医药行业周报：FDA授予SpringWorks在研MEK抑制剂优先审评资格

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][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]. - The FDA has granted priority review status to SpringWorks' investigational MEK inhibitor, Mirdametinib, which is aimed at treating neurofibromatosis type 1-related plexiform neurofibromas [5][6]. Sub-industry Summary - The pharmaceutical sector showed a gain of 1.37% on August 29, 2024, outperforming the CSI 300 index by 1.64 percentage points, ranking 11th among 31 sub-industries [4]. - Among sub-industries, offline pharmacies (+2.76%), medical consumables (+2.26%), and medical research outsourcing (+2.24%) performed well, while pharmaceutical distribution (+0.76%), vaccines (+1.36%), and in vitro diagnostics (+1.40%) lagged [4]. - Notable stock performances included Lexin Medical (+20.00%), Haoyuan Pharmaceutical (+16.42%), and Changshan Pharmaceutical (+10.03%), while Xinqi Eye Medicine (-12.40%), Puli Pharmaceutical (-8.23%), and Mayinglong (-7.48%) saw significant declines [4]. Company Performance - Puris reported a revenue of 394 million yuan for the first half of 2024, a year-on-year increase of 13.16%, but a net profit decline of 11.33% [6]. - Laobaixing achieved a revenue of 10.94 billion yuan, a 1.19% increase, with a net profit decrease of 2.05% [6]. - Yifeng Pharmacy reported a revenue of 11.76 billion yuan, a 9.86% increase, and a net profit growth of 15.77% [6]. - Xinhua Medical recorded a revenue of 5.29 billion yuan, a 2.24% increase, and a net profit growth of 5.57% [6].