近日，济川药业（600566）发布公告称，公司全资子公司济川药业集团有限公司与上海泽德曼医药科技 有限公司签署了独占性商业化权益协议。 本次交易将进一步丰富公司的产品线，有助于公司的可持续发展，并对未来的盈利能力和业绩增长产生 积极影响。公告中特别提示，医药产品销售业务面临政策变动、市场环境变化等不确定性风险。 （济川药业公告） 根据协议，泽德曼授权济川有限在合作期限内独家负责其拥有的泽立美 本维莫德乳膏在中国大陆地区 的商业化，济川有限支付的首付款及里程碑付款将不超过1.9亿元（含税）。 泽立美 本维莫德乳膏是全球首个被批准用于2岁及以上儿童与成人湿疹治疗的芳香烃受体调节剂。该产 品尚未纳入《国家基本医疗保险、生育保险和工伤保险药品目录》，目前正处于市场拓展初期。根据市 场预测，中国特应性皮炎药物市场规模预计将从2024年的110亿元增长至2028年的297亿元。 ...

Core Insights - The market demand for eczema treatments is evolving, with a shift towards non-hormonal innovative drugs like Zhilimei (Bimekizumab), which are gaining traction due to their efficacy and safety profile [1][2][5] Group 1: Market Trends - There is a notable trend of "consumerization" in the pharmaceutical sector, where patients are increasingly involved in treatment decisions, prioritizing safety and brand reputation [6][7] - The demand for non-hormonal treatments is rising as traditional hormonal therapies face limitations due to side effects and patient fears [1][6] Group 2: Product Overview - Zhilimei is the first innovative drug approved for treating eczema in children over two years old, utilizing a novel mechanism targeting the aryl hydrocarbon receptor (AhR) [2][4] - Clinical trials indicate that nearly 60% of patients experience significant itch relief after eight weeks of treatment, with over 80% efficacy in children [2][3] Group 3: Clinical Validation - The 2025 Expert Consensus on Eczema Treatment in China highlights Zhilimei as a key treatment option, emphasizing its dual benefits of inflammation suppression and skin barrier repair [2][4] - Real-world patient feedback shows significant improvements in symptoms, with over 73% of children experiencing resolution of eczema symptoms after using Zhilimei [3][5] Group 4: Sales and Market Performance - Zhilimei achieved significant sales growth, with a 500% increase in transaction volume during the recent Double 11 shopping festival on JD.com [6][7] - The product has been recognized in the 2025 Shanghai Biopharmaceutical "New and Excellent Drug" directory, reflecting its acceptance across various stakeholders [7]