医药行业周报：诺华Scemblix获FDA加速批准

Investment Rating - The industry rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index in the next six months [2]. Core Insights - Novartis received FDA accelerated approval for Scemblix, a drug for newly diagnosed Ph+ CML-CP adult patients, demonstrating superior efficacy and safety compared to standard treatments in Phase 3 trials [1]. - As of October 31, 2024, the pharmaceutical sector showed a slight decline of -0.14%, underperforming the CSI 300 index by 0.18 percentage points, ranking 25th among 31 sub-industries [1]. - Among sub-industries, in vitro diagnostics (+1.93%), hospitals (+1.69%), and offline pharmacies (+1.34%) performed well, while medical devices (-0.71%), medical R&D outsourcing (-0.66%), and blood products (-0.24%) lagged [1]. Summary by Sections Industry Performance - The pharmaceutical sector's performance on October 31, 2024, was -0.14%, underperforming the CSI 300 index by 0.18 percentage points [1]. - The top-performing sub-industries included in vitro diagnostics (+1.93%), hospitals (+1.69%), and offline pharmacies (+1.34%) [1]. Company News - Huahai Pharmaceutical announced that its subsidiary, Huaotai, received approval for Phase I clinical trials of HB0056 injection for asthma in New Zealand [1]. - Shanghai Pharmaceuticals reported that its subsidiary received approval for a supplementary application for injectable cefepime, which passed the consistency evaluation for generic drugs [1]. - Yuyuan Bio's subsidiary received approval for YKYY015 injection to conduct Phase I clinical trials [1].