ZHONGSHENGYAOYE(SZ:002317) Quan Jing Wang·2025-11-11 02:21Group 1: Flu Season Overview - The flu season has entered an outbreak phase in both Japan and China, with Japan reporting over 57,000 cases in the week ending November 2, doubling from the previous week, marking 11 consecutive weeks of increase [1] - In China, respiratory infectious diseases are on the rise, with flu-like cases reported at 5.1% in northern provinces, higher than the previous week and the same period in the last three years [1] Group 2: Drug Development and Market Demand - The flu virus strain this year is primarily the H3N2 subtype, leading to lower immunity in the population compared to last year's H1N1 strain, creating a demand for effective new treatments [2] - "Anglavei" (brand name: Anruiwei®) from Zhongsheng Pharmaceutical is the first oral drug targeting RNA polymerase PB2 for type A influenza, approved in May 2023, showing rapid symptom relief and low resistance [2][3] - Anglavei has demonstrated significant efficacy against both H1 and H3 strains, with a median symptom relief time of 38.83 hours and a rapid reduction in viral load within 24 hours [3] Group 3: Company Performance and Strategic Outlook - Zhongsheng Pharmaceutical reported a revenue of 1.908 billion yuan and a net profit of 250 million yuan for the first three quarters of 2025, with a year-on-year increase of 68.4% [5] - The company is expanding the application of Anglavei to children, with promising results from phase II clinical trials, aiming to fill a gap in pediatric treatment [3][5] - The strategic focus on innovative drug development and a diversified pipeline positions Zhongsheng Pharmaceutical for long-term growth and market competitiveness [6]