Investment Rating - The industry investment rating is "Positive," with expectations of overall returns exceeding the CSI 300 Index by more than 5% in the next six months [7]. Core Insights - As of January 8, 2025, the pharmaceutical sector experienced a decline of 0.64%, underperforming the CSI 300 Index by 0.46 percentage points, ranking 26th among 31 sub-industries in the Shenwan classification [3]. - The approval of new indications for Merck's Gardasil vaccine for male HPV prevention marks it as the first and only HPV vaccine approved for males in China [4]. - Notable stock performances included Innovation Medical (+10.01%), Lianhuan Pharmaceutical (+9.96%), and Hualan Biological (+9.34%), while declines were seen in Leksin Medical (-7.13%), Guilin Sanjin (-6.57%), and Rongchang Biological (-6.19%) [3]. Summary by Sections Market Performance - The pharmaceutical sector's performance on January 8, 2025, was a decline of 0.64%, with sub-sectors such as offline pharmacies (-0.17%), vaccines (-0.37%), and medical consumables (-0.38%) performing better, while blood products (-1.31%), medical R&D outsourcing (-1.29%), and in vitro diagnostics (-1.04%) lagged behind [3]. Industry News - Merck announced that its Gardasil vaccine has received approval for multiple new indications from the National Medical Products Administration, specifically for males aged 9-26 [4]. Company News - Tigermed announced a loan commitment of up to 700 million yuan for stock repurchase [4]. - Jingxin Pharmaceutical plans to repurchase shares worth 200-400 million yuan at a price not exceeding 14.8 yuan per share [4]. - Shanghai RAAS reported a share increase by its controlling shareholder, with plans for further share purchases totaling 250-500 million yuan [5]. - Maiwei Biotech's innovative drug was included in the list of breakthrough therapies by the National Medical Products Administration [5].
医药行业周报:默沙东佳达修在华获批新适应症,用于预防男性HPV感染
Tai Ping Yang·2025-01-10 03:30