Investment Rating - 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][6]. Core Insights - The pharmaceutical sector experienced a decline of -0.59% on September 23, 2024, underperforming the CSI 300 index by 0.96 percentage points, ranking 30th among 31 sub-industries in the Shenwan classification [3]. - Notable performers within the pharmaceutical sub-industries included medical research outsourcing (+1.33%) and pharmaceutical distribution (-0.02%), while offline pharmacies (-2.94%), medical devices (-1.81%), and medical consumables (-1.36%) lagged behind [3]. - Key individual stock movements included a significant increase for Ruizhi Pharmaceutical (+20.09%) and declines for Shengnuo Biological (-12.14%) [3]. Industry News - On September 23, 2024, the China National Medical Products Administration (NMPA) announced that Novartis' Iptacopan (LNP023) application for a new indication for treating C3 glomerulopathy in adults will be prioritized for review [4]. - Recent approvals include: - Baillie Tianheng's GNC-077 for clinical trials [4]. - HSK46575 tablets by Haikang for prostate cancer treatment [4]. - F0026 project by Fudan Zhangjiang for treating capillary malformation [4]. - AST2303 tablets by Ailis for late-stage non-small cell lung cancer [4]. Sub-industry Ratings - The report emphasizes a positive outlook for the formulation and raw material drug sectors, suggesting continued interest in export-oriented industries [5].
医药行业周报：诺华伊普可泮在华拟纳入优先审评
Tai Ping Yang·2024-09-25 02:01