Xin Lang Cai Jing·2025-04-30 06:35Market Performance - The pharmaceutical sector increased by 0.45% on April 29, 2025, outperforming the CSI 300 index by 0.62 percentage points, ranking 15th among 31 sub-industries in the Shenwan classification [1] - Among sub-industries, medical research outsourcing (+2.91%), pharmaceutical distribution (+1.62%), and offline pharmacies (+1.61%) showed the best performance, while other biopharmaceuticals (-0.46%), vaccines (-0.39%), and in vitro diagnostics (+1.10%) lagged behind [1] - Top three gainers in individual stocks were Xingqi Eye Medicine (+14.14%), Saily Medical (+10.05%), and Lanfang Medical (+10.02%), while the top three losers were Jiangsu Wuzhong (-10.11%), Weiming Pharmaceutical (-10.03%), and Rongchang Biopharmaceutical (-9.38%) [1] Industry News - Johnson & Johnson announced positive results from the Phase 2 SunRISe-1 study's fourth cohort, evaluating the efficacy of its innovative bladder drug delivery system TAR-200 in specific bladder cancer patients [2] - Preliminary results indicated that TAR-200 achieved a disease-free survival rate (DFS) exceeding 80% in high-risk non-muscle invasive bladder cancer (HR-NMIBC) patients who did not respond to Bacillus Calmette-Guérin (BCG), with 94% of patients able to retain their bladders without needing further induction therapy [2] - TAR-200 is designed for sustained local release of gemcitabine in the bladder, maintaining local drug exposure for several weeks [2] Company News - Haoyuan Pharmaceutical (688131) reported Q1 2025 revenue of 606 million yuan, a year-on-year increase of 20.05%, with a net profit attributable to shareholders of 62 million yuan, up 272.28%, and a non-recurring net profit of 59 million yuan, up 323.19% [3] - Yifan Pharmaceutical (002019) announced Q1 2025 revenue of 1.327 billion yuan, a slight increase of 0.05%, with a net profit attributable to shareholders of 153 million yuan, up 4.83%, and a non-recurring net profit of 95 million yuan, down 13.55% [3] - Dabo Medical (002901) reported Q1 2025 revenue of 550 million yuan, a year-on-year increase of 28.80%, with a net profit attributable to shareholders of 103 million yuan, up 67.04%, and a non-recurring net profit of 97 million yuan, up 96.76% [3] - Aoxiang Pharmaceutical (603229) disclosed Q1 2025 revenue of 307 million yuan, a 1.90% increase, with a net profit attributable to shareholders of 119 million yuan, up 5.97%, and a non-recurring net profit of 112 million yuan, up 2.81% [3]