医药行业周报：罗氏双抗新药莫妥珠单抗在华获批上市

Investment Rating - The report maintains a positive outlook on the pharmaceutical industry [1][26]. Core Insights - The pharmaceutical sector experienced a decline of -1.95% on December 23, 2024, underperforming the CSI 300 index by 2.10 percentage points, ranking 16th among 31 sub-industries [4]. - Among sub-industries, blood products (-0.63%), medical devices (-0.67%), and medical research outsourcing (-1.18%) performed relatively well, while offline pharmacies (-3.87%), hospitals (-3.30%), and in vitro diagnostics (-2.46%) lagged behind [4]. - Notable individual stock performances included a rise of +14.69% for Puli Pharmaceutical, +10.07% for Shuanglu Pharmaceutical, and +5.14% for Hendi Pharmaceutical, while Yuekang Pharmaceutical saw a drop of -14.46%, Aipeng Medical -13.27%, and Ruiang Gene -10.87% [4]. Summary by Sections Industry Rating - The report categorizes the pharmaceutical industry as "neutral" for biopharmaceuticals and other medical sectors, with no specific ratings for chemical pharmaceuticals and traditional Chinese medicine [10][26]. Company News - Roche's bispecific antibody, Mosunetuzumab, has been approved for use in treating adult patients with relapsed or refractory follicular lymphoma [14]. - Bailitianheng received approval for clinical trials of its innovative biopharmaceutical GNC-038 for systemic lupus erythematosus and rheumatoid arthritis [24]. - Yipin Hong's innovative drug APH01727 for type 2 diabetes has received FDA approval for clinical trials [24]. - Haier Biomedical is planning a merger with Shanghai Laishi through a share issuance, currently in the planning stage [24]. - Huiyu Pharmaceutical's new drug application for injection cyclophosphamide has been approved by the FDA [24].