绿联科技：预计2025年净利润同比增长41.26%-58.56% 1月5日晚，绿联科技(301606)发布公告称，预计2025年度净利润为6.53亿元至7.33亿元，同比增长 41.26%至58.56%；预计2025年度归属于上市公司股东的净利润变动区间为6.53亿元至7.33亿元，同比上 升幅度区间为41.26%至58.56%。 1月5日晚，普门科技(688389)发布公告称，公司于近期收到国家药品监督管理局颁发的《中华人民共和 国医疗器械注册证（体外诊断试剂）》。该产品为复合质控品，用于总前列腺特异性抗原（tPSA）、 游离前列腺特异性抗原（fPSA）、甲胎蛋白（AFP）、铁蛋白（Ferritin）等项目检测时的质量控制。 恒瑞医药：子公司药物临床试验获批 1月5日晚，恒瑞医药(600276)发布公告称，子公司福建盛迪医药有限公司收到国家药监局核准签发关于 HRS9531注射液、HRS-5817注射液的《药物临床试验批准通知书》，同意HRS9531注射液在成人肥胖 或超重患者中开展与HRS-5817注射液联合治疗的临床试验。HRS9531注射液为新型靶向胰高血糖素样 肽-1受体（GLP-1R）和葡萄糖依赖 ...

一品红表示，此次公司新增获得磷酸奥司他韦胶囊药品补充申请批准通知书，标志着公司具备了在国内 市场销售该规格药品的资格，将进一步丰富公司产品管线和产品品类，对公司销售产生积极影响。 北京商报讯(记者丁宁)1月5日晚间，一品红（300723）发布公告称，公司全资子公司广州一品红制药有 限公司于近日收到国家药品监督管理局核准签发的关于磷酸奥司他韦胶囊的《药品补充申请批准通知 书》。本次申请增加30mg规格，关联变更质量标准、变更生产工艺。 ...

格隆汇1月5日丨一品红(300723.SZ)公布，全资子公司广州一品红制药有限公司（简称"一品红制药"）于 近日收到国家药品监督管理局核准签发的关于磷酸奥司他韦胶囊的《药品补充申请批准通知书》，根据 核准的药品说明书，公司获批的磷酸奥司他韦胶囊适应症为：1.用于成人和1岁及1岁以上儿童的甲型和 乙型流感治疗（磷酸奥司他韦能够有效治疗甲型和乙型流感，但是乙型流感的临床应用数据尚不多）。 患者在首次出现症状48小时以内使用。2.用于成人和13岁及13岁以上青少年的甲型和乙型流感的预防。 目前，公司拥有该药品75m、45mg。 ...

人民财讯1月5日电，一品红（300723）1月5日公告，公司全资子公司广州一品红制药有限公司于近日收 到国家药品监督管理局核准签发的关于磷酸奥司他韦胶囊的《药品补充申请批准通知书》。经审查，本 品此次申请事项符合药品注册的有关要求，同意本品增加30mg规格，核发药品批准文号。同时批准如 下关联补充申请事项：1、变更注册标准；2、变更生产工艺。 ...

来源：新浪证券-红岸工作室 12月10日，ST诺泰涨0.37%，成交额7379.64万元，换手率0.61%，总市值120.16亿元。 异动分析 CRO概念+肝炎概念+减肥药+流感+人民币贬值受益 1、公司的定制类产品业务主要是CDMO业务,CDMO(合同研发与生产组织)更强调生产工艺的研发和技 术创新能力,是高技术壁垒的工艺研发能力与规模生产能力的深度结合。 2、公司旗下产品注射用胸腺法新用于治疗慢性乙型肝炎。 3、2023年6月9日公司互动：公司自主研发的GLP-1受体激动剂抗糖尿病和减肥一类新药SPN0103-009注 射液已取得药物临床试验批准通知书。 资金分析 今日主力净流入238.37万，占比0.03%，行业排名29/159，连续2日被主力资金增仓；所属行业主力净流 入-6.15亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入238.37万907.06万-1698.09万-2918.47万-7786.96万 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额5150.12万，占总成交额的11.57%。 技术面：筹码平均交易成本为41.23元 该股筹码平均交易成本为41. ...

Core Viewpoint - The article highlights the significant price discrepancies of the antiviral drug Oseltamivir (Tamiflu) between hospitals and online platforms, raising concerns about patient access and pricing fairness in the healthcare system [1][2][4]. Pricing Discrepancies - A father in Chongqing reported that the price of Oseltamivir at a local health clinic was 86 yuan, while the same medication was available online for only 9 yuan, indicating a price difference of over nine times [1]. - The local health department stated that the hospital's price is based on a nationally unified price set by the medical insurance department, and there was no violation of pricing regulations [2]. - In other provinces, the listed price for Oseltamivir was found to be 48 yuan, while local pharmacies in Chongqing had an average price of around 36 yuan [4]. Factors Influencing Drug Pricing - Drug prices are generally determined by companies based on production costs, distribution expenses, and local pricing regulations [8]. - The competitive landscape plays a crucial role in pricing, with over 100 production licenses for Oseltamivir in China and around 30 active manufacturers, leading to varied pricing strategies [9]. - Different sales channels (hospitals, pharmacies, online platforms) have distinct pricing mechanisms, with hospitals typically using a fixed procurement price while pharmacies and online retailers have more flexible pricing [11]. Market Dynamics - The introduction of a "dual-channel" mechanism for drug purchases in 2021 allows specific drugs to be bought through both hospitals and pharmacies, but the pricing structures differ significantly [10]. - Retail pharmacies may adjust prices based on market conditions and promotional activities, leading to substantial price variations [12]. - Online platforms often offer lower prices due to subsidies and competitive pricing strategies, which can disrupt traditional pricing models [11]. Patient Access and Rights - Ensuring patients can access necessary medications at reasonable prices is a primary concern, necessitating a balance between government regulation and market dynamics [12]. - The government monitors drug prices and implements risk management mechanisms to ensure fair pricing practices among pharmaceutical companies [12].

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 activity in China is rapidly increasing, with the proportion of flu-like cases in southern provinces reaching 6.7% and northern provinces as high as 12%, significantly above previous years' levels [1] - The current flu outbreak is primarily driven by the H3N2 subtype, with a notable increase in demand for antiviral medications such as Oseltamivir and Baloxavir, leading to a surge in sales [1][2] - Domestic pharmaceutical companies, including Notai Bio, Kangyuan Pharmaceutical, and Jindike, are gaining market attention due to their antiviral product offerings and technological advancements [2][4] Industry Trends - The demand for flu medications has led to stock shortages in pharmacies, particularly for original research drugs [2] - Notai Bio has positioned itself competitively in the Oseltamivir market, with multiple drug registration certificates and an organized production line to meet the rising demand [2][3] - The market is transitioning from a dominance of Oseltamivir to a more diversified landscape with both traditional and innovative antiviral drugs being introduced [5] Company Highlights - Notai Bio has achieved significant sales growth for its Oseltamivir capsules, surpassing imported alternatives and establishing a strong online presence [3] - Kangyuan Pharmaceutical's products, such as the anti-viral injection and oral liquid, have shown resilience in sales despite overall revenue declines, indicating a strong growth potential in the flu season [4] - Jindike focuses on flu prevention with its quadrivalent flu vaccine, which has a production capacity of 20 million doses annually and is included in the national immunization program [4][5]

Core Viewpoint - ST诺泰 has obtained drug registration certificates for three formulations of Oseltamivir, indicating its involvement in the production and sale of antiviral flu medications [1] Group 1 - The company has received registration certificates for Oseltamivir capsules, granules, and dry suspension [1] - Specific sales figures for these products will be disclosed in the company's annual report [1] - Relevant announcements regarding the registration certificates can be found in previously disclosed documents [1]

Core Viewpoint - The company, Renhe Pharmaceutical, confirmed the availability of several influenza treatment medications and emphasized its commitment to ensuring stable production and supply to meet market demand [2]. Product Information - The company currently sells influenza treatment medications including Oseltamivir Phosphate Capsules, Ibuprofen Sustained-Release Capsules, Amoxicillin Capsules, Compound Aminophenol and Amantadine Capsules, Strong Loquat Capsules, and Pediatric Acetaminophen Granules [2]. - In addition to these, the company offers various medications for symptoms related to influenza-like illnesses, providing consumers with multiple options for symptomatic relief [2]. Supply Assurance - The company has prioritized the supply of these influenza-related medications to ensure they meet market demand effectively [2].