打破医药垄断！破局者，来了

Core Viewpoint - The article discusses the disruption of established pharmaceutical monopolies, particularly focusing on the case of Viagra and the emergence of cost-effective alternatives in the Chinese market, highlighting the impact of competitive pricing and innovative business models on traditional market leaders [1][10]. Section Summaries Introduction - The launch of deepseek, a large model trained with 2048 NVIDIA H800 chips, parallels historical market disruptions, leading to significant declines in stock prices for major players like NVIDIA, suggesting a pattern of vulnerability in perceived monopolies [1]. Origin of Viagra - Viagra, developed from an unexpected discovery in the 1990s, became a commercial success with over $32 billion in sales from 1998 to 2017, establishing a strong market presence during its patent period [2][3]. Challenges to Viagra - Despite the introduction of Cialis in 2002, Viagra maintained its dominance due to similar pricing strategies among leading pharmaceutical companies, which avoided triggering price wars [5][6]. Emergence of Chinese Competitors - Following the expiration of Viagra's patent in China in 2014, local companies introduced generics at 20%-30% lower prices, leading to a significant market shift with products like "惯爱" priced at 3-6 RMB, drastically reducing patient costs [6][7]. Business Strategy of "惯爱" - The success of "惯爱" is attributed to a disruptive pricing strategy that expands market share and reduces costs through economies of scale, creating a positive feedback loop of growth and innovation [7][8]. Production and Supply Chain Advantages - China's position as the largest producer of active pharmaceutical ingredients has lowered production costs, enabling competitive pricing for domestic drugs [8][9]. Technological Advancements in Production - The automation and digitization of production processes in China have enhanced efficiency, allowing companies like "惯爱" to maintain high-quality standards while keeping prices low [9]. Reconstructing Market Dynamics - The integration of online healthcare services with pharmaceutical distribution has transformed the erectile dysfunction drug market, shifting the focus from price competition to a comprehensive service model [10].