Future Health | Duanyun Bio Ni Jinsong: Ophthalmology innovation drugs are a global market opportunity

Ophthalmology is a golden track that has focused on the capital market in the past few years. This is mainly reflected in two aspects. One is on the medical service side. The Huaxia Ophthalmology, Prove Eye Department, and Hima Ophthalmology are listed. In the past three years, the financing cases of the ophthalmology track have been in dozens of cases, which are rare "gold -sucking tracks" in the cold winter of capital. The industry's consensus is that the domestic ophthalmology market will increase from about 26 billion yuan to 100 billion yuan in the next ten years.

Faced with such a situation, this issue of "Future Health" focuses on this segment track, inviting the founder and chairman of the cloud biology, Ni Jinsong and the editor -in -chief of Jingguan Health, to discuss how the startups are in the cold winter of capital. Break through "Golden Eye".

Ophthalmology is a very familiar field of Ni Jinsong. Most people in the entire founding team have worked in ophthalmology head companies such as Eljian for a long time. From a large company to start a business independently, what Ni Jinsong saw that the future of ophthalmology would definitely become a large market.

He said that, on the one hand, the aging of the global population and the popularization of electronic products have increased the incidence of ophthalmic diseases for many years. On the other hand, domestic ophthalmology private medical institutions are booming, and the diagnosis rate of disease has improved significantly. Corresponding to diseases, the dry eye disease of consumer attributes and the needs of adolescent myopia have exploded. At the same time, the penetration rate of diseased diseases such as macular lesions is rapidly increasing. Last year, the global drug sales exceeded $ 10 billion.

In his opinion, ophthalmological medication is a global market opportunity. Because the development trend of domestic ophthalmic diseases and international ophthalmic diseases is basically the same. Moreover, the international ophthalmology market is far from the "Three Giants" of Ailjian, Elkon, and Docuel 20 years ago, and it is more like the "Warring States Period" that is blooming. Many large companies are layout of the ophthalmology track, and at the same time, the newly created ophthalmological innovation pharmaceutical companies are also booming, and everyone has a chance.

Based on this cognition, he was aiming at the international market at the beginning, positioning the global "first in class" (first pioneer). He gave an example. Now the fastest -winged pipeline has not been approved by products worldwide.

But at the same time, the innovation of domestic channels also made him see more possibilities. He said that the rapid development of the domestic Internet has greatly changed the living habits of the public. This may affect the future of ophthalmological drug commercialization models, and Internet drug sales channels will bring more opportunities to innovative pharmaceutical companies focusing on R & D.

Because it is different from the huge sales team of traditional pharmaceutical companies in the past, it can be sold relatively lightly. Especially in the CC -end diseases such as dry eye disease and adolescent myopia, Internet pharmaceutical sales channels may be wider. For macular lesions, glaucoma, cataracts, etc. that need to be seriously medical, you still need to be more in the scene of public hospitals.

In the next three years, his primary goal is to promote 2 to 3 products to enter the clinical III stage. Faced with the cold winter status of the capital market during this period, Ni Jinsong said that one is to have more planned funds; the other is that it is more motivated to promote the joint development and external authorization of pipelines. For example, markets outside the United States will mainly cooperate with other partners in an authorized way. In the future, the entire market ratio may be 50%of the United States, China accounts for 10%, and other countries account for 40%.

Author: Yu Shiqi Zhang Hao

- END -