医药行业周报：安进Rocatinlimab三期试验达主要终点

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 - Amgen's Rocatinlimab, a monoclonal antibody targeting OX40, has achieved positive topline results in its Phase 3 HORIZON clinical trial for treating moderate to severe atopic dermatitis, meeting all primary and key secondary endpoints [2][3]. - The pharmaceutical sector has shown a performance increase of +6.28% as of September 27, 2024, outperforming the CSI 300 index by 1.81 percentage points, ranking 7th among 31 sub-industries in the Shenwan classification [2]. Summary by Sections Market Performance - The pharmaceutical sector's performance includes notable increases in sub-industries such as hospitals (+10.92%), medical research outsourcing (+9.32%), and medical devices (+9.03%). Conversely, pharmaceutical distribution (+3.12%), blood products (+3.85%), and in vitro diagnostics (+4.57%) lagged behind [2]. Company News - Recent approvals from the National Medical Products Administration (NMPA) include: - Lu Kang Pharmaceutical received approval for the injection of vancomycin hydrochloride [2]. - North China Pharmaceutical received approval for the drug entecavir and tenofovir disoproxil fumarate [2]. - Fosun Pharma's subsidiary received approval for clinical trials of XS-04 tablets for treating hematological malignancies [2].