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][7]. Core Views - The report maintains a positive outlook on the pharmaceutical industry, expecting it to outperform the CSI 300 index by more than 5% over the next six months [7]. - Pfizer's long-acting hemophilia therapy, Hympavzi, has received FDA approval, indicating advancements in treatment options within the industry [6][7]. Market Performance - As of October 14, 2024, the pharmaceutical sector experienced a gain of 1.31%, underperforming the CSI 300 index by 0.60 percentage points, ranking 25th among 31 sub-industries [5]. - Among sub-industries, hospitals (+1.66%), pharmaceutical distribution (+1.57%), and medical research outsourcing (+1.20%) showed the best performance, while blood products (-0.52%), vaccines (+0.70%), and medical consumables (+0.83%) lagged [5]. Company News - Pfizer's Hympavzi is designed for the routine prevention or reduction of bleeding in patients aged 12 and older with hemophilia A and B, requiring only weekly subcutaneous injections [6]. - Notable company announcements include: - Nuotai Bio received approval for a compound sodium bicarbonate granule [6]. - Jianyou Co. received approval for injectable pantoprazole sodium [6]. - Renfu Pharmaceutical's subsidiary received approval for clinical trials of a new ointment [6]. - Kew Flower Pharmaceutical's subsidiary received a notice for the registration of ursodeoxycholic acid capsules [6].
医药行业周报:辉瑞长效血友病疗法Hympavzi获FDA批准
Tai Ping Yang·2024-10-16 00:30