Bei Jing Shang Bao·2025-11-24 15:52Core Insights - The demand for influenza medications has surged with the onset of the flu season, particularly for Oseltamivir and Marbofloxacin, indicating a sustained high demand in the coming months [1][3] - Oseltamivir continues to dominate the market, holding over 70% market share, but new entrants like Marbofloxacin are gaining traction [4][8] - The overall influenza activity in China is on the rise, with the H3N2 strain being the predominant virus [2][3] Market Dynamics - Oseltamivir's sales have increased by over 237% recently, while Marbofloxacin's sales rose by 180% [3] - The influenza drug market in China is projected to reach 10.1 billion yuan in 2024 and grow to 11.6 billion yuan by 2030 [3] - The entry of new domestic drugs from companies like Qingfeng Pharmaceutical and Zhongsheng Pharmaceutical signifies a collective rise in China's pharmaceutical industry [7][8] Competitive Landscape - The market is evolving with both old and new drugs; Oseltamivir, despite its long-standing presence, faces challenges from newer medications that offer advantages like single-dose treatment [5][8] - Marbofloxacin was included in the national medical insurance directory shortly after its launch, highlighting its rapid market acceptance [5] - The competition is expected to intensify, focusing on price reductions and market access through insurance negotiations [9] Future Outlook - The flu medication market is likely to see a diversified competitive landscape, with a potential "multi-pillar" structure emerging [8][9] - Factors such as brand reputation, supply chain stability, and the ability to meet seasonal demand will play crucial roles in determining market success [9]