医药行业周报：强生埃万妥单抗和兰泽替尼在华申报上市

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% in the next six months [3]. Core Viewpoints - The report highlights that Johnson & Johnson's two products, Amivantamab and Lazertinib, have received acceptance for market application in China, potentially forming a combination therapy [2][3]. - The pharmaceutical sector experienced a decline of 4.76% as of October 11, 2024, underperforming the CSI 300 Index by 1.99 percentage points, ranking 26th among 31 sub-industries [2]. - Among sub-industries, pharmaceutical distribution (-2.68%), offline pharmacies (-3.45%), and blood products (-3.50%) performed relatively better, while vaccines (-7.53%), medical R&D outsourcing (-6.52%), and hospitals (-6.48%) lagged [2]. Summary by Relevant Sections Industry Performance - The pharmaceutical sector's performance is characterized by a 4.76% decline, with specific sub-industries showing varied results [2]. Company News - Johnson & Johnson's Amivantamab is a fully humanized bispecific antibody targeting EGFR and MET, while Lazertinib is an oral third-generation EGFR TKI that targets T790M mutations and retains wild-type EGFR [2]. - Junshi Biosciences announced the approval of its monoclonal antibody for treating primary hypercholesterolemia [2]. - Guobang Pharmaceutical received a CEP certificate for its doxycycline raw material, allowing sales in the European market [2].