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流感“知”多少:注意这些流感用药“误区”
Xin Hua She· 2025-11-14 13:04
新华社音视频部制作 责编:秦雅楠、王珊宁 作者:徐伟 马晓媛 许新园 0:00 患上流感很难受,很多人会在家自行服药,但用药不能盲目。专家提醒,抗生素不能乱吃,两种常用的 抗流感药物也有不同的使用方法。 ...
概念掘金 | 流感高峰将至,“流感链”全面升温!受益标的有哪些?
Ge Long Hui· 2025-11-11 06:48
疾控监测数据显示,2025年秋冬流感季或将较往年提前,呼吸道疾病进入集中高发期。 受此带动,今日A股流感概念股继续走强,其中,维康药业涨超12%,特一药业、人民同泰、太龙药业涨停,华人健康、以岭药业等跟涨。 | 代码 名称 | 式唱 | 将跌 | 圳价 | | --- | --- | --- | --- | | 300878 维康药业 | +12.08% +3.04 | | 29.04 | | 002728 特一药业 | +10.00% | +1.16 | 12.76 | | 600829 人民同泰 | +9.97% | +1.03 | 11.36 | | 600222 太龙药业 | +9.96% | +0.68 | 7.51 | | 301408 华人健康 | +6.40% | +0.96 | 15.96 | | 920367 新赣江 | +5.42% | +1.28 | 24.91 | | 002603 以岭药业 | +5.36% | +1.03 | 20.23 | | 688189 南新制约 | +5.31% | +0.52 | 10.13 | | 603520 司太之 | +5.04% | +0.56 ...
概念掘金 | 流感高峰将至,“流感链”全面升温!核心标的名单曝光
Ge Long Hui· 2025-11-11 06:20
李侗曾介绍,临床上来看,甲型H1N1、甲型H3N2和乙型流感主要症状都是发热、咳嗽、咽痛,全身的酸痛、乏力和头痛都比较明显。 | 特征 | 流感 | 普通感冒 | | --- | --- | --- | | 病原体 | 流感病毒,以甲型(A)和乙型 鼻病毒、人偏肺病毒、支原体 | 等 | | | (B) 流感较为常见 | | | 传染性 | 号 | 弱 | | | 明显,我国流感的发病高峰在 | 不明显 | | 李节性 | 每年冬、春季(10月至次年4 | | | | 月) | | | 发热程度 | 高热(39-40℃),可伴寒颤 | 无明显发热或轻度发热(往往 | | | | 38℃以下) | | 全身症状 | 头痛、肌肉酸痛、乏力等 | 轻微或无 | | 呼吸道症状 | 干咳、喉咙痛、鼻塞/流涕等 | 鼻塞、流涕、打喷嚏、咽痛等 | | 病程 | 7-10天 | 3-5天 | | 并发症 | 可出现肺炎、心肌炎、脑膜炎 | 少见 | | | 等并发症 | E 图图 | 除了流感外,目前也需要警惕另外一种呼吸道病毒,即呼吸道合胞病毒(RSV)。 疾控监测数据显示,2025年秋冬流感季或将较往年提前,呼吸道疾 ...
海辰药业(300584.SZ):公司尚未有抗流感药物
Ge Long Hui· 2025-11-10 11:15
格隆汇11月10日丨海辰药业(300584.SZ)在投资者互动平台表示,公司尚未有抗流感药物。 ...
第十一批国采节后开标,将遵循”反内卷”原则
Jing Ji Guan Cha Bao· 2025-10-08 02:49
本次集采方案制定和修改过程中,充分遵循了"稳临床、保质量、防围标、反内卷"的原则。其中一大亮 点在于优化价差控制"锚点":为保证公平,本次集采继续对中选价差作一定控制。同时,为防范个别企 业报出异常低价"熔断"其他正常报价的企业,导致整个品种的中选价过低,本次集采优化了价差控 制"锚点"的选择,不再简单选用最低报价。 在此前的集采实践中,过度追求低价中标曾引发医药企业对行业内卷的担忧。第11批国家集采在规则设 计上不再唯低价,而是设立了理性价格区间,给予企业在合理范围内竞争的空间。据业内人士分析,锚 点价格相当于一个参考分数线。其计算方式,据第十一批国家集采文件,锚点价格是同品种有效申报入 围企业"单位可比价"平均值的50%、最低"单位可比价"二者取高值。 经济观察网 国庆中秋长假即将结束,据国家医保局此前发布的采购文件, 第十一批药品集采将于10月 21日在上海开标。 根据文件中披露的采购品种范围,本轮集采覆盖55个品种、162个品规,涉及抗流感药物、肾病治疗创 新药等重点领域,剂型涵盖口服常释剂型、吸入剂、外用贴剂等。 (原标题:第十一批国采节后开标,将遵循"反内卷"原则) ...
首提反内卷,第十一批药品集采下月开标
Mei Ri Jing Ji Xin Wen· 2025-09-22 14:09
Core Viewpoint - The eleventh batch of national drug centralized procurement emphasizes a balanced approach to quality, price, supply, and clinical needs, marking a significant shift from a focus solely on low prices to a more comprehensive evaluation of drug procurement [3][4][5] Group 1: Procurement Changes - The eleventh batch will cover 55 varieties and 162 specifications, including key areas such as antiviral drugs and innovative treatments for kidney diseases, with various dosage forms [1] - The procurement process will no longer simply select the lowest price; instead, it will require the lowest bidders to justify their pricing, ensuring a more rational competition [4][5] - A new "anchor price" mechanism will be introduced to prevent excessively low bids from distorting the market, setting a price floor at 50% of the average bid if the lowest bid falls below this threshold [4][5] Group 2: Clinical Considerations - Medical institutions can now report quantities based on specific brands, enhancing the alignment between clinical needs and supply, which is expected to improve the effectiveness of the procurement policy [6][7] - This change acknowledges the importance of brand trust and patient adherence, particularly for complex formulations, moving away from a purely generic approach [7] Group 3: Quality Requirements - New qualification requirements for bidding companies include having at least two years of production experience in similar formulations and compliance with Good Manufacturing Practice (GMP) standards [8] - The increased qualification standards are likely to favor larger, well-managed companies, potentially leading to industry consolidation as smaller firms may struggle to meet these criteria [8][9] - The focus on quality and stability in drug supply is expected to enhance the overall safety and continuity of clinical medication [8][9]
集采“反内卷”第一枪:低价药时代终结?
Hu Xiu· 2025-09-22 12:57
Core Viewpoint - The eleventh batch of national drug centralized procurement emphasizes a balanced approach to quality, price, supply, and clinical needs, marking a significant shift from a sole focus on low prices to a comprehensive evaluation of various factors [2][5]. Group 1: Key Highlights of the Eleventh Batch of Procurement - The procurement covers 55 varieties and 162 specifications, including key areas such as antiviral drugs and innovative treatments for kidney diseases [1]. - The new procurement rules are designed to prevent excessive low-price competition, ensuring that the lowest bid must be justified by the bidding company [4][6]. - The introduction of a "price anchor" mechanism aims to establish a reasonable price baseline, preventing bids from falling below 50% of the average winning price [5][8]. Group 2: Changes in Bidding Process - Medical institutions can now report quantities based on specific brands, enhancing the alignment between clinical needs and supply [9][10]. - New qualification requirements for bidding companies include a minimum of two years of production experience and compliance with Good Manufacturing Practice (GMP) standards [11]. - The increased qualification thresholds are expected to favor larger, well-managed companies, potentially leading to industry consolidation [12]. Group 3: Measures Against Collusion and Bid Rigging - The new rules include strict measures against collusion and bid rigging, treating closely related companies as a single entity during bidding [14]. - A "first to report leniency" mechanism encourages companies to provide evidence of collusion, promoting transparency [15]. - Enhanced penalties for collusion and bid rigging will be enforced, ensuring a fair competitive environment [16].
创新药重磅利好!第11批药品集采提及“反内卷”
Mei Ri Jing Ji Xin Wen· 2025-09-22 02:09
Core Viewpoint - The National Healthcare Security Administration has announced the 11th batch of centralized drug procurement, set to open bids on October 21 in Shanghai, covering 55 varieties and 162 specifications of drugs, including key areas like antiviral and innovative kidney disease treatments [1] Group 1: Procurement Details - The procurement will include various dosage forms such as oral immediate-release forms, inhalants, and topical patches [1] - The principle of "anti-involution" is emphasized, indicating that the procurement is not aimed at price wars but rather at balancing drug prices and values [1] Group 2: Industry Impact - The procurement aims to stabilize clinical practices, ensure quality, prevent collusion, and promote innovation, laying a foundation for high-quality development in the pharmaceutical industry [1] - Companies with strong R&D capabilities and unique products are expected to gain larger market shares through price-volume strategies, leading to increased demand [1] Group 3: Market Reaction - The announcement has positively impacted the market, with the Hang Seng Pharmaceutical ETF (159892) rising over 2%, and stocks like WuXi AppTec gaining over 5%, leading the pharmaceutical sector [1]
第十一批药品集采下月开标 专家:这是集采实施7年来一个里程碑批次
Jing Ji Guan Cha Wang· 2025-09-21 23:54
Core Viewpoint - The National Healthcare Security Administration (NHSA) of China has announced the 11th batch of centralized drug procurement, set to open bids on October 21 in Shanghai, covering 55 varieties and 162 specifications of drugs, including key areas such as antiviral drugs and innovative treatments for kidney diseases [1] Group 1: Procurement Details - The procurement will include various dosage forms such as oral sustained-release formulations, inhalants, and topical patches [1] - The new procurement scheme emphasizes principles of "stabilizing clinical use, ensuring quality, preventing collusion, and countering internal competition" [1] Group 2: Price Control Mechanism - A significant highlight of this round of procurement is the optimization of the price difference control "anchor," which aims to ensure fairness by controlling the price difference of selected bids [1] - The new approach will prevent individual companies from submitting abnormally low bids that could disrupt normal pricing, thus avoiding the previous phenomenon where drug prices dropped to mere cents [1]
首提“反内卷” 第十一批药品集采下月开标 专家:这是集采实施7年来一个里程碑批次
Mei Ri Jing Ji Xin Wen· 2025-09-21 23:47
Core Viewpoint - The eleventh batch of national drug centralized procurement emphasizes a balanced approach between quality, price, supply, and clinical needs, moving away from a sole focus on low prices [1][2][4]. Group 1: Key Highlights of the Eleventh Batch of Procurement - The procurement will cover 55 varieties and 162 specifications, including key areas such as antiviral drugs and innovative treatments for kidney diseases [1]. - The principles guiding this procurement include "stabilizing clinical use, ensuring quality, preventing collusion, and countering excessive competition" [2][3]. - A significant change is the optimization of price control mechanisms, which will no longer simply use the lowest bid as a reference point, aiming to prevent irrational price drops [3][4]. Group 2: Changes in Procurement Rules - Medical institutions can now report quantities based on specific brands, enhancing the alignment between clinical demand and supply [5][6]. - New qualification requirements for bidding companies include having at least two years of production experience for similar formulations and compliance with GMP standards [8]. - The procurement rules have been tightened to prevent collusion and bid-rigging, with strict penalties for violations [10]. Group 3: Implications for the Industry - The changes are expected to lead to a more rational competition environment, focusing on product quality and brand reputation rather than just cost [7][9]. - Larger, well-managed companies are likely to benefit from the increased qualification standards, while smaller firms may face challenges [8][9]. - The procurement process is evolving into a tool for guiding high-quality development in the pharmaceutical industry, rather than merely a price-cutting mechanism [4][9].