中证报中证网讯(记者傅苏颖)12月9日，中国证券报记者从泰德制药获悉，泰德制药自主研发的利多卡 因凝胶贴膏(商品名：得百宁)近日获得国家药监局批准上市，用于缓解糖尿病性周围神经病理性疼痛 (DPNP)治疗。 得百宁的成功上市，是泰德制药二十余年透皮制剂技术积累的又一硕果。自成立以来，泰德制药始终以 透皮制剂为核心赛道深耕，构建了国内领先的现代透皮技术平台与产品矩阵：2010年氟比洛芬凝胶贴膏 (得百安)上市，占据国内医院外用镇痛市场九成份额，年销突破30亿元；2018年得百宁获批填补带状疱 疹后遗神经痛外用治疗空白；2024年，阿尔茨海默病治疗贴剂苏乐达初上市即获广泛认可；2025年，妥 洛特罗贴剂(德瑞妥)成为平喘止咳良药；近期罗替高汀帕金森贴剂(罗菲定)获批进一步完善神经领域布 局，形成覆盖疼痛管理、中枢神经、代谢等多治疗领域的产品生态。按照规划，泰德制药预计2030年前 将推出14款经皮给药产品，持续完善"明星引领、梯队协同"的产品布局。 ...

Group 1 - The report highlights that the exosome industry is in its early stages of industrialization, with significant growth potential anticipated in the coming years [3][8][9] - Exosomes, which are nano-sized vesicles involved in intercellular communication, play crucial roles in tumor progression, immune regulation, and metastasis, with applications in early cancer detection and treatment guidance [3][8] - The global exosome market is projected to grow from USD 112.25 million in 2022 to approximately USD 1.5 billion by 2030, reflecting a compound annual growth rate (CAGR) of 32.75%, with around 30% of applications in oncology and 50% of revenue generated by biopharmaceutical companies [3][8] Group 2 - The report notes that there are currently at least 46 companies in China engaged in exosome research and development, focusing on areas such as separation, purification, detection, new drug development, delivery, and diagnostics [3][8] - The industrialization of exosomes is still in its nascent phase, with only a few products available in the disease diagnosis sector, while drug delivery applications remain in early development without any products on the market [9] - The report emphasizes that the lack of a clear competitive landscape presents substantial opportunities for new entrants in the exosome industry [9]

Group 1 - The core viewpoint of the articles is the strategic partnership between China National Pharmaceutical Group and JD Health, aimed at enhancing the supply chain, retail channels, and innovative marketing models in the pharmaceutical sector [1][2] - The collaboration is seen as a key initiative to bridge the "last mile" in drug accessibility, leveraging digital healthcare to eliminate information barriers and geographical limitations, allowing patients to access quality medications more quickly [1] - The partnership will expand to cover various disease areas including oncology, rheumatology, surgery/pain management, liver disease, respiratory, cardiovascular, and endocrine disorders, utilizing resources from JD Health's internet hospital and expert doctors [1] Group 2 - China National Pharmaceutical Group launched two new products: Loxoprofen Sodium Gel Patch (brand name: Deshu Ping) and Torasemide Patch (brand name: Deruituo), with over 70 innovative drugs currently in development and plans to launch more than 50 innovative drugs in the next decade [2] - The collaboration will focus on three strategic directions: creating a "drug zone for all treatment areas," establishing an "innovative drug digital incubation platform," and innovating a comprehensive health management model that shifts from "passive treatment" to "proactive health management" [2] - The aim is to enhance patient health levels through a patient-centered service model, integrating medical education, medication guidance, and patient recruitment systems [2]

Group 1 - Beijing Tide Pharmaceutical has launched its self-developed terbutaline patch (Derytuo) across major e-commerce platforms and offline pharmacies, marking it as the first domestically produced terbutaline patch in China [1] - The global transdermal drug delivery market is expanding at a compound annual growth rate (CAGR) of 5%, driven by an aging population and increasing chronic disease burden [1][3] Group 2 - The terbutaline patch utilizes innovative sustained-release technology to control the permeation rate, allowing for continuous absorption through the skin, thus overcoming traditional treatment limitations [2] - The patch is approved for patients aged 9 and above, with plans to extend its use to children under 9, potentially opening up the pediatric market [2] Group 3 - The global transdermal patch market is projected to grow from $7.88 billion in 2023 to $10.33 billion by 2029, with a CAGR of approximately 5% from 2024 to 2029 [3] - Beijing Tide has developed a comprehensive technology platform covering gel patches, hot melt adhesive patches, transdermal patches, and microneedle patches, establishing a fully controllable supply chain from raw materials to finished products [3][4] Group 4 - The company has successfully launched five patch products, including the first domestic non-steroidal anti-inflammatory gel patch, which has gained recognition among healthcare providers and patients [4] - With an annual production capacity of 330 million patches, Beijing Tide is accelerating the transformation of laboratory results into clinical value through partnerships with e-commerce platforms and educational content [4]