抗流感药物需求激增 国产创新药密集上市 搅动百亿市场

Core Insights - The demand for antiviral drugs, particularly for influenza, has surged significantly during the current flu season, with notable increases in sales of Oseltamivir and Marbofloxacin [1][3][4] - The market is witnessing the entry of new competitors as three domestic innovative antiviral drugs have been launched this year, indicating a shift in the competitive landscape [1][6][8] Sales Growth - According to the China CDC, the percentage of influenza-like cases has been rising, with a positive rate of 40.9% reported in the 47th week of the year [2] - E-commerce platforms have reported a dramatic increase in sales of antiviral medications, with Oseltamivir sales increasing by 4.5 times and Marbofloxacin by 5 times from November 17 to November 23 [3] - Overall sales of influenza-related medications surged by 242% from November 24 to November 30 compared to the previous week, with specific products like Marbofloxacin and Oseltamivir seeing increases of 230% and 310%, respectively [3] Market Dynamics - The domestic antiviral market is primarily dominated by East Sunshine Pharmaceutical's Oseltamivir and Roche's Marbofloxacin, with Oseltamivir holding over 80% market share [5] - The sales of Marbofloxacin have shown explosive growth, with sales rising from 0.7 billion to 6.3 billion yuan from 2022 to 2023, making it a strong competitor to Oseltamivir [5][9] - The entry of generic versions of Oseltamivir has intensified competition, with nearly 140 approvals for related products as of November this year [8][9] New Product Launches - This year has been marked as a "year of domestic antiviral innovation," with several new drugs approved, including Marbofloxacin and others targeting different mechanisms of action [6][10] - The newly launched drugs have quickly gained market traction, with Marbofloxacin becoming the third most accessible antiviral drug in China, following Oseltamivir and Marbofloxacin [10] Future Outlook - The competitive landscape is expected to become more intense as more domestic companies enter the antiviral market, necessitating differentiation through innovation and market segmentation [10]