2025流感季，奥司他韦在多款新型抗流感药中仍稳居首选， 凭借价格亲民、适用人群广、指南权威推荐及供应可及性强的 优势，获市场与患者广泛认可。 作者：何欢 封图：图片资料室 2025年12月，流感高峰季的儿科诊室里，带着孩子前来就诊的家长排起了长队。不少医生诊断 后，在处方单上写下熟悉的药名：奥司他韦。 北京佑安医院感染综合科主任医师李侗曾表示，奥司他韦价格便宜，最大优点是适合人群广。 12月24日，北京朝阳的年轻人李雯突然发烧38度，伴有全身无力，她赶紧用家里备着的抗原试剂 盒检测，确认"中招"后立即打开美团买药搜索奥司他韦——得流感越早服药效果越好。 李雯下单了一盒东阳光药生产的奥司他韦（"可威"）。当天连续服下两粒后，高热渐渐退了。 低价优质，奥司他韦的亲民竞争力 流感每年均导致死亡病例。据中国疾控中心法定传染病监测数据，2025年11月，全国共报告法定 传染病540万例，死亡2160人，其中流感致死4人。 "流感病毒感染后引发的严重并发症是足以危及生命的。"北京市朝阳医院呼吸与危重症医学科主 任医师郭兮恒提醒大家通过接种流感疫苗和及时服用抗病毒药物应对流感。如果确诊为流感，应尽 早治疗，抗病毒药物在流 ...

长江商报消息 ●长江商报记者 李璟 医药流通龙头与老牌药企强强联合，正在重塑零售渠道竞争格局。 根据九州通（600998.SH）官方微信消息，近日，公司旗下全擎健康与海正药业（600267.SH）正式签 署战略合作协议，全擎健康将作为独家代理方，全面负责海正药业多款核心产品零售全渠道的总代品牌 推广（CSO）业务，首年合作标的额超4亿元。这场聚焦"工业+渠道"优势互补的合作，不仅为双方业绩 增长注入新动能，更折射出医药行业专业化分工的深层变革。 全擎健康作为九州通旗下医药CSO专业子集团，定位为"大健康零售全域势能增长引擎"，构建了"一核 两翼"CSO服务模式，以产品为核心，围绕营销推广及品牌咨询两大抓手，打造营销全价值链路。 海正药业始创于1956年，是一家国有控股的综合性医药健康产业集团，专注于创新药、生物药、仿制药 和高端原料药的研发、生产、销售，并布局了动保、大健康、医美等新兴领域。 据了解，双方本次合作自4月启动接洽，8月进入公开招标阶段。全擎健康凭借专业的CSO运营实力、强 大的零售渠道资源优势，以及在费率、产品策略和增长目标方面的综合竞争力，从多家CSO企业中脱颖 而出，赢得海正药业认可。合作产 ...

Core Viewpoint - The demand for influenza medications has surged, with the Chinese influenza drug market fluctuating around 10 billion RMB. Oseltamivir dominates the market, led by Dongyang Sunshine Pharmaceutical, while Roche's Xofluza is the leader in new influenza drugs [3][4]. Group 1: Market Dynamics - The search volume for "Oseltamivir" on JD.com increased nearly 500 times compared to the same period last year, indicating a significant rise in demand for generic drugs [5]. - After the patent protection for Roche's original drug Tamiflu expired, Dongyang Sunshine Pharmaceutical took control of the market, generating 5.54 billion RMB in revenue from its Oseltamivir product, accounting for nearly 90% of its total revenue in 2023 [6]. - National centralized procurement policies have disrupted the existing market structure for Oseltamivir, leading to a significant price drop and increased competition from other generic manufacturers, resulting in Dongyang Sunshine's sales halving to 2.58 billion RMB in 2024 [7][8]. Group 2: Competitive Landscape - Dongyang Sunshine failed to win bids in the 11th batch of national drug procurement, which will inevitably shrink its market presence in hospitals [8]. - The overall market for antiviral drugs in China is projected to decrease from 11 billion RMB in 2023 to 8 billion RMB in 2024, with Oseltamivir accounting for about 80% of this market [8]. - The market for traditional Chinese medicine is also growing, with sales of common cold and flu medications increasing significantly, further impacting Dongyang Sunshine's market share [9]. Group 3: New Drug Developments - There is a strong consumer demand for new antiviral drugs, with purchases of Marboxil showing a remarkable increase of over 600% in a two-week period [11]. - Roche's Xofluza remains the dominant player in the innovative drug market for influenza, with a significant supply increase expected in 2024 [11][12]. - Several domestic pharmaceutical companies have received approvals for new influenza drugs in 2023, with more expected to enter the market in 2025, potentially impacting the market share of Oseltamivir [12][13]. Group 4: Future Outlook - The market share of Oseltamivir is gradually being replaced by PA proteinase inhibitors, indicating a shift in treatment preferences [14]. - Despite the anticipated rise of new antiviral drugs, Oseltamivir is expected to maintain a certain market share due to varying clinical needs and payment capabilities across different demographics in China [14].

Core Insights - The demand for antiviral drugs, particularly for influenza, has surged significantly during the current flu season, with notable increases in sales of Oseltamivir and Marbofloxacin [1][3][4] - The market is witnessing the entry of new competitors as three domestic innovative antiviral drugs have been launched this year, indicating a shift in the competitive landscape [1][6][8] Sales Growth - According to the China CDC, the percentage of influenza-like cases has been rising, with a positive rate of 40.9% reported in the 47th week of the year [2] - E-commerce platforms have reported a dramatic increase in sales of antiviral medications, with Oseltamivir sales increasing by 4.5 times and Marbofloxacin by 5 times from November 17 to November 23 [3] - Overall sales of influenza-related medications surged by 242% from November 24 to November 30 compared to the previous week, with specific products like Marbofloxacin and Oseltamivir seeing increases of 230% and 310%, respectively [3] Market Dynamics - The domestic antiviral market is primarily dominated by East Sunshine Pharmaceutical's Oseltamivir and Roche's Marbofloxacin, with Oseltamivir holding over 80% market share [5] - The sales of Marbofloxacin have shown explosive growth, with sales rising from 0.7 billion to 6.3 billion yuan from 2022 to 2023, making it a strong competitor to Oseltamivir [5][9] - The entry of generic versions of Oseltamivir has intensified competition, with nearly 140 approvals for related products as of November this year [8][9] New Product Launches - This year has been marked as a "year of domestic antiviral innovation," with several new drugs approved, including Marbofloxacin and others targeting different mechanisms of action [6][10] - The newly launched drugs have quickly gained market traction, with Marbofloxacin becoming the third most accessible antiviral drug in China, following Oseltamivir and Marbofloxacin [10] Future Outlook - The competitive landscape is expected to become more intense as more domestic companies enter the antiviral market, necessitating differentiation through innovation and market segmentation [10]

Core Insights - The demand for antiviral drugs has surged during the flu season, with significant increases in sales of Oseltamivir and Marbofloxacin, alongside the recent market entry of three new domestic antiviral drugs [1][3][5] Group 1: Market Demand and Sales Growth - The percentage of flu-like cases in China has risen, with a reported 40.9% positivity rate for flu tests during the 47th week of the year [2] - Sales data from various e-commerce platforms indicate a dramatic increase in antiviral drug demand, with Oseltamivir sales up 4.5 times and Marbofloxacin up 5 times from the previous week [3] - Overall sales of flu-related medications increased by 242% from November 24 to November 30 compared to the previous week, with specific products like Marbofloxacin and Oseltamivir seeing sales increases of 230% and 310%, respectively [3] Group 2: New Drug Approvals and Market Competition - Three new domestic antiviral drugs were approved in 2023, marking a significant increase in competition within the flu medication market [6][8] - The current market is primarily dominated by Oseltamivir and Marbofloxacin, but the entry of new competitors is reshaping the competitive landscape [8][9] - The sales of Oseltamivir reached 59 billion yuan in 2024, maintaining a leading market position despite the influx of generic alternatives [5][9] Group 3: Future Market Trends - The rapid growth of Marbofloxacin is notable, with a projected sales increase of over 758% in 2024, indicating a shift in market dynamics [9] - The competitive landscape is expected to intensify as more domestic companies enter the antiviral drug market, necessitating differentiation through innovation and market segmentation [10]

Core Insights - The sales of flu-related medications on JD's platform saw a significant increase of 242% week-on-week from November 24 to 30, with notable growth in Guangdong, Jiangsu, and Shanghai [1] Sales Performance - Specific medications experienced remarkable sales growth: - Suifuda increased by 230% - Kewai surged by 310% - Flu test kits rose by 337% - Children's flu medications grew by 298% [1] Search Trends - On December 1, the search volume for "Oseltamivir" on JD's app increased nearly 500 times compared to the same period last year - The search volume for "Mabalaosai" and "Suifuda" also saw significant increases of 184 times and 108 times, respectively [1] Revenue Growth - From November 23 to 30, the transaction value of flu medications increased 32 times year-on-year - Suifuda's transaction value grew over 70 times, while the transaction values for Tamiflu and Kewai increased by more than 40% [1]

Group 1 - The flu season has seen a significant increase in cases, with flu-related medication sales on JD's platform rising by 242% from November 24 to 30 compared to the previous week, particularly in Guangdong, Jiangsu, and Shanghai [1] - Specific medications such as Sufuda saw a 230% increase in sales, Kewai increased by 310%, and flu test kits surged by 337% during the same period [1] - The demand for antiviral medications has skyrocketed, with searches for Oseltamivir increasing nearly 500 times compared to last year, and sales of flu medications growing 32 times year-on-year [1] Group 2 - Several domestic antiviral drugs have been launched this year, with three key products debuting on JD Health: Mashu Lashawei on May 16, Angladiwei on June 27, and Masi Luoshawei on October 13 [2] - Sales of Mashu Lashawei increased by 60% week-on-week, while Angladiwei saw a growth of over 2.7 times, and Masi Luoshawei's sales surged over 10 times [2] - The trend of home rapid testing for flu has gained popularity, with a 79.2% increase in orders for respiratory virus testing and a positive detection rate of 71.5% [2] Group 3 - The influx of patients at offline hospitals has led to a peak in consultations, prompting JD Internet Hospital to establish a fever clinic and launch a flu consultation section on December 1 [2] - The online consultation service aims to alleviate pressure on physical hospitals and reduce the risk of cross-infection by providing 24-hour access to top-tier doctors for professional advice and medication guidance [2] - JD's integrated service model combines medical consultation, testing, and medication delivery, creating a closed-loop service for patients [2]

Group 1 - The core viewpoint of the articles indicates a significant rise in flu cases across China, with the flu positivity rate nearing 45%, marking an entry into a moderate epidemic level, and some provinces reaching high epidemic levels [1] - The flu peak is generally expected between late December and early January, followed by a decline phase [1] Group 2 - In Suzhou, the flu epidemic has officially begun, with the predominant strain being H3N2, leading to a surge in sales of cold and flu medications [2] - Sales data from Dingdang Kuaiyao shows a notable increase in the sales of antiviral medications, with Oseltamivir's sales rising by 237% and Baloxavir's by 180% over the past week [2] - On Alibaba Health's sales rankings, Oseltamivir capsules sold over 50,000 units, ranking first, while Baloxavir sold over 20,000 units, ranking sixth [2] Group 3 - JD's drug sales platform reported that the sales revenue of antipyretic and analgesic medications in November increased over 13 times compared to October, with some products seeing over 20 times growth [4] - Meituan's data indicates that orders for specific flu medications have more than doubled since November, with Baloxavir increasing by over 110% and Oseltamivir by over 85% compared to the previous month [4] Group 4 - Baloxavir is currently approved only for individuals aged 5 and older, weighing over 20 kg, and there are still restrictions for children under 5 years old [5] - Medical professionals advise that parents should prioritize seeking medical attention for young children with flu symptoms rather than self-medicating, emphasizing the importance of safety in medication use during pregnancy and breastfeeding [5]

Core Insights - The flu season of 2025 is reported to be more severe than the past three years, with increased cases of flu-like illnesses (ILI) in both northern and southern China [3][4][12] - There is a notable shortage of flu medications, particularly the children's version of the antiviral drug Marbofloxacin, leading to increased demand and stockouts in pharmacies [4][8][12] - Hospitals remain the primary choice for parents seeking treatment for their children, with a significant increase in pediatric flu patients reported [9][12] Summary by Category Flu Season Severity - The percentage of flu-like illness cases reported by sentinel hospitals in southern provinces was 6.7%, while northern provinces reported 7.0%, both higher than the previous week and the same period in 2022, 2023, and 2024 [3][4] Medication Availability - Pharmacies are experiencing shortages of flu medications, with some lacking the new antiviral drug "Sufuda" (generic name: Marbofloxacin) entirely, while traditional antiviral drugs like Oseltamivir are still available [4][8] - The children's version of Marbofloxacin is particularly in high demand, with reports indicating it is more sought after than other flu medications [8][14] Hospital Preference - Parents express a strong preference for hospitals over pharmacies for flu treatment, citing trust in clinical doctors [9][12] - Roche, the manufacturer of "Sufuda" and "Oseltamivir," has increased supply to hospitals, with the overall supply of "Sufuda" reportedly three times that of the previous year [9][12] Pediatric Medication Insights - Oseltamivir is widely used for children, with a broader age indication compared to Marbofloxacin, which is limited to children aged 5 and above [12][14] - The single-dose administration of Marbofloxacin is appealing to parents, but its availability in hospitals is limited, leading to increased purchases from pharmacies [14][16] Market Dynamics - The market for pediatric single-dose flu medications is expected to become more competitive as several domestic pharmaceutical companies are developing similar products [16] - Recent approvals for new pediatric flu medications are anticipated to challenge the current market dominance of Marbofloxacin in the coming years [16]

Core Viewpoint - The flu season of 2025 is reported to be more severe than in the past three years, with increased cases of flu-like illnesses (ILI) across both northern and southern regions of China, leading to a shortage of specific flu medications, particularly for children [1][3][11]. Summary by Sections Flu Season Severity - The latest report from the Chinese Center for Disease Control and Prevention indicates that from November 10 to 16, 2025, the ILI percentage in southern provinces was 6.7% and in northern provinces was 7.0%, both higher than the previous week and the same period in 2022, 2023, and 2024 [3][11]. Medication Shortages - Many pharmacies are experiencing shortages of flu medications, particularly the children's version of the antiviral drug "速福达" (Mabalaoshuwei). Traditional antiviral drugs like Oseltamivir are still available but are also in high demand [3][9][11]. - A pharmacy reported that Oseltamivir has been out of stock for over two weeks, with expectations for new supplies to arrive soon, while "速福达" is not expected to be restocked [9][11]. Hospital Preference - Parents prefer hospitals for flu treatment over pharmacies, as they trust clinical doctors more. The original manufacturers of "速福达" and Oseltamivir are ensuring a broad supply to hospitals across the country [10][11]. - Clinical demand for children's flu medications is increasing, with doctors noting that while there are no supply issues for Oseltamivir and Mabalaoshuwei, delivery disruptions can occur due to high demand [11][12]. Drug Efficacy and Usage - Oseltamivir is suitable for children aged 1 year and older, while Mabalaoshuwei is effective for children aged 5 to 12, with the latter being a single-dose oral medication, making it more convenient for parents [11][13]. - The latest guidelines indicate that flu medications are essential for treatment, as common cold medications do not replace antiviral drugs [12][13]. Market Dynamics - The market for children's single-dose flu medications is expected to become more competitive as several domestic pharmaceutical companies are developing similar products, which may challenge the current dominance of "速福达" [16][17]. - Recent approvals for new antiviral drugs targeting children are underway, with a focus on single-dose formulations, which could expand treatment options for pediatric patients [16][17].