近日，欧邦琪Obagi Medical（下称：欧邦琪）母公司Waldencast宣布收购美容及医疗皮肤创新公司Novaestiq。通过此次交易，Waldencast同时 获得了Saypha®系列透明质酸（HA）注射凝胶产品在美国市场的独家销售权。 根据Waldencast公告，收购完成后，上述业务将整合并入欧邦琪品牌的运营体系。此举意味着欧邦琪正式进军"械字号"领域。 值得注意的是，"妆械联合"赛道正持续升温。据青眼号外此前统计，目前已有至少超过22个美妆品牌推出了超40款"械字号"产品。 欧邦琪母公司入局注射医美赛道 据公开信息显示，Waldencast公司由欧莱雅前高管Michel Brousset、Hind Sebti和Felipe Dutra联合创立，旨在通过开发、收购高增长的品牌，建 立一个全球领先的美容和健康运营平台，旗下拥有知名功效护肤品牌欧邦琪和纯净美妆品牌Milk Makeup。 此次收购Novaestiq，是Waldencast布局医美赛道的关键举措。Waldencast表示，此举将为旗下欧邦琪品牌拓展其在美国皮肤填充剂市场的产品 线。 谈及本次收购，Waldencast的联合创始人兼首席 ...

当下的市场竞争中，医美赛道的布局已成诸多国内外头部美妆企业们的一个"必选项"。近日，有一个功效护肤品牌也盯上了医美赛道，入局注射医美！ 7月23日，据全球多品牌美容和健康公司Waldencast Acquisition Corp.(纳斯达克股票代码：WALD；下称：Waldencast)官网信息显示，其已收购专注于增长 的创新美学及医学皮肤科公司Novaestiq Corp.,(下称：Novaestiq)，并获得了Saypha®系列透明质酸(HA)注射凝胶在美国的独家销售权。 △图源：Waldencast官网 未来，该系列产品将将归于Obagi Medical(Waldencast旗下美国专业功效护肤品牌，下称：欧邦琪)旗下，Novaestiq的交易还提供了未来在北美的新型注射 剂管道。 本次交易具体交易条款并未透露，但值得注意的是，这是Waldencast首次切入注射类医美赛道，也意味着欧邦琪从专业护肤领域(预计到2029年市场规模将 至22亿美元，约合人民币157亿元)进一步延展至皮肤填充治疗领域(预计到2029年将至20亿美元，约合人民币143亿元)，会扩大其可覆盖的市场规模。 功效护肤品牌杀入注射医美 ...

Core Insights - Waldencast plc has acquired Novaestiq Corp, enhancing Obagi Medical's product portfolio with scientifically backed injectable products, positioning it as a leader in the health, beauty, and aesthetics convergence [1][2][6] - The acquisition allows Obagi Medical to expand into the U.S. dermal filler market, projected to reach $2 billion by 2029, effectively doubling its addressable market [1][2] - The Saypha line of hyaluronic acid injectable gels is currently undergoing FDA approval and is recognized for its safety and efficacy, supported by a robust clinical program [3][4] Company Strategy - Obagi Medical aims to integrate medical-grade skincare with aesthetic treatments, enhancing patient satisfaction and outcomes through a holistic, science-driven approach [2][5] - The company is focused on becoming the 1 Dermatological Mega Brand, leveraging a strategy that includes dermatological science, breakthrough innovations, and global expansion [5][6] - The acquisition is expected to create new growth opportunities and strengthen Obagi Medical's market position in the fast-evolving beauty and wellness industry [6] Product Details - Saypha products utilize proprietary technology for advanced HA treatments, ensuring natural-looking results and optimal gel characteristics [4] - The portfolio is backed by extensive clinical studies, emphasizing effectiveness across diverse skin types and tones [3][4] - The acquisition provides access to a future pipeline of novel injectables in North America, further diversifying Obagi Medical's offerings [2][3] Transaction Overview - The acquisition involves cash payments, ongoing royalties based on net sales of Saypha products, and contingent issuance of Waldencast class A shares based on FDA approval and revenue milestones [7] - The transaction reflects Waldencast's commitment to building a multi-brand beauty and wellness platform, enhancing operational scale and market responsiveness [8]