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][3]. Core Insights - The pharmaceutical sector experienced a slight decline of -0.02% on August 28, 2024, outperforming the CSI 300 index by 0.55 percentage points, ranking 19th among 31 sub-industries [3]. - Notable performers within the pharmaceutical sub-industries include hospitals (+1.43%), medical research outsourcing (+0.89%), and medical consumables (+0.60%), while blood products (-1.93%), medical devices (-1.31%), and other biological products (-0.68%) lagged behind [3]. - Key individual stock performances included LeXin Medical (+19.96%), Sai Lun Bio (+12.14%), and Xi Shan Technology (+7.48%) leading the gains, while Hehua Co. (-9.32%), Jindike (-7.89%), and Qidi Pharmaceutical (-7.45%) faced significant declines [3]. Industry News - On August 28, Roche announced that the European Commission approved its next-generation C5 monoclonal antibody, Piasky (Crovalimab), for treating paroxysmal nocturnal hemoglobinuria (PNH) in adults and adolescents aged 12 and older, weighing at least 40 kg. This therapy is the first monthly subcutaneous injection for PNH in the EU, potentially reducing the burden on patients and caregivers [4]. Company News - Norse Group (301333): Reported a revenue of 379 million yuan for the first half of 2024, a year-on-year increase of 4.71%, with a net profit of 59 million yuan, down 31.94% [5]. - Tigermed (300347): Reported a revenue of 3.358 billion yuan for the first half of 2024, a year-on-year decrease of 9.50%, with a net profit of 493 million yuan, down 64.50% [5]. - Kailai Ying (002821): Reported a revenue of 2.697 billion yuan for the first half of 2024, a year-on-year decrease of 41.63%, with a net profit of 499 million yuan, down 70.40% [5]. - Xingqi Eye Medicine (300573): Reported a revenue of 892 million yuan for the first half of 2024, a year-on-year increase of 30.10%, with a net profit of 169 million yuan, up 92.95% [5].
医药行业周报:罗氏可伐利单抗获欧盟批准,用于治疗PNH
Tai Ping Yang·2024-08-31 03:17