诺和诺德血友病疗法Alhemo获FDA批准

Industry Investment Rating - The report maintains a "Buy" rating for the industry, expecting individual stocks to outperform the CSI 300 Index by more than 15% in the next 6 months [8] Core Views - The pharmaceutical sector underperformed the CSI 300 Index by 0.91 percentage points on December 25, 2024, ranking 14th among the 31 Shenwan sub-sectors [11] - Blood products (+0.07%), medical equipment (-0.02%), and hospitals (-0.60%) were the top-performing sub-sectors, while offline pharmacies (-1.54%), medical R&D outsourcing (-1.49%), and other biological products (-1.25%) lagged behind [11] - Notable stock performances included Xinbang Pharmaceutical (+9.98%), New Journey (+9.89%), and Northeast Pharmaceutical (+6.17%) on the gainers' side, while Pulid Pharmaceutical (-10.28%), Hansoh Pharmaceutical (-9.95%), and Yibai Pharmaceutical (-9.91%) were among the biggest decliners [11] Industry News - Novo Nordisk's Alhemo (Concizumab) received FDA approval as a daily subcutaneous injection for preventing or reducing bleeding frequency in hemophilia A or B patients aged 12 and above [11] - Alhemo is a tissue factor pathway inhibitor (TFPI) antagonist that enhances thrombin generation by blocking TFPI, compensating for missing or insufficient coagulation factors [11] Company Updates - Sunshine Noah (688621) proposed a stock buyback plan of 50-100 million yuan for employee stock ownership or equity incentive plans [11] - Tonghe Pharmaceutical (300636) received GMP compliance certification for its Vildagliptin and Mirabegron APIs [11] - Jointown (600998) obtained CSRC approval for its pharmaceutical warehousing and logistics infrastructure REITs, with a total share of 400 million units and a 39-year contract term [11] - Changchun High-Tech (000661) received clinical trial approval from the NMPA for its freeze-dried Haemophilus influenzae type b conjugate vaccine [11]