医药行业周报：再生元PD-1抑制剂Libtayo三期临床成功

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index in the next six months [5]. Core Insights - Regeneron's PD-1 inhibitor Libtayo has successfully completed its Phase 3 clinical trial, showing statistically significant and clinically meaningful improvement in disease-free survival (DFS) for high-risk cutaneous squamous cell carcinoma (CSCC) patients post-surgery [2][5]. - The pharmaceutical sector experienced a slight increase of 0.38% on January 17, 2025, outperforming the CSI 300 index by 0.07 percentage points, ranking 9th among 31 sub-industries [1][5]. - Among sub-industries, other biological products (+1.33%), medical consumables (+1.14%), and blood products (+0.87%) performed well, while hospitals (-0.28%), pharmaceutical distribution (-0.18%), and medical devices (-0.12%) lagged [1]. Company Summaries - Junshi Biosciences (688336) forecasts a revenue of CNY 1.949 billion for 2024, a year-on-year increase of 29.71%, with a net loss of CNY 1.292 billion, a reduction of 43.42% compared to the previous year [2]. - Aosaikang (002755) announced that its subsidiary received approval from the National Medical Products Administration for the registration of Lapatinib tablets, a third-generation EGFR TKI for treating EGFR mutation non-small cell lung cancer (NSCLC) [2]. - Zhixiang Jintai (688443) expects a revenue range of CNY 28.6244 million to CNY 31.6375 million for 2024, reflecting a year-on-year growth of 2262.72% to 2511.43%, with a projected net loss of CNY 731.28 million to CNY 858.46 million [3]. - Yixin Pharmacy (002727) plans to repurchase shares worth CNY 80 million to 150 million to maintain company value and protect shareholder interests [3].