医药行业周报：礼来替尔泊肽在华申报第四项上市申请

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 [2][10]. Core Insights - The pharmaceutical sector experienced a slight increase of +0.40% on November 25, 2024, outperforming the CSI 300 index by 0.86 percentage points, ranking 15th among 31 sub-industries in the Shenwan classification. Notable performers included vaccines (+1.04%), in vitro diagnostics (+0.09%), and pharmaceutical distribution (+0.87%), while hospitals (-0.24%), blood products (-0.16%), and medical research outsourcing (+0.16%) lagged behind [4]. - Eli Lilly's drug Tirzepatide has received acceptance for its fourth market application in China, targeting diabetes and obesity, following previous FDA approvals in May 2022 and November 2023 [5]. Summary by Sections Market Performance - On November 25, 2024, the pharmaceutical sector's performance was +0.40%, surpassing the CSI 300 index by 0.86 percentage points, with vaccines, in vitro diagnostics, and pharmaceutical distribution leading the gains [4]. Industry News - The National Medical Products Administration (NMPA) has accepted Eli Lilly's application for Tirzepatide, a dual GIP/GLP-1 receptor agonist, marking its fourth application in China [5]. - Xinhua Pharmaceutical received FDA approval for its raw material drug, while Kelun Pharmaceutical's subsidiary has been granted clinical trial approval for a new drug targeting advanced solid tumors [5].