Bei Ke Cai Jing·2025-11-18 04:05Core Viewpoint - The flu season in China is expected to peak in mid to late December and early January, leading to increased competition among flu medication manufacturers as prices drop to capture market share [5][8]. Group 1: Market Dynamics - Some flu medications have seen price reductions on e-commerce platforms, with the price of 20mg of Isodax dropping from 320 yuan to 196 yuan since November 3 [6]. - The market for flu medications is becoming increasingly competitive, with several new domestic flu drugs set to launch in 2025, challenging the previously dominant "miracle drug" status of Sufuda [8][23]. - Sufuda, a product of Roche, was initially priced at 498 yuan per box before being included in the national medical insurance directory, which reduced its price to 222.36 yuan [14]. Group 2: Supply and Demand - Sufuda is currently in ample supply, with prices in physical pharmacies ranging from 239 yuan to 258 yuan per box, and no immediate price adjustments are anticipated [10]. - The demand for Sufuda remains high, with reports indicating that it sells out quickly during peak seasons [9]. Group 3: Competitive Landscape - Oseltamivir, a traditional flu antiviral, holds over 80% market share in China's flu medication market, with prices significantly reduced due to increased competition and centralized procurement [16][19]. - The lowest bid price for Oseltamivir capsules has dropped to less than 1 yuan per capsule, marking an 85% decrease from previous prices [21]. - New domestic flu drugs, such as Isodax and Anruwei, are entering the market, aiming to capture a share of the growing demand for flu treatments [24][30]. Group 4: Regulatory Developments - The National Medical Products Administration has accepted new drug applications for several flu medications, indicating a proactive approach by domestic companies to expand their product offerings [28]. - Companies are also working to include their products in the medical insurance directory to enhance accessibility for patients [30][31].