Fu Rui shares of the NASH (non-alcoholic steatohepatitis) testing product Fibroscango, finally proved the single charge model in the financial report. The company's shares were up more than 19% at midday.

The financial report shows that the single charge mode runs smoothly, and the productThe profit model has changed.

On the evening of August 28th, Fu Rui Co., Ltd. released the report that the company most concerned by the market, NASH testing equipment FibroScanGo, gave a new surprise.

The company's 23H1 equipment revenue is 50.0169 million euros (+ 30.51%), of which equipment sales are 30.637 million euros, accounting for 61.25%. Fu RuiEchosens, a subsidiary, made a net profit of 10.5301 million euros, an increase of 73.99% over the same period last year. Pay-per-view and other income accounted for 38.75%.

Echosens's pay-per-view products, FibroScanGo, are already available in North America and Western Europe (including France, Germany, Spain).Realize the installation of 158 sets.

Under the pay-per-view mode, depending on the region and the time period for signing the agreement, EchosensA single share of the income is about 30-60 euros.

This means that FibroscangoThe income from a single test is $200, with an average income of $40.(30-60 euros reported in the middle). If each device were tested 200 times a year, the company would earn about $8000.

As the delivery mode has little pressure on the clinic and is relatively easier to implement, the follow-up delivery is expected to grow rapidly. From selling equipment to charging on a per-view basis, the rate of increase in Fibroscango coverage will be greatly accelerated. A fundamental change has taken place in Fibroscango's profit model.

The success of NASH drugs has led to the outbreak of diagnostic equipment.

Speaking of NASH (nonalcoholic steatohepatitis) may be very strange, but when it comes to fatty liver, it must be very familiar. Yes, NASH is the next step in the development of the famous fatty liver.

Fatty liver has become the most common abnormal signal in physical examination, and uncontrolled fatty liver may develop into NASH, liver fibrosis, cirrhosis and even liver cancer. NASH has faced no cure over the past few decades.

In the medical industry, there is a saying that if a disease does not have a corresponding treatment, then diagnosis is of little significance, especially for expensive diseases..

NASH is a typical representative.China NASH(nonalcoholic steatohepatitis)The number of patients is on the rise, and is expected to exceed 40 million in 2022 and 50 million in 2030.. In the absence of previous drug treatment, the diagnosis rate is very low, and the proportion of surveillance accompanied by disease progression is even lower.

But at the end of last year, the situation that there was no drug available for NASH patients was ended..

The study of wisdomOnce in "the world's first new NASH drug has been more successful than expected, in the field of 10 billion US dollars, who in China can keep up?" | Huanzhi Research mentioned that at the end of 22 years, the US stock company Madrigal Pharmaceuticals announced the success of its phase 3 trial of THR- β agonist Resmetirom in the treatment of NASH, and the company's share price soared by more than 260% on the same day.

This is the first really useful drug in the NASH field, which means that the NASH testing side will also usher in an explosion.

The company further disclosed the progress of the relevant testing equipment in the financial report.

In March 2023, the U.S. Food and Drug Administration (FDA) approved the expansion of Echosens's non-invasive liver management technology FibroScan screening to expand the patient population from "patients with liver disease" to "patients with confirmed or suspected liver disease".

In June 2023, the National Institute of Health and Clinical Excellence (National Institute for Health and Care Excellence, NICE) issued landmark guidelines recommending the use of Echosens's FibroScan, saying it can improve early detection of liver disease in primary and community health care settings, and recommending FibroScan as an optional tool for assessing liver fibrosis or cirrhosis in addition to secondary care and specialties.

In June 2023, Echosens signed a partnership with biopharmaceutical company Inventiva to raise public awareness of NASH and increase screening rates for patients at risk of NASH progression.

Divine medicine for weight loss is also effective for NASH

But the competition in NASH has become fiercer this year. NASH (nonalcoholic fatty liver) has become the next competitive focus of GLP-1.

At present, the fastest progress in the field of NASH is also the slimming drug Simeglu peptide.

According to Novo-Nordisk A/S 's announcement, the results of the phase 2 clinical treatment of NASH were positive. 66.7% of the patients in the highest dose treatment group had NASH symptoms eliminated; in terms of improving liver fibrosis, 5.8% of the patients receiving the highest dose of simigrutide had progression of liver fibrosis (21.4% in the placebo group). At present, phase 3 international multicenter clinical trials of Smegler peptides for NASH have been launched in China.

The study of wisdomIn "the next 10 billion market for weight loss drug GLP-1-NASH | Wisdom Research," it was mentioned that Merck & Co Inc lagged behind in the layout of GLP-1 target weight loss indications, so he simply launched his GLP-1R/GCGR dual-target agonist Efinopegdutide in NASH clinic and won the fast-track qualification of FDA.

At the same time, we prospectively adopt the head-to-head clinical approach with the slimming drug Simeglu peptide to prove our strong confidence in the indications of NASH.

The fierce war in the field of NASH has begun, from testing equipment to drug development, will usher in a new period of rapid growth.