Investment Rating - The industry investment rating is "Positive" with expectations of returns exceeding the CSI 300 index by more than 5% over the next six months [2][19]. Core Insights - The pharmaceutical sector experienced a slight decline of -0.38% on December 30, 2024, underperforming the CSI 300 index by 0.83 percentage points, ranking 15th among 31 sub-industries [5]. - Notable performances within sub-industries included Medical R&D Outsourcing (+1.36%) and Other Biological Products (+0.11%), while Offline Pharmacies (-1.90%) and Hospitals (-1.87%) lagged [5]. - Key company announcements included significant contract wins and FDA approvals, indicating ongoing growth and innovation within the sector [6]. Summary by Sections Industry Performance - The pharmaceutical sector's performance was characterized by a -0.38% change, with specific sub-industries showing varied results [5]. Company News - Noteworthy developments included: - Nuotai Bio's contract for $10.21 million in advanced pharmaceutical intermediates, with actual sales significantly exceeding prior guidance [6]. - Haichuang Pharmaceutical received FDA approval for its clinical trial of HP568 tablets for advanced breast cancer [6]. - Xinhua Medical announced plans to acquire a 36.1913% stake in Zhongzhi Bio for approximately 166.48 million RMB [6]. - Zhongsheng Pharmaceutical reported positive results from its innovative peptide drug RAY1225 in clinical trials for type 2 diabetes [6].
医药行业周报：艾伯维JAK抑制剂Upadacitinib新适应症在华申报上市
Tai Ping Yang·2024-12-31 08:29