.17 Sun Pharma

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment