Workflow
RNA聚合酶抑制剂
icon
Search documents
抗流感新药加速上市 市场格局生变
Zheng Quan Ri Bao· 2025-07-21 12:18
转自:证券日报网 本报记者许林艳 近日,南京征祥医药有限公司(以下简称"征祥医药")官微宣布,其自主研发的新型PA抑制剂抗 流感新药济可舒(玛硒洛沙韦片)正式获得国家药品监督管理局(NMPA)批准上市,用于治疗成人单 纯性流感。 流行性感冒是由流感病毒引起的一种传染性强、传播速度快的急性呼吸道传染病。据了解,季节性 流感是全球重要的公共卫生问题,目前人群流行的流感病毒主要包括甲型流感病毒的HINI和H3N2亚 型,以及乙型流感病毒的Victoria和Yamagata谱系。 尽管近些年抗流感病毒药物已被广泛应用,但耐药性增强、患者依从性不足及胃肠道不良反应等问 题仍待解决。 3月27日,由青峰医药集团有限公司下属子公司江西科睿药业有限公司研发的玛舒拉沙韦片(商品 名:伊速达)正式获批上市。据了解,玛舒拉沙韦是我国自主研发的首个、全球第二个靶向聚合酶酸性 蛋白流感抗病毒药物,直击病毒复制的核心引擎。 据开源证券研报,截至2025年5月,中国已获批上市治疗流感病毒性感染的新药主要有10款,其中 专门作用于流感病毒性感染的药物有8款;美国已获批上市治疗流感病毒性感染的新药主要有7款,其中 专门作用于流感病毒性感染的药 ...
行业深度报告:管线布局迈入收获期,2025开启国产流感新药元年
KAIYUAN SECURITIES· 2025-06-15 05:13
Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" (maintained) [1] Core Insights - The flu virus is a highly pathogenic pathogen, and the development of new mechanism drugs is imperative [4] - The flu is a common respiratory infectious disease with a high transmission rate, affecting approximately 1 billion people globally each year, with 300,000 to 500,000 severe cases and 290,000 to 650,000 deaths due to flu-related respiratory diseases [4][15] - The domestic flu drug market has exceeded 10 billion yuan, with Oseltamivir holding over 80% market share, while Baloxavir has seen rapid growth from 0.07 billion yuan in 2022 to 0.63 billion yuan in 2023 [6][36] Summary by Sections 1. Flu Virus and Drug Development - The flu virus is categorized into four types: A, B, C, and D, with A and B being the primary types responsible for widespread outbreaks [17][20] - The main drug targets during flu infection include the surface proteins Hemagglutinin (HA) and Neuraminidase (NA), with RNA polymerase inhibitors emerging as the mainstream research target in antiviral drug development [5][26] 2. Market Dynamics - The flu drug market in China is projected to grow significantly, with new domestic drugs expected to launch in 2025, enhancing sales potential and company performance [7][36] - The sales of flu drugs in the domestic market reached 11.405 billion yuan in 2023, with Oseltamivir accounting for 86.48% of the market share [36] 3. Investment Recommendations - Recommended stocks include Jichuan Pharmaceutical and Health元, with beneficiaries including Zhongsheng Pharmaceutical and Xiansheng Pharmaceutical [7]