公司发布公告，集团的CU-30101(局部外用利多卡因丁卡因乳膏剂)药品上市许可申请已获得国家药监局受理，预计进度为全市场同类产品中最快，当前麻膏产品合规占比低，预计获批后有望占领外用麻膏合规市场新蓝海。公司的CU-30101是一种特别设计用于皮肤表皮手术的局部利多卡因丁卡因复合表皮麻醉乳膏剂，利用其成分独特的药代动力学特性。利多卡因和丁卡因的组合配方能够快速且持久地产生麻醉效果：利多卡因迅速而广泛地扩散，而丁卡因则因其亲脂性能够在表皮角质层中达到浓缩效果。According to Founder Securities, Sci-Di(B) (02487) has strong short-term commercial drive, high barriers to long-term R&D, and leading edge in multiple dimensions, with the possibility of exceeding expectations.
Zhongtai Securities released a research report stating that the market approval for Sci-Di (B) (02487) plaster product application has been accepted, with progress exceeding market expectations. In addition, the company announced a buyback plan on July 12 to demonstrate confidence in long-term development. The company has strong short-term commercial drive, high barriers to long-term R&D, and leading edge in multiple dimensions, with the possibility of exceeding expectations. It is projected to generate approximately 0.283/0.59/1.002 billion yuan in revenue from 2024 to 2026, with a "recommended" rating.
The market approval for the Sci-Di (B) plaster product application has been accepted, with progress exceeding market expectations.
The company announced that the CU-30101 (a locally applied lidocaine and prilocaine cream) drug of the group has obtained the State Drug Administration's market approval application, and is expected to make faster progress in the same category of products in the global market. Currently, the compliance ratio of the plaster products is low, and it is expected to occupy a new blue ocean market after approval. CU-30101 is a locally applied lidocaine and prilocaine compound epidermal anesthesia cream specially designed for skin epidermal surgery, utilizing its unique drug kinetic characteristics. The combination formula of lidocaine and prilocaine can quickly produce anesthetic effect: lidocaine spreads rapidly and widely, while prilocaine can achieve a concentrated effect in the epidermal keratin layer due to its lipophilicity.
The clinical pipeline is progressing rapidly, with three heavyweight products expected to be launched in 2024H2-2025. Recently, the results of the phase III clinical trial of CU-10201, an external 4% minocycline foam in China, were published online in the authoritative international dermatology journal JEADV, and the clinical pipeline is progressing frequently. Three heavyweight new products are expected to be launched in 2024H2-2025: the world's first and only approved external 4% minocycline foam, the world's first and only approved external finasteride spray, and the first domestic lidocaine and prilocaine cream.
The performance of the 618 sales promotion was strong, with a GMV exceeding 56.2 million and a year-on-year growth of nearly 5 times, of which the hair follicle pipeline GMV exceeded 21.5 million and the skin care product line exceeded 34.7 million. C-end market activities yielded significant results, such as the S+ level IP project "My Ten Healthy Habits" on Xiaohongshu, sponsorship of the popular drama "Moyu Yunjian" and other targeted hair care activities during the 618 period.
