医药行业周报：Anavex口服小分子疗法递交上市申请，用于治疗AD

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% over the next six months [4]. Core Viewpoints - Anavex has submitted a marketing authorization application (MAA) to the European Medicines Agency (EMA) for its investigational therapy Blarcamesine, aimed at treating Alzheimer's disease. Blarcamesine is a once-daily oral small molecule SIGMAR1 activator that induces autophagy to clear misfolded proteins from cells, thereby improving cellular health and survival [1][4]. - The pharmaceutical sector showed a performance increase of +1.29% on November 29, 2024, outperforming the CSI 300 Index by 0.15 percentage points, ranking 14th among 31 sub-industries in the Shenwan classification [1]. Summary by Relevant Sections Market Performance - As of November 29, 2024, the pharmaceutical sector's performance was +1.29%, with hospitals (+2.78%) and blood products (+0.65%) leading the sub-industry performance, while drugstores (-0.41%) and medical consumables (-0.33%) lagged [1]. Company News - Yinos (688170) appointed Jing Shi as the new Chief Technology Officer and Global Head of Clinical Operations, while continuing to oversee laboratory testing and drug efficacy departments [1]. - Renfu Pharmaceutical's major shareholder restructuring is progressing steadily, with a reduction of 14.3 million shares, accounting for 2.56% of the total share capital [1]. Clinical Trials - Shanghai Pharmaceutical (601607) announced the completion of the analysis of the Phase II clinical trial results for LT3001, showing good overall safety and preliminary efficacy [1].