医药行业周报：艾伯维Tavapadon三期临床成功，用于治疗PD

Investment Rating - The report maintains a "Positive" investment rating for the pharmaceutical industry, expecting an overall return exceeding 5% above the CSI 300 index in the next six months [5]. Core Insights - AbbVie announced successful Phase 3 clinical trial results for its drug Tavapadon, aimed at treating early-stage Parkinson's disease (PD), with plans to submit a New Drug Application (NDA) to the FDA in 2025 [1][4]. - The pharmaceutical sector experienced a slight decline of -0.02% on December 10, 2024, underperforming the CSI 300 index by 0.75 percentage points, ranking 24th among 31 sub-industries [1]. - Among sub-industries, hospitals (+1.39%), offline pharmacies (+1.15%), and medical devices (+1.14%) performed well, while medical research outsourcing (-1.28%), pharmaceutical distribution (-0.10%), and vaccines (+0.16%) lagged [1]. Summary by Sections Market Performance - The pharmaceutical sector's performance on December 10, 2024, was -0.02%, underperforming the CSI 300 index by 0.75 percentage points, with hospitals, offline pharmacies, and medical devices leading the gains [1]. - The top three gainers were HULUWA (+9.98%), FUDAN FUHUA (+9.97%), and ORIENT OCEAN (+9.92%), while the biggest losers included FOCHEM (-6.26%), KANGMEI (-5.59%), and SIHUAN BIO (-5.58%) [1]. Industry News - AbbVie reported positive results from its TEMPO-2 trial for Tavapadon, a selective D1/D5 receptor agonist, which is being studied as a monotherapy and as an adjunct to levodopa for PD treatment [1][4]. - Shanghai Pharmaceuticals announced that its subsidiary received orphan drug designation from the FDA for SRD4610, a compound for amyotrophic lateral sclerosis (ALS), which has completed Phase 2 clinical trials in China [1]. Company Updates - Humanwell Healthcare disclosed that a board member reduced his stake in the company by 890,000 shares, representing 0.05% of total shares, at a price range of 16.43-17.70 yuan per share [1]. - East China Pharmaceutical received approval from the National Medical Products Administration (NMPA) for its injection Linaclotide, aimed at treating recurrent pericarditis [1].