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港股概念追踪|全国流感病毒阳性率持续上升 抗流感病毒药物销量提升(附概念股)

Hong Kong stock Concept tracking | The positive rate of influenza viruses nationwide continues to rise, resulting in an increase in sales of Against Influenza antiviral drugs (including concept stocks).

Zhitong Finance ·  Jan 6 09:36

The national influenza virus positivity rate continues to rise, with more than 99% being influenza A.

According to the latest data from the China Centers for Disease Control and Prevention, the influenza virus positivity rate continues to rise, with over 99% being influenza A.

Emergency reminders from disease control centers across the country emphasize the need for personal protection and the prevention of respiratory and intestinal infectious diseases.

According to the latest data from the China Centers for Disease Control and Prevention, the influenza virus positivity rate continues to rise, with over 99% of positive cases being the H1N1 A subtype in both southern and northern regions. On December 30, 2024, the Beijing Disease Control Center issued a reminder: the city is currently in a high incidence period for influenza, with H1N1 influenza being the dominant virus. The circulating strains are highly matched with the vaccine strains. With the Spring Festival approaching, citizens should get vaccinated against influenza in a timely manner and take protective measures while traveling.

On December 31, 2024, the Shanghai Disease Control Center issued a reminder: the city's influenza virus activity intensity has significantly increased and has entered a high incidence period, although the intensity of the epidemic is at a generally average level compared to previous years.

Additionally, disease control centers in Henan, Liaoning, Jiangsu, and other regions have released documents noting a rapid increase in influenza cases, urging citizens to protect themselves and to be vigilant against respiratory and intestinal infectious diseases.

As the number of influenza infections rises, the sales of antiviral drugs against influenza have also been increasing lately. Currently, the antiviral drugs available in China for influenza mainly include Oseltamivir, Abidol, Mavriq, Zanamivir, and Peramivir. However, Mavriq has become more popular compared to other medications recently.

In terms of online data, according to Meituan medicine purchasing data, the influenza A Index has increased by 130% year-on-year in the past week, and the demand for the related drug Mavriq has also continued to rise. On e-commerce platforms such as ALI HEALTH and JD HEALTH, the price for a box of Mavriq in the specification of 20mg*2 tablets is 230 yuan. However, prices at offline pharmacies are generally higher, ranging from 230 to 260 yuan, with some pharmacies pricing it as high as 300 yuan.

Anti-Influenza Virus Pharmaceutical Stock:

HEC CJ PHARM (01558): Keway is the company's core product, accounting for about 60% of sales at Hospitals, with coverage rates in secondary and tertiary hospitals reaching 70% and 76% respectively, and the Oseltamivir product has taken a leading position in the domestic Anti-Influenza treatment sector.

The translation is provided by third-party software.


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