医药行业周报（2024年第46周）

Investment Rating - The report rates the industry as "Outperforming the Market" for the first time [3][21]. Core Insights - The pharmaceutical and biotechnology sector experienced a strong market performance with a weekly increase of 6.4%, ranking 14th among 31 sectors [6][10]. - The total transaction volume for the pharmaceutical sector reached 603.67 billion yuan during the week [6]. - Notable advancements include the launch of the world's first weekly insulin formulation, Novo Nordisk's NovoPen® for type 2 diabetes, expected to be commercially available in China by the end of November 2024 [12]. - GE Healthcare introduced a large language model product, "Tech Easy Answer," aimed at enhancing user experience with medical devices [13]. - The sales of traditional Chinese medicine in public medical institutions reached 136.3 billion yuan in the first half of 2024, showing a slight year-on-year decline of 2.86% [14]. - The new national medical insurance drug list is set to be released at the end of November 2024, with implementation starting January 1, 2025 [15]. Summary by Sections Industry Overview - The pharmaceutical sector's weekly performance was strong, with a 6.4% increase, outperforming the Shanghai Composite Index and CSI 300 [6][10]. - The chemical pharmaceutical industry had the highest transaction volume at 181.04 billion yuan, while the pharmaceutical commercial sector had the lowest at 50.72 billion yuan [10]. Industry News and Important Announcements - Novo Nordisk's weekly insulin formulation will be launched in China, marking a significant innovation in diabetes treatment [12]. - GE Healthcare's new AI product aims to assist healthcare professionals by providing quick multimedia answers to their queries [13]. - The sales of traditional Chinese medicine showed positive growth in several categories, despite an overall slight decline [14]. - The new medical insurance drug list is expected to expand and will be implemented starting January 1, 2025 [15]. Important Announcements - Heng Rui Medicine received approval for clinical trials for several new drugs [16]. - Kang Yuan Pharmaceutical received FDA approval for clinical trials of a new injection for psoriasis [17]. - Tonghua Dongbao completed a key phase I clinical trial for a new insulin product, showing promising results [18].