Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index in the next six months [4]. Core Insights - NewAmsterdam's investigational drug Obicetrapib has successfully completed Phase III clinical trials, showing significant improvement in low-density lipoprotein cholesterol (LDL-C) levels after 84 days of treatment [1][4]. - The pharmaceutical sector's performance on December 12, 2024, was +0.86%, underperforming the CSI 300 index by 0.13 percentage points, ranking 16th among 31 sub-industries [1]. - The report highlights the positive topline results from the BROADWAY clinical trial for Obicetrapib, a selective CETP inhibitor that significantly lowers LDL-C while increasing high-density lipoprotein cholesterol (HDL-C) levels [1]. Sub-industry Ratings - Chemical Pharmaceuticals: No rating - Traditional Chinese Medicine: No rating - Biopharmaceuticals II: Neutral - Other Pharmaceuticals: Neutral [1]. Recommended Companies and Ratings - The report mentions Ganfeng Pharmaceutical's subsidiary receiving FDA approval for a Phase II clinical trial of GZR18 injection, aimed at treating type 2 diabetes and obesity [1]. - The report also notes that AnTu Bio's chairman increased his stake in the company, indicating confidence in its future performance [1].
医药行业周报：NewAmsterdam在研新药Obicetrapib三期临床成功
Tai Ping Yang·2024-12-13 04:08