全国整体进入流感流行季 多款国产流感创新药密集上市

Core Viewpoint - The flu season in China is expected to peak in late December and early January, with a significant rise in flu activity currently observed, particularly with the H3N2 subtype dominating [1][4]. Group 1: Market Demand and Supply - Orders for flu medications have more than doubled since November, with northern cities like Harbin and Shenyang seeing increases over 150% [2]. - The supply of both imported and domestic flu medications is currently adequate, with regular restocking occurring in pharmacies [4]. - Domestic pharmaceutical companies have reported a significant increase in the procurement of cold and fever medications, indicating heightened consumer demand [2][4]. Group 2: Innovation in Domestic Pharmaceuticals - Several domestic flu medications have been approved this year, leading to a belief that 2025 may be the "year of domestic flu innovation drugs" [4][5]. - Three new antiviral flu medications have been approved, with two more completing clinical trials and seeking market approval [4]. - The domestic pharmaceutical industry is experiencing a shift towards innovative drug development, with companies focusing on both efficacy and safety [5]. Group 3: Industry Dynamics and Challenges - The rise in flu medication production is attributed to the seasonal nature of flu outbreaks and the strategic importance of the biopharmaceutical industry [5]. - Companies face challenges in promoting new medications, requiring collaboration with local governments, hospitals, and pharmacies to ensure prescriptions are written for innovative drugs [6]. - The domestic pharmaceutical industry is evolving, with a focus on mastering core technologies and competing with international firms [6].