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 ...

近日，新华制药（000756）磷酸奥司他韦干混悬剂获国家药品监督管理局批准正式上市，并视同过评。 新华制药方面表示，该产品为该公司首个成功获批上市的口服型抗流感仿制药物，这一成果标志着公司 在口服抗流感治疗领域达成了产品线"从无到有"的实质性突破，填补了企业在该细分市场自主产品的空 白，为公司整体治疗领域的战略布局补上了关键的一环。 同时，对于新华制药的另一层意义在于，伴随集中采购的推进以及基层医疗需求的增长，磷酸奥司他韦 干混悬剂有望成为儿童流感防治的主力剂型。该产品需配制成混悬液使用，故而消化道反应相对较少， 其配备的给药器可通过液体抽取方式精准控制给药剂量，对于低龄儿童而言，用药更为灵活便捷，是儿 童流感预防与治疗的优选方案。 磷酸奥司他韦作为一种选择性的流感病毒神经氨酸酶抑制剂，能够有效抑制甲型和乙型流感病毒的传 播，适用于成人和2周龄及以上儿童的甲型和乙型流感治疗，以及适用于1岁及1岁以上人群的甲型和乙 型流感的预防。 据了解，磷酸奥司他韦是世界上第一种获批的抗流感病毒药物，由美国生物制药公司吉利德科学的科研 团队研制，后与瑞士罗氏制药合作完成临床开发及商业化，于1999年获得美国FDA批准上市，商 ...

Core Viewpoint - The demand for influenza medications has surged, with the Chinese influenza drug market fluctuating around 10 billion RMB. Oseltamivir dominates the market, led by Dongyang Sunshine Pharmaceutical, while Roche's Xofluza is the leader in new influenza drugs [3][4]. Group 1: Market Dynamics - The search volume for "Oseltamivir" on JD.com increased nearly 500 times compared to the same period last year, indicating a significant rise in demand for generic drugs [5]. - After the patent protection for Roche's original drug Tamiflu expired, Dongyang Sunshine Pharmaceutical took control of the market, generating 5.54 billion RMB in revenue from its Oseltamivir product, accounting for nearly 90% of its total revenue in 2023 [6]. - National centralized procurement policies have disrupted the existing market structure for Oseltamivir, leading to a significant price drop and increased competition from other generic manufacturers, resulting in Dongyang Sunshine's sales halving to 2.58 billion RMB in 2024 [7][8]. Group 2: Competitive Landscape - Dongyang Sunshine failed to win bids in the 11th batch of national drug procurement, which will inevitably shrink its market presence in hospitals [8]. - The overall market for antiviral drugs in China is projected to decrease from 11 billion RMB in 2023 to 8 billion RMB in 2024, with Oseltamivir accounting for about 80% of this market [8]. - The market for traditional Chinese medicine is also growing, with sales of common cold and flu medications increasing significantly, further impacting Dongyang Sunshine's market share [9]. Group 3: New Drug Developments - There is a strong consumer demand for new antiviral drugs, with purchases of Marboxil showing a remarkable increase of over 600% in a two-week period [11]. - Roche's Xofluza remains the dominant player in the innovative drug market for influenza, with a significant supply increase expected in 2024 [11][12]. - Several domestic pharmaceutical companies have received approvals for new influenza drugs in 2023, with more expected to enter the market in 2025, potentially impacting the market share of Oseltamivir [12][13]. Group 4: Future Outlook - The market share of Oseltamivir is gradually being replaced by PA proteinase inhibitors, indicating a shift in treatment preferences [14]. - Despite the anticipated rise of new antiviral drugs, Oseltamivir is expected to maintain a certain market share due to varying clinical needs and payment capabilities across different demographics in China [14].

Core Insights - The sales of flu-related medications on JD's platform saw a significant increase of 242% week-on-week from November 24 to 30, with notable growth in Guangdong, Jiangsu, and Shanghai [1] Sales Performance - Specific medications experienced remarkable sales growth: - Suifuda increased by 230% - Kewai surged by 310% - Flu test kits rose by 337% - Children's flu medications grew by 298% [1] Search Trends - On December 1, the search volume for "Oseltamivir" on JD's app increased nearly 500 times compared to the same period last year - The search volume for "Mabalaosai" and "Suifuda" also saw significant increases of 184 times and 108 times, respectively [1] Revenue Growth - From November 23 to 30, the transaction value of flu medications increased 32 times year-on-year - Suifuda's transaction value grew over 70 times, while the transaction values for Tamiflu and Kewai increased by more than 40% [1]

Group 1 - The flu season has seen a significant increase in cases, with flu-related medication sales on JD's platform rising by 242% from November 24 to 30 compared to the previous week, particularly in Guangdong, Jiangsu, and Shanghai [1] - Specific medications such as Sufuda saw a 230% increase in sales, Kewai increased by 310%, and flu test kits surged by 337% during the same period [1] - The demand for antiviral medications has skyrocketed, with searches for Oseltamivir increasing nearly 500 times compared to last year, and sales of flu medications growing 32 times year-on-year [1] Group 2 - Several domestic antiviral drugs have been launched this year, with three key products debuting on JD Health: Mashu Lashawei on May 16, Angladiwei on June 27, and Masi Luoshawei on October 13 [2] - Sales of Mashu Lashawei increased by 60% week-on-week, while Angladiwei saw a growth of over 2.7 times, and Masi Luoshawei's sales surged over 10 times [2] - The trend of home rapid testing for flu has gained popularity, with a 79.2% increase in orders for respiratory virus testing and a positive detection rate of 71.5% [2] Group 3 - The influx of patients at offline hospitals has led to a peak in consultations, prompting JD Internet Hospital to establish a fever clinic and launch a flu consultation section on December 1 [2] - The online consultation service aims to alleviate pressure on physical hospitals and reduce the risk of cross-infection by providing 24-hour access to top-tier doctors for professional advice and medication guidance [2] - JD's integrated service model combines medical consultation, testing, and medication delivery, creating a closed-loop service for patients [2]

Core Insights - The flu season in Northern China has peaked, while Southern China is still experiencing an increase in cases [1] - The positive rate of flu cases in emergency departments across the country has exceeded 40%, indicating a medium epidemic level, with some provinces reaching high epidemic levels [1] - The availability of antiviral medications for flu has significantly increased, providing patients with more options and a more manageable response to the illness [1] Industry Overview - Oseltamivir, the first-generation antiviral drug for influenza, has seen its price drop to below 2 yuan per pill after collective procurement, making it more accessible [1] - In contrast, the imported original drug "Tamiflu" is priced at nearly 200 yuan for a pack of 10 pills, highlighting a significant price disparity [1] - Sales data indicates that the higher-priced flu medication is more prevalent in economically developed coastal regions like Beijing, Shanghai, and Jiangsu-Zhejiang-Shanghai, while inland provinces still prefer Oseltamivir [1]

Core Insights - The flu season of 2025 is reported to be more severe than the past three years, with increased cases of flu-like illnesses (ILI) in both northern and southern China [3][4][12] - There is a notable shortage of flu medications, particularly the children's version of the antiviral drug Marbofloxacin, leading to increased demand and stockouts in pharmacies [4][8][12] - Hospitals remain the primary choice for parents seeking treatment for their children, with a significant increase in pediatric flu patients reported [9][12] Summary by Category Flu Season Severity - The percentage of flu-like illness cases reported by sentinel hospitals in southern provinces was 6.7%, while northern provinces reported 7.0%, both higher than the previous week and the same period in 2022, 2023, and 2024 [3][4] Medication Availability - Pharmacies are experiencing shortages of flu medications, with some lacking the new antiviral drug "Sufuda" (generic name: Marbofloxacin) entirely, while traditional antiviral drugs like Oseltamivir are still available [4][8] - The children's version of Marbofloxacin is particularly in high demand, with reports indicating it is more sought after than other flu medications [8][14] Hospital Preference - Parents express a strong preference for hospitals over pharmacies for flu treatment, citing trust in clinical doctors [9][12] - Roche, the manufacturer of "Sufuda" and "Oseltamivir," has increased supply to hospitals, with the overall supply of "Sufuda" reportedly three times that of the previous year [9][12] Pediatric Medication Insights - Oseltamivir is widely used for children, with a broader age indication compared to Marbofloxacin, which is limited to children aged 5 and above [12][14] - The single-dose administration of Marbofloxacin is appealing to parents, but its availability in hospitals is limited, leading to increased purchases from pharmacies [14][16] Market Dynamics - The market for pediatric single-dose flu medications is expected to become more competitive as several domestic pharmaceutical companies are developing similar products [16] - Recent approvals for new pediatric flu medications are anticipated to challenge the current market dominance of Marbofloxacin in the coming years [16]

Core Viewpoint - The flu season of 2025 is reported to be more severe than in the past three years, with increased cases of flu-like illnesses (ILI) across both northern and southern regions of China, leading to a shortage of specific flu medications, particularly for children [1][3][11]. Summary by Sections Flu Season Severity - The latest report from the Chinese Center for Disease Control and Prevention indicates that from November 10 to 16, 2025, the ILI percentage in southern provinces was 6.7% and in northern provinces was 7.0%, both higher than the previous week and the same period in 2022, 2023, and 2024 [3][11]. Medication Shortages - Many pharmacies are experiencing shortages of flu medications, particularly the children's version of the antiviral drug "速福达" (Mabalaoshuwei). Traditional antiviral drugs like Oseltamivir are still available but are also in high demand [3][9][11]. - A pharmacy reported that Oseltamivir has been out of stock for over two weeks, with expectations for new supplies to arrive soon, while "速福达" is not expected to be restocked [9][11]. Hospital Preference - Parents prefer hospitals for flu treatment over pharmacies, as they trust clinical doctors more. The original manufacturers of "速福达" and Oseltamivir are ensuring a broad supply to hospitals across the country [10][11]. - Clinical demand for children's flu medications is increasing, with doctors noting that while there are no supply issues for Oseltamivir and Mabalaoshuwei, delivery disruptions can occur due to high demand [11][12]. Drug Efficacy and Usage - Oseltamivir is suitable for children aged 1 year and older, while Mabalaoshuwei is effective for children aged 5 to 12, with the latter being a single-dose oral medication, making it more convenient for parents [11][13]. - The latest guidelines indicate that flu medications are essential for treatment, as common cold medications do not replace antiviral drugs [12][13]. Market Dynamics - The market for children's single-dose flu medications is expected to become more competitive as several domestic pharmaceutical companies are developing similar products, which may challenge the current dominance of "速福达" [16][17]. - Recent approvals for new antiviral drugs targeting children are underway, with a focus on single-dose formulations, which could expand treatment options for pediatric patients [16][17].

Core Viewpoint - The demand for the new generation antiviral drug, Sufuda, is rising as flu activity increases across multiple regions in China, prompting Roche to implement a comprehensive response plan to ensure supply stability [1]. Group 1: Supply Chain and Production - Roche has initiated local production of Sufuda in Shanghai to fundamentally shorten supply chain times and enhance supply flexibility, as the drug was previously imported [1]. - The company has mobilized global supply chain resources to increase production and expedite shipments to the Chinese market during the flu season [1]. - Sufuda's overall supply this year is more than three times that of the previous year, with Roche conducting flexible and dynamic supply adjustments based on actual demand across the country [1]. Group 2: Emergency Response and Distribution - Roche has prepared emergency plans with distributors to respond quickly to any sudden spikes in flu cases, ensuring timely delivery of medications to healthcare institutions [1]. - Both Sufuda and the original antiviral Oseltamivir (brand name: Tamiflu) have achieved widespread hospital access across the nation [1].