医药行业周报：安进Teprotumumab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][7]. Core Insights - The pharmaceutical sector has shown a performance increase of +2.18% as of November 5, 2024, underperforming the CSI 300 index by 0.35 percentage points, ranking 18th among 31 sub-industries [3]. - Notable sub-industry performances include medical research outsourcing (+4.31%), hospitals (+4.06%), and vaccines (+2.97%), while offline pharmacies (-0.40%), pharmaceutical distribution (+1.61%), and medical consumables (+1.95%) lagged behind [3]. - Key individual stock performances include Haooubo (+20.01%), Haoyuan Pharmaceutical (+14.73%), and Nuosige (+14.35%) leading in gains, while Huitai Medical (-3.70%), Kangwei Century (-3.65%), and Jiujian Pharmaceutical (-3.00%) faced declines [3]. Summary by Sections Industry News - On November 5, 2024, the CDE announced the acceptance of a new drug clinical trial application for Teprotumumab by Amgen and Horizon, which is an IGF-1R antibody approved by the FDA in January 2020 for treating thyroid eye disease [4]. - Several companies, including LuKang Pharmaceutical, Jincheng Pharmaceutical, and Baiyunshan, received approval for their respective drug applications, indicating progress in generic drug quality and efficacy evaluations [4]. Company Recommendations - The report highlights specific companies with ongoing research and development, such as Renfu Pharmaceutical, which is experiencing stable growth, and Supernus, which has positive clinical data for its small molecule therapy SPN-820 [3].