医药行业周报：武田突破性疗法在华启动两项3期临床

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% in the next six months [2]. Core Viewpoints - The report highlights that Takeda has initiated two Phase 3 clinical trials for TAK-861 in China, targeting narcolepsy with cataplexy and central sleep apnea, which are significant developments in the pharmaceutical sector [1]. - The pharmaceutical sector's performance on November 8, 2024, showed a slight decline of -0.14%, outperforming the CSI 300 Index by 0.86 percentage points, ranking 10th among 31 sub-industries [1]. - Notable sub-industry performances included medical equipment (+1.73%) and in vitro diagnostics (+0.55%), while offline pharmacies (-2.93%) and medical research outsourcing (-1.10%) lagged behind [1]. Sub-industry Ratings - Chemical pharmaceuticals: No rating - Traditional Chinese medicine production: No rating - Biopharmaceuticals II: Neutral - Other pharmaceuticals: Neutral [1]. Recommended Companies and Ratings - The report mentions several companies, including: - ZHONGSHENG PHARMACEUTICAL (688506), which received approval for a drug supplement application [1]. - TONGHUA DONGBAO (600867), which completed a key Phase 1 clinical trial for a new insulin product [1]. - JINYA PHARMACEUTICAL (600488), which received approval for a drug supplement application for a new specification [1]. - DIZHE PHARMACEUTICAL (688192), which submitted a new drug application to the FDA for a treatment related to NSCLC [1].