“国产流感创新药元年”迎大考,多家上市公司回应,揭示市场真实脉搏!
Quan Jing Wang·2025-11-25 13:01

Core Viewpoint - The recent surge in flu activity across China has led to a significant increase in demand for flu-related products, prompting pharmaceutical companies to respond with new innovative treatments and ensuring supply chain stability [1]. Group 1: Market Demand and Product Approval - The flu season has intensified, with most provinces reaching epidemic levels, and the dominant strain being the H3N2 subtype [1]. - Several domestic antiviral drugs have been approved, including products from companies like Zhongsheng Pharmaceutical, Qingfeng Pharmaceutical, and Jichuan Pharmaceutical, marking 2025 as a pivotal year for domestic flu innovation [1]. - Sales of flu-related products have skyrocketed, with Oseltamivir sales on JD.com increasing by 4.5 times and Mabalaosavir sales increasing by 5 times [1]. Group 2: Company Responses and Supply Chain Management - Companies like Hualan Biological have implemented strategies to manage vaccine shortages by tracking vaccination progress and adjusting supply accordingly [2]. - Renhe Pharmaceutical has prioritized the supply of flu medications in response to high market demand [3]. - Yiyigou has reported a significant increase in orders for flu-related medications, although specific sales data has not been publicly disclosed [5]. Group 3: Product Offerings and Innovations - ST Xiangxue has highlighted its core products for flu treatment, indicating that demand has led to full production capacity [6]. - Zhongsheng Pharmaceutical has confirmed that its antiviral drug, Angladiwei, is in the process of being included in the medical insurance directory, ensuring sufficient production capacity [7]. - Companies like Kangzhi Pharmaceutical and Qidi Pharmaceutical have a range of products targeting flu symptoms, including cough suppressants and antibiotics [8][9]. Group 4: Pediatric and Diagnostic Products - Te Yi Pharmaceutical has a comprehensive product line for treating flu symptoms in children, including cough syrups and granules [10]. - Yuyue Medical has developed flu diagnostic kits and a variety of medical devices that can assist in managing flu-related health issues [12]. Group 5: Competitive Landscape and Future Prospects - Health元's TG-1000 is positioned as a competitive alternative to Japanese flu treatments, with a focus on better efficacy for certain patient demographics [19]. - Companies are actively pursuing innovations and expansions in their product lines to meet the growing demand for flu treatments and diagnostics [19].