医药行业周报：诺华肾病1类新药阿曲生坦在华申报上市

Investment Rating - The report assigns a neutral rating to the biopharmaceutical sector and other medical sectors, while the chemical pharmaceuticals and traditional Chinese medicine sectors do not have a rating [2][10]. Core Insights - The report highlights that Novartis' new drug Atrasentan has been accepted for market application in China, which is a significant development for the biopharmaceutical sector [5]. - The pharmaceutical sector showed a slight increase of +0.09% on November 26, 2024, outperforming the CSI 300 index by 0.30 percentage points, ranking 10th among 31 sub-industries [4]. - Among the sub-industries, hospitals (+0.26%), medical devices (+0.22%), and blood products (+0.05%) performed well, while medical R&D outsourcing (-0.80%), vaccines (-0.63%), and pharmaceutical distribution (-0.58%) lagged behind [4]. Sub-industry Ratings - The report does not provide specific ratings for the chemical pharmaceuticals and traditional Chinese medicine sectors, indicating a lack of clear investment opportunities in these areas [2][10]. - The biopharmaceutical sector is rated as neutral, suggesting that the expected returns are within a range of -5% to +5% compared to the CSI 300 index over the next six months [10]. Company News - Novartis' Atrasentan is a new oral endothelin A receptor antagonist aimed at reducing proteinuria in adult patients with primary immunoglobulin A nephropathy [5]. - Other companies such as Taiji Group and Hengrui Medicine have received approvals for various drug applications, indicating ongoing activity and potential growth in the pharmaceutical sector [5].