医药行业周报：葛兰素史克BCMA ADC在华拟纳入优先审评

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% over the next six months [4]. Core Views - The pharmaceutical sector experienced a decline of -0.85% on October 16, 2024, underperforming the CSI 300 Index by 0.22 percentage points, ranking 23rd among 31 sub-industries in the Shenwan classification [3]. - Among sub-industries, pharmaceutical distribution (-0.33%), medical consumables (-0.34%), and hospitals (-0.48%) performed relatively better, while medical R&D outsourcing (-1.90%), vaccines (-1.84%), and medical devices (-1.74%) lagged behind [3]. - Notable stock performances included Guangsheng Tang (+19.98%), Maike Aodi (+16.53%), and Shuangcheng Pharmaceutical (+10.00%), while Xin Nuo Wei (-11.04%), Yirui Technology (-9.27%), and Yi He Jia Ye (-7.67%) faced significant declines [3]. Summary by Sections Industry News - GlaxoSmithKline's application for the injection of Belantamab mafodotin is set for priority review in China, targeting adult patients with relapsed or refractory multiple myeloma who have received at least one prior therapy. This drug is a BCMA-targeted antibody-drug conjugate (ADC) that has previously received breakthrough therapy designation and priority review status from the FDA and EMA [3][4]. Company News - Xianju Pharmaceutical (002332) announced it received a production registration acceptance notice for Betamethasone Mesylate Tablets, marking the entry into the review phase for domestic production [3]. - Huasen Pharmaceutical (002907) received approval for the re-registration of Troxerutin Injection from the Chongqing Drug Administration [3]. - Double-Crane Pharmaceutical (688302) announced the approval of the registration certificate for Eptifibatide Injection [3]. - Zhifei Biological (300122) reported that its subsidiary received an acceptance notice for the production registration of a freeze-dried rabies vaccine [3].