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][9]. Core Insights - The pharmaceutical sector experienced a decline of 2.08% on November 15, 2024, underperforming the CSI 300 index by 0.33 percentage points, ranking 19th among 31 sub-industries in the Shenwan classification [3]. - Notable performances within the pharmaceutical sub-industries include blood products (-1.05%), in vitro diagnostics (-1.54%), and offline pharmacies (-1.89%), while hospitals (-3.21%) and vaccines (-3.19%) lagged behind [3]. - GSK's ADC drug Blenrep showed positive results in the Phase 3 clinical trial DREAMM7, achieving significant reductions in patient mortality risk compared to standard treatment [4]. Summary by Relevant Sections Market Performance - On November 15, 2024, the pharmaceutical sector's performance was -2.08%, underperforming the CSI 300 index by 0.33 percentage points, with blood products and in vitro diagnostics showing relatively better performance [3]. Industry News - GSK announced positive mid-term analysis results for its ADC drug Blenrep in a Phase 3 trial, indicating a significant reduction in mortality risk for patients [4]. - Various companies, including Huazhong Pharmaceutical and CanSino, reported advancements in clinical trials and compliance with GMP standards [4].
医药行业周报:GSK在研ADC药物Blenrep三期临床结果积极
Tai Ping Yang·2024-11-18 00:27