进博会深度解读｜达利雷生重构睡眠治疗版图：精准医学如何改写千亿市场？

Core Insights - The article discusses the introduction of Daridorexant, a new generation insomnia medication, at the 2025 China International Import Expo, highlighting its potential to reshape the insomnia treatment landscape in China, where nearly half of adults experience sleep issues [3][20]. Industry Overview - The insomnia treatment market in China is significant, with the sleep economy exceeding 300 billion yuan and showing steady growth, indicating further expansion potential as awareness of sleep quality increases [16]. - Traditional insomnia medications have limitations, including dependency and residual effects, leading to a demand for more precise and natural treatment options [5][6]. Product Introduction - Daridorexant, developed by Swiss company Idorsia, is a dual orexin receptor antagonist (DORA) that targets the underlying physiological mechanisms of insomnia, distinguishing it from traditional sedatives [8][11]. - The drug has a half-life of approximately 8 hours, allowing for a full night's sleep without next-day drowsiness, aligning with modern lifestyle demands [11][17]. Clinical Data - Clinical studies published in The Lancet Neurology demonstrate that Daridorexant significantly improves sleep onset and maintenance compared to placebo, extending total sleep time without altering sleep structure or causing dependency [13][14]. - In China, the drug's phase III clinical trial showed consistent efficacy and safety results, reducing sleep onset time by 35 minutes and nighttime awakenings by 30 minutes, while also improving daytime functioning [14]. Competitive Advantages - Daridorexant's mechanism directly addresses insomnia's pathophysiology, presenting a safety profile with low dependency risk, making it more appealing for prescriptions [17]. - The drug is not classified as a controlled substance, simplifying prescription processes and enhancing accessibility for patients [17]. Local Production and Accessibility - Local production of Daridorexant is expected to reduce costs and improve patient accessibility, with plans for production in Hainan, China, anticipated to meet the needs of insomnia patients effectively [18][19]. - The local manufacturing strategy aims to ensure stable supply chains and lower drug prices, which are critical for chronic disease management [19]. Treatment Paradigm Shift - The introduction of Daridorexant signifies a shift in insomnia treatment from forced sleep to promoting natural sleep, focusing on overall sleep health management rather than merely symptom control [20].