医药行业周报：强生FGFRi厄达替尼在华获批2线尿路上皮癌

Investment Rating - The industry investment rating is "Positive" indicating an expected overall return exceeding the CSI 300 Index by more than 5% in the next six months [11]. Core Insights - On January 13, 2025, the pharmaceutical sector increased by 0.39%, outperforming the CSI 300 Index by 0.66 percentage points, ranking 14th among 31 sub-industries in the Shenwan classification [3]. - Johnson & Johnson's drug, Erdafitinib, has been approved by the National Medical Products Administration (NMPA) in China for the treatment of advanced or metastatic urothelial carcinoma in adults with specific FGFR3 gene mutations [4]. - The top three gainers in the stock market were Lingkang Pharmaceutical (+10.06%), Dabo Medical (+9.99%), and Nuocheng Jianhua (+8.68%), while the largest decliners included Saifen Technology (-15.89%), Lianhuan Pharmaceutical (-8.02%), and Hayao Co., Ltd. (-7.83%) [3]. Summary by Sections Market Performance - The pharmaceutical sector's performance on January 13, 2025, was +0.39%, outperforming the CSI 300 Index by 0.66 percentage points [3]. - Sub-sectors such as hospitals (+1.55%), medical devices (+1.15%), and medical consumables (+1.09%) showed strong performance, while in vitro diagnostics (-0.27%), offline pharmacies (-0.19%), and blood products (+0.20%) lagged behind [3]. Industry News - Johnson & Johnson's Erdafitinib is a pan-FGFR tyrosine kinase inhibitor that blocks tumor cell growth signals, approved for patients who have progressed after at least one line of PD-1 or PD-L1 therapy [4]. Company News - Bid Pharma announced a joint investment agreement with Weiw Health Industry Investment Fund to acquire 100% of Combi-Blocks for $215 million [4]. - Lifang Pharmaceutical plans to distribute a cash dividend of RMB 2 per share, totaling approximately RMB 38.25 million [4]. - Shanghai Laishi intends to repurchase shares worth between RMB 250 million and RMB 500 million, with a maximum price of RMB 9.55 per share [5]. - Tianyu Co., Ltd. received approval for Dabigatran Etexilate capsules from the NMPA [5].