医药行业周报：赛诺菲Sarclisa组合疗法获FDA批准

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 - Sanofi's Sarclisa combination therapy has received FDA approval for use in newly diagnosed multiple myeloma patients who are not suitable for autologous stem cell transplantation [2][3]. - The pharmaceutical sector experienced a rise of 4.12% on September 26, 2024, slightly underperforming the CSI 300 index by 0.11 percentage points, ranking 13th among 31 sub-industries [2]. - Among sub-industries, hospitals (+8.29%), offline pharmacies (+6.38%), and other biological products (+5.14%) showed the best performance, while medical R&D outsourcing (+2.57%), in vitro diagnostics (+3.24%), and pharmaceutical distribution (+3.34%) lagged behind [2]. Summary by Sections Industry Performance - The pharmaceutical sector's performance on September 26, 2024, was +4.12%, underperforming the CSI 300 index by 0.11 percentage points, ranking 13th among 31 sub-industries [2]. - The best-performing sub-industries included hospitals (+8.29%), offline pharmacies (+6.38%), and other biological products (+5.14%) [2]. Company News - Sanofi announced the FDA's approval of Sarclisa (Isatuximab) for use in combination with bortezomib, lenalidomide, and dexamethasone (VRd) as a first-line treatment for adults with newly diagnosed multiple myeloma [2]. - Haizheng Pharmaceutical received approval for the registration of posaconazole enteric-coated tablets from the National Medical Products Administration [2]. - Fuyuan Pharmaceutical also received approval for mesalazine enteric-coated tablets from the National Medical Products Administration [2].