Muscle-preserving drugs could generate over $30 billion in sales by 2035, TD Cowen says
June 20 (Reuters) - Treatments designed to help patients preserve muscle while losing weight with popular obesity drugs by Eli Lilly (LLY.N), opens new tab and Novo Nordisk (NOVOb.CO), opens new tab could generate more than $30 billion in sales by 2035, analysts at TD Cowen said on Friday.
About a dozen companies are racing to develop such therapies, most of which are being tested in combination with Lilly's Zepbound or Novo's Wegovy, both of which target the GLP-1 protein to help control appetite.
The initial Wall Street estimates for muscle-preserving therapies follow promising mid-stage results from experimental drugs developed by Regeneron (REGN.O), opens new tab and Scholar Rock (SRRK.O), opens new tab.
Investors are closely watching mid-stage data from Lilly's muscle mass-preserving drug, bimagrumab, which is scheduled for presentation at a medical conference next week.
Analysts have projected that obesity drugs sales could reach $150 billion a year by the early 2030s. The unmet need to preserve muscle will grow with the use of GLP-1 drugs for obesity, said TD Cowen analyst Tyler Van Buren.
Doctors have raised concerns that patients may experience a decrease in overall strength due to muscle loss associated with Zepbound and Wegovy, while experts suggest that more muscle can help patients maintain long-term weight loss.
Van Buren said that the first such treatment could launch by 2028, although regulatory challenges remain because these treatments must demonstrate additional health benefits to secure approval.
"We believe quality of weight loss and lean mass preservation ... is far too important for long-term health outcomes to be ignored and that this will be figured out," Van Buren said.
Some of the new drugs target the myostatin protein, which is associated with muscle growth, and are expected to see broader use due to their superior safety profile, capturing the majority of the market share, Van Buren said.
Other drugs target activin, a protein with multiple biological functions. Van Buren said that activin-based drugs will be reserved for patients at higher risk of losing strength, forecasting sales of about $5 billion by 2035.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Leader Live
21 minutes ago
- Leader Live
Weight loss pill shows promise in new trial
An early study have found that people who received higher doses of amycretin as a weekly jab lost 24.3% of their body weight after 36 weeks of treatment. And initial trials assessing a tablet form of the drug also showed promising results, with patients taking daily tablets losing an average of 13.1% of their body weight after 12 weeks. Weight loss jabs have been hailed as transformative by NHS leaders. But injections come with additional work for over-stretched health services so tablet forms of medication may offer a new hope for the millions of people looking to lose weight. It has been estimated that around 1.5 million Britons are having weight loss jabs, which have been either prescribed through specialist weight loss services or private prescriptions. GPs will be able to dish out that jabs from next week. Amycretin, made by Novo Nordisk, helps to control blood sugar and appetite by targeting two specific receptors in the body – GLP-1 and the amylin receptor. An early trial in 125 adults testing weekly injections of amycretin, which has been published in The Lancet, found that those taking the highest dosage (60mg) lost 24.3% after 36 weeks of treatment. It also showed signs in improving blood sugar levels. Side effects included nausea and vomiting and were mostly mild to moderate and resolved by the end of treatment. 'These phase 1b/2a data support the potential of once-weekly subcutaneous amycretin as a therapeutic for people living with overweight or obesity,' the authors wrote. 'Amycretin appeared safe and tolerable, and there were significant reductions in body weight after 36 weeks of treatment.' The second early trial, published in the same journal, assessed amycretin in tablet form in 144 people over 12 weeks. There were mild to moderate side effects including loss of appetite, nausea and vomiting. Researchers found that people taking the highest dose of 100mg per day, lost 13.1% of their body weight over four months. The authors wrote: 'Amycretin effectively lowered body weight and improved metabolic and glycaemic parameters in people with overweight or obesity. 'Longer studies with more participants are warranted for evaluation of the safety and efficacy of amycretin in individuals living with obesity and type 2 diabetes, and to optimise the dosing regimen.' The studies were also presented at the American Diabetes Association's Scientific Sessions in Chicago, in the US. It comes as a separate study, which was published at the same meeting, examined the effects of weight loss jab Wegovy at higher doses. Researchers found that giving patients 7.2mg of Wegovy, also known as semaglutide, once a week led to an average weight loss of 20.7%, with a third of participants losing 25% or more of their body weight after 72 weeks.
The Herald Scotland
an hour ago
- The Herald Scotland
Weight loss pill shows promise in new trial
And initial trials assessing a tablet form of the drug also showed promising results, with patients taking daily tablets losing an average of 13.1% of their body weight after 12 weeks. Weight loss jabs have been hailed as transformative by NHS leaders. But injections come with additional work for over-stretched health services so tablet forms of medication may offer a new hope for the millions of people looking to lose weight. It has been estimated that around 1.5 million Britons are having weight loss jabs, which have been either prescribed through specialist weight loss services or private prescriptions. GPs will be able to dish out that jabs from next week. Amycretin, made by Novo Nordisk, helps to control blood sugar and appetite by targeting two specific receptors in the body – GLP-1 and the amylin receptor. GPs in England will be able to prescribe Mounjaro from Monday (Alamy/PA) An early trial in 125 adults testing weekly injections of amycretin, which has been published in The Lancet, found that those taking the highest dosage (60mg) lost 24.3% after 36 weeks of treatment. It also showed signs in improving blood sugar levels. Side effects included nausea and vomiting and were mostly mild to moderate and resolved by the end of treatment. 'These phase 1b/2a data support the potential of once-weekly subcutaneous amycretin as a therapeutic for people living with overweight or obesity,' the authors wrote. 'Amycretin appeared safe and tolerable, and there were significant reductions in body weight after 36 weeks of treatment.' The second early trial, published in the same journal, assessed amycretin in tablet form in 144 people over 12 weeks. There were mild to moderate side effects including loss of appetite, nausea and vomiting. Researchers found that people taking the highest dose of 100mg per day, lost 13.1% of their body weight over four months. The authors wrote: 'Amycretin effectively lowered body weight and improved metabolic and glycaemic parameters in people with overweight or obesity. 'Longer studies with more participants are warranted for evaluation of the safety and efficacy of amycretin in individuals living with obesity and type 2 diabetes, and to optimise the dosing regimen.' The studies were also presented at the American Diabetes Association's Scientific Sessions in Chicago, in the US. It comes as a separate study, which was published at the same meeting, examined the effects of weight loss jab Wegovy at higher doses. Researchers found that giving patients 7.2mg of Wegovy, also known as semaglutide, once a week led to an average weight loss of 20.7%, with a third of participants losing 25% or more of their body weight after 72 weeks.
North Wales Chronicle
an hour ago
- North Wales Chronicle
Weight loss pill shows promise in new trial
An early study have found that people who received higher doses of amycretin as a weekly jab lost 24.3% of their body weight after 36 weeks of treatment. And initial trials assessing a tablet form of the drug also showed promising results, with patients taking daily tablets losing an average of 13.1% of their body weight after 12 weeks. Weight loss jabs have been hailed as transformative by NHS leaders. But injections come with additional work for over-stretched health services so tablet forms of medication may offer a new hope for the millions of people looking to lose weight. It has been estimated that around 1.5 million Britons are having weight loss jabs, which have been either prescribed through specialist weight loss services or private prescriptions. GPs will be able to dish out that jabs from next week. Amycretin, made by Novo Nordisk, helps to control blood sugar and appetite by targeting two specific receptors in the body – GLP-1 and the amylin receptor. An early trial in 125 adults testing weekly injections of amycretin, which has been published in The Lancet, found that those taking the highest dosage (60mg) lost 24.3% after 36 weeks of treatment. It also showed signs in improving blood sugar levels. Side effects included nausea and vomiting and were mostly mild to moderate and resolved by the end of treatment. 'These phase 1b/2a data support the potential of once-weekly subcutaneous amycretin as a therapeutic for people living with overweight or obesity,' the authors wrote. 'Amycretin appeared safe and tolerable, and there were significant reductions in body weight after 36 weeks of treatment.' The second early trial, published in the same journal, assessed amycretin in tablet form in 144 people over 12 weeks. There were mild to moderate side effects including loss of appetite, nausea and vomiting. Researchers found that people taking the highest dose of 100mg per day, lost 13.1% of their body weight over four months. The authors wrote: 'Amycretin effectively lowered body weight and improved metabolic and glycaemic parameters in people with overweight or obesity. 'Longer studies with more participants are warranted for evaluation of the safety and efficacy of amycretin in individuals living with obesity and type 2 diabetes, and to optimise the dosing regimen.' The studies were also presented at the American Diabetes Association's Scientific Sessions in Chicago, in the US. It comes as a separate study, which was published at the same meeting, examined the effects of weight loss jab Wegovy at higher doses. Researchers found that giving patients 7.2mg of Wegovy, also known as semaglutide, once a week led to an average weight loss of 20.7%, with a third of participants losing 25% or more of their body weight after 72 weeks.
