Investment Rating - The report assigns a neutral rating to the biopharmaceutical sector and no rating to the chemical pharmaceuticals and traditional Chinese medicine sectors [2][9]. Core Insights - The pharmaceutical sector experienced a gain of 1.53% on November 19, 2024, outperforming the CSI 300 index by 0.86 percentage points, ranking 11th among 31 sub-industries in the Shenwan classification [4]. - Notable sub-industry performances include hospitals (+2.23%), vaccines (+2.20%), and medical consumables (+2.12%), while pharmaceutical distribution (-0.03%), offline pharmacies (+0.72%), and other biological products (+1.32%) lagged behind [4]. - Key individual stock performances included Hotgen Biotech (+19.13%), Leksin Medical (+12.17%), and Botao Biotech (+10.06%) on the gainers' list, while Haobor (-12.80%), Saili Medical (-4.35%), and Ruikang Pharmaceutical (-3.93%) were among the biggest losers [4]. Summary by Sections Market Performance - The pharmaceutical sector's performance on November 19, 2024, was highlighted, with a 1.53% increase, surpassing the CSI 300 index [4]. - The report notes the varying performances across different sub-industries, indicating a mixed market sentiment [4]. Industry News - Johnson & Johnson announced positive results from the Phase III ICONIC-LEAD study for its oral IL-23R antagonist Lcotrokinra, which shows potential for treating plaque psoriasis and other inflammatory diseases [5]. - Warner Pharmaceuticals received approval for a chemical raw material drug, while other companies like David Medical and Dori Pharmaceuticals also reported regulatory approvals for their products [5].
强生口服IL-23R拮抗剂Lcotrokinra三期临床成功
Tai Ping Yang·2024-11-20 04:05