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趋势研判!2025年中国抗流感药物行业产业链、发展背景、市场规模、竞争格局及发展趋势分析:市场竞争日趋激烈[图]
Chan Ye Xin Xi Wang· 2025-08-27 01:20
上市企业:石药集团(01093.HK)、东阳光药(06887.HK)、华海药业(600521)、海特生物 (300683)、梓橦宫(832566) 相关企业:珠海同源药业有限公司、重庆圣华曦药业股份有限公司、中山万汉制药有限公司、植恩生物 技术股份有限公司、郑州致和药业有限公司、浙江普洛康裕制药有限公司、浙江普利药业有限公司、浙 江尖峰药业有限公司、浙江华润三九众益制药有限公司、宜昌东阳光长江药业股份有限公司、杨凌科森 生物制药有限责任公司、扬子江药业集团有限公司、武汉人福利康药业有限公司、天津汉瑞药业有限公 司、天方药业有限公司、天地恒一制药股份有限公司、遂成药业股份有限公司、苏州二叶制药有限公 司、四川子仁制药有限公司、四川依科制药有限公司 内容概要:我国抗流感药物市场需求受流感发病人数影响较大,2023年我国流感疫情的影响相对 COVID-19疫情前波及范围更广、持续时间更长,庞大的流感发病人群带动我国抗流感药物市场快速扩 张,据统计,2023年我国抗流感药物行业市场规模达110亿元,同比增长150.00%,2024年,随着我国 流感发病人数的减少,抗流感药物需求也明显缩减,据统计,2024年我国抗流感 ...
众生药业:获得昂拉地韦片(商品名:安睿威)澳门成药登记证书
Ge Long Hui· 2025-08-21 14:13
昂拉地韦片与奥司他韦胶囊头对头、安慰剂对照治疗成人甲型流感的III期临床试验结果表明,昂拉地韦 片在主要终点指标七项流感症状缓解时间(TTAS)、次要终点指标包括单系统或单症状指标缓解时间、 病毒学指标(如病毒载量下降、病毒转阴时间、病毒转阴参与者比例)等均优于安慰剂组,达到统计学显 著性差异。昂拉地韦片在中位TTAS和发热缓解时间均比奥司他韦组缩短了近10%。 格隆汇8月21日丨众生药业(002317.SZ)公布,近日,广东众生药业股份有限公司控股子公司广东众生睿 创生物科技有限公司(简称"众生睿创")获得澳门特别行政区政府药物监督管理局签发的一类创新药物昂 拉地韦片(商品名:安睿威®)成药登记证书。 昂拉地韦片对奥司他韦、玛巴洛沙韦耐药病毒株保持强效抑制作用,为患者提供更优治疗选择,并且为 破解流感用药耐药困局提供了结构性优势。本次昂拉地韦片获批在澳门上市销售,有望惠及更多流感患 者,为广大医师和患者提供安全、有效的治疗选择。 ...
电商供应链的医药叙事:成本拆解、反向定制、服务穿透
晚点LatePost· 2025-08-19 07:49
Core Viewpoint - The article discusses how JD.com has been working for over a decade to penetrate the healthcare e-commerce market, which remains largely untapped compared to other consumer goods sectors. The focus is on the challenges and advancements in online pharmaceutical sales and the integration of healthcare services with e-commerce [2][3][4]. Summary by Sections Market Overview - From 2013 to 2022, the sales scale of physical pharmacies in China grew from 361.6 billion to 611.7 billion RMB, with a compound annual growth rate (CAGR) of 6.02%. In contrast, the market size of pharmaceutical e-commerce surged from 4.3 billion to 260.8 billion RMB, achieving a staggering CAGR of 57.8% [4]. - Despite the rapid growth of e-commerce, traditional pharmaceutical sales channels still dominate, indicating that the healthcare sector has not been fully penetrated by the internet [4]. Challenges in Pharmaceutical E-commerce - The complexity of compliance and supply chain management presents significant challenges for the e-commerce of pharmaceutical products. The regulatory environment is stringent, requiring extensive time for drug development and approval [5][6]. - The average time for a drug to go from development to market in China is over eight years, which includes two years of research, five years of clinical trials, and one year for approval [4][6]. JD.com's Strategy and Development - JD.com began its foray into the healthcare sector by selling health-related products and officially entered the pharmaceutical retail market in 2015 after obtaining the necessary licenses [6][7]. - The company has invested heavily in building a compliant supply chain, including specialized warehouses that meet Good Supply Practice (GSP) standards, ensuring the safe storage and delivery of pharmaceuticals [8][9]. Integration of Healthcare Services - JD.com has expanded its services beyond mere drug sales to include online health consultations and a comprehensive "medical + drug" service model, addressing the inefficiencies in traditional healthcare delivery [16][17]. - The establishment of an integrated service system allows patients to receive online consultations, lab tests, and home delivery of medications, thereby streamlining the healthcare process [18][19]. Innovations and Future Directions - The introduction of AI technologies, such as AI doctors and nutritionists, has significantly improved service efficiency and customer engagement, with AI-driven interactions showing higher conversion rates compared to human responses [29][30]. - JD.com aims to leverage its extensive user data to assist pharmaceutical companies in clinical trial patient recruitment, thereby enhancing the drug development process [24][25]. Financial Performance - In the first half of 2025, JD Health reported total revenue of 35.3 billion RMB, a year-on-year increase of 24.5%, with a significant portion of revenue coming from medical devices, nutritional supplements, and pharmaceutical sales [16].
诚意药业:帕拉米韦注射液获批上市,适用于甲型及乙型流行性感冒
Core Viewpoint - Chengyi Pharmaceutical has received approval for its Palivizumab injection, marking a significant milestone in its drug development efforts and expanding its product line in the influenza treatment market [1][2] Group 1: Drug Approval and Market Position - The Palivizumab injection has been approved as a Class 3 chemical drug for the treatment of influenza A or B [1] - In 2023, the total sales of the four main influenza treatment drugs in the domestic market reached 11.405 billion yuan, with Oseltamivir holding the majority market share [1] - Palivizumab is recognized as the first innovative Class 1 anti-influenza drug approved in China, recommended in various influenza treatment guidelines [1] Group 2: Product Line Expansion and Financial Performance - Over the past year, Chengyi Pharmaceutical has launched multiple products in the formulation sector, continuously expanding its product line [2] - The company expects a net profit attributable to shareholders of 107 million to 119 million yuan for the first half of 2025, representing a year-on-year growth of 40% to 55%, primarily driven by the sales growth of joint-related drugs [2] - The company is also advancing its "Two Strong One Big Project" initiative in marine biomedicine, with a large-scale EPA fish oil production project underway, which is expected to become a core revenue driver alongside joint-related drugs [2]
又一款“全程一次用药”的国产流感口服药上市,张文宏团队牵头研发
第一财经· 2025-07-18 08:20
Core Viewpoint - The approval of the oral antiviral drug Maraslavir (brand name: Jikeshou) by the National Medical Products Administration (NMPA) marks a significant advancement in the treatment of influenza, particularly for healthy adults with uncomplicated influenza A and B infections [1][2]. Group 1: Drug Approval and Characteristics - Maraslavir is a new generation polymerase acidic protein (PA) nuclease inhibitor with broad-spectrum antiviral properties against influenza A, B, and highly pathogenic avian influenza viruses [1]. - The drug was developed by a team led by Zhang Wenhong from the National Center for Infectious Disease Medicine and Huashan Hospital affiliated with Fudan University [1]. - Clinical data published in the journal "Clinical Microbiology and Infection" earlier this year supports the drug's efficacy and safety [1]. Group 2: Market Context and Comparisons - Maraslavir is positioned as a domestic alternative to the imported flu drug Baloxavir (brand name: Sufuda), which has raised concerns about supply shortages [2]. - Another domestic antiviral, Mashulavir (brand name: Yisuda), has also been approved for treating uncomplicated influenza in adolescents and adults [2]. - Pricing analysis shows that some newly launched domestic antiviral drugs are priced higher than their imported counterparts, with Mashulavir priced at approximately 320 yuan for 20mg*2 tablets, compared to Baloxavir's price of less than 200 yuan [2]. Group 3: Resistance and Clinical Use - Current clinical studies are addressing the resistance issues associated with existing antiviral drugs [2]. - Data indicates that Mashulavir has a low resistance mutation rate of 0.7% and 0.9% for influenza A H1N1 and H3N2 strains, respectively, with only one mutation site for H1N1 and no detected resistance mutations in influenza B patients [2].
又一款“全程一次用药”的国产流感口服药上市,张文宏团队牵头研发
Di Yi Cai Jing· 2025-07-18 06:55
Group 1 - The National Medical Products Administration (NMPA) has approved the oral antiviral drug Maraslavir (brand name: Jike Shou) for the treatment of uncomplicated influenza in previously healthy adults, specifically targeting both influenza A and B viruses [1] - Maraslavir is a new generation PA endonuclease inhibitor with broad-spectrum antiviral properties, effective against various strains including highly pathogenic avian influenza [1] - The drug was developed by a team led by Zhang Wenhong from the National Center for Infectious Disease Medicine and Huashan Hospital, with efficacy and safety data published in the journal Clinical Microbiology and Infection [1] Group 2 - Maraslavir is positioned as a domestic alternative to the well-known influenza drug Baloxavir (brand name: Sufuda), which has faced supply risks [2] - The recently approved domestic antiviral drug Masuravir (brand name: Yisuda) is also aimed at treating uncomplicated influenza in healthy adolescents and adults aged 12 and above [2] - Despite the introduction of more domestic antiviral drugs, the pricing of these new products may be higher than imported counterparts, with Masuravir priced around 320 yuan for 20mg*2 tablets, compared to Baloxavir's price of less than 200 yuan [2] Group 3 - Clinical studies indicate that the resistance mutation rates for Masuravir against influenza A H1N1 and H3N2 are low, at 0.7% and 0.9% respectively, with only one mutation site detected for H1N1 [2] - No resistance mutations were detected in patients with influenza B, suggesting a low risk of resistance and suitability for long-term clinical use [2]
浙江停售叠加份额跌穿55%,东阳光药“流感神药”双线告急
Hua Xia Shi Bao· 2025-06-21 02:18
Core Viewpoint - The recent price adjustment announcement by the Zhejiang Provincial Medical Insurance Bureau has put the phosphoric acid oseltamivir capsules produced by several pharmaceutical companies, including Dongyangguang Pharmaceutical, under scrutiny, impacting the company's path to a Hong Kong listing [2][3]. Company Overview - Dongyangguang Pharmaceutical's core product, "Kewai" phosphoric acid oseltamivir, once held a 90% market share in China but is now facing significant challenges due to intensified market competition and price complaints [3][4]. - The company reported a 10% decline in its domestic market revenue share for phosphoric acid oseltamivir in 2024, with profits plummeting by 97.6% year-on-year [3][9]. Financial Performance - The revenue from "Kewai" phosphoric acid oseltamivir accounted for 81.2%, 86.9%, and 64.2% of Dongyangguang's total revenue from 2022 to 2024, indicating a heavy reliance on this single product [9][12]. - The company's financial results showed operating profits of -7.93 billion RMB in 2022, 17.66 billion RMB in 2023, and 3.81 billion RMB in 2024, with net profits of -14.16 billion RMB, 10.14 billion RMB, and 2.48 million RMB respectively [9][10]. Market Dynamics - The overall market for antiviral drugs in China is projected to reach 6.7 billion RMB in 2024, with over 120 companies producing flu medications, leading to increased competition for Dongyangguang [7][8]. - The introduction of new antiviral drugs, such as Marbalozav, has further eroded the market share of Dongyangguang's oseltamivir, which is now at 54.8%, down from 64.8% in 2023 [7][8]. Strategic Initiatives - In response to the challenges, Dongyangguang is pursuing diversification in its product offerings, focusing on innovative drug development across various therapeutic areas, including diabetes and oncology [12][13]. - The company aims to consolidate its sales channels through a merger with its subsidiary, Dongyangguang Changjiang Pharmaceutical, to enhance its market position and operational efficiency [13][14].
冲刺港股IPO的东阳光药,核心产品市占率一年下降10个百分点
Sou Hu Cai Jing· 2025-06-19 12:18
Core Viewpoint - Dongyangguang Pharmaceutical Co., Ltd. is advancing towards its Hong Kong IPO while facing challenges with its core product, Oseltamivir Phosphate capsules, which have been suspended from the Zhejiang medical insurance network, potentially impacting revenue significantly [1][6][8]. Group 1: Company Overview - Dongyangguang Pharmaceutical is a comprehensive pharmaceutical company engaged in the research, production, and commercialization of drugs, focusing on infection, chronic diseases, and oncology [3]. - The company plans to list on the Hong Kong main board through a merger with its subsidiary, Dongyangguang Changjiang Pharmaceutical, without raising new funds [3]. Group 2: Financial Performance - Revenue for Dongyangguang Pharmaceutical from 2022 to 2024 is projected to be approximately CNY 3.814 billion, CNY 6.386 billion, and CNY 4.019 billion, respectively [4]. - The company's net profit for the same period is expected to be CNY -1.416 billion, CNY 1.014 billion, and CNY 24.8 million, indicating a significant fluctuation in profitability [4]. Group 3: Product and Market Dynamics - Oseltamivir Phosphate is the company's core product, accounting for 81.2%, 86.9%, and 64.2% of annual revenue from 2022 to 2024 [8]. - The product's revenue is under pressure due to increased competition, with market share dropping from 64.8% in 2023 to 54.8% in 2024, a decline of 10 percentage points [10][12]. Group 4: Market Challenges - The suspension of the "Kewai" Oseltamivir Phosphate capsules from the medical insurance network may adversely affect market share and sales revenue [6][8]. - The competitive landscape includes over 120 companies in the domestic antiviral drug market, intensifying the pressure on Dongyangguang Pharmaceutical [8][12]. Group 5: Future Prospects - The company is diversifying its portfolio, with ongoing developments in diabetes and oncology treatments, which may provide growth opportunities beyond its core antiviral products [12].
流感神药“可威”折戟浙江,东阳光千亿帝国裂缝突显
Xin Lang Zheng Quan· 2025-06-18 01:59
Core Viewpoint - The recent price adjustment announcement by the Zhejiang Medical Insurance Bureau has put the domestic flu treatment drug, Oseltamivir Phosphate, back in the spotlight, particularly affecting the "Kewai" brand capsules from Dongyangguang Changjiang Pharmaceutical, which have been suspended from the market due to non-compliance [1] Group 1: Market Position and Pricing - Dongyangguang once held a dominant position in the Oseltamivir market, with the "Kewai" series accounting for 66% of the company's total revenue and 99% of the Oseltamivir granule market share [2] - The listed price for "Kewai" capsules was as high as 9.86 yuan per capsule, nearly ten times higher than the winning bid price of less than 1 yuan from the 2022 national drug procurement [2] - The company utilized a dual-brand strategy to maintain high prices for "Kewai" outside of the procurement framework, despite participating in the bidding process with a different product [2] Group 2: Regulatory and Competitive Challenges - The regulatory environment has shifted, with the National Medical Insurance Bureau strengthening the enforcement of drug procurement, leading to a significant reduction in public hospitals' purchases of high-priced drugs [2] - The introduction of provincial-level drug procurement for Oseltamivir starting in 2023 has further pressured Dongyangguang, with average prices dropping to 2.97 yuan per bag across 20 provinces [3] - New competitors, such as Roche's Marboxil, have begun to capture market share, with Marboxil's share reaching 10.8% in 2024, while Oseltamivir's overall market share has decreased by 8% [3] - Dongyangguang's market share in Oseltamivir has fallen from 64.8% in 2023 to 54.8%, amidst increasing competition from over 120 pharmaceutical companies in the 6.7 billion yuan flu drug market [3] Group 3: Strategic Transition and IPO - In response to the pressure on its core product line, Dongyangguang has been diversifying into new areas, including insulin procurement and the development of leukemia drug Clifotinib, as well as entering the GLP-1 drug sector [4] - The company is at a critical juncture as it prepares for an IPO, having submitted its prospectus on June 11, with plans to privatize Dongyangguang Changjiang, which holds the "Kewai" brand [4] - The market is closely watching how Dongyangguang will navigate the transition to a "post-Kewai era" amid tightening policies, fierce competition, and capital market expectations [4]
抗流感药物市场迎变局:奥司他韦或暂停挂网,新药抢滩登陆
Core Viewpoint - The market for antiviral drugs, particularly oseltamivir, is undergoing significant changes due to price adjustments, increased competition from generics, and the emergence of new drugs, leading to a potential reshaping of the industry landscape [1][3][12]. Price Adjustments and Market Dynamics - Zhejiang Province's medical insurance bureau has announced price adjustments for oseltamivir capsules, affecting several manufacturers, including East Sunshine Pharmaceutical [1][4]. - Prior to the collective procurement, oseltamivir capsules were priced over 100 yuan, but the minimum winning price in the seventh national procurement was less than 1 yuan per capsule, representing a 92% reduction from the highest bid [1][5]. - The domestic flu drug market exceeded 10 billion yuan in 2023, with oseltamivir holding over 80% market share, but this is threatened by the rapid growth of Roche's baloxavir marboxil, which saw sales increase from 70 million yuan in 2022 to 630 million yuan in 2023 [2][5]. Competitive Landscape - East Sunshine Pharmaceutical's market share for oseltamivir has dropped to 54.8% as of 2024, facing competition from over 70 other pharmaceutical companies producing generic versions [2][6]. - The company’s sales from oseltamivir products accounted for 81.2%, 86.9%, and 64.2% of total revenue from 2022 to 2024, indicating a significant reliance on this product line [7]. - The expiration of key patents for oseltamivir will intensify competition, with the last synthesis process patent expiring in March 2024 [5][6]. New Drug Developments - The introduction of new antiviral drugs, such as baloxavir marboxil and PB2-targeting drug, has the potential to disrupt the existing market, particularly with baloxavir's pediatric formulation targeting children aged 5 to 12 [8][10]. - The increasing resistance rates of flu viruses to existing treatments, including oseltamivir, highlight the urgent need for new drug development [10][11]. - The approval of multiple new antiviral drugs in China and the U.S. indicates a growing focus on innovative treatments to address flu virus mutations and resistance issues [9][10]. Future Outlook - The ongoing shifts in the antiviral drug market, driven by pricing pressures, patent expirations, and the introduction of new therapies, suggest that companies like East Sunshine Pharmaceutical may need to diversify their product offerings to sustain growth [7][12]. - The competitive landscape is expected to evolve rapidly, with both domestic and international players vying for market share in the antiviral segment [12].