200元一粒，国产“流感神药”卖得有点吃力

Core Viewpoint - The introduction of three new domestic influenza drugs in China by 2025 aims to break the monopoly of existing antiviral treatments, with prices ranging from 180 to 320 yuan, similar to the well-known drug, Marbalozav. [2] Group 1: New Drug Development - Three new domestic influenza drugs, including "Zhong Nanshan version" and "Zhang Wenhong version," are set to launch in 2025, marking a significant milestone in China's pharmaceutical innovation. [2] - These new drugs claim to provide rapid symptom relief, with some promising full-body symptom alleviation within 18 hours and fever reduction in approximately 22 hours. [2] - Despite their potential, the sales of these new drugs have been minimal, with total sales under 10 million yuan since their market entry, compared to nearly 8.5 billion yuan for existing drugs like Oseltamivir and Marbalozav. [3][11] Group 2: Market Challenges - The new drugs face significant market challenges, including a lack of awareness among pharmacists and patients, as many still prefer established treatments like Oseltamivir and Marbalozav. [3][7] - The sales contribution from hospitals and pharmacies for the new drugs is limited, with only 38% of Marbalozav's sales coming from hospitals and 5% from pharmacies. [11] - The new drugs are primarily approved for use in patients aged 12 and above, limiting their market reach compared to older drugs that can be used in younger populations. [8] Group 3: Pricing and Reimbursement - The new drugs have not yet been included in the national health insurance reimbursement list, which is a significant barrier to their adoption by healthcare providers. [9] - Current pricing strategies for the new drugs do not offer a clear advantage over existing treatments, which are more affordable due to their inclusion in national procurement programs. [9][10] Group 4: Sales Channels - E-commerce is emerging as a vital sales channel for the new influenza drugs, with significant sales percentages reported through platforms like JD Health. [12][17] - Different marketing strategies are being employed by manufacturers, with some focusing on cultural branding and others on bundled sales with complementary products. [13][16] Group 5: Resistance and Efficacy - A potential competitive edge for the new drugs is their lower resistance rates compared to older medications, which have shown some resistance in certain viral strains. [18][19] - Current data indicates that resistance to existing drugs like Oseltamivir remains relatively low in China, but ongoing monitoring is necessary as usage increases. [20]