Industry Rating - The report maintains a positive outlook on the industry, expecting it to outperform the CSI 300 Index by more than 5% over the next 6 months [1][19] Core Views - Eli Lilly's Donanemab, a monoclonal antibody targeting β-amyloid protein, has been approved by China's NMPA for treating early-stage Alzheimer's disease in adults [6][18] - The drug was previously approved by the US FDA in July 2024 [6] Market Performance - On December 18, 2024, the pharmaceutical sector rose by 0.17%, underperforming the CSI 300 Index by 0.34 percentage points [6] - Among pharmaceutical sub-sectors, hospitals (+1.13%), CRO (+0.74%), and vaccines (+0.53%) performed well, while blood products (-0.42%), offline pharmacies (-0.05%), and other biological products (+0.11%) lagged [6] - Top gainers included Aipeng Medical (+20.02%), Sanbo Brain (+11.74%), and Xiangyu Medical (+11.95%) [6] Company Updates - NHU (002001) announced a special dividend plan, proposing to distribute 2 yuan per 10 shares (tax included), totaling 615 million yuan, with 4.952 billion yuan of distributable profit carried forward to the next year [6] - Sinocare (300298) received FDA notification that its continuous glucose monitoring system has entered the 510(k) substantive review stage [6] - MicroPort CardioFlow's (688016) subsidiary Lanmai Medical obtained NMPA registration for its peripheral balloon dilatation catheter, a Class III medical device for post-operative expansion in peripheral vascular systems [6]
医药行业周报：礼来Donanemab在华获批上市，用于治疗AD
Tai Ping Yang·2024-12-23 05:43