2 1 Shi Ji Jing Ji Bao Dao·2025-11-26 11:05Core Insights - The flu season in China is currently on the rise, with significant increases in flu activity levels reported, particularly in southern and northern provinces [4][5] - The Chinese antiviral flu medication market is experiencing rapid growth, with a market size of 10.74 billion yuan in 2023, reflecting a year-on-year increase of 197.51% [1] - The year 2025 is anticipated to be a pivotal year for domestic flu medications, with several new drugs expected to be approved and available for patients [1][8] Market Overview - The flu medication market in China is dominated by Oseltamivir, which holds over 80% market share, while new entrants like Baloxavir Marboxil are gaining traction due to better efficacy and convenience [2][8] - The market is projected to continue growing at a compound annual growth rate (CAGR) of 20.2% from 2024 to 2028, potentially reaching 26.9 billion yuan by 2028 [1] Drug Approval and Launches - Several new flu medications have been approved for market entry, including: - Masuravir Tablets by Qingfeng Pharmaceutical, approved in March 2025 - Baloxavir Marboxil Tablets by Zhongsheng Pharmaceutical, approved in May 2025 - Marseloxavir Tablets by Jichuan Pharmaceutical and Zhengxiang Pharmaceutical, approved in July 2025 [1][10] - The initial pricing for these new drugs is generally above 300 yuan, but prices have been reduced to compete in the market as the flu season approaches [10] Supply Chain and Demand Dynamics - There is a noted supply-demand imbalance during peak flu seasons, leading to shortages of key medications like Oseltamivir and Baloxavir Marboxil [7] - Companies like Roche and Zhongsheng Pharmaceutical are implementing strategies to ensure stable supply and meet the increased demand during the flu season [7] Competitive Landscape - Foreign pharmaceutical companies like Roche maintain a stronghold in the high-end market due to their technological advantages and brand influence, while domestic companies leverage cost advantages and local market knowledge to compete in the mid to low-end segments [11] - Domestic firms are encouraged to enhance R&D investments and innovate to meet specific market needs, such as developing pediatric formulations and low-dose options for the elderly [11]