眼科龙头，收购全球首款且唯一创新技术！

药智网2025-07-11

7月8日，据Fierce Biotech报道，全球眼科器械龙头爱尔康已签署协议，将收购眼科光疗创新企业LumiThera公司及其用于治疗早中期干性年龄相关性黄斑变性（AMD）的PBM光生物调节治疗设备——VALEDA。图片来源：Fierce Biotech全球首款且唯一，创新技术博得巨头青睐本次爱尔康收购的LumiThera公司颇具潜力。据了解，LumiThera公司专注于治疗眼部损伤和疾病，其...

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\"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"translate_title":"Leading ophthalmology, acquiring the world's first and only innovative technology!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PI":1,"ALC":0.9,"GFS":0.9,"PBM":1},"content_text":"7月8日，据Fierce Biotech报道，全球眼科器械龙头爱尔康已签署协议，将收购眼科光疗创新企业LumiThera公司及其用于治疗早中期干性年龄相关性黄斑变性（AMD）的PBM光生物调节治疗设备——VALEDA。图片来源：Fierce Biotech全球首款且唯一，创新技术博得巨头青睐本次爱尔康收购的LumiThera公司颇具潜力。据了解，LumiThera公司专注于治疗眼部损伤和疾病，其旗舰产品是便是本次爱尔康将要收购的重磅产品——VALEDA光传输系统，这是一种多波长的光生物调节（PBM）治疗设备，用于治疗干性AMD患者。2024年11月，VALEDA光传输系统获得美国FDA批准，这也是全球首款且唯一一款获FDA批准上市的治疗干性AMD患者视力丧失的设备，并且该设备早在2018年便已获得欧盟CE标志。据公开信息显示，Valeda可以提供安全、无创且无痛的疗法，该设备通过使用特定波长的光来刺激视网膜细胞，激活线粒体呼吸链组分，促进细胞增殖和保护，从而改善视力。并且，Valeda还有三种具备不同功效的治疗波长，590nm的波长能够减少血管内皮生长因子和细胞沉积；660nm的波长则可以提高细胞色素C氧化酶的氧结合，并具有消炎作用；850nm的波长可以刺激代谢活动，具有消炎作用并减少细胞死亡。此前公布的LIGHTSITE III试验中，Valeda的试验结果也十分优异，在该次试验中其治疗达到了主要终点，并具有良好的安全性，可以改善干性AMD患者的视力。不过值得注意的是，本次交易的财务条款暂未披露，收购预计于今年第三季度完成。并且，本次交易并非收购了LumiThera旗下的所有产品及业务，除PBM光生物调节治疗设备VALEDA以外，LumiThera的AdaptDx暗适应功能测试技术和Diopsys Nova视力测试及诊断设备将被剥离，继续由LumiThera股东的新公司运营。LumiThera总裁兼首席执行官Clark Tedford表示，其PBM设备为干性AMD患者提供了一种无创治疗，可以在永久性视力丧失之前改善视力并更早地应对疾病。对此，爱尔康全球外科业务副总裁兼总经理Sean Clark也对该款PBM设备及其创新技术寄予厚望，他表示干性AMD是一个存在巨大未满足需求的领域，而PBM是一种有效、无创的光疗法，可以为早期和中期疾病患者提供视力改善。爱尔康的全球商业和临床专业知识可以使这种疗法更广泛地提供给眼科护理专业人士及其患者，同时继续加强其临床证据基础。加速并购，多款潜力产品上市近年来，爱尔康可谓是按下了并购加速键，囊获多个全球首款且唯一的先进技术及产品。除本次收购事件之外，爱尔康还斥巨资完成了多项收购。2024年7月，爱尔康宣布已成功完成对青光眼治疗械企BELKIN Vision的收购，交易金额高达3.25亿美元（23亿元人民币）。本次收购中爱尔康囊获了BELKIN Vision旗下的直接选择性激光小梁成型术（DSLT）技术，扩充了爱尔康的青光眼产品管线。并且值得一提的是，今年2月，爱尔康的创新产品直接选择性激光小梁成形术设备——Voyager DSLT获批FDA，该产品的前身就是 Belkin Vision开发的 Eagle青光眼激光治疗仪。随着该次获批，该设备成为全球首款且唯一一款直接选择性激光小梁成形术设备。今年3月24日，爱尔康以3.56亿美元收购Lensar公司，囊获了Lensar旗下Ally机器人白内障激光治疗系统、其独创的Streamline软件技术平台，以及传统激光手术系统，收购后这些技术将强化爱尔康在飞秒激光辅助白内障手术（FLACS）领域的产品矩阵。据悉，ALLY机器人白内障激光系统集成世界一流成像和双模态激光，是首个且唯一的组织特异性激光，速度比传统快4倍，今年3月，Lensar的 3D飞秒激光白内障系统全新椭圆形患者接口（PI）已在中国上市。收购Lensar公司的同一周，爱尔康还完成对专注于角膜内皮疾病细胞疗法的临床阶段生物技术公司——Aurion Biotech多数股权的收购，并任命原首席科学官Arnaud Lacoste为CEO。收购完成后，Aurion Biotech将保持独立运营，爱尔康将提供研发、监管及商业化支持，以加速推进其全球首款角膜同种异体细胞疗法AURN001在2025年进入三期临床试验阶段。贯彻“买买买”战略之下，爱尔康多项重磅收购案陆续落地，也让其囊获多款全球首创技术产品，进一步夯实其眼科龙头地位。结语通过收购LumiThera，爱尔康将全球首个干性AMD疗法纳入版图，持续加码的并购策略正推动其从传统眼科耗材商向全周期眼健康解决方案提供商转型，重塑眼科治疗市场格局。参考资料：《获批FDA！全球首款干性黄斑变性治疗设备》 思宇MedTech声明：本文仅作信息传递之目的，并不代表本平台观点，本文不是治疗方案推荐，也不构成投资建议。如涉及作品内容、版权和其它问题，请在本平台留言，我们将在第一时间核实并处理。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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