民生乐速克(酒石酸伐尼克兰片)
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民生健康(301507):“民生乐速克”全面上市 百年药企民生健康以科学方案切入控烟蓝海市场
Xin Lang Cai Jing· 2025-11-21 06:34
Core Insights - The launch of "Minsheng Lesuke," a smoking cessation drug by Minsheng Health, aims to provide a scientific and standardized solution for smokers in China, with a comprehensive sales strategy covering both online and offline channels [1][2] - The global smoking cessation market is projected to reach nearly 1 trillion by 2029, with a CAGR exceeding 19% from 2023 to 2029, indicating a significant growth opportunity in a market with limited supply and high demand [1] - The company positions "Minsheng Lesuke" as a strategic flagship product, focusing on scientific and user-friendly design to enhance treatment adherence, supported by a digital companion service to improve user success rates in quitting smoking [2] Industry Overview - The smoking cessation drug market is characterized by a blue ocean opportunity, with only four companies currently holding generic drug approvals in China following the withdrawal of Pfizer's original drug [1] - The company plans to leverage partnerships with domestic smoking cessation academic authorities and actively participate in setting industry standards to enhance its market presence [2] - Revenue projections for the company indicate a steady growth trajectory, with expected revenues of 792 million, 985 million, and 1.273 billion from 2025 to 2027, reflecting year-on-year growth rates of 24%, 24%, and 29% respectively [2]