医药行业周报：强生Nipocalimab递交上市申请，用于治疗gMG

Investment Ratings - The report assigns a neutral rating to the biopharmaceutical sector and other medical sectors, while no ratings are provided for chemical pharmaceuticals and traditional Chinese medicine [1][7]. Core Insights - The report highlights that Johnson & Johnson has submitted a Biologics License Application (BLA) to the FDA for its investigational drug Nipocalimab, aimed at treating generalized Myasthenia Gravis (gMG) [5]. - The pharmaceutical sector experienced a 1.00% increase on August 30, 2024, underperforming the CSI 300 index by 0.33 percentage points, ranking 23rd among 31 sub-industries [4]. - Among sub-industries, offline pharmacies (+5.34%), medical devices (+4.73%), and hospitals (+1.76%) performed well, while blood products (-0.17%), vaccines (+0.51%), and other biological products (+0.82%) lagged [4]. Summary by Sections Industry Ratings - The biopharmaceutical sector is rated as neutral, indicating expected returns between -5% and 5% relative to the CSI 300 index over the next six months [7]. Company Performance - Yirui Technology reported a revenue of 1.864 billion, a year-on-year increase of 20.31%, but a net profit decline of 5.27% [6]. - United Imaging Healthcare achieved a revenue of 11.411 billion, with a 23.52% year-on-year growth and a net profit increase of 19.21% [6]. - Tongrentang reported a revenue of 17.861 billion, growing 16.19% year-on-year, with a net profit increase of 16.92% [6]. - Dazhonglin reported a revenue of 25.431 billion, a 15.45% year-on-year increase, with a net profit growth of 12.63% [6].