东阳光药弃标奥司他韦集采

Core Viewpoint - The demand for flu medication, particularly Oseltamivir, has surged with the onset of the flu season, leading to significant sales growth. Dongyangguang Pharmaceutical has recently increased the price of its new Oseltamivir granules after opting out of centralized procurement [1] Group 1: Market Dynamics - Oseltamivir is currently the highest-selling flu medication and was notably absent from the 11th batch of national centralized procurement results, which surprised the industry. Dongyangguang Pharmaceutical, a major player, did not win a bid, with Hunan Huize and Chengdu First Pharmaceutical being selected instead [1] - Reports suggest that Dongyangguang Pharmaceutical did not lose the bid but chose to withdraw by quoting a high price [1] Group 2: Company Performance - Dongyangguang Pharmaceutical's core product, "Kewai" (Oseltamivir phosphate), once held a 90% market share in China. In 2023, it generated revenue of 5.546 billion yuan, accounting for nearly 90% of the company's total revenue [1] - However, projections for 2024 indicate a decline in sales revenue for this product to 2.58 billion yuan, reducing its revenue contribution to 64.2% [1] Group 3: Competitive Landscape - The expiration of Oseltamivir's patent has intensified market competition, with over 40 companies, including listed firms such as Shuanglu Pharmaceutical and Kelun Pharmaceutical, now selling the drug [1]