Workflow
玛舒拉沙韦片(伊速达)
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
Core Insights - Nanjing Zhengxiang Pharmaceutical's new flu drug, Jikeshou (Maseiluo Shave Tablets), has been approved by the National Medical Products Administration (NMPA) for treating adult uncomplicated influenza, marking a significant advancement in antiviral treatments [1][2] - The flu remains a major public health issue globally, with prevalent strains including H1N1, H3N2, and various B virus lineages [1] - The market for antiviral drugs in China is expected to grow significantly, with projections estimating a market size of 11.6 billion yuan by 2030 [4] Company Developments - Zhengxiang Pharmaceutical's Jikeshou is a new generation PA inhibitor targeting flu virus RNA polymerase, demonstrating prolonged antiviral activity [2] - Other companies, such as Guangdong Zhongsheng Pharmaceutical and Qingfeng Pharmaceutical Group, have also launched new antiviral drugs, including Angladiwei and Mashulashave, which target different mechanisms of flu virus replication [2] Market Trends - The antiviral drug market in China is experiencing a shift from traditional neuraminidase inhibitors, like Oseltamivir, which currently holds over 80% market share, to RNA polymerase inhibitors, which are gaining traction [4] - The domestic flu drug market exceeded 10 billion yuan in 2023, with significant growth observed in sales of newer drugs like Mabalosave, which increased from 70 million yuan in 2022 to 630 million yuan in 2023 [4] - The competitive landscape is evolving, with potential price wars emerging as new entrants challenge established products, although differentiation in efficacy and safety may mitigate risks of homogenization [4]