Hunan Jiudian Pharmaceutical will no longer monopolize the market? Leming Luosuolofen Sodium Gel Patch has been approved, and experts predict it will accelerate the Industry review process.
① Lemin Pharmaceutical's loxoprofen sodium gel patch has officially been approved, marking it as the first to pass the consistency evaluation for approval. From this point on, the market monopoly held by Hunan Jiudian Pharmaceutical has been broken. ② Experts say this indicates new progress in the review process, marking a trend toward a unified standard for the consistency evaluation of external patches, which will result in more pharmaceutical companies being reviewed and approved.
News of suspected competitor approval causes Hunan Jiudian Pharmaceutical to "drop sharply". Is the market for Loxoprofen Sodium Gel Patch about to be reshuffled?
① A piece of news about a potential competitor's launch of loxoprofen sodium gel patches has severely impacted the stock price of Hunan Jiudian Pharmaceutical; ② Loxoprofen sodium gel patches are the Block Orders driving the revenue of Hunan Jiudian Pharmaceutical, contributing more than half of the total revenue in recent years; ③ The inclusion of patches in the national centralized procurement seems to be on the way, with related product reviews speeding up.
The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.
① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.
The positive rate of influenza viruses nationwide continues to rise, and the sales of Against Influenza drugs continue to grow.
① According to the latest data from the China Center for Disease Control and Prevention, the positivity rate of influenza viruses continues to rise, with over 99% being type A influenza. ② As the number of influenza infections increases, the sales of antiviral drugs against influenza have also been growing recently. Currently, the antiviral flu medications available domestically mainly include Oseltamivir, Abidol, Mabalaosavir, Zanamivir, and Peramivir.
The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.
At the end of the year, Jiangsu Hengrui Pharmaceuticals has made another achievement in business development, with an ADC new drug receiving a first payment of 75 million USD | Quick read of the announcement.
① This evening, Jiangsu Hengrui Pharmaceuticals announced that the overseas rights for the DLL3 ADC innovative drug SHR-4849 have been granted to USA's IDEAYA Biosciences, resulting in a payment of 75 million USD as an upfront fee; ② Jiangsu Hengrui Pharmaceuticals is accelerating its international development. Previously, Sun Piaoyang stated: going abroad is a path we must take, and how to do it steadily and successfully is a question we continue to explore.