医药行业周报：大冢制药Sibeprenlimab三期临床结果积极

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][6]. Core Insights - The pharmaceutical sector is viewed positively, with expectations of returns exceeding the CSI 300 index by more than 5% over the next six months [6]. - The report highlights the positive mid-term results of Otsuka Pharmaceutical's Sibeprenlimab in Phase III clinical trials for treating IgA nephropathy [4]. - The pharmaceutical sector's performance on October 23, 2024, showed a slight decline of -0.14%, underperforming the CSI 300 index by 0.53 percentage points, ranking 24th among 31 sub-industries [3]. Summary by Sections Market Performance - On October 23, 2024, the pharmaceutical sector's performance was -0.14%, with blood products (+1.01%) and medical R&D outsourcing (+0.74%) leading, while offline pharmacies (-1.11%) and hospitals (-0.62%) lagged [3]. Company Announcements - Tonghua Dongbao Pharmaceutical reported a revenue of 570 million yuan for the first three quarters of 2024, a year-on-year increase of 1.84%, with a net profit of 96 million yuan, up 21.72% [4]. - Lijun Group reported a revenue of 9.082 billion yuan, a decrease of 5.94%, but a net profit of 1.673 billion yuan, an increase of 4.44% [4]. - Iwubio reported a revenue of 730 million yuan, an increase of 8.38%, with a net profit of 272 million yuan, up 0.78% [4]. - Jinkai Biotechnology reported a revenue of 387 million yuan, a decrease of 33.93%, with a net profit of 39 million yuan, down 73.13% [4].