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 a $200 million cash acquisition of Nimble to expand its presence in the autoimmune sector, gaining access to its core asset, an oral peptide IL-23 receptor inhibitor, and a pipeline of innovative oral peptide candidates targeting various autoimmune diseases [4][5]. - The pharmaceutical sector experienced a decline of -0.83% on December 16, 2024, underperforming the CSI 300 index by 0.29 percentage points, ranking 15th among 31 sub-industries in the Shenwan classification [4]. Sub-industry Ratings - Chemical Pharmaceuticals: No rating - Traditional Chinese Medicine: No rating - Biopharmaceuticals II: Neutral - Other Pharmaceuticals: Neutral [4]. Company News and Ratings - Haoyuan Pharmaceutical (688131) announced the issuance of convertible bonds amounting to 820.235 million yuan, set to be listed on December 19, 2024 [4]. - Kangchen Pharmaceutical (603590) revealed a revised employee stock ownership plan, with a total scale not exceeding 63 million yuan [4].
医药行业周报：艾伯维将以2亿美元收购Nimble，布局自免领域
Tai Ping Yang·2024-12-17 02:45