200元一粒，国产“流感神药”卖得有点吃力

Core Viewpoint - In 2025, three new domestic influenza drugs, including those developed by renowned experts like Zhong Nanshan and Zhang Wenhong, will be launched, marking a significant milestone in China's pharmaceutical industry as it breaks the record of having no original research influenza innovation drugs [2][9]. Summary by Sections New Drug Launches - The new influenza drugs are priced between 180 to 320 yuan, comparable to the existing drug, Marbaviroc (速福达) [3][2]. - These new drugs claim to enhance efficacy, with some promising symptom relief within 18 hours and others offering a single oral dose that reduces fever within approximately 22 hours [2]. Market Challenges - Despite the promising features, the new drugs face significant challenges in replacing established medications like Oseltamivir and Marbaviroc, which have dominated the market [4]. - As of October 2025, the sales of the new domestic influenza drugs totaled less than 10 million yuan, while Oseltamivir and Marbaviroc combined sold nearly 8.5 billion yuan from January to October [5][14]. Industry Insights - Industry experts suggest that the new influenza drugs are largely "fast-follow" products, leading to concerns about market saturation and limited commercial viability [6]. - The new drugs primarily target patients aged 12 and above, while existing drugs like Oseltamivir can be used for younger patients, limiting the new drugs' market reach [12]. Sales Channels - Traditional sales channels, including hospitals and pharmacies, have shown limited contribution to the sales of new drugs, with online sales becoming increasingly important [14][18]. - E-commerce platforms have seen significant sales for the new drugs, with online sales accounting for over 51% of sales for some products [18]. Differentiation Factors - A key differentiating factor for the new drugs is their lower resistance rates compared to older medications, which may provide effective treatment options in cases of resistance to existing drugs [20][22]. - Current data indicates that resistance rates for influenza strains against Oseltamivir remain low, but ongoing monitoring is necessary as the drugs become more widely used [22].