Internet celebrity "myopia magic" suspended online sales of Opangshi to drive a "late collection"?

After a month of rumors, our reporter Zhang Min, the news of the suspension of the online celebrity "myopia magic medicine" low -concentration Atto eye drops was finally "real hammer". The reporter saw on the Internet platform of Shandong Ophthalm Hospital that the notice issued showed that the Internet hospital of the hospital did not open the prescription and adjustment of the internal preparation and adjustment of the internal preparations of the internal doses of the in -low -concentration of Erticate Drit. On July 22, He's Ophthalmology said in a response to investors' questions that the company's 0.01%sulfate o'topin eye drops have been suspended in the Internet hospital, and Shenyang He's Hospital is sold normally. On the same day, Opangshi said in response to investors' questions that according to the notice issued, you need to go to the hospital to take a doctor to prescribe the medicine (low concentration Atto). "Atto eye drops have the role of delaying myopia for some pseudo -myopia children, but they need to be applied under the guidance of ophthalmologists." An ophthalmologist told the Securities Daily that the product is currently a hospital generally a hospital. Self -control, cannot be circulated to the outside world. Low -concentration Atto eye drops were suspended in October 2021, the "Proposed Technical Guide for Children, Adolescent Popularity Prevention and Control (Update)" (referred to as "Guide") released by the National Health and Health Commission has pointed out that myopia children and adolescents are low in use in low use. When the concentration of Atropine or wearing a corneal shaping mirror (OK mirror) slows down the progress of myopia, it is recommended to go to a regular medical institution. Under the guidance of a doctor, it is performed in accordance with the doctor's order. It is understood that "low concentration Atto" has attracted relevant medical institutions and listed companies. The reporter has noticed on the national drug clinical trial registration and information publicity platform that there are currently eight clinical trials on "sulfate atropine eye drops" in progress. The adaptive diseases are mostly "delaying the progress of children's myopia". It is worth mentioning that there is no low -concentration of Atropine eye drops in China for listing, and they are sold in the form of preparations in the hospital. In addition, patients can buy medicine remotely through the Internet hospital platform of some medical institutions. However, the sales of internal preparations have strict regulations. Whether the preparation products in the hospital are sold through online sales channels will cause transitional use. On June 10, the National Health and Health Commission and the State Administration of Traditional Chinese Medicine jointly issued the "Detailed Detailed Detailed Regulations on Internet Diagnosis and Treatment (Trial)" stated: "Medical institutions carry out Internet diagnosis and treatment activities, prescriptions should be prescribed by the doctor. Generate prescriptions; it is strictly forbidden to provide patients with drugs before prescriptions. " At the same time, the "Notice on the Preparation of Low -concentration of Etoicate Eye Medical Institutions" was reported by the media. According to the content prompt, in order to ensure the safety of the public, the State Drug Administration, together with the National Health and Health Commission, organized experts to demonstrate the long -term use of low -concentrations of sulfate Medicine medical institutions for myopia related indications. Experts believe that no serious security risks have been found in short -term use of this product, but long -term security and limited data are not sufficient, and they should continue to pay attention. In addition, the above documents require the clinical use of medical institutions for this product. Medical institutions shall not open the prescription and adjustment of this product through the Internet. The emergence of this news triggered the industry's "earthquake". "Low concentration Atropine eye drops belong to the internal preparations. According to the current legal regulations, the preparations prepared by medical institutions must not be sold or disguised in the market. From the legal perspective, before the corresponding laws and regulations are not improved, there is indeed a large controversy in the online consignment preparation. "Xie Login, a senior investment consultant of Jufeng, told the Securities Daily reporter. "The prerequisite for the official approval of the low -concentration Atto eye drops is to complete the evaluation of standardized clinical trials. At the same time, adolescents and children's medication is a very serious issue. It has set up an observation period for about 5 years. In contrast, the low -concentration Atropine eye drops also take several years to pass clinical trials. After listing, it may face the observation period. " Tell reporters. It may affect the short -term performance of relevant listed companies compared to the enterprises that have been approved in the hospital and sold low -concentration Atropine through the Internet hospital, and Opangshi and others have caught up with a "late collection". On June 1, 2022, Opangshi issued an announcement that its holding subsidiary Hefei Kang Vision Hospital received the "Registration and Approval of Medical Institutions" issued by the Anhui Provincial Drug Administration. The completion of this registration enables the company's holding subsidiary Hefei Kang Eye Hospital to start and sell low -concentration Atto for children and adolescent myopia prevention and control to meet the clinical needs of this variety. It is worth mentioning that the Kangshi Ophthalmology Hospital of Anhui Medical University under Opangshi has obtained the qualifications of Internet hospitals. On May 16, the Anhui Medical University Kangshi Ophthalmology Hospital under Opaconia has completed all the practice registration procedures for the Internet hospital and obtained the qualifications of Internet hospitals. It can allow patients to make reservations for online appointments, re -examination of online consultations, prescribing medicines for online reservations, and access to home services. Essence On June 7, Opangshi said in response to investors' questions, "Sales will learn from the experience of peers." At that time, in response to the aforementioned "Details of Internet Diagnosis and Treatment (Trial)", Opangshi Said: "This is not to say that Internet hospitals cannot prescribe medicines, nor are they targeting Atropine.

"However, with the suspension of" real hammer "of" Atropine Dripping "online sales, the sales model of related listed companies will usher in challenges. From the perspective of Xie Qin," the suspension of Internet sales of the product will affect the performance of listed companies on the performance of listed companies.It mainly depends on how much such companies depend on the proportion of the Internet to sell the product.In terms of performance composition, the performance impact will not be too great."Suspension of online sales means cutting off the main sales channel of the listed company's product, the product sales have been greatly reduced, and the impact on the performance is self -evident. It is not difficult to see that there is a big pessimistic from the recent changes in the stock price of the listed company.It is expected, but with the advancement of clinical experiments, the broadening of product sales channels is also expected to improve the performance dilemma of the current product."Weng Zichi said.

Picture | Site Cool Hero Bao Map Network Review | Editor Zhao Xueyi | Bai Baoyu Final Audit | Li Hui

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