华东医药引入Biomee 系列，正是看中了其背后庞大且持续增长的市场。皮肤学级护肤品介于药品与普 通化妆品之间，属于功能性护肤范畴。近年来，随着消费者科学护肤意识的提升，市场发展迅速。 在"成分党"与"功效护肤"趋势推动下，具备医学背景、配方精简、针对性强的产品受到消费者青睐。据 普华有策调研数据显示，2017年，中国皮肤学级护肤品市场规模为85.2亿元，并以24.1%的年均复合增 长率增至2023年的311.7亿元。预计2028年增长至650亿元。Biomee 系列所针对的皮肤干燥与屏障受损 问题，是覆盖各年龄层的普遍痛点，市场基础广阔。 此外，此次Ⅲ期临床试验完成首例受试者入组的MC2-01乳膏是中美华东与MC2于2023年8月签署合作协 议引进的创新皮肤外用制剂产品，中美华东拥有该产品在大中华区（含中国大陆，香港、澳门和台湾地 区）的独家许可，包括临床开发、注册及商业化权益。MC2-01是一种卡泊三醇和倍他米松的固定剂量 复方制剂，用于局部治疗成人斑块状银屑病，包括头皮银屑病，利用MC2独有的药物递送系统PAD 技 术，使其成为一种方便使用的水性乳膏。 1月5日，华东医药（000963）股份有限公司（S ...

Core Viewpoint - Huadong Medicine's subsidiary, Zhejiang Zhongmei Huadong Pharmaceutical, received approval for a Phase III clinical trial of 0.3% roflumilast foam (ZORYVE) for seborrheic dermatitis patients, indicating a significant advancement in treatment options for this condition [1][2]. Group 1: Product Development and Clinical Trials - The approved clinical trial targets local treatment for patients aged 9 and above with seborrheic dermatitis, utilizing roflumilast, a PDE4 inhibitor that reduces inflammation [2]. - Roflumilast foam has shown significant efficacy, with nearly 80% of patients achieving complete or near-complete clearance of symptoms by week 8, while maintaining good safety and tolerability [2]. - The product is designed for ease of use, with a once-daily application and no long-term usage restrictions compared to traditional topical corticosteroids [2]. Group 2: Market Potential and Demand - There is a substantial unmet clinical need for effective treatments for seborrheic dermatitis, as existing therapies often have limited efficacy and significant side effects [2]. - The Chinese psoriasis drug market is projected to reach $3.255 billion by 2025, while the global atopic dermatitis treatment market is expected to reach $24.5 billion by 2032, highlighting the market potential for roflumilast [4]. Group 3: Company Strategy and Innovation - Huadong Medicine is focusing on autoimmune diseases, with a comprehensive pipeline that includes over 20 innovative products targeting various conditions, including psoriasis and atopic dermatitis [5]. - The company has established an R&D platform for topical formulations and has built three production lines for external preparations, indicating a strong commitment to innovation in this area [8]. - Huadong Medicine aims to enhance the accessibility of innovative drugs and provide differentiated treatment options, positioning itself for long-term competitive advantage in the autoimmune sector [9].