医药行业周报：卫材Leqembi获欧盟建议批准，用于治疗AD

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index in the next six months [5]. Core Viewpoints - The report highlights that Eisai's Leqembi has received a recommendation for approval from the European Medicines Agency (EMA) for treating Alzheimer's disease (AD) in adults with mild cognitive impairment and mild dementia [1]. - The pharmaceutical sector experienced a decline of 1.64% as of November 18, 2024, underperforming the CSI 300 index by 1.18 percentage points, ranking 20th among 31 sub-industries [1]. - Among sub-industries, pharmaceutical distribution (-0.31%), in vitro diagnostics (-0.40%), and other biological products (-0.88%) performed relatively better, while medical outsourcing (-2.81%), hospitals (-2.31%), and medical devices (-2.06%) lagged [1]. Summary by Relevant Sections Market Performance - As of November 18, 2024, the pharmaceutical sector's performance was -1.64%, underperforming the CSI 300 index by 1.18 percentage points [1]. - The top three gainers in the stock market were Zhonghong Medical (+20.00%), Cap Bio (+18.27%), and Haobo Bio (+12.19%), while the top three decliners were Yiyigou (-11.14%), Changyao Holdings (-11.03%), and Hongbo Pharmaceutical (-10.96%) [1]. Sub-industry Ratings - Chemical pharmaceuticals: No rating - Traditional Chinese medicine production: No rating - Biopharmaceuticals II: Neutral - Other pharmaceuticals: Neutral - Medical services: Neutral [1]. Company News - Xingqi Eye Medicine (300573) received approval from the National Medical Products Administration for clinical trials of lidocaine eye gel for ocular surface anesthesia [1]. - Luantang Pharmaceutical (600789) announced that its subsidiary received approval for the injection of esmolol hydrochloride, which passed the consistency evaluation of generic drug quality and efficacy [1]. - Huadong Medicine (000963) reported that its subsidiary received approval for clinical trials of DR10624 injection for metabolic-associated fatty liver disease/metabolic-associated fatty liver inflammation [1].