医药行业周报：强生Amivantamab在华获批临床

Investment Rating - The report assigns a neutral rating to the biopharmaceutical sector and other medical sectors, while the chemical pharmaceuticals and traditional Chinese medicine sectors have no rating [1][7]. Core Insights - The pharmaceutical sector experienced a decline of 0.62% on November 1, 2024, underperforming the CSI 300 index by 0.59 percentage points, ranking 13th among 31 sub-industries in the Shenwan classification [3]. - Notable performances within the pharmaceutical sub-industries include offline pharmacies (+10.02%) and hospital distribution (+0.76%), while hospitals (-1.87%), medical research outsourcing (-1.74%), and in vitro diagnostics (-1.59%) lagged behind [3]. - Key individual stock performances included Haooubo (+19.99%), Shuyupingmin (+19.98%), and Rongchang Bio (+18.14%) leading in gains, while Saito Bio (-20.00%), Maike Aodi (-19.99%), and Keyuan Pharmaceutical (-17.88%) faced significant losses [3]. Summary by Sections Market Performance - As of November 1, 2024, the pharmaceutical sector's performance was -0.62%, underperforming the CSI 300 index by 0.59 percentage points [3]. Industry News - Johnson & Johnson's Amivantamab has received clinical approval in China for two new indications, targeting RAS/RAF wild-type metastatic colorectal cancer [4]. - Microchip Biotech announced the approval of a clinical trial for a new drug aimed at treating extensive small cell lung cancer [4]. - Lianhuan Pharmaceutical received approval for a drug that passed the consistency evaluation for generic drugs [4]. - Fujilai announced that its active pharmaceutical ingredient has passed the CDE review [4]. Sub-industry Ratings - The report indicates a positive outlook for the pharmaceutical industry, expecting returns to exceed the CSI 300 index by more than 5% over the next six months [7].