Core Insights - Dingdang Health's subsidiary, Dingdang Kuaiyao, has launched the innovative insomnia treatment drug, Leberesin (brand name: Daweike), which can be ordered online and delivered to patients' homes within 28 minutes, significantly improving accessibility and convenience for insomnia patients [1] - Leberesin is a non-psychoactive medication that aims to help long-term insomnia sufferers return to a natural sleep rhythm [1] - The drug has been approved in 26 countries and regions globally, with over 6 million users, and has recently received approval for domestic market entry [1] Company Strategy - Dingdang Health is focusing on the insomnia market and leveraging its digital capabilities through Dingdang Smart Pharmacy, which offers real-time online health consultation services, 24-hour professional medication delivery, AI medication reminders, and sleep health management guidance [1] - The company is committed to the "Innovative Drugs · Life Ark" initiative starting in 2025, having developed a portfolio of innovative drug products covering various disease areas, including insomnia, neurological disorders, endocrine metabolism, tumors, cardiovascular diseases, and inflammatory bowel disease [1]

8月初，新型抗失眠药物莱博雷生（商品名：达卫可）在电商平台首发，第一天就售出8000多盒。谈及这个数字，卫材中国总裁冯艳辉直呼"没想到"。 "原先我们只注意到医院市场。"就在莱博雷生上市前夕，一位院长还向她表达了对该产品的期待，因为医院过去十多年都只有老药可用。 自2007年之后，国内失眠治疗领域一度长达十多年没有创新药上市，2023年上市的一款药物，虽然在作用机制上有所创新，但仍属于传统的苯二氮䓬类受体 激动剂，同类药物使用历史已超过半个世纪。今年5月底获批的莱博雷生，作为首个在中国上市的双食欲素受体拮抗剂，真正属于全新靶点的创新药，可谓 给国内失眠治疗带来一场革新。2024年，莱博雷生全球销售额为3.7亿美元，居同类产品之首。 冯艳辉总裁提到，虽然莱博雷生在已上市的20多个国家及地区均获得较好的市场反响，特别是在失眠大国日本，莱博雷生在助眠药物处方市场的份额已达到 40%。但在中国上市后的成绩仍出乎卫材团队的意料之外，他们没想到在医院市场之外，莱博雷生的产品需求竟也如此旺盛。 因为属于非镇静类药物，对睡眠结构的调节（通过抑制食欲素的促觉醒作用，诱导睡眠）更趋近生理自然状态，以及较少的副作用，莱博雷生并未被 ...

Core Insights - The launch of the new insomnia drug, Lemborexant (brand name: Dazai Ke), on e-commerce platforms in early August saw over 8,000 boxes sold on the first day, surprising the company [1] - Lemborexant is the first dual orexin receptor antagonist approved in China, marking a significant innovation in the insomnia treatment market after a decade without new drugs [1][2] - The drug has achieved a global sales forecast of $370 million in 2024, leading its category [1] - The drug's success in China was unexpected, as the company initially focused on the hospital market, but demand from e-commerce channels proved strong [1] Market Potential - There are hundreds of millions of people in China suffering from sleep disorders, indicating a vast potential market for insomnia treatments [2] - Lemborexant is not classified as a controlled substance, allowing easier access for patients compared to traditional sedative medications [2] Patient Experience - A patient named Li Wei, who has struggled with insomnia for years, reported positive experiences with Lemborexant, noting improved sleep quality without significant side effects [9] - However, not all patients have had the same success, with some experiencing difficulties in adjusting to the new medication [9] Treatment Guidelines - The treatment of insomnia requires a tailored approach, considering various underlying conditions and the need for proper medication management [10] - The company emphasizes the importance of rational drug use and gradual transitions from traditional medications to Lemborexant to avoid withdrawal symptoms [10][12] Healthcare System Challenges - There is a lack of specialized clinics for sleep disorders in China, making it difficult for patients to receive appropriate care [14] - The government is promoting the establishment of sleep clinics, with a goal for widespread availability by 2027, but challenges remain in integrating multidisciplinary approaches [14] Future Directions - The company plans to focus on sleep health management, aiming to expand market access for Lemborexant and develop new drugs targeting other sleep-related issues [15] - Collaboration with healthcare providers and institutions is encouraged to enhance clinical experience and public awareness regarding sleep health [15]