医药行业周报：Supernus在研小分子疗法SPN-820临床数据积极

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][7]. Core Insights - The pharmaceutical sector has shown a performance increase of +1.37% as of November 4, 2024, underperforming the CSI 300 index by 0.04 percentage points, ranking 11th among 31 sub-industries in the Shenwan classification [3]. - Notable sub-industry performances include offline pharmacies (+3.12%), medical research outsourcing (+2.45%), and hospitals (+2.39%), while in vitro diagnostics (+0.99%), pharmaceutical distribution (+1.02%), and medical consumables (+1.03%) lagged behind [3]. - Supernus has reported positive clinical data for its investigational small molecule therapy SPN-820, which showed an 80% reduction in suicidal ideation among patients with major depressive disorder (MDD) [4]. Summary by Sections Market Performance - As of November 4, 2024, the pharmaceutical sector's performance was +1.37%, slightly below the CSI 300 index [3]. - The top-performing stocks included Haooubo (+20.00%), Tianyi Medical (+20.00%), and Fuxiang Pharmaceutical (+12.39%), while the biggest losers were Shuangcheng Pharmaceutical (-9.99%), Fudan Fuhua (-9.94%), and Saito Biological (-5.17%) [3]. Industry News - Supernus announced promising data from its Phase 2a clinical trial for SPN-820, a potential first-in-class oral therapy for MDD, which significantly reduced suicidal thoughts in patients [4]. - New approvals were reported for several companies, including Xinhua Pharmaceutical's cefuroxime axetil dispersible tablets and Shanghai Pharmaceutical's theobromine injection, both receiving regulatory approval for consistency in quality and efficacy [4].