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][8]. Core Insights - The pharmaceutical sector showed a performance increase of +1.19% on September 19, 2024, outperforming the CSI 300 index by 0.40 percentage points, ranking 20th among 31 sub-industries in the Shenwan classification [5]. - Among the sub-industries, offline pharmacies (+5.46%), hospitals (+3.29%), and vaccines (+2.18%) performed the best, while blood products (+0.63%), in vitro diagnostics (+0.69%), and medical devices (+1.04%) lagged behind [5]. - Notable individual stock performances included Haichuang Pharmaceutical (+19.99%), Laobaixing (+10.02%), and Shuangcheng Pharmaceutical (+9.96%), while Hainan Haiyao (-10.02%), Shouyao Holdings (-10.00%), and Zexing Pharmaceutical (-4.80%) saw the largest declines [5]. Industry News - On September 19, 2024, AstraZeneca announced that its antibody therapy Fasenra (Benralizumab) received FDA approval for treating adult patients with eosinophilic granulomatosis with polyangiitis (EGPA), a rare immune-mediated vasculitis [6]. - Fasenra is the second FDA-approved biological product for treating EGPA, which can cause multi-organ damage if untreated [6]. Company News - Betta Pharmaceuticals (300558) received approval from the National Medical Products Administration (NMPA) for clinical trials of CFT8919 capsules for non-small cell lung cancer patients with EGFR mutations [7]. - Hengrui Medicine (600276) announced that its subsidiary received an acceptance notice from NMPA for the drug listing application of SHR-1701 [7]. - Meinuo Pharma (603538) obtained a European CEP certificate for atorvastatin calcium, enhancing its competitive position in the international market [7]. - Longshen Rongfa (300534) announced that its subsidiary received approval for the re-registration of naloxone hydrochloride as a chemical raw material [7].
医药行业周报:阿斯利康重磅疗法Fasenra再获FDA批准
Tai Ping Yang·2024-09-23 02:00