Investment Rating - The report does not provide specific ratings for the chemical pharmaceuticals and traditional Chinese medicine industries, while the biopharmaceutical and other medical sectors are rated as neutral [1][7]. Core Insights - The pharmaceutical sector has shown a performance increase of +3.11% as of November 7, 2024, outperforming the CSI 300 index by 0.09 percentage points, ranking 10th among 31 sub-industries [3]. - Notable sub-industry performances include hospitals (+6.52%), vaccines (+3.73%), and medical consumables (+3.49%), while blood products (+2.23%), offline pharmacies (+2.23%), and medical research outsourcing (+2.27%) lagged behind [3]. - Key individual stock performances include Haobor (+20.00%), Huayuan Bio (+10.44%), and Yuheng Pharmaceutical (+10.20%) leading in gains, while Shapuaisi (-4.48%), Rongfeng Holdings (-3.81%), and Aopumai (-2.75%) faced declines [3]. Summary by Sections Industry News - Sanofi announced that its drug Dupixent (dupilumab) has received EU approval for treating eosinophilic esophagitis (EoE) in children, targeting IL-4 and IL-13 pathways to inhibit cytokine release [4]. - Company-specific updates include: - SystImmune's BL-M17D1 for advanced solid tumors received FDA approval for Phase I trials [4]. - Huayu Pharmaceutical's HYP6589 for advanced solid tumors has been approved for clinical trials by the National Medical Products Administration [4]. - Sanxin Medical's blood dialysis device received regulatory approval for treating renal failure [4]. - Qianying Biological received approval for a Phase II clinical trial for a new indication of its product Aikenin [4].
医药行业周报：赛诺菲Dupixent获欧盟批准，用于治疗EoE
Tai Ping Yang·2024-11-08 05:59