Investment Ratings - The report does not provide specific ratings for the chemical pharmaceuticals and traditional Chinese medicine industries, while the biopharmaceutical sector is rated as Neutral [1][9]. Core Insights - The pharmaceutical sector showed a performance increase of +0.72% on July 1, 2024, outperforming the CSI 300 index by 0.24 percentage points, ranking 21st among 31 sub-industries in the Shenwan classification [4]. - Notable sub-industry performances include offline pharmacies (+3.78%), blood products (+2.27%), and pharmaceutical distribution (+1.94%), while medical devices (-1.09%), medical research outsourcing (-0.57%), and in vitro diagnostics (+0.16%) lagged behind [4]. - Individual stock performances highlighted Dezheng Health (+10.10%), Baike Biotechnology (+9.59%), and Furuijian (+6.65%) as top gainers, while Haocen Medical (-10.07%), ST Jiyuan (-8.82%), and ST Changkang (-5.13%) faced significant declines [4]. Industry News - Roche announced that the European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion for its next-generation C5 monoclonal antibody, Crovalimab, for the treatment of Paroxysmal Nocturnal Hemoglobinuria (PNH) [5]. - If approved, Crovalimab will be the first monthly subcutaneous injection therapy for PNH in the EU, allowing patients to self-administer after proper training [5]. Company News - Warner Pharmaceuticals (688799) received approval for the listing application of its chemical raw material drug, Ornidazole, from the National Medical Products Administration [6]. - Haizheng Pharmaceutical (600267) announced that its subsidiary received a new veterinary drug registration certificate for Cefoperazone Chewable Tablets from the Ministry of Agriculture and Rural Affairs [6]. - Huayu Pharmaceutical (688533) obtained a drug registration certificate for Dihydrocodeine Injection from the National Medical Products Administration, indicated for bronchial asthma and related conditions [6]. - Sailong Pharmaceutical (002898) received approval for the listing application of Fosaprepitant Dimeglumine, indicated for nausea and vomiting associated with chemotherapy [6].
医药行业周报:罗氏Crovalimab获CHMP积极意见,用于治疗PNH
Tai Ping Yang·2024-07-03 14:00