医药行业周报：礼来IL-23单抗新适应症获FDA批准上市，治疗克罗恩病

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index within the next six months [10]. Core Insights - The report highlights that Eli Lilly's IL-23 monoclonal antibody, Mirikizumab, has received FDA approval for treating moderate to severe Crohn's disease, which is a significant development in the pharmaceutical sector [6][10]. - The pharmaceutical sector's performance on January 16, 2025, showed a slight increase of +0.01%, underperforming the CSI 300 index by 0.10 percentage points, ranking 27th among 31 sub-industries [5]. - Among sub-industries, other biological products (+0.52%), medical consumables (+0.22%), and medical devices (+0.13%) performed well, while offline pharmacies (-0.61%), hospitals (-0.19%), and pharmaceutical distribution (-0.17%) lagged [5]. Summary by Sections Market Performance - On January 16, 2025, the pharmaceutical sector's performance was +0.01%, underperforming the CSI 300 index by 0.10 percentage points, ranking 27th among 31 sub-industries [5]. - The best-performing sub-industries included other biological products (+0.52%), medical consumables (+0.22%), and medical devices (+0.13%), while offline pharmacies (-0.61%), hospitals (-0.19%), and pharmaceutical distribution (-0.17%) showed negative performance [5]. Industry News - Eli Lilly announced that the FDA approved Mirikizumab for treating moderate to severe Crohn's disease in adults, which is already approved for ulcerative colitis in the US, Japan, and the EU [6]. - The drug works by selectively targeting the p19 subunit of IL-23, blocking its interaction with the receptor, thereby controlling inflammation [6]. Company News - Sanofi's forecast for 2024 indicates expected revenue between 1.145 to 1.228 billion yuan, representing a year-on-year growth of 12.96% to 21.14%, with net profit projected between 700 to 772 million yuan, reflecting a significant increase of 137.73% to 162.00% [6]. - Zhijiang Bio announced a share buyback plan with an amount between 60 to 110 million yuan, aiming to maintain company value and shareholder interests [6]. - Changchun High-tech reported that its subsidiary received approval for clinical trials of GenSci120 injection for systemic lupus erythematosus and primary Sjögren's syndrome [7].