The fastest rise in the heat, can "regenerative medical beauty" copy the myth of becoming rich in hyaluronic acid?

People are endless in pursuit of youth and beauty. They not only want to become beautiful, but also want to "quietly become beautiful". They have higher expectations for the natural and long -term effects of medical beauty products.

Since 2021, three domestic medical products based on recycled materials have been approved to be listed. Its effect is more natural and lasting than hyaluronic acid. It has driven medical beauty injection from the era of filling into the "regeneration era". It also meets the urgent needs of beauty seekers ; In 2022, in the emerging medical aesthetics project, the popularity of recycled plastic materials rose the fastest.

In the past, hyaluronic acid has become a "handle" in the medical and American community with many advantages such as technical maturity, product diversification, cost -effectiveness, and compliance. Today, medical beauty regeneration products have become popular quickly, and product effect advantages are significant. Can it copy hyaluronic acid myths? How high is the ceiling? Let's look at the analysis of this arterial network.

The popularity rises quickly, and the beauty of regenerative medicine enters the first round of growth period

Regenerative materials are new materials that can stimulate human fibroblasts and collagen regeneration. At present, the mainstream medical beauty regeneration materials in China include polylaid lactic acid (PLLA), polysterophyte (PCL), etc. With the advancement of production technology, the application scenario of regeneration materials has gradually expanded from the medical side to the medical beauty, and the medical beauty is promoted Entry products are rich and efficient optimization.

Prior to this, the child face needle with PLLA as the core ingredient and a girl needle with PCL as the core ingredients has been listed and used in the foreign medical beauty market for many years. According to a survey report released by the International Society of Beauty Plastic Surgery (ISAPS), from 2016-2020, in the injection medical beauty project, PLLA skin fillers increased the fastest in the global market.

In China, Tongyan Needles and Girls are also leading medical injection into the "regeneration era".

■ Regenerative materials have risen the fastest, and three products have been approved

Recently, the "Analysis Report of China's Injection Medical Aesthetic Industry in 2022" released by neo -oxygen shows that the filling of the recycled materials in the injection segmentation track has increased rapidly. From the perspective of the year -on -year growth rate of the new oxygen platform, the popularity of recycled plastic materials has increased as soon as possible, which is much higher than other emerging projects.

Behind the rising market heat is the approval of three domestic products and quickly put into the market.

Regenerative filling products that have been obtained by three types of certificates.

In April 2021, the Yiyan Shi Girls' Needle of East China Pharmaceutical obtained NMPA's Class III import medical equipment certification. Earlier, Yi Yanshi was certified by the EU CE in 2009 and was listed in Europe. It has been used in more than 60 countries and regions around the world for 12 years. Until 2021 was promoted by East China Pharmaceuticals into the Chinese market.

In the same month, the Avilan Tongyan needle developed by San Boma was approved. Through the original raw material-Case® polymapilic acid material, San Boma, a child-facing needle product created by supercoccibilical degradation polystumin micro-ball technology, has good biocompatibility and clinical clinical of nodules without redness, swelling, and no allergies. safety.

In June 2021, Amei Kai's Bai Tian made Tongyan needle approved; the product dispersed the micro -ball technology through suspension and dispersed the micro -ball in the hyaluronic acid gel to reduce the micro -ball agglomeration Phenomenon, improve product safety; at the same time, it has the function of instant filling with subsequent collagen production.

Or it has entered the market for many years, or mastered the original research materials and self -developed technology, or has dual effects. The three products have their own characteristics. Its listing marks that domestic medical beauty injection enters the "regeneration era".

■ Create revenue 456 million yuan, the product quickly entered commercialization

The popularity of medical beauty regeneration materials is also reflected in market data. In the past year, three products are vigorously promoting marketing, accelerating doctors training and hospital coverage.

According to the financial report of East China Pharmaceutical in the first half of 2022, since the listing of Yiyan Shi has signed a cooperation hospital in August 2021, the number of cooperation hospitals has exceeded 500, the number of training certification doctors has exceeded 900, and 5 domestic designated certificates doctors have completed the injection Training base layout.

Xincari Aesthetics is an operating entity of domestic medical aesthetics such as Yiyan Shi and other domestic medical aesthetics. In 2021, it achieved operating income of 185 million yuan, and the operation was profitable. From January to June 2022, Xincari Aesthetics realized operating income of 271 million yuan, and the profit level continued to improve, becoming an important growth engine for East China Medical Aesthetics.

In other words, Yiyanshi has promoted its operating company to achieve 456 million yuan in revenue within a year of listing.

Angels are the gel -category injection products owned by Aimei. In the first half of 2022, such products revenue was 237 million yuan, an increase of 59.7%year -on -year.

Although Aimei did not disclose the income of the white angel alone, in the financial report, the promotion of the Dysticks is smooth, the growth momentum is good, bringing a new increase; Combining, high -efficiency and stable channel construction and perfect learning platform system bring the first -mover advantage to the promotion of new products. At present, the Angels have achieved rapid penetration between first -tier and second -tier cities across the country.

San Boma has also accelerated the commercialization of Aiwei Lan Tongyan Needle through doctor certification, expert live broadcast, brand salon, social media promotion. In addition, San Boma's Polychotic acid facial fillers produced by Nordberg Medical AB, a subsidiary of San Boma in Sweden, have obtained the EU CE certification in the EU CE by the EU. It also means that Avilan has obtained market access in 65 countries and regions around the world. San Boma also opened the US FDA declaration to accelerate the global market layout. As a result, the domestic recycled medical beauty market ushered in the first round of growth. This has both the global market and the products infiltrated abroad, which will affect the global market pattern.

A variety of products are researching, and the current growth momentum of reserves

Regenerative materials are also optimistic about investment institutions and listed companies.

In addition to San Boma, which has already been listed on the market, in the past year, many companies such as Kim Kun Biology and Priced have obtained financing; Four Ring Pharmaceuticals and Jiangsu Wu Middle Listing Companies have also expanded the medical beauty business to the medical beauty regeneration. product. Under the capital assistance and the layout of large companies, at least 7 children's face and girl needle products are currently in the R & D or registration stage.

Over the past year, some financing incidents of regeneration medical beauty, source: public report

Medical beauty regeneration products in the R & D or registration stage, Source: Public Report

On the whole, there are three main ways to lay out medical beauty regeneration products in the industry.

The first is to buy products or companies to obtain production rights or sales rights.

In 2021, Wuzhong, Jiangsu, invested 166 million yuan with capital increase+equity transfer method to obtain 51%of the equity of medical treatment. Through this transaction, Jiangsu Wuzhong obtained the exclusive sales agency rights of Aizumimei in mainland China.

Aiwangmei is a polybelbolic acid child -like needle product owned by Inc, a subsidiary of Inc, and has been listed in South Korea in April 2014. It has obtained EU CE certification and sold in 68 countries around the world. Prior to the above transactions, Aiwa Mei has carried out "Evaluation-Left-right Rotation-lactic acid and sodium lactic acid sodium gel in mainland China in mainland China. Evaluations of blind method, positive control, multi -center clinical research ".

At present, according to Jiangsu Wuzhong's financial report in the first half of 2022, Aiwa Mei has completed the preparation of various application materials, and has submitted registration to NMPA as planned.

Earlier, Tongyan needle owned by East China Pharmaceutical also used the way to buy directly. As early as 2018, East China Pharmaceutical acquired the acquisition of the British Sinclair Pharma Limited for 1.5 billion yuan. Yiyan Shi was the core product of Sinclair Pharma Limited. East China Medicine also obtained all its intellectual property rights and global scope Production and sales rights.

The advantage of buying and buying is that the product has been verified to a certain extent and has a strong certainty; whether it is purchasing technology, product sales rights, or the company as a whole, it can occupy the market at a faster speed and form a starting advantage. However, this has high requirements for the financial resources of the enterprise. To master the core technology of the target, it must pay huge costs.

The second is to use independent materials or technical advantages for product research and development.

In addition to San Boma, some companies belong to this model.

Taking Priced as an example, the company has established two key technical platforms: engineering preparation of thermal raw materials and degradable medical device products, forming a complete absorbable medical device industry chain, and creating "medical consumables +Consumer Medical Beauty "series product pipeline. At present, Polishi Tongyan Needle, an important medical beauty product owned by Priced, is in the clinical trial stage. The product has a patented patent of polylac acid injection micro -ball and particle preparation. It is expected to be approved in 2023. The clinical stage test shows that the preparation time and more convenient preparation time of Prienin Tongyan needle products are smooth, and the micro -ball particles are smooth, which can significantly reduce the degree of inflammatory response.

Xihong Biological breaks through technical bottlenecks such as microspheres and high -viscosity mixed materials, and other technical bottlenecks. In terms of micro -ball technology development, new material modification development, cross -linking technology development, gel and micro -ball hybrid technology development, etc. Having core technical advantages; Tongyan needle products that are developing have the characteristics of unified microsphere shape rules and short product activation time.

In this type of model, the company can master core materials or technologies to form a high competition barrier; however, there is uncertainty in the product research and development process, and it will also form corresponding risks.

Third, the business extension of the hyaluronic acid giant.

The beautiful white angel of the beauty guest is one of the typical cases, and the petroleum also realizes the combination of hyaluronic acid and renewable materials.

Huaxi Biological also revealed in his financial report that the development of regenerative materials will be developed; regeneration materials such as polylacuric acid and polyethylene derifice frozen agent and water products are used as the company's medium- and long -term planning, and clinical research has been carried out. At the same time, the company plans to carry out systemic technology development, performance evaluation and clinical research to fully confirm the safety and effective product. In order to support the research and development of such products, the company plans to establish a technology platform for biological activated protein and regenerative materials, and integrate internal and external resources to promote technology and product innovation.

On the whole, in the next few years, with more research on products, the recycled medical beauty market will enter the outbreak period. In the future market competition, products are safer, natural, and more convenient for doctors, and will become the key point to expand market share.

Not only in PLLA and PCL, regeneration materials are still innovating. At present, the industry has no unified concept of medical beauty regeneration materials. In addition to recognized PLLA and PCL, other new materials with repair or stimulating tissue regeneration functions are also being applied or will soon be applied.

In 2021, the reorganization of Type III humanized collagen frozen -dried fiber products developed by Jinsbo Biological Relief was approved for listing for facial dermis tissue to correct the dynamic wrinkles of the forehead. Biomass -Medical equipment for reorganization of collagen preparation.

In the past, collagen products on domestic and foreign markets were mainly derived from animal tissue. It was widely used in the fields of skin, bone, cartilage, cardiovascular system, oral and lumen tissue, and medical beauty plastic surgery. The repetitive type III human -source collagen amino acid sequences are the same as the specific functional area of ​​human collagen amino acid sequence. The functional area has 164.88 ° flexible triple spiral structure. It is completely absorbed and utilized by the human body and has high security. Products containing a reorganized type III human -source collagen ingredients have the function of repairing and regenerating the cells, and can play a role in isolation, regeneration, hemostasis, and promoting healing on the wound surface.

After being approved, Wei Yanmei is in the process of gradual measurement. According to Jinsbo Biological Prospectus, Wei Yimei has brought 28.42 million yuan in income in 2021. Based on the unit price of 1133, it has been sold for about 25,000.

In 2022, Four Ring Pharmaceuticals reached a cooperation with Blue Crystal Microbial, and established a joint venture company to jointly develop regenerative medical materials including PHA microspheres and biological manufacturing, and completed product research and development, compliance declaration and subsequent commercial promotion.

It is understood that PHA is an intracellular polyester synthesized by microbial synthesis. It has good biomagmatic compatibility with the cells in the body. The final degradation product is carbon dioxide and water. Good growth, so PHA is widely used in the medical field. Medical devices such as surgical sutures and absorbable surgical film made from PHA have been approved for listing in the United States. Regardless of whether it is a new material to enter the light medical beauty market with strong scarcity or the safety of the material itself, PHA has considerable prospects. It is technically regarded as the next generation of regeneration materials after PLLA and PCL.

In addition, there are products based on the products such as decarcal bone substrate and dermal dermis substrate on the market.

If these materials or products can achieve the security and effectiveness that can be verified by clinical and markets, they will also expand the background medical beauty market space with girls and child face needles.

Copy the myth of hyaluronic acid? Also through three ridges

As mentioned earlier, compared with hyaluronic acid, medical beauty regeneration products have many advantages, and the process of gradually stimulating collagen regeneration makes the filling effect more natural and long -lasting. Since the advantages are so obvious, and subsequent products and technology are also in continuous reserves, can the regenerative materials copy the "beauty" and "rich" myth of hyaluronic acid?

Dongxing Securities' Xingxing Report believes that regeneration materials are in the early stage of market growth. Regenerative injection has a relative advantage in terms of naturalness and long -term effects. As an artificial synthetic material, it is expected to occupy a certain market share with natural long -term advantages. It is estimated that by 2025, the scale of the renewal injection terminal will be about 11.2 billion yuan. The terminal scale of hyaluronic acid filled doses reached 39.1 billion yuan.

The regenerative injection in the above report mainly refers to the PCL girl needle and PLLA child face needle. The product is approved to be listed, and the scale of medical beauty regeneration products is expected to further expand.

As for the myth of "copying" hyaluronic acid, there is still a long way to go, and it is necessary to overcome many problems.

The first is the technical level, and the function needs to be further optimized.

The function of "regeneration" is a double -edged sword for the product: it means a longer -effect effect, but also that may have an irreversible effect. Deducting or completely removed, it may cause long -term irreversible damage.

Therefore, the next -generation regeneration products, if they can have more passive degradation and active degradation faster material characteristics, it will be more attractive.

Followed by the product level, compliance needs to be strengthened.

At present, there are only 3 recognized and vigorously promoted recycled materials injection products in the market (if the beauty of Jincbo creatures is also included in only 4 of them), not because the beauty of regenerative medicine is a brand new thing, it is a new thing. It is because these products have obtained three types of certificates, and the indications also include wrinkles correction of the corresponding parts of the face.

Among the other products based on regenerative materials, the indications that have not obtained three types of certificates or three types of certificates do not include facial wrinkles correction, but they are still used for anti -aging filling injection. Once these products have risks, they may have a negative impact on the overall development of the industry.

Third, pay attention to the diversification and differentiation of the product, including the applicable parts, pricing and other factors.

After years of development, hyaluronic acid has multiple parts of products on the market and different prices, which can cover a wide range of people; the application of hyaluronic acid is even extending to the consumption field.

The currently approved medical beauty regeneration products are mainly targeted at nasal lip wrinkles, forehead dynamic wrinkles, etc. In the future, new products can be positioned in other parts of filling.Inner roll ".At the same time, the current price of medical beauty regeneration products is generally high. Each compliance product is usually about 13,000 yuan-18,000 yuan. Whether it can be combined with a multi-level pricing strategy in the future to develop products and expand more application scenarios.Whether it can further expand market share.In general, the rapid popularity of medical beauty regeneration products is another choice for "quietness" for beauty seekers; for the industry, it is a new growth space after the gradual formation of hyaluronic acid Red Sea.The commercialization and mature applications of new materials and new products will not be smooth, but anyway, any participant should treat any innovation on the premise of safety first.

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