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Interface News Editor |Xie Xin
11Moon20Day，Mingyue Optical Lens Announces Its New Defocus Lens Product: Mingyue Easy ControlPro2.0Clinical Data。Clinical data shows, in the treatment group,Wearing Glasses12Months Later, Easy Control Pro 2.0Group's effectiveness rate in slowing myopia progression is73.82%，The effective rate of delaying the axial progression is69.30%。Besides，42.2% of subjects showed no progression or regression in spherical equivalent after one year; 16.9% of subjects showed no progression or regression in axial length after one year.。
TheThe study adopts a prospective, multi-center, randomized, double-blind, parallel controlled trial, conducted at the Zhongshan Ophthalmic Center of Sun Yat-sen University and the Optometry Center of Tianjin Eye Hospital, jointly recruiting 144 subjects aged 8-13 with myopia ranging from -0.75D to -5.00D.
This data means that if a teenager wearing ordinary lenses experiences an increase of 100 degrees in myopia within one year, under the same conditions, wearing QingSongKong Pro2.0 would result in an increase of only 26 degrees.
Introduction to Mingyue Optical Lens, Easy Control Pro 2.0 is the upgraded version of the current defocus lens product Easy Control Pro. Compared with the previous generation, the new lens adopts a completely new lens design. Easy Control Pro 2.0 will fully replace Easy Control Pro in 2025, the latterAlsoWill stop sales.
Closing on November 21,Mingyue Optical Lens reported 33.75 yuan per share, down 5.41%. Prior to this, Mingyue Optical Lens had risen for 10 consecutive days.
Just two years agoMingyue Optical LensThe defocus lens product was onceThe market believes that the clinical data is insufficient.Expected。
In 2022, Mingyue Optical Lens Co., Ltd. disclosed the clinical data of its defocus lens product, Easy Control Pro, for the first time. The clinical data at that time showedIn the first three months, the difference in axial length between the experimental group and the control group was 0.03mm, and the difference in refraction was not statistically significant.
This resultAt that timeThe market interpreted the myopia control effect of the product as "falling short of expectations," especially against the backdrop of the product being launched before completing clinical trials.RelevantThe questioning voices became more prominent.Therefore，At that timeMingyue Optical Lens Co., Ltd.'s stock price experienced significant fluctuations, dropping over 10% on July 25, 2022, and then rebounding to close up by 8.92% on July 26.
In 2023, Mingyue Optical Lens updated the 12-month clinical data for wearing the Easy Control Pro lenses.。The clinical data at that time showed，Wearing glasses for 12 months, Easy Control Pro effectively slows myopia progression by 60% and reduces axial elongation.EffectiveFor51%。
That isIf a teenager wears ordinary lenses for 12 months, myopia may increase by 100 degrees, whereas under the same conditions, wearing QingSongKong Pro limits the progression to only 40 degrees.
The Interface News once reportedThe Market for Myopia Prevention in Adolescents Hides Three Big Opportunities.Among themDefocus glasses are still a novelty for consumers.
Defocus lenses refer to a special optical design that uses relatively positive diopters in the periphery to correct the hyperopic defocus on the peripheral retina of myopic eyes, thereby suppressing axial elongation and myopia progression induced by hyperopic defocus on the peripheral retina. Defocus lenses are further divided into defocus soft contact lenses and defocus spectacle lenses.
Although defocus glasses do not belong to the category of pharmaceutical or medical device products, due to consumers' high demand for myopia control effects, manufacturers both in and outside China generally take the initiative to conduct clinical trials to convince the market with data.
Liu Wenzheng, Chief Analyst of Minsheng Securities, once told The Paper that the main users of defocus lenses are children and adolescents, with a penetration rate of 4% to 5%, which is still relatively low. Compared with orthokeratology lenses (OK lenses) and low-concentration atropine, defocus lenses have advantages in terms of price and convenience of wear.
Each manufacturer wants to claim as much of this blue ocean market as possible. In fact,The defocus mirror market is also in the phase of price wars to capture market share.
Currently, in ChinaThe defocus lens market has five major participants, including domestic brands Mingyue Optical Lens and Aibo Medical. In addition, there are three major foreign brands—Japan's Hoya, Germany's Zeiss, and France's Essilor. Among them, the main players are Mingyue Optical Lens, Japan's Hoya, Germany's Zeiss, and France's Essilor.
According to TF Securities，Nearly 7 million defocus lenses were sold in China in 2023, MingyueLensAnd the top three foreign brands account for 62% of the defocus spectacle market in terms of ex-factory sales.。
In terms of price，Interface News learned，Easy ControlPro 2.0The recommended selling price is approximately2000Approximately RMB。AndAccording to Southwest Securities, the terminal selling prices of Stellest's two products and New Horizon are above 3,500 yuan, while the hospital channel prices are above 4,000 yuan; the terminal selling prices of Zeiss "MyoVision," "MyoVision Pro," and "Little Joy Circle" are 1,130 yuan.ToRMB 3580, hospital channel selling price over RMB 4000.
In this price war, the foreign brand Essilor took the lead in "indirectly" lowering prices. Interface News learned that,The sales price of Essilor's defocus lens product, Starfun Control Terminal, is "chaotic."Distributor Price Chaos, withLarge discounts for sale.Insiders speculateEssilorOr further seize the market share thereby。
Zeiss, on the other hand, adopts a more "laid-back" approach. Jiemian News learned that Zeiss's myopia control lens product has entered the decline phase of its product life cycle, with average sales performance. However, industry insiders stated that Zeiss has a strong brand effect and a fixed target audience.
Mingyue Optical Lens, on the other hand, seems to have chosen a different coping strategy.It wants to rely on Easy Control.Pro2.0Clinical data to convince more consumers。
According to the latest clinical data available, Mingyue Optical Lens's Qingsong Control Pro 2.0 has entered the first tier.
From a longitudinal perspective, the effective rate of Easy Control Pro in slowing myopia progression after 12 months of wear is 60%, and the effective rate in slowing axial elongation is 51%.Easy Control Pro 2.After wearing glasses for 12 months, the effectiveness in slowing myopia progression increased to 73.82%, and the effectiveness in slowing axial length growth also improved to 69.30%.
NamelyIf a teenager wears ordinary lenses for 12 months, myopia may increase by 100 degrees, while under the same conditions, the increase in myopia with Relaxed Control Pro is...For40 Degrees，AndWear Easy Control Pro 2.0 Myopia Degree Increased by 26 Degrees.
Germany ZEISS's MyoVision and MyoSmart were launched in 2010 and 2022 respectively. The clinical trial period for MyoVision was 1 year and 3 months, with an average effect of slowing myopia progression by 30%. The clinical trial period for MyoSmart was half a year, with an average control rate of myopia progression at 54.8% and an average control rate of axial elongation at 30.9%.
NamelyIf a teenager wears ordinary lenses for 12 months, myopia may increase by 100 degrees, while under the same conditions, wearing QingSongKong Pro2.0 myopia increases by 26 degrees.，Wearing Growth Joy Myopia Degree Increase70 degrees.
Since the clinical trial durations of Hoya's Newlens and Essilor's Stellest are both 2 years, the data can be directly compared horizontally.Not rigorous。
Hoya's new Stellest was launched in 2018. The clinical trial for Stellest lasted 2 years, showing a 59% reduction in myopia progression compared to the single-vision lens group, and a 60% reduction in axial length growth compared to the single-vision lens group.Essilor's Stellest from France was launched in 2020. The clinical trial period for Stellest lasted 2 years, and compared with wearing single-vision lenses, it effectively slowed the progression of myopia by an average of 67% and effectively slowed the increase in axial length.ChangpingBoth reached 60%.
There are also followers in the defocus lens field among manufacturers in China.For example，iBright Prunot by Aibomedical was launched in 2021.However，Clinical Time of iBright PurotonOnlyFor 6 months。Clinical data shows，iBright PurotonTheDelay the progression of diopter by approximately 67.57% and slow the growth of axial length by about 68.75%.