Investment Rating - The industry rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 Index in the next six months [4]. Core Insights - The pharmaceutical sector experienced a decline of 4.30% as of November 22, 2024, underperforming the CSI 300 Index by 1.20 percentage points, ranking 30th among 31 sub-industries [1]. - Notable sub-industry performances include blood products (-3.67%), pharmaceutical distribution (-3.74%), and medical devices (-3.83%), while sectors like medical outsourcing (-5.20%) and in vitro diagnostics (-4.80%) lagged behind [1]. - AstraZeneca and Amgen's joint application for Tezspire (tezepelumab) has been accepted for market entry in China, targeting severe asthma in patients aged 12 and older [1][3]. Sub-industry Ratings - Chemical pharmaceuticals: No rating - Traditional Chinese medicine: No rating - Biopharmaceuticals II: Neutral [1]. Company News - Kunming Pharmaceutical Group received approval for clinical trials of a new drug targeting non-alcoholic fatty liver disease [1]. - Hualan Biological Engineering announced the acceptance of its application for the registration of rituximab injection for domestic production [1]. - Meikang Bio obtained a medical device registration certificate for a homocysteine test kit [1].
医药行业周报：阿斯利康和安进联合申报，Tezspire在华申报上市
Tai Ping Yang·2024-11-24 11:01