医药行业周报：UniQure在研基因疗法AMT-130临床试验中期结果积极

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index in the next six months [3]. Core Insights - UniQure's gene therapy AMT-130 has shown positive mid-term results in its Phase 1/2 clinical trial for treating Huntington's disease, with an 80% reduction in disease progression at 24 months for patients receiving high doses [2][3]. - The pharmaceutical sector experienced a slight decline of -0.31% on July 10, 2024, outperforming the CSI 300 index by 0.01 percentage points, ranking 11th among 31 sub-industries [2]. - Notable sub-industry performances include vaccines (+0.48%), hospitals (+0.43%), and blood products (+0.02%), while offline pharmacies (-2.76%), pharmaceutical distribution (-1.31%), and medical devices (-0.38%) lagged [2]. Summary by Sections Market Performance - As of July 10, 2024, the pharmaceutical sector's performance was -0.31%, with a slight outperformance against the CSI 300 index [2]. - The top-performing sub-industries were vaccines, hospitals, and blood products, while offline pharmacies and medical devices underperformed [2]. Company Updates - UniQure announced positive mid-term results for AMT-130, with significant disease progression reduction in Huntington's disease patients [2]. - Other companies, such as Zhenbaodao and Haisong Pharmaceutical, received approvals for clinical trials and new drug applications, enhancing their product lines [2]. Analyst Ratings - The report includes various company ratings, with "Buy" indicating expected stock performance exceeding 15% above the CSI 300 index in the next six months [4].