流感高峰期或在下个月！三款流感新药上市 速福达和奥司他韦还缺货吗？

Core Viewpoint - The flu season in China has begun, leading to an increase in demand for antiviral medications, which has positively impacted the stock prices of related companies in the A-share market [1] Group 1: Market Overview - The flu activity level has significantly risen, with historical data indicating that the flu season typically starts in October to November, peaking around late December to early January [1] - E-commerce platforms report an increase in sales of antiviral medications for flu, reflecting heightened consumer demand [1] Group 2: Key Players and Supply Chain - Dongyang Sunshine Pharmaceutical holds a significant market share in the supply of Oseltamivir, a neuraminidase inhibitor, and has established a robust supply chain to ensure stable drug availability during peak flu seasons [2] - The company has comprehensive coverage across hospitals, chain pharmacies, and online platforms, maintaining sufficient inventory to meet market demands [2] Group 3: Antiviral Drug Developments - In the RNA polymerase inhibitor category, Marbofloxacin has gained traction due to its convenience as a single oral dose, marketed as "Xufuda" by Roche [3] - Roche has initiated local production of Xufuda in Shanghai to shorten supply chain times and enhance responsiveness to market needs [4] Group 4: Supply Assurance Measures - Roche has reported that the supply of Xufuda and Oseltamivir is stable across hospitals, with Xufuda's supply volume this year exceeding three times that of the previous year [5] - New RNA polymerase inhibitors have been launched by domestic companies, including Qingfeng Pharmaceutical's Marshulavavir, Zhongsheng Pharmaceutical's Anladiwei, and Jichuan Pharmaceutical's Maxilavavir, all of which are designed for adult treatment [5][6] Group 5: Distribution and Accessibility - Zhongsheng Pharmaceutical's Anladiwei is the first global RNA polymerase PB2 protein inhibitor for treating uncomplicated type A influenza in adults, with established distribution channels across major regions [6] - The company has a complete industrial chain system, ensuring quality and cost control of raw materials, and is actively adjusting production plans based on flu trends to meet demand [6]