乐普医疗“童颜针”获批 再生医美针剂竞争白热化

Core Viewpoint - Lepu Medical has received NMPA approval for its self-developed polylactic acid facial filler, marking a significant entry into the aesthetic medicine sector amidst intense competition [1][2][3] Group 1: Product Details - The polylactic acid facial filler is classified as a Class III medical device, designed for injection into the dermis to correct moderate to severe nasolabial folds [1] - The main component, polylactic acid (PLLA), is a biodegradable material that is safe and compatible with the human body, breaking down into carbon dioxide and water [2] - The product is expected to provide a new option for doctors and consumers, with good therapeutic effects and low incidence of side effects [5] Group 2: Market Context - The aesthetic medicine market is becoming increasingly competitive, with several companies, including East China Pharmaceutical and Aimeike, already established in the regenerative aesthetic injection sector [2] - The regenerative anti-aging injection market has seen rapid growth, with its market share increasing from 3% in 2019 to 19% in 2023, and projected to reach 31% by 2028 [5][6] Group 3: Strategic Focus - Lepu Medical's entry into the aesthetic medicine field is part of its ongoing strategy to diversify into consumer healthcare and seek new growth avenues [3] - The company aims to mitigate the impact of domestic medical industry policy changes by actively developing self-funded medical products [3] - The strategic focus is on ophthalmology and dermatology, with expectations for a peak in approvals for injectable products in dermatology by 2025 [3][4] Group 4: Financial Impact - The approval of the polylactic acid facial filler is seen as a milestone for Lepu Medical in the dermatology field, potentially driving future business growth [5] - The company reported a revenue of 6.103 billion yuan in 2024, a decline of 23.52% year-on-year, and a net profit of 247 million yuan, down 80.37% year-on-year [3]