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打疫苗可以治青春痘?国内外药企为何看中这一赛道
Di Yi Cai Jing· 2025-11-16 07:28
Core Insights - The development of acne vaccines represents a shift from symptomatic treatment to immune-targeted therapy, with the first therapeutic acne vaccine in China receiving clinical trial approval [1][3] - Acne affects over 9.4% of the global population, with a prevalence rate of 8.1% in China, indicating a significant market potential for innovative treatments [1][2] Treatment Landscape - Current acne treatments include topical antibiotics, retinoids, and physical or chemical therapies, each with limitations such as antibiotic resistance and side effects [2] - Recent advancements in understanding the immune and inflammatory factors behind acne have opened up possibilities for etiological treatment and disease prevention [2] Vaccine Development - Various companies are exploring acne vaccines, including Sanofi's mRNA vaccine and a candidate from the University of California, San Diego, targeting hyaluronidase to prevent acne [2][3] - The consensus in the industry is that the main triggers for acne are follicular hyperkeratinization and increased sebum secretion driven by androgens [3] Market Potential - The global acne treatment market is projected to grow from $9.9 billion in 2022 to $17.5 billion by 2032, with a compound annual growth rate (CAGR) of 5.86% [4] - Price considerations will be crucial for the initial promotion of acne vaccines, but their cost-effectiveness may improve as technology matures and clinical data supports efficacy [4]