逼近45%！全国门急诊流感样病例阳性率攀升，预计12月中上旬多省将迎来高峰【附甲流特效药行业市场分析】

Core Insights - The flu positivity rate in China has approached 45%, indicating an overall epidemic level, with some provinces reaching high epidemic levels [2] - The predominant circulating strain is the H3N2 subtype, accounting for over 95% of cases, leading to increased demand for antiviral medications [2] - The sales of antiviral drugs have surged, with a reported increase of over 150% in northern cities like Shenyang and Changchun, and a 63% rise in testing orders on e-commerce platforms [2] Antiviral Drugs Overview - There are six types of antiviral drugs for influenza A in China: Baloxavir, Peramivir, Oseltamivir, Zanamivir, Rimantadine, and Onradivir [3] - Baloxavir is the first small molecule RNA polymerase inhibitor approved for clinical trials in China [3] Market Dynamics - As of March 2024, 66 companies in China have received 106 approvals for antiviral drugs, with Oseltamivir accounting for approximately 70% of the approvals [9] - The market is largely dominated by foreign companies holding core patents, with only a few domestic companies like Zhongsheng Pharmaceutical having original research capabilities [6][8] Impact on Schools - Schools have become significant sites for flu transmission, with a notable increase in reported outbreaks in childcare institutions and schools, particularly among children aged 5-14 [12]