近日，科伦药业（002422.SZ）董事长刘革新因一则广告火出圈。据科伦永年大健康账号所发布的旗下麦角硫因胶囊广告，公司董事长刘革新在广告中展 示其健硕的肌肉，广告词为"刘先生75岁——'没有不可能！'麦角硫因，生命长青。科伦永年，与您相伴"。 刘革新是科伦药业董事长，重庆医科大学优秀校友，研究生学历，高级工程师。2024年，刘革新从科伦药业获得的税前报酬总额为560万元。 5月14日，刘革新通过公开信正式回应，宣布将抗衰老赛道作为继大输液、抗生素、创新药之后的"第四次创业"，称其目标是"共建抗衰老事业的生态平 台"。 公司方面如何回应网络上的评价？上述产品的品类及功效如何，是否为"智商税"？5月15日，科伦药业证券部方面对此回应南都医药记者，"关于刘革新董 事长出镜展示的75岁健硕形象，我们郑重说明，视频内容完全真实，未经过任何 PS 修饰。董事长以其真实状态，向公众传递积极健康的生活理念。" 据其介绍，"董事长已连续三年服用麦角硫因胶囊，在此期间还保持着每日健身与读书的习惯。他的健硕肌肉线条和良好的精神状态，是长期坚持健康生 活方式与服用麦角硫因胶囊等综合因素作用的结果。" 刘革新的"第四次创业" 投入抗 ...

Core Viewpoint - The recent advertisement for Ergothioneine capsules by Kelun Pharmaceutical has sparked attention, particularly due to the endorsement by the company's chairman, Liu Gexin, highlighting the scientific value and industrial prospects of Ergothioneine [1] Summary by Sections What is Ergothioneine and Why is it Called the "Longevity Vitamin"? - Ergothioneine (EGT) is a natural sulfur-containing amino acid derivative first isolated from ergot fungus in 1909, found in high concentrations in vital organs such as the liver, kidneys, and brain [2] - International studies have shown that Ergothioneine has significant antioxidant and cell-protective properties, with notable recognition from Nobel Prize nominee Bruce Ames, who referred to it as the "longevity vitamin" in a prominent publication [2] Mechanism of Action - Mitochondria, the "energy factories" of cells, generate energy (ATP) but also produce reactive oxygen species (ROS) as byproducts, which can accumulate and damage cellular components when mitochondrial efficiency declines due to aging or inflammation [4] - Ergothioneine is unique among known antioxidants and mitochondrial protectants as it can penetrate cell membranes and enter mitochondria, facilitated by its exclusive transport protein, OCTN1, allowing it to exert powerful antioxidant effects [6] Industrial Chain Overview - The production of Ergothioneine involves three main stages: raw material supply, biomanufacturing, and downstream applications [9] - Raw materials are primarily sourced from fungi and mushrooms through fermentation [9] - The mainstream production method is biomanufacturing via genetic engineering and high-efficiency fermentation, followed by extraction and purification [10] - In cosmetics, Ergothioneine is valued for its anti-aging, whitening, anti-inflammatory, and reparative properties, while in food and beverages, it is recognized for its anti-aging and cognitive enhancement effects, approved as a food ingredient in several countries [10] Key Companies in the Ergothioneine Industry - Huaxi Biological is a pioneer in the Ergothioneine sector, producing high-purity raw materials and setting industry standards, with a comprehensive product range from dietary supplements to medical applications [11] - Furuida has launched a new brand "Baifu" to expand its product line in high-end raw materials, including Ergothioneine [12] - Shouxiangu has developed advanced techniques to enhance the content and bioavailability of Ergothioneine in its products [12] - Other companies like Jiabiyou, Kelun Pharmaceutical, and Huadong Pharmaceutical are also actively involved in the production and application of Ergothioneine, contributing to the growth of the anti-aging product market [13][14] Conclusion - As scientific research progresses and regulations improve, Ergothioneine is transitioning from a niche ingredient to a broader market presence, expected to play a significant role in the anti-aging and functional food sectors [14]

Core Viewpoint - The chairman of Kelun Pharmaceutical, Liu Gexin, has gained attention through a promotional video for the company's ergothioneine capsules, showcasing his fitness at the age of 75, which has sparked discussions about the product's efficacy and authenticity [2][4][10]. Company Response - Kelun Pharmaceutical confirmed that the video featuring Liu Gexin is authentic and not digitally altered, emphasizing the chairman's commitment to a healthy lifestyle and the product's role in promoting health [4][6]. - The company stated that Liu has been taking ergothioneine capsules for three consecutive years while maintaining a fitness and reading routine, attributing his physical condition to a combination of lifestyle choices and the supplement [6][8]. Business Strategy - Liu Gexin announced a new venture into the anti-aging sector, marking it as his "fourth entrepreneurial journey" after previous successes in intravenous solutions, antibiotics, and innovative drugs [6][8]. - The company aims to establish an ecological platform for anti-aging, focusing on ergothioneine as a key product while expanding into other active anti-aging molecules and health supplements over the next three to five years [8][9]. Product Details - The ergothioneine capsules are priced at 1499 yuan for 60 capsules, marketed as a dietary supplement with claims of superior antioxidant effects compared to traditional ingredients [11][16]. - The product is produced in collaboration with a century-old Japanese pharmaceutical company, ensuring high-quality standards and global sales rights outside Japan [15][16]. Market Context - The anti-aging market in China is rapidly growing, with the silver economy projected to reach 12.3 trillion yuan by 2028, highlighting the potential for companies like Kelun to capitalize on this trend [18]. - Kelun Pharmaceutical is recognized as a leading player in the domestic pharmaceutical industry, with a comprehensive product range and a strong market position [17]. Research and Development - The company is actively conducting research on ergothioneine, with positive preliminary results from animal studies and user feedback indicating benefits such as improved sleep and increased energy [18][19]. - Kelun plans to collaborate with medical institutions for clinical trials to further validate the efficacy of its anti-aging products [18].

5月8日，科伦药业（002422.SZ）董事长刘革新以一则"赤膊上阵"代言产品的视频冲上热搜。5月14日， 刘革新通过公开信正式回应，宣布将抗衰老赛道作为继大输液、抗生素、创新药之后的"第四次创业"， 称其目标是"共建抗衰老事业的生态平台"。 政策层面看，我国积极应对人口老龄化国家战略深入推进，"健康中国2030"规划纲要明确将"提高人民 健康水平"作为核心。业内人士指出，这一政策导向为大健康产业注入强劲动力，抗衰老领域成为政策 红利的直接受益者。 为此，科伦药业在2024年11月投资设立科伦永年，负责麦角硫因等大健康产品的销售。 健身与产品的协同效应 公开资料显示，刘革新代言的产品"麦角硫因"于2022年11月1日首次出现在科伦药业的公告中。根据公 司公告，该产品由上海川宁药物研究院独立研发，工艺包成熟后，交付给科伦药业子公司川宁生物实现 商业化。 来源：科伦集团微信视频号 银发经济崛起叠加政策红利 当前，随着大众健康需求的不断增长和银发经济规模的不断扩大，抗衰老研究已成为国际生物医学领域 的前沿热点。国家统计局数据显示，截至2024年末，我国60岁及以上人口达到3.1亿人，首次突破3亿 人。老龄化加剧叠加 ...

Core Viewpoint - The video featuring Liu Gexin, the controlling shareholder of Sichuan Kelun Pharmaceutical Co., Ltd., promoting the company's product, Ergothioneine capsules, has garnered significant attention, especially as the company faces a notable decline in profits due to the impact of centralized procurement on its infusion business [2][3]. Group 1: Company Performance - In the first quarter of this year, Kelun Pharmaceutical experienced a rare decline in both revenue and net profit, with net profit dropping over 43% year-on-year [2][11]. - The company reported a revenue of 4.39 billion yuan, a year-on-year decrease of 29.42%, and a net profit of 584 million yuan, reflecting a decline of 43.07% [11]. - Analysts attribute the decline to a high base from the previous year and the adverse effects of centralized procurement on the infusion business [11]. Group 2: Product Promotion and Market Strategy - Liu Gexin, aged 75, actively promotes the Ergothioneine capsules, showcasing his fitness and personal use of the product, which has gained over 5,100 likes on social media [3][4]. - The Ergothioneine capsules are priced at 1,499 yuan for a bottle of 60 capsules and are marketed as a cutting-edge anti-aging ingredient with superior antioxidant properties [5][6][8]. - The product is currently sold through a mini-program and is expected to expand to platforms like JD Overseas and Tmall International by late May or June [9]. Group 3: Market Potential and Industry Trends - The anti-aging market in China reached 64.6 billion yuan in 2020 and exceeded 80 billion yuan in 2021, with a growth rate of approximately 20% [12]. - Sales of Ergothioneine oral beauty products surged by 60 times on a specific e-commerce platform in the first half of 2024 [12]. - The market for health products containing Ergothioneine is rapidly growing, with numerous brands already incorporating it into their offerings [13]. Group 4: Regulatory Challenges - Currently, there are no registered or filed health products containing Ergothioneine in China, which poses a challenge for Kelun Pharmaceutical in marketing the product as a health supplement [10]. - Without proper registration or filing, the product cannot claim health benefits, as per China's Food Safety Law [10].

近日，科伦药业董事长刘革新出现在一个保健品广告视频中。广告中，刘革新以"75岁刘先生"的"赤 膊"形象出现，并称："没有什么不可能。" 七旬董事长"赤膊上阵"亲自带货，也折射出传统药企在新形势下面临的挑战。 据悉，刘革新代言的产品为科伦药业旗下川宁生物的一款叫做"麦角硫因"的生物提取物，产品宣称具 有抗衰功能。不过，有业内人士表示："这种物质的实际功效以及应用的边界仍然需要进一步验证。" 上个月，科伦药业财报显示，2025年一季度，公司实现营业收入43.9亿元，同比下降近30%；净利 润5.84亿元，同比下滑超过43%；2022年至2024年，科伦药业销售费已连续三年下滑，输液业务受 集采影响是收入下降的重要原因。此外，川宁生物的原料药/中间体价格有所波动。 在今年5月6日的业绩会上，面对投资者关于公司是否将重点转向保健品的提问，刘革新明确回 应："科伦已决定挺进大健康赛道。" 2025.05. 12 本文字数：885，阅读时长大约2分钟 作者 | 第一财经 钱童心 有"输液大王"之称的刘革新自2003年起，就开始疯狂收购，6年内并购了13家输液企业，2010年又 收购了浙江国镜药业。自2004年以来，科伦药 ...

刘革新代言的产品为科伦药业旗下川宁生物的一款叫做"麦角硫因"的生物提取物，产品宣称具有抗衰功能。不过，有业内人士表示："这种物质的实际功效 以及应用的边界仍然需要进一步验证。" 近日，科伦药业董事长刘革新出现在一个保健品广告视频中。广告中，刘革新以"75岁刘先生"的"赤膊"形象出现，并称："没有什么不可能。" 七旬董事长"赤膊上阵"亲自带货，也折射出传统药企在新形势下面临的挑战。 据悉，刘革新代言的产品为科伦药业旗下川宁生物的一款叫做"麦角硫因"的生物提取物，产品宣称具有抗衰功能。不过，有业内人士表示："这种物质的实 际功效以及应用的边界仍然需要进一步验证。" 上个月，科伦药业财报显示，2025年一季度，公司实现营业收入43.9亿元，同比下降近30%；净利润5.84亿元，同比下滑超过43%；2022年至2024年，科伦 药业销售费已连续三年下滑，输液业务受集采影响是收入下降的重要原因。此外，川宁生物的原料药/中间体价格有所波动。 根据福布斯富豪榜最新数据，作为科伦药业的掌舵者，刘革新个人财富目前已经达到17亿美元（约合122.6万元人民币），较科伦药业上市首日55亿元人民 币的个人财富翻了一倍多。另据科伦药业 ...

Core Insights - The article emphasizes the importance of extending healthy life expectancy in the context of an aging population, highlighting the role of gut microbiota in aging and chronic inflammation [1][4]. Company Overview - Guangxi Aisheng Life Technology Co., Ltd. (Aisheng Life) is a national high-tech enterprise focused on longevity research, having established the world's largest longevity human database and microbiome library [1][4]. - The company has published multiple longevity research findings in renowned international journals over its 7+ years of operation, showcasing its influence in the field [1][4]. Recent Research Achievements - Aisheng Life's research team published a paper in the journal Aging Cell, exploring the causal relationships between gut microbes, aging indicators, and age-related diseases, revealing the potential of gut microbiota as biomarkers for health management and disease prevention [4][5]. - The study innovatively integrated gut microbiota, various aging indicators, and numerous age-related diseases into a comprehensive research framework, confirming the significant role of gut microbiota in aging and disease [5][7]. Research Methodology and Findings - The research utilized Mendelian randomization (MR) and linkage disequilibrium score regression (LDSC) to analyze the genetic correlations and causal relationships between gut microbiota and three aging indicators (telomere length, frailty index, and facial aging) as well as 14 age-related diseases (e.g., coronary heart disease, chronic kidney disease, Alzheimer's disease) [5][7]. - Specific gut microbes, such as Bifidobacterium breve, were found to be associated with delayed aging and reduced disease risk, while the enrichment of pathogenic bacteria could increase chronic inflammation and metabolic disorders [5][7]. Predictive Models and Applications - The research team developed predictive models for nine age-related diseases based on identified gut microbes, achieving an average AUC value of 0.832, indicating strong predictive performance [7][10]. - The findings suggest that gut microbiota can causally influence aging indicators by regulating short-chain fatty acid (SCFA) production, improving gut barrier function, and reducing chronic inflammation [7][8]. Future Directions - The study lays a theoretical foundation for developing targeted interventions against aging by modulating gut microbiota, providing new directions for health management, disease early screening, and personalized interventions [8][9]. - Aisheng Life aims to align its development philosophy with national strategies, promoting the application of longevity research outcomes and expanding the global longevity market [8][9]. Innovations and Patents - Aisheng Life has received national invention patent authorization for a probiotic strain (Lactobacillus A21013 and A21033) that has demonstrated efficacy in extending lifespan, reducing fat, enhancing exercise capacity, and improving stress resistance [12]. - The company has also patented another strain (Lactobacillus A21041) with anti-inflammatory and antioxidant properties, which has shown potential in extending lifespan and reducing fat, indicating high practical value for developing longevity products [13][16].

Core Viewpoint - Kelong Pharmaceutical's chairman, Liu Gexin, promotes the company's anti-aging product, "Methylthioadenosine Capsules," in a striking advertisement, showcasing his fitness at the age of 75, which has generated significant social media buzz [1][2]. Company Overview - Kelong Pharmaceutical (002422.SZ) has a market capitalization of 54.558 billion yuan and a stock price of 34.14 yuan [1]. - The company is exploring the health and wellness sector as a potential growth avenue, especially after experiencing a decline in revenue and net profit in the first quarter of the year [6]. Product Details - The "Methylthioadenosine Capsules" are marketed at 1,499 yuan per bottle (60 capsules), with each capsule containing 30 mg of the active ingredient [3]. - The product claims to have antioxidant effects that are 10 to 30 times more effective than traditional ingredients like Vitamin C and Coenzyme Q10 [3]. - The capsules are sold through online platforms and Japanese physical stores, with plans for further online sales on JD Overseas and Tmall International [6]. Marketing Strategy - Liu Gexin has been using the product for three years and maintains a strict fitness regimen, which the company emphasizes in its marketing [2][6]. - The advertisement has sparked discussions on social media, indicating a successful initial marketing impact [2]. Industry Context - The high-end anti-aging health product market is competitive, and consumer acceptance of the product's efficacy will take time to establish [6]. - Methylthioadenosine is gaining attention in the skincare and health supplement sectors for its potential anti-aging properties, although large-scale human trial data is still limited [6][7].

Core Viewpoint - Kelong Pharmaceutical is entering the health and wellness sector with a focus on ergothioneine, a compound believed to have significant anti-aging properties, as indicated by the company's chairman, Liu Gexin [1][5]. Company Overview - Kelong Pharmaceutical was founded in 1996 by Liu Gexin, who has served as chairman since its inception [1]. - The company has faced challenges in its traditional pharmaceutical business, including a decline in demand for infusion products and increased competition in the generic drug market [4]. - Kelong Pharmaceutical's revenue for Q1 2025 was 4.39 billion yuan, a decrease of 29.42% year-on-year, with net profit dropping by 43.07% to 584 million yuan [4]. Product Development - The upcoming ergothioneine product is set to launch in mid-May, coinciding with Kelong's 29th anniversary [1]. - The raw materials for ergothioneine are supplied by Kelong's subsidiary, Chuaning Bio, which specializes in biotechnological products [2]. - Ergothioneine is reported to have seven health benefits, including anti-aging, sleep improvement, cognitive enhancement, skin health, anti-inflammation, diabetes prevention, and cardiovascular protection [2]. Marketing Strategy - Kelong has established a sales platform named Kelong Yongnian, which is primarily responsible for marketing health products [4]. - The company aims to leverage the personal endorsement of its 75-year-old chairman to enhance the product's market appeal [5]. - Kelong is preparing to launch over ten anti-aging products, indicating a strategic shift towards health and wellness [5]. Industry Context - The health and wellness market is seen as a promising growth area, particularly in anti-aging products, which are gaining traction among consumers [1][5]. - Kelong's entry into this sector reflects a broader trend in the pharmaceutical industry, where companies are diversifying their offerings to adapt to changing market demands [4].