医药行业周报：强生Tremfya获FDA批准治疗溃疡性结肠炎

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]. - Johnson & Johnson's Tremfya has received FDA approval for treating moderate to severe active ulcerative colitis, indicating a significant development in the biopharmaceutical sector [5][6]. Sub-industry Summary - Chemical Pharmaceuticals: No specific rating provided [1]. - Traditional Chinese Medicine: No specific rating provided [1]. - Biopharmaceuticals: Rated as Neutral, indicating expected returns between -5% and 5% relative to the CSI 300 Index [1][7]. - Other Medical Sectors: Rated as Neutral, similar to biopharmaceuticals [1]. Market Performance - As of September 12, 2024, the pharmaceutical sector experienced a decline of 1.05%, underperforming the CSI 300 Index by 0.62 percentage points, ranking 28th among 31 sub-industries [4]. - The best-performing sub-industries included medical research outsourcing (+1.01%), other biological products (+0.30%), and hospitals (+0.04%), while blood products (-4.70%), offline pharmacies (-3.22%), and medical devices (-2.16%) lagged behind [4]. Company News - Huahai Pharmaceutical received FDA approval for its abbreviated new drug application for a white medicine injection, which has also been designated as an orphan drug [6]. - Renfu Pharmaceutical's subsidiary received approval for clinical trials of a drug for treating hallucinations and delusions related to Parkinson's disease [6]. - Xinhua Medical and Shengxiang Bio both received medical device registration certificates for their respective products [6].