医药行业周报：诺华Iptacopan新适应症在华获批上市

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% over the next six months [3]. Core Insights - The pharmaceutical sector showed a performance increase of 1.04% on September 5, 2024, outperforming the CSI 300 Index by 0.87 percentage points, ranking 9th among 31 sub-industries in the Shenwan classification [2]. - Notable sub-industry performances include offline pharmacies (+4.90%), hospitals (+1.59%), and medical consumables (+1.50%), while blood products (-0.01%) and vaccines (+1.05%) lagged behind [2]. - Novartis' Iptacopan received approval for a new indication in China, specifically for treating adult patients with Paroxysmal Nocturnal Hemoglobinuria (PNH), marking a significant development in the market [2][3]. Summary by Sections Market Performance - The pharmaceutical sector's performance on September 5, 2024, was +1.04%, with a notable outperformance against the CSI 300 Index [2]. - The top three gainers in individual stocks were Shuyuan Pingmin (+20.00%), Renmin Tongtai (+10.02%), and Jianzhijia (+10.00%), while the largest decliners included Sailun Biology (-4.85%), Norsland (-4.53%), and Nanhua Biology (-4.16%) [2]. Industry News - On September 5, 2024, the CDE announced the acceptance of Novartis' application for Iptacopan, a specific complement pathway factor B inhibitor, which is expected to be approved for its first indication in April 2024 [2]. - China National Pharmaceutical Modern (600420) received approval for the listing of Clonazepam, while China Resources Double Crane (600062) was granted permission to conduct clinical trials for its product ZP036 [2]. Company Ratings - The report does not provide specific ratings for individual companies but highlights significant developments and approvals that may impact their market positions [2].