医药行业周报：强生Nipocalimab达到2期临床主要终点，用于治疗SjD

Investment Ratings - The report does not provide specific ratings for the chemical pharmaceuticals and traditional Chinese medicine sectors, while the biopharmaceutical sector is rated as Neutral [1][6]. Core Insights - Johnson & Johnson's Nipocalimab has achieved the primary endpoint in Phase 2 clinical trials for treating Sjögren's disease (SjD), showing statistically significant improvement in ClinESSDAIa scores at week 24 compared to baseline [4][8]. - The pharmaceutical sector experienced a decline of -0.51% on June 18, 2024, underperforming the CSI 300 index by 0.78 percentage points, ranking 30th among 31 sub-industries [3]. - Among sub-industries, pharmaceutical distribution (+0.64%) and offline pharmacies (+0.30%) performed well, while medical R&D outsourcing (-2.55%) and vaccines (-1.56%) lagged [3]. Summary by Sections Market Performance - On June 18, 2024, the pharmaceutical sector's performance was -0.51%, underperforming the CSI 300 index by 0.78 percentage points, ranking 30th among 31 sub-industries [3]. - The best-performing stocks included Tai'an Tang (+8.70%), Hanyu Pharmaceutical (+6.64%), and Zhejiang Medicine (+4.92%), while the worst performers were Kew Flower Pharmaceutical (-5.13%), ST Changkang (-4.92%), and Saint Norbio (-4.53%) [3]. Industry News - Johnson & Johnson's Nipocalimab, targeting the neonatal Fc receptor (FcRn), has reached the primary endpoint in a Phase 2 trial for SjD, with significant clinical improvement noted [4][8]. - The drug has received breakthrough therapy designation from the FDA, indicating its potential in the market [4]. Company News - Huhuwa (605199) received approval for Montelukast sodium chewable tablets for asthma treatment in children aged 2 to 14 [5]. - Baiyunshan (600332) announced that its subsidiary received approval for dopamine hydrochloride injection, which passed the consistency evaluation for generic drugs [5]. - Northeast Pharmaceutical (000597) obtained a European Pharmacopoeia suitability certificate for its vitamin C raw material, allowing sales in the EU high-end pharmaceutical market [5].