Industry Investment Rating - The report maintains a positive outlook on the pharmaceutical industry [1] - Sub-industry ratings: Biopharmaceutical II and Other Medical Services are rated as Neutral, while other sub-industries such as Chemical Pharmaceuticals, Traditional Chinese Medicine, and Medical Devices are not rated [2] Core Views - The pharmaceutical sector outperformed the CSI 300 index by 0.33 percentage points, with a sector increase of +2.96% on January 14, 2025 [3] - Top-performing sub-sectors include Medical R&D Outsourcing (+3.57%), Medical Consumables (+3.41%), and Hospitals (+3.38%) [3] - AstraZeneca's TROP2 ADC drug, Datopotamab Deruxtecan, received FDA priority review for treating EGFRm NSCLC, with FDA review expected to be completed by Q3 2025 [4] Market Performance - Top gainers in the pharmaceutical sector: Changshan Pharmaceutical (+13.06%), Nanhua Biological (+10.01%), and Yiming Pharmaceutical (+9.96%) [3] - Bottom performers: Aoruite (-1.26%), Tebao Biological (+0.04%), and Huangshan Capsule (+0.15%) [3] Company Updates - Pushi (301257): The company's actual controller plans to increase holdings by 6-9 million RMB within 6 months [4] - Fuyuan Pharmaceutical (601089): Received NMPA approval for Roxadustat Capsules (20mg; 50mg) [4] - Aoxiang Pharmaceutical (603229): Proposed a share buyback plan of 50-100 million RMB [5] - Zhong Sheng Pharmaceutical (002317): Received NMPA approval for Brimonidine Tartrate Eye Drops [5] Industry News - AstraZeneca's TROP2 ADC drug, Datopotamab Deruxtecan, is under FDA priority review for treating EGFRm NSCLC [4]
医药行业周报：阿斯利康TROP2 ADC药物获FDA优先审评资格
Tai Ping Yang·2025-01-17 03:41