医药生物行业周报（12月第3周）：创新药出海加速

Investment Rating - The report does not explicitly state an investment rating for the pharmaceutical and biotechnology industry, but it suggests a long-term focus on innovative drugs and their supply chain companies [3]. Core Insights - The pharmaceutical and biotechnology sector experienced a weekly decline of 2.13%, underperforming compared to the Shanghai and Shenzhen 300 index (-0.14%) and the Wind All A index (-1.08%) [3][22]. - There is an acceleration in the overseas expansion of innovative drugs, with various companies engaging in diverse collaboration models for drug development and commercialization [3][26]. - The report highlights significant events in the industry, including FDA approvals and collaborations that indicate a vibrant and competitive landscape for innovative drug development [3][26][30]. Summary by Sections Market Weekly Review - The pharmaceutical sector's weekly performance showed a decline of 2.13%, with the smallest declines in other biological products (-1.81%), vaccines (-0.88%), and traditional Chinese medicine (-0.55%). The largest declines were seen in raw materials (-3.67%), in vitro diagnostics (-2.53%), and medical consumables (-2.42%) [3][22]. - Top-performing stocks included Aipeng Medical (24.63%), Hanyu Pharmaceutical (22.62%), and Innovation Medical (20.17%), while the worst performers were Lingkang Pharmaceutical (-25.15%) and Puli Pharmaceutical (-22.20%) [3][25]. Industry News and Key Company Announcements - Significant events included the approval of the ALK inhibitor Ensacove by the FDA for treating ALK-positive non-small cell lung cancer [3][46]. - Candid Therapeutics announced multiple TCE research collaborations, indicating a trend towards innovative partnerships in drug development [3][30]. - The report notes the entry of flu into an active period, with reported cases in southern provinces at 4.0% and northern provinces at 5.4% for the week of December 9-15, 2024 [3][27].