Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% in the next six months [4]. Core Viewpoints - The report highlights positive interim results from the Phase 2 clinical trial of the gene therapy laru-zova (AGTC-501) for treating X-linked retinitis pigmentosa (XLRP), showing good tolerability and early signs of improvement in low-light visual acuity [1][4]. - The pharmaceutical sector's performance on December 9, 2024, showed a slight increase of +0.03%, outperforming the CSI 300 Index by 0.20 percentage points, ranking 13th among 31 sub-industries [1]. Sub-industry Ratings - The report does not provide specific ratings for chemical pharmaceuticals and traditional Chinese medicine, while the biopharmaceutical sector is rated as "Neutral" [1]. - Other pharmaceutical sectors are also rated as "Neutral" [1]. Recommended Companies and Ratings - The report mentions several companies, including Hengrui Medicine, which is planning to issue shares overseas and list on the Hong Kong Stock Exchange [1]. - The report also notes that Kanglong Chemical has seen a significant share reduction by a major shareholder [1].
医药行业周报：Beacon在研基因疗法laru-zova二期临床结果积极
Tai Ping Yang·2024-12-10 23:56