医药行业周报：赛诺菲BTK抑制剂Rilzabrutinib在华申报上市

Investment Rating - The report does not provide specific ratings for the chemical pharmaceuticals and traditional Chinese medicine sectors, while the biopharmaceutical sector is rated as Neutral [1][2]. Core Insights - The overall performance of the pharmaceutical sector showed a decline of -1.91% as of December 31, 2024, underperforming the CSI 300 index by 0.31 percentage points, ranking 17th among 31 sub-industries in the Shenwan classification [4]. - The report anticipates that the overall return of the industry will exceed the CSI 300 index by more than 5% in the next six months, indicating a positive outlook for the sector [9][14]. Summary by Relevant Sections Market Performance - The pharmaceutical sector's performance was -1.91%, with blood products (-1.16%), medical devices (-1.40%), and medical consumables (-1.67%) performing better, while vaccines (-3.22%), hospitals (-2.84%), and medical research outsourcing (-2.57%) lagged behind [4]. - Top-performing stocks included Guangji Pharmaceutical (+9.96%), Shuangcheng Pharmaceutical (+6.20%), and Kaikai Industrial (+4.39%), while the worst performers were Jiutian Pharmaceutical (-10.12%), Wohua Pharmaceutical (-9.98%), and Peking University Pharmaceutical (-9.09%) [4]. Company News - Sanofi's BTK inhibitor Rilzabrutinib has been accepted for market application in China, which is a reversible covalent BTK inhibitor that may reduce off-target side effects [17]. - Nearshore Protein (688137) announced a share buyback for employee stock ownership plans, totaling 350,337 shares at a price range of 28.75-33.00 CNY per share [17]. - Tiantan Biological (600161) reported positive results from a Phase III clinical trial for a recombinant human coagulation factor VIIa, showing effective treatment for hemophilia A/B patients [17]. - Fuyuan Pharmaceutical (601089) received approval for clinical trials of a new drug for primary hypertension [17].