兴齐眼药(300573) - 2024年11月1日兴齐眼药投资者关系活动记录表

Group 1: Market Position and Competition - The company has no direct competitors in the myopia drug treatment market, with three intervention methods available for children's myopia: behavioral, optical, and pharmacological [2] - The current market for children's myopia management includes approximately 82 million patients in China, with a need for increased awareness and treatment rates [2] Group 2: Sales and Marketing Strategy - The company employs an omnichannel sales strategy, including hospitals, pharmacies, e-commerce, and online healthcare platforms [2] - The gross margin and net margin for atropine are expected to improve as sales personnel are expanded and promotional expenses stabilize [2] Group 3: Product Development and Clinical Trials - The company announced on October 21, 2024, that the clinical trial for 0.02% and 0.04% atropine eye drops has completed its two-year administration phase and is entering the final year of the washout period [3] - The company plans to publish clinical trial results after the product launch [3] Group 4: Market Challenges and Growth - The overall pharmaceutical market has experienced slow growth, with the ophthalmic market showing a negative growth rate of -6.21% [4] - The company’s cyclosporine eye drops continue to maintain double-digit growth despite market challenges [4]