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Is a 3,000 yuan bottle of "elixir" NMN a miracle drug or an "IQ tax"?

Sino-Singapore Jingwei Client, July 21 (Gao Xiaoying) Recently, a health product originating from the United States, which merchants claim can extend life span by 31%, is sold in China for nearly 3,000 yuan a bottle. Get hot. This product called NMN (nicotinamide mononucleotide) not only achieved a 246% increase in search volume on the Baidu Index, but also caused related concept stocks in the secondary market to skyrocket for several days.

Different prices with the same name differ nearly 5 times from each other

A reporter from Sino-Singapore Jingwei saw on a domestic e-commerce platform that NMN’s products range in price from 900 to 3,000 yuan, and all are It is a foreign imported brand. A salesperson at a popular NMN brand store told the Sino-Singapore Jingwei client that the first batch of goods has been sold out in just one week since the product was launched. The company is currently communicating with the American company to coordinate the shipment and will air transport it to the country as quickly as possible. Meet market demand.

Domestic e-commerce platform selling price

The salesperson said: "Our products are dietary nutritional supplements, which improve the human body's physique by slowly improving the beneficial ingredients that are missing in the human body. "Generally, if you insist on taking it for 2 to 3 months, it will have a certain effect." Another NMN brand salesperson told Sino-Singapore Jingwei Client that based on the scientific basis and customer feedback, sleep energy can be improved in one to two weeks after taking NMN; Blood sugar, blood pressure, and blood lipids will change in about half a month; subjective changes in skin and hair due to slower metabolism will last longer, probably more than 1 to 2 months.

Based on this calculation, the China-Singapore Jingwei reporter calculated that the content of a bottle of NMN is 60 pills, and you need to take 2 pills a day. According to the saying that it will be effective in 2-3 months, you need to take about 3 bottles. According to each bottle Calculated at about 3,000 yuan, it would take about 10,000 yuan to "have a certain effect."

Ebay official website selling price

Sino-Singapore Jingwei client noticed that on the cross-border e-commerce Ebay, the selling price of the same product ranges from 100 to 400 yuan, which is different from that in China. The selling prices on e-commerce platforms vary widely. The shipping destinations are mainly the United Kingdom and the United States. The shipping cost ranges from 40 to 200 yuan, and the actual price is approximately 200 to 600 yuan.

A quote from a domestic raw material factory for large quantities of NMN

Zhihu certified blogger Dr. Sun from the University of Sydney Pharmacy provided a quote from a domestic raw material factory for large quantities of NMN. Figure, based on the average price of NMN/kg in the figure is 1,300 US dollars, the raw material cost of a bottle of NMN is only 82 yuan. An industry insider said that most NMN products on the market are almost all capsules or powders. From raw materials to finished products, there is almost no processing and no technological content. Moreover, because there are no quality standards, these NMN products can even eliminate the need for stability testing. cost. "So in terms of cost, the cost of these products is not as good as some more expensive raw materials, such as specially formulated curcumin."

Shi Lichen, founder of Beijing Dingchen Management Consulting Co., Ltd., was accepting the interview In an interview with Xinjingwei Client, he said that the concept of NMN has been speculated since last year. This year, the product sold by Jindawei was mainly launched on the market, so the speculation was very intense. "This is similar to the previous stir-frying of maca, cordyceps, dendrobium, etc. When maca was stir-fried, it cost more than a thousand yuan per catty. Now it costs one yuan per catty to cook and eat it. This is the concept of stir-frying one round at a time."

Expert: Suspected of false propaganda

On many e-commerce platforms, some merchants have advertised "oral elixir" and "expanding healthy lifespan", claiming that research results show that, The increase in NAD+ (activator nicotinamide adenine dinucleotide) brought by NMN can extend the lifespan of experimental animals similar to humans by up to 31%. The physical strength and explosive power of elderly animals taking NMN exceed those of animals of the same age who have not taken it. More than 60%, even exceeding the level of youth.

Product advertisement on an e-commerce platform

It is worth noting that many merchants have repeatedly emphasized during the sales process that the product is a "dietary nutritional supplement" and not a drug. The Sino-Singapore Jingwei Client consulted the relevant provisions of the Advertising Law of the People's Republic of China and found that there are clear regulations on the content of health food advertisements, which must not contain: assertions or guarantees indicating efficacy and safety; involving disease prevention and treatment Function; claiming or implying that the advertised product is necessary to protect health; comparing it with medicines and other health foods; using advertising spokespersons to make recommendations and certifications; other content prohibited by laws and administrative regulations.

Shi Lichen told Sino-Singapore Jingwei Client that the current publicity of this product is indeed suspected of false publicity and exaggerated publicity. However, so far, the product has not been launched in the Chinese market and has only been sold in some cross-border markets. They are sold through cross-border e-commerce, but these cross-border e-commerce are not within the scope of domestic supervision and cannot be supervised.

The results of clinical trials are still controversial

Sino-Singapore Jingwei client found in the introduction of a certain brand of NMN products that the product is known as "famous products such as Harvard University, Washington University, Keio University in Japan, etc." Multiple laboratories in scientific research institutions have successively carried out detailed evaluations of the anti-aging effects of NMN. Since the second half of 2016, the research results have been published in highly influential academic journals around the world such as Science. It has been unanimously shown that NMN has amazing anti-aging effects.”

Among the research results mentioned above, Japanese researcher Professor Shin-ichiro Imai’s research results on NMN were published in the “Endocrine Journal” in 2020. Previously, the professor had applied for a patent for an NMN transferase called Slc12a8, and this patent was listed by MetroBiotech in the United States and Teijin Group in Japan. The corresponding author H.I. Funding support was obtained from Japan's Oriental Yeast Company, which has NMN products. The NMN used in this study was provided by this company.

In Shi Lichen’s view, no matter how influential the journal is, as long as there is a strong interest relationship in the research, the results of the research are likely to be biased or need further discussion.

At the same time, during the clinical trial stage, Shi Lichen said, "Current clinical trials have not been carried out on a large number of people. Effectiveness in animal experiments does not mean that it will be effective in human experiments."

Ding Sheng, dean of the School of Pharmacy at Tsinghua University, said, "There is currently no human experimental evidence to prove that taking NMN can delay aging. This kind of demonstration will be very difficult." Great Wall Securities is also in the research report Said that the anti-aging, DNA repair and other functions and mechanisms of NMN/NAD+ have not yet been clinically applied to humans on a large scale.

According to Wang Dahong, secretary-general of the Marketing Working Committee of the China Health Care Association, clinical practice is a concept when applying for drug registration. Currently, NMN in the United States is a special food and a dietary supplement, so there is no need for clinical practice. . Wang Dahong told Sino-Singapore Jingwei Client, "The management rules in the United States are completely different from those in China. The government is only responsible for the safety of products, so the safety of NMN has been confirmed. As for whether it has efficacy or not, this is up to the company itself. To be responsible, the government will no longer approve its efficacy."

Capital is crazy about regulators' urgent inquiries

The secondary market is also very "buying in" amid the hype. In recent days, related companies involved in the NMN concept have also continued to gain daily limits.

Among them, NMN anti-aging concept stock Jindawei has become the target of stock market funds. From July 9 to July 20, it achieved 6 daily limits in 8 trading days, and its stock price rose by 55.32% cumulatively. In addition, Youa Shares and Jubilee Technology, which are related to the sales of NMN products, have continued to rise, and the stock prices of Yaben Chemical, Brother Technology and Red Sun, which are involved in the production of nicotinamide, have also experienced continuous price limit trends.

Some securities firms issued a document stating that they are optimistic about the future market of NMN. Wang Zhe, chief chemical analyst at CITIC Securities, believes that the current NMN market space corresponding to every 1% of the domestic health product population is 30.4 billion yuan. Guosen Securities Zhejiang Branch also stated in the report that the industry's forward market is expected to reach a scale of 100 billion.

In an interview with Sino-Singapore Jingwei Client, Wang Dahong believed that the capital market is in a bull market, and with the blessing of life, health and technology innovation concepts, it is easy to catch fire at the first touch.

Inquiry letter from the Shenzhen Stock Exchange

On the evening of July 19, the Shenzhen Stock Exchange issued a letter of concern to Jindawei, stating that it was concerned about the recent self-media comments on the company’s products on sale. - There have been a lot of reports on the effects of nicotinamide mononucleotide (NMN), which requires the company's subsidiaries to provide specific production and sales status of NMN products on sale and the approval or certification status of the product in the United States; at the same time, explain the actual performance of the product What kind of scientific verification or practice has the effectiveness undergone, and please fully warn investors of the risks.

On the evening of July 20, Jindawei responded to a letter of concern stating that the company’s US subsidiary Doctor’s Best (hereinafter referred to as DRB) launched trial sales of beta in its official Tmall flagship store on July 8, 2020. -Nicotinamide mononucleotide product (NMN), which is produced in small batches by US factories. Currently, all products produced in small batches by US factories have been sold out. As of July 19, ***3,605 bottles have been pre-sold, with a pre-sale amount of 5.404 million yuan. DRB will deliver the goods in a timely manner according to the time promised when the reservation was opened.

Jindawei said that DRB has not made a clear commitment to the actual effectiveness of the product. The market prospects of its new NMN products are uncertain, and the achievable sales scale in the future is also uncertain. (China-Singapore Jingwei APP)

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