The competition of oseltamivir is fierce, and the demand of API is rising

Oseltamivir was synthesized for the first time in 1996. It was patented in the United States in February 1998. It was first introduced in Sweden in October 1999. Then it entered the markets of Canada, the European Union and the United States. It was approved to be launched in China in 2002. Its target is neuraminidase. Neuraminidase inhibitors are effective against influenza A and influenza B. they are used to treat non complication influenza A and B virus infections. Influenza is infectious itself, and its transmission speed is relatively fast, and its incidence rate is relatively high. In addition, with the high incidence of influenza in China in recent years, oseltamivir has been named "Shenyao" and become the first-line drug, which has been concerned by the pharmaceutical industry. At present, only the domestic market is close to 6.5 billion. In terms of overseas market, the sales volume of oseltamivir overseas preparations from June 2019 to June 2020 was about US $900 million, although it decreased by more than 12% year-on-year, its API consumption was about 47118kg, with a year-on-year increase of more than 22%. Thus, oseltamivir global market demand is still rising.

In the past three years, about 60 different preparation manufacturers have listed oseltamivir products with different dosage forms in more than 20 different countries around the world. The countries that choose to list are Korea, the United States, Puerto Rico, etc. the manufacturers listed in China mainly include dongyangguang, Shanghai Roche, Shanghai zhongxisanwei, and other domestic enterprises have successively submitted applications for listing. In the future, competitors will continue to increase Such as Xintai Pharmaceutical Co., Ltd., Chengdu Beite Pharmaceutical Co., Ltd. At present, the domestic East Sunshine market accounts for more than 90%, occupying an absolute advantage.

With the increasing demand for oseltamivir API, driven by the market, there has been fierce competition among API manufacturers around the world. Several pharmaceutical giants have joined the API production industry.

For example, in addition to pharmaceutical manufacturers in China, there are also Eurasian pharmaceutical and Kyushu Kangda. Foreign API manufacturers that have been commercialized mainly include Cipla, hetero, MSN, inistst, acebright, kyongbo, patheon, etc., which are mainly distributed in India and South Korea.