男性雄激素性脱发（AGA）治疗在停滞30多年后，迎来了首个真正意义上的机制突破。 12月3日，Cosmo宣布Clascoterone 5%外用溶液用于AGA的两项3期临床取得积极结果：与安慰剂相比目 标区域毛发数量相对改善高达539%，治疗中出现的TRAE与安慰剂一致，消息公布后Cosmo股价上涨 20%。 脱发作为一项世界性难题，市场苦防脱发新药久矣。除了米诺地尔、非那雄胺、JAK抑制剂，获批的药 物并不多。而Cascoterone 5%的突破在于实现了雄激素脱发的"局部精准治疗"，治疗无需全身暴露、仅 在毛囊局部阻断DHT受体也能实现可测量的毛发再生。 值得注意的是，Cascoterone 5%与已上市药物Winlevi活性成分相同，后者为浓度为1%的Cascoterone，是 美国销量最高的外用痤疮治疗药物。 这款从痤疮治疗药物跨界而来的 "新选手"，通过改造药物递送方式及优化浓度的"非结构创新"，为千 亿脱发市场的创新浪潮按下了加速键。 01 重新定义AGA治疗？ Cosmo的脱发药数据引爆其股价，再一次佐证了市场对脱发药物需求旺盛。 这并不令人感到意外。毕竟脱发是一项世界难题，最新报告显示，男性雄激 ...

Leadership Changes - Sun Pharmaceutical Industries Ltd has initiated significant leadership changes, with Kirti Ganorkar becoming managing director and Dilip Shanghvi transitioning to executive chairman [1][2] - Aalok Shanghvi has been appointed as chief operating officer, overseeing the North American business, which is critical for the company [2][14] - The company has also appointed Jayashree Satagopan as chief financial officer designate, set to take over in July [2] Strategic Transition - The leadership changes are seen as a strategic long-term transition, particularly affecting globally critical functions such as the India business and the US market [3][5] - Analysts suggest that the scale and coordination of these changes indicate a decisive phase of evolution for the company [4] Financial Performance - Sun Pharma's market capitalization has more than doubled from approximately ₹1.42 trillion at the end of 2020 to ₹3.97 trillion currently [6] - The company has achieved a compound annual growth rate (CAGR) of 10% in sales from 2018-19 to 2024-25, with expectations for similar growth in the next three years [7] Revenue Insights - In 2024-25, total revenue from operations increased by 8.4% to ₹52,578.4 crore, driven by domestic growth and global specialty business [8] - US formulations sales reached $1,921 million in 2024-25, marking a 3.6% year-on-year increase, while India formulations and global specialty sales grew by 13.7% and 17.1%, respectively [10] Focus on Innovation - The company is shifting its focus towards its innovative drug pipeline due to slowing growth in US generics and rising competition [8][9] - Sun Pharma has settled a patent dispute over its hair-loss drug Leqselvi, which is projected to generate over $200 million in revenue over the next 3-4 years [11] Acquisitions and Future Plans - In March, Sun Pharma acquired Checkpoint Therapeutics Inc. for $335 million, with plans to launch Unloxcyt for skin cancer treatment in 2025-26 [12] - The company aims to strengthen its specialty portfolio under the leadership of Dilip Shanghvi as executive chairman [13][20]

After a surprise rejection, Cosmo’s acne cream Winlevi wins EU regulator backing — with limits on teen use https://t.co/g1vZ6l81wG ...