医药行业周报：强生埃万妥单抗新剂型在华申报上市

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index in the next six months [3]. Core Insights - The report highlights that Johnson & Johnson's Amivantamab injection has been accepted for market registration in China, showcasing its dual specificity as an EGFR/MET antibody with multiple anti-cancer mechanisms [2][3]. - The pharmaceutical sector experienced a rise of 1.34% on September 25, 2024, underperforming the CSI 300 index by 0.14 percentage points, ranking 13th among 31 sub-industries [2]. - Among sub-industries, vaccines (+2.13%), hospitals (+1.69%), and pharmaceutical distribution (+1.46%) performed well, while offline pharmacies (+0.10%), medical consumables (+0.41%), and blood products (+0.86%) lagged [2]. Summary by Sections Industry Rating - The pharmaceutical industry is rated as "Positive," with expectations of returns above the CSI 300 index by more than 5% in the next six months [3]. Company News - Heng Rui Medicine (600276) announced that its subsidiary received approval for clinical trials of Fluorine-18 Metaflone injection from the National Medical Products Administration [2]. - Novartis is seeking priority review for its radioactive therapy in China, while its Ipratropium Bromide is also under priority review [2]. - Shengxiang Biology (688289) received approval for its HPV nucleic acid detection kit, expanding its usage for cervical cancer screening [2].