医药行业周报：第一三共吡昔替尼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% in the next six months [2]. Core Views - The pharmaceutical sector experienced a slight decline of -0.47% on October 24, 2024, outperforming the CSI 300 Index by 0.65 percentage points, ranking 12th among 31 sub-industries in the Shenwan classification [1]. - Notable sub-industry performances include vaccines (+1.54%), other biological products (+0.39%), and in vitro diagnostics (+0.37%), while medical R&D outsourcing (-2.30%), hospitals (-1.85%), and pharmaceutical distribution (-1.00%) lagged behind [1]. - Daiichi Sankyo's application for priority review of Pyridostatin (PLX3397) in China has been announced, aimed at treating symptomatic tenosynovial giant cell tumors (TGCT) in adults [1]. Sub-Industry Ratings - Chemical pharmaceuticals: No rating - Traditional Chinese medicine production: No rating - Biological pharmaceuticals II: Neutral - Other medical services: Neutral [1]. Company News - Wanbang Pharmaceutical (301520) reported a revenue of 293 million yuan for the first three quarters of 2024, a year-on-year increase of 21.88%, with a net profit of 78 million yuan, up 0.63% [1]. - Boteng Co. (300363) reported a revenue of 2.125 billion yuan for the first three quarters of 2024, a year-on-year decrease of 30.02%, with a net loss of 206 million yuan [1]. - Fuyuan Pharmaceutical (601089) achieved a revenue of 2.547 billion yuan, a 3.42% increase year-on-year, with a net profit of 401 million yuan, up 5.59% [1].