医药行业周报：诺和诺德血友病疗法Alhemo获FDA批准

Industry Rating - The industry is rated as "看好" (Positive), indicating that the overall industry return is expected to outperform the CSI 300 Index by more than 5% over the next 6 months [1][3] Core Views - The pharmaceutical sector experienced a decline of -0.86% on December 25, 2024, underperforming the CSI 300 Index by 0.91 percentage points, ranking 14th among the 31 Shenwan sub-sectors [4] - Among pharmaceutical sub-sectors, blood products (+0.07%), medical equipment (-0.02%), and hospitals (-0.60%) performed relatively well, while offline pharmacies (-1.54%), medical R&D outsourcing (-1.49%), and other biological products (-1.25%) underperformed [4] - Notable stock performances include Xinbang Pharmaceutical (+9.98%), Xinlicheng (+9.89%), and Northeast Pharmaceutical (+6.17%) as top gainers, while Pulid Pharmaceutical (-10.28%), Hansoh Pharmaceutical (-9.95%), and Yibai Pharmaceutical (-9.91%) were among the biggest decliners [4] Industry News - Novo Nordisk's Alhemo (Concizumab) received FDA approval as a once-daily subcutaneous injection for preventing or reducing bleeding frequency in hemophilia A or B patients aged 12 and above [4][6] - Alhemo is a tissue factor pathway inhibitor (TFPI) antagonist that enhances thrombin generation by blocking TFPI, compensating for the deficiency or insufficiency of other coagulation factors [4] Company News - Sunshine & He (688621) announced a stock buyback proposal by Chairman Li Qian, with a planned repurchase amount of 0.5-1.0 billion yuan for employee stock ownership or equity incentive plans [4] - Tonghe Pharmaceutical (300636) received GMP compliance certification from Jiangxi Drug Administration for its active pharmaceutical ingredients Vildagliptin and Mirabegron [4] - Jointown (600998) obtained CSRC approval for its pharmaceutical warehousing and logistics infrastructure REITs, with a total of 400 million shares and a contract duration of 39 years [4] - Changchun High & New (000661) received clinical trial approval from NMPA for its freeze-dried Haemophilus influenzae type b conjugate vaccine [4]