医药行业周报：安斯泰来Vyloy获FDA批准上市

Investment Rating - The industry is rated as "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% in the next six months [2]. Core Insights - Astellas Pharma's Vyloy (Zolbetuximab) has received FDA approval for use in combination with chemotherapy for adults with locally advanced unresectable or metastatic, HER2-negative gastric or gastroesophageal junction adenocarcinoma [1]. - The pharmaceutical sector saw a performance increase of +1.17% on October 22, 2024, outperforming the CSI 300 Index by 0.60 percentage points, ranking 17th among 31 sub-industries [1]. - Among sub-industries, offline pharmacies (+3.27%), in vitro diagnostics (+1.84%), and hospitals (+1.70%) performed the best, while vaccines (+0.21%), medical consumables (+0.85%), and medical devices (+0.90%) lagged behind [1]. Summary by Sections Market Performance - As of October 22, 2024, the pharmaceutical sector's performance was +1.17%, with notable individual stock performances including Changyao Holdings (+20.04%), Keyuan Pharmaceutical (+20.01%), and Xiangxue Pharmaceutical (+15.56%) [1]. - The worst performers included Maikodi (-8.34%), Chuaning Biology (-7.82%), and Jiangsu Wuzhong (-6.82%) [1]. Sub-industry Ratings - Chemical pharmaceuticals: No rating - Traditional Chinese medicine: Neutral - Biopharmaceuticals: Neutral [1]. Company News - Taiji Group announced that its subsidiary Southwest Pharmaceutical received approval for the registration of Oxycodone Hydrochloride Controlled-Release Tablets [1]. - Huayu Pharmaceutical reported receiving approval for Acetylcysteine Injection [1]. - Notable financial performance was reported by Nuotai Biotechnology, with a revenue of 1.252 billion yuan for the first three quarters of 2024, a year-on-year increase of 76.51% [1].