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EMA接受BMS联合疗法申请，用于治疗肝癌
Tai Ping Yang·2024-07-23 06:02

Investment Rating - The report does not provide specific ratings for the chemical pharmaceuticals and traditional Chinese medicine sectors, while the biopharmaceutical sector is rated as Neutral. Other medical sectors are also rated Neutral [1][2]. Core Insights - The report maintains a positive outlook on the pharmaceutical industry, expecting it to outperform the CSI 300 index by more than 5% over the next six months [7]. - As of July 22, 2024, the pharmaceutical sector experienced a gain of 0.62%, outperforming the CSI 300 index by 1.30 percentage points, ranking third among 31 sub-industries [2]. - Notable performances within sub-industries include medical research outsourcing (+2.31%), medical consumables (+0.78%), and medical devices (+0.74%), while vaccines (-0.64%), offline pharmacies (-0.55%), and pharmaceutical distribution (-0.29%) lagged behind [2]. Industry News - Bristol-Myers Squibb announced that the European Medicines Agency (EMA) has accepted its regulatory application for the PD-1 inhibitor Opdivo (Nivolumab) in combination with the CTLA-4 targeted antibody Yervoy (Ipilimumab) as a first-line treatment for adult patients with unresectable or advanced hepatocellular carcinoma (HCC) who have not received prior systemic therapy. Phase 3 clinical trial results indicate that the combination therapy significantly improves overall survival (OS), with an objective response rate (ORR) nearly three times that of the control group [3]. Company News - Tianjin Pharmaceutical Industry (600488) announced that its subsidiary received approval from the National Medical Products Administration for the injection of Methylprednisolone Sodium Succinate (20mg) [4]. - Tonghua Dongbao Pharmaceutical (300636) reported that its application for the raw material drug "Agomelatine" has been approved by the CDE [4]. - Heng Rui Medicine (600276) received approval for clinical trials of its drug, and Sai Sheng Pharmaceutical (300485) has received ethical committee approval for its Phase III clinical trial [4].