医药行业周报：卫材FIC口服新药在华获批临床，用于联合治疗子宫内膜癌

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index within the next six months [4]. Core Insights - The report highlights that the pharmaceutical sector experienced a decline of 1.55% as of December 4, 2024, underperforming the CSI 300 index by 1.01 percentage points, ranking 22nd among 31 sub-industries in the Shenwan classification [1]. - Notable sub-industry performances include medical equipment (-0.87%), offline pharmacies (-1.21%), and medical consumables (-1.27%), while hospitals (-2.20%), medical R&D outsourcing (-2.19%), and in vitro diagnostics (-1.93%) lagged behind [1]. - The report mentions that Eisai's new drug E7386 has received clinical trial approval for the treatment of endometrial cancer, representing a potential first-in-class oral anticancer drug [1]. Sub-industry Ratings - Chemical pharmaceuticals: No rating - Traditional Chinese medicine: No rating - Biopharmaceuticals: Neutral - Other pharmaceuticals: Neutral [1]. Recommended Companies and Ratings - The report discusses the employee stock ownership plan of Xinmai Medical (688016), which involves 187 individuals, including executives, with approximately 1.1 million shares, accounting for about 0.89% of the total shares [1]. - Huazhong Biological (002007) announced that its subsidiary received a license for a blood plasma collection station, which is expected to enhance its raw plasma supply capabilities [1]. - The report also notes that Tigermed (300347) has repurchased 3.6552 million shares, representing 0.42% of its total share capital, with a total expenditure of 191 million yuan [1].