ASHP在一份披露报告中指出，由于这种抗病毒药物突然间出现短缺，负责监测药品供应的ASHP目前 正在紧急评估短缺程度，并补充称历年来流感活动非常频繁的寒冷地区正面临最为严重的供应稀缺。 ASHP药学实践与质量高级总监Michael Ganio在一份声明中表示，由于目前正在全球范围流行的一种比 往年流感更加严重的流感毒株，短缺扩散"只是时间问题"。 不过，总部位于美国的连锁药房运营龙头CVS Health(CVS.US)表示，尽管其门店对磷酸奥司他韦的需求 持续激增，但并不存在全美范围的广泛短缺，某些常年流感严重的地区短缺比其他地区严重得多。其多 年来最强劲的竞争对手Walgreens去年被纽约私募股权公司Sycamore Partners全面私有化，该药房运营商 则表示，其药房的全美网络总体上"需求很高，库存极度紧张"。 智通财经APP获悉，根据美国卫生系统药剂师协会(简称ASHP)周三发布的一项重磅统计数据，随着美 国因流感样症状就诊的医院门诊量达到二十多年来的最高水平，流感特效药物达菲(Tamiflu，也被称作 磷酸奥司他韦)目前在美国多个地区处于极度短缺状态。 不止美国，在全球范围，尤其是面临寒冬的地区 ...

根据美国卫生系统药剂师协会(简称ASHP)周三发布的一项重磅统计数据，随着美国因流感样症状就诊 的医院门诊量达到二十多年来的最高水平，流感特效药物达菲(Tamiflu，也被称作磷酸奥司他韦)目前在 美国多个地区处于极度短缺状态。 CNN援引美国疾控中心(U.S.CDC)数据独家报道称，此次流感治疗药物奥司他韦短缺发生之际，由常见 流感症状(发烧加咳嗽或喉咙痛)导致的全美医院就诊量已达到至少自1997-98流感季以来的最高水平。 由于迄今只有43%的美国人接种了该类抗病毒疫苗，今年创纪录的流感季被归因于常见流感毒株H3N2 的一次重大意义基因突变，该突变导致出现一种新型的快速传播突变体，被称为K亚分支(subclade K)。 在2025年的最后一周，8.2%的医院就诊规模是因流感样症状，而一年前则为6.7%;在2025-2026流感季期 间，出现了9例与流感症状相关的儿童死亡病例，美国疾控中心本周早些时候表示。 不止美国，在全球范围，尤其是面临寒冬的地区，奥司他韦短缺程度甚至胜过DDR系列内存条。在北 美与欧洲的部分寒冷地区，患者端的紧迫性、药房端的补货难度和体感焦虑，甚至比买DDR系列 DRAM内存条产品还 ...

Core Insights - The flu season in China has reached a high epidemic level, with a significant increase in the purchase of flu-related medications across various regions, particularly in East and Central China, where orders for antiviral drugs have surged by over 80% and 95% respectively since December [1][2] Group 1: Medication Trends - The demand for antiviral medications, especially for influenza, has increased dramatically, with orders for the drug Marbofloxacin doubling in some areas [1] - Commonly used antiviral drugs include Oseltamivir (oral) and Peramivir (intravenous), along with RNA polymerase inhibitors like Marbofloxacin, which is suitable for patients aged 5 and above and requires only a single dose [2] Group 2: Preventive Measures - Specific high-risk children are advised to consider preventive medication during flu outbreaks, particularly those who have not achieved optimal immunity from vaccination or have been exposed to flu [3] - It is recommended that preventive medication be administered within 48 hours of exposure, continuing for up to 7 days, although it is not commonly recommended for infants under 3 months [3]

Group 1 - The flu season is currently at a high epidemic level in China, with a significant increase in the purchase of cold and flu medications across various regions, particularly in East China where orders for antiviral drugs have surged over 80% [1] - In central regions like Wuhan, the order volume for flu medications has increased by over 95%, with the specific antiviral drug, Marbofloxacin, seeing a 120% increase in orders [1] - The Chinese Center for Disease Control and Prevention has reported that the current flu epidemic is at a high level, prompting discussions on the appropriate use of medications to avoid excessive or inappropriate use [1] Group 2 - Common antiviral medications for flu include neuraminidase inhibitors such as Oseltamivir and Peramivir, as well as RNA polymerase inhibitors like Marbofloxacin, with different drugs having varying indications and treatment durations [2] - Oseltamivir is suitable for a wide range of patients, including those over 2 weeks old, with a standard treatment course of 5 days, extendable for severe or immunocompromised patients [2] - Marbofloxacin is indicated for patients aged 5 and above, requiring only a single dose for treatment [2] Group 3 - Specific groups of children may be considered for preventive antiviral treatment during flu outbreaks, including those with compromised immune systems or those who have not developed sufficient immunity after vaccination [3] - It is recommended that preventive medication be administered within 48 hours of exposure and continued for 7 days after the last exposure, although treatment is still advised even if started later [3] - Light symptom patients are advised to stay home and manage symptoms, while severe cases should receive early empirical antiviral treatment [3]

Core Insights - The overall flu activity in China has reached a "turning point," but this does not indicate the end of the flu peak, as different provinces will peak at different times [2][4] Group 1: National Flu Activity - The national flu-like illness percentage reported by sentinel hospitals is 8.6%, with flu virus detection at 50.2% among respiratory samples [2] - The main pathogens detected in severe acute respiratory infections are flu virus (22.5%), respiratory syncytial virus (6.2%), and rhinovirus (6.0%) [2] - Flu activity is declining in Northeast, North China, and Northwest regions, while some provinces in Central, East, South, and Southwest China still show rising activity, albeit at a slower rate [3] Group 2: Regional Insights - In Hunan province, flu activity remains high, with common pathogens including influenza A virus, Haemophilus influenzae, and Streptococcus pneumoniae [4][5] - The number of pediatric patients in Hunan hospitals has decreased from over 200 to around 100 per day, indicating a decline in flu activity [5] - Data from online pharmacy sales show a decrease in demand for flu medications, confirming the downward trend in flu cases in Changsha [5] Group 3: Public Health Recommendations - Despite the decline in flu positivity rates, public health officials advise continued personal protective measures, especially for vulnerable populations [6][7] - Vaccination remains a recommended preventive measure, even during the flu season, particularly for high-risk groups [8]

Core Viewpoint - The article highlights the proactive measures taken by the Urumqi Market Supervision Administration to ensure the safety and quality of medical products and services during the winter season, particularly in response to the rise in respiratory infectious diseases [1] Group 1: Regulatory Actions - The Urumqi Market Supervision Administration has intensified supervision and inspection of medical institutions, clinics, and pharmacies, focusing on drugs and medical devices related to respiratory diseases [1] - Random checks, undercover visits, and follow-up rectifications have been employed to ensure compliance with regulations regarding the procurement and storage of medications [1] Group 2: Focus Areas - The inspections specifically target commonly used medications for winter flu, particularly for vulnerable populations such as the elderly and children, including drugs like Oseltamivir, Azithromycin, and Xiao Chai Hu Granules [1] - The administration checks the legality of procurement channels, the qualifications of suppliers, and the compliance of storage management and information traceability [1] Group 3: Community Impact - Residents express confidence in the quality of medications provided by local pharmacies, appreciating the guidance from licensed pharmacists [1] - The administration emphasizes its commitment to ensuring the stability of medical supplies and maintaining a safe market environment for the community during the holiday season [1] Group 4: Inspection Results - As of the report, over 80 medical institutions, clinics, and pharmacies have been inspected, with no safety risks or hidden dangers identified in the medical products [1]

Core Viewpoint - The recent monitoring data from the Chinese Center for Disease Control and Prevention indicates a significant rise in influenza cases, with the percentage of influenza-like cases reaching 6.5%, signaling a rapid increase in flu activity across the country. This surge has led to a dramatic increase in sales of antiviral medications, particularly oseltamivir and baloxavir marboxil, with sales of oseltamivir increasing by 237% in one week and baloxavir marboxil rising by 180% [1][4][8]. Group 1: Market Dynamics - The sales of oseltamivir capsules in the domestic hospital market are projected to reach nearly 1.9 billion yuan in 2024, with Dongyang Sunshine Pharmaceutical holding a market share of 56.66%, dominating the domestic hospital market [4]. - Following the expiration of Roche's patent in 2016, numerous domestic generic versions of oseltamivir have emerged, with 138 related drug approvals currently available, indicating increased competition for Dongyang Sunshine Pharmaceutical [7]. - Baloxavir marboxil, developed by Roche, has seen its sales in the domestic market exceed 400 million yuan in 2023, with a projected sales figure of nearly 1.4 billion yuan in 2024, reflecting a year-on-year growth of 216.54% [8]. Group 2: Innovation and New Entrants - New domestic antiviral drugs are emerging, with Qingfeng Pharmaceutical's GP681, a first-class new drug for influenza, approved for the market in March 2025, providing a new treatment option for influenza patients aged 12 and older [13]. - The launch of innovative drugs such as Amlodipine tablets by Zhongsheng Pharmaceutical in May 2025 marks a significant breakthrough in the antiviral drug development field in China, potentially allowing the country to secure a position in the global influenza market [15]. - The inclusion of Jichuan Pharmaceutical's Jin Tong Bei and Ji Ke Shu in the first batch of the Jiangsu Province Innovation Drug and Device Product Directory highlights the recognition of their advanced technology and clinical value, enhancing their competitive edge in the antiviral market [21]. Group 3: Overall Market Trends - The current landscape of China's antiviral drug market is characterized by a combination of steady growth in traditional products and explosive growth in innovative products, with Dongyang Sunshine Pharmaceutical leading the market with oseltamivir, while Roche's baloxavir marboxil rapidly gains traction due to its unique advantages [22].

Core Insights - The flu positivity rate in China has approached 45%, indicating an overall epidemic level, with some provinces reaching high epidemic levels [2] - The predominant circulating strain is the H3N2 subtype, accounting for over 95% of cases, leading to increased demand for antiviral medications [2] - The sales of antiviral drugs have surged, with a reported increase of over 150% in northern cities like Shenyang and Changchun, and a 63% rise in testing orders on e-commerce platforms [2] Antiviral Drugs Overview - There are six types of antiviral drugs for influenza A in China: Baloxavir, Peramivir, Oseltamivir, Zanamivir, Rimantadine, and Onradivir [3] - Baloxavir is the first small molecule RNA polymerase inhibitor approved for clinical trials in China [3] Market Dynamics - As of March 2024, 66 companies in China have received 106 approvals for antiviral drugs, with Oseltamivir accounting for approximately 70% of the approvals [9] - The market is largely dominated by foreign companies holding core patents, with only a few domestic companies like Zhongsheng Pharmaceutical having original research capabilities [6][8] Impact on Schools - Schools have become significant sites for flu transmission, with a notable increase in reported outbreaks in childcare institutions and schools, particularly among children aged 5-14 [12]

Group 1 - The company, Renhe Pharmaceutical, has prioritized the supply of key medications such as Oseltamivir Phosphate, Ibuprofen, and Compound Paracetamol and Amantadine Capsules in response to high market demand [1]

Group 1 - Dongyangguang Pharmaceutical (东阳光药) shares increased nearly 7%, reaching HKD 53.95 with a trading volume of HKD 20.61 million [1] - The company reported a mid-year revenue of RMB 1.938 billion and a gross profit of RMB 1.468 billion for 2025 [1] - The sales of the company's oseltamivir product were affected by a slowdown in flu cases compared to the previous year, generating revenue of RMB 1.301 billion while maintaining industry leadership [1] Group 2 - The company showcased its innovative anti-fibrotic drug, HEC585, at the 9th Idiopathic Pulmonary Fibrosis (IPF) Summit held in Boston from August 19 to 21, 2025 [1] - HEC585 is the first domestically developed IPF drug to enter Phase III clinical trials and has potential applications for progressive fibrosing interstitial lung disease (PF-ILD), hepatitis B liver fibrosis, and interstitial pneumonia [2] - The drug works by simultaneously inhibiting the release of TNF-α and TGF-β1, blocking the TGF-β1-Smad signaling pathway, and regulating various signaling pathways to form a comprehensive anti-fibrotic network [2]