医药行业周报：ViiV双药疗法临床结果积极，用于治疗HIV

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 showed a positive performance with a gain of +0.96% on November 12, 2024, outperforming the CSI 300 index by 2.06 percentage points, ranking first among 31 sub-industries [3]. - Notable sub-industry performances include pharmaceutical distribution (+4.50%), offline pharmacies (+3.95%), and hospitals (+3.33%), while in vitro diagnostics (+0.10%), blood products (+0.37%), and medical R&D outsourcing (+0.61%) lagged behind [3]. - The top three individual stock gainers were Changyao Holdings (+20.06%), Yaoyigou (+20.01%), and Weikang Pharmaceutical (+20.00%), while the largest decliners were Shuangcheng Pharmaceutical (-10.00%), Dongfang Ocean (-10.00%), and Tianzhihang (-6.58%) [3]. Summary by Sections Market Performance - On November 12, 2024, the pharmaceutical sector's performance was +0.96%, surpassing the CSI 300 index by 2.06 percentage points, making it the best-performing sub-industry [3]. Sub-industry Ratings - The report highlights the performance of various sub-industries, with pharmaceutical distribution, offline pharmacies, and hospitals showing significant gains, while in vitro diagnostics and blood products showed minimal growth [3]. Company News - ViiV announced positive results from the DOLCE study for its dual-drug therapy Dovato for HIV treatment, demonstrating non-inferiority in maintaining viral suppression compared to a three-drug regimen [4]. - Several companies, including Fuyuan Pharmaceutical and Enhua Pharmaceutical, received approvals for new drug registrations and clinical trials from the National Medical Products Administration [4].