Internet celebrity "myopia magic medicine" suspend online sales related companies' sales model will welcome challenges

The low -concentration of the "myopia magic medicine" of the Internet celebrity officially suspended online sale.

On July 22, He's Ophthalmology said in response to investors' questions that the company's 0.01%sulfate o'topin eye drops have been suspended in the Internet hospital, but they are sold normally in the hospital in Shenyang Hospital. On the same day, Opangshi said in response to investors' questions that according to the notice released, they need to go to the hospital to take a doctor to take medicine (low concentration Atto). The reporter found that Shandong Ophthalm Hospital issued a notice on the Internet platform that the Internet hospital of the hospital did not open the prescription and adjustment of low -concentration of Adotic acid incestation in the hospital.

"Atto eye drops have the role of delaying myopia for children and adolescents with some pseudo -myopia, but they need to be used under the guidance of ophthalmologists." An ophthalmologist told the Securities Daily reporter that the product is currently the product that the product is currently the product. It belongs to the internal preparation and cannot be circulated.

Low concentration Atropine eye drops are suspended

In October 2021, the "Proposed Technical Guide to Children and Adolescents (Update)" (referred to as "Guide") released by the National Health and Health Commission pointed out that myopia children and adolescents are using low -concentration Atto or wearing corneal plastic mirrors (OK Mirror) When slowing myopia progress, it is recommended to go to regular medical institutions. Under the guidance of a doctor, according to the doctor's order.

It is understood that related medical institutions and listed companies have deployed "low concentration Atto". According to the national drug clinical trial registration and information publicity platform, there are currently eight clinical trials on "sulfate oxic eye drops". The adaptive diseases are mostly "delay children's myopia progress".

It is worth mentioning that there is no low -concentration of Atropine eye drops in China. Previously, the drugs were sold in the form of preparations in the hospital. Patients can remotely purchase drugs through the Internet hospital platform of some medical institutions. However, there are strict regulations on the sales of preparations in the hospital. "Whether the preparation products in the hospital will cause excessive use through online sales channels." All parties have been discussed.

On June 10, the "Detailed Details of Internet Diagnosis and Treatment (Trial)" jointly released by the National Health and Health Commission and the State Administration of Traditional Chinese Medicine pointed out: "Medical institutions carry out Internet diagnosis and treatment activities. Automatically generate prescriptions; it is strictly forbidden to provide patients with drugs before prescription. "

"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. There are indeed controversy in the online consignment preparations. "Xie Login, a senior investment consultant in Jufeng Investment Consulting, told a reporter from the Securities Daily.

"Low -concentration Atropine Drops can be officially approved to be listed after completing the standardized clinical trial evaluation. At the same time, children and adolescents are very serious. Singapore has set up a long Observation period for about 5 years. From the perspective of domestic, low -concentration Atropine eye drops also take a few years to pass clinical trials, and observation periods may also be set after listing. "Weng Zichi, a senior investment consultant of Jufeng, told reporters.

Or affect the short -term performance of related listed companies

Compared with companies that have been approved for sales in the hospital and selling low -concentrations of Atropine through Internet hospitals, Opangshi and others have rushed to "late collection".

On June 1, 2022, Opangshi issued an announcement saying that his holding subsidiary Hefei Kang Vision Hospital received the "Registration Approval of Preparations for 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 16th, the Anhui Medical University Kangshi Ophthalmology Hospital under Opangshi has completed all the practice registration procedures of the Internet hospital and obtained the qualifications of the Internet hospital. 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 in response to investors' questions: "This is not to say that Internet hospitals cannot prescribe medicines, nor are they target Atrop products. "

However, with the suspension of the "real hammer" of Atto eye drops, the sales model of related listed companies will usher in the challenge.

"The suspension of online sales means cutting off the main sales channels of listed companies for the product, and the sales volume of the product has been greatly reduced, which is self -evident on the impact of the performance. Recently Promoting, expanding product sales channels, and sales performance of related products are expected to improve. "Weng Zichi told reporters.

(Editor in charge: Wang Qingyu)

- END -