抢占200亿市场窗口期？兴齐眼药“近视神药”独有规格获批

Core Viewpoint - Xingqi Eye Pharmaceutical has received approval from the National Medical Products Administration for its 0.02% and 0.04% atropine sulfate eye drops, aimed at slowing myopia progression in children aged 6 to 12 with specific refractive errors, marking a significant advancement in the treatment options available for pediatric myopia [1][4]. Company Developments - The approval of the new concentrations follows the earlier approval of the 0.01% atropine sulfate eye drops, which has already established a stable market share and clinical recognition as the first product in China for this purpose [3][6]. - Following the announcement, the company's stock price rose by 4.82% on January 5, closing at 73.68 yuan per share, and continued to rise to 74.2 yuan on January 6, reflecting positive market sentiment [3]. Clinical Research and Efficacy - Clinical trials involving 800 children demonstrated significant efficacy of the 0.02% and 0.04% atropine sulfate eye drops compared to a placebo, with good safety profiles and patient compliance [4][5]. - The 2024 edition of the "Myopia Prevention and Control Guidelines" has included low-concentration atropine eye drops as an effective method for myopia control, further validating their clinical use [5]. Market Potential and Competition - The myopia rate among children and adolescents in China reached 51.9% in 2022, creating a substantial market demand for effective myopia prevention and control solutions [5][6]. - The market for low-concentration atropine is projected to be significant, with estimates ranging from 52.9 billion yuan to 203.9 billion yuan, indicating a robust growth opportunity for the company [6]. - Competition in the pediatric myopia treatment space is intensifying, with several pharmaceutical companies, including Heng Rui Medicine and Zhaoke Ophthalmology, advancing their own atropine eye drop products through various stages of clinical trials [7][8].