医药行业周报：赛诺菲纳米双抗1类新药首次在华申报临床

Investment Rating - The report does not provide specific ratings for the chemical pharmaceuticals and traditional Chinese medicine industries, while the biopharmaceutical sector is rated as Neutral [1][6]. Core Insights - The pharmaceutical sector showed a performance increase of +1.58% on October 25, 2024, outperforming the CSI 300 index by 0.88 percentage points, ranking 13th among 31 sub-industries [3]. - Notable sub-industry performances include medical research outsourcing (+5.91%), hospitals (+3.29%), and medical consumables (+2.44%), while blood products (+0.27%), vaccines (+0.41%), and other biological products (+1.01%) lagged behind [3]. - Key individual stock performances included Boten Co. (+20.01%), Keyuan Pharmaceutical (+20.00%), and Aopumai (+19.99%) leading the gainers, while Weiming Pharmaceutical (-3.89%), BeiGene (-3.60%), and Lingrui Pharmaceutical (-3.47%) were among the biggest losers [3]. Summary by Sections Industry News - Sanofi's application for the clinical trial of its first-in-class drug SAR442970, a dual-specific nanobody targeting TNFα and OX40L, has been accepted in China, currently in Phase 2 internationally [4]. Company News - Boji Pharmaceutical reported a revenue of 555.6 million yuan for the first three quarters of 2024, a year-on-year increase of 55.01%, with a net profit of 43 million yuan, up 87.89% [4]. - Chengdu XianDao announced a revenue of 298 million yuan, a 21.38% increase year-on-year, with a net profit of 30 million yuan, up 64.71% [4]. - Jiangzhong Pharmaceutical reported a revenue of 2.972 billion yuan, down 8.19% year-on-year, with a net profit of 634 million yuan, up 7.09% [4]. - Baiyang Pharmaceutical achieved a revenue of 6.144 billion yuan, a 2.65% increase year-on-year, with a net profit of 641 million yuan, up 17.42% [4].