医药行业周报：第一三共FLT3抑制剂Quizartinib在华申报上市

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 - The pharmaceutical sector showed a performance increase of +1.11% on January 20, 2025, outperforming the CSI 300 index by 0.66 percentage points, ranking 7th among 31 sub-industries [1]. - Daiichi Sankyo's FLT3 inhibitor Quizartinib has received acceptance for market application in China, following its FDA approval in the U.S. for treating newly diagnosed acute myeloid leukemia (AML) patients with FLT3-ITD mutations [2]. - Gann Li Pharmaceutical forecasts a net profit of 600-650 million yuan for 2024, representing a year-on-year growth of 76.44%-91.14% [2]. - Kelun Pharmaceutical's subsidiary has received approval for a new drug targeting recurrent or metastatic nasopharyngeal carcinoma [3]. - Baihua Pharmaceutical anticipates a net profit of 36-46 million yuan for 2024, with a significant year-on-year increase of 177.56%-254.66% [3]. - Baili Tianheng expects a revenue of 5.8 billion yuan for 2024, marking a staggering year-on-year growth of 932.27% [3]. Summary by Sections Market Performance - The pharmaceutical sector's performance on January 20, 2025, was +1.11%, with notable sub-industry performances including medical research outsourcing (+3.60%) and other biological products (+1.32%) [1]. Company News - Daiichi Sankyo's Quizartinib has been accepted for market application in China, enhancing its market potential following prior FDA approval [2]. - Gann Li Pharmaceutical projects a significant increase in net profit for 2024, indicating strong operational performance [2]. - Kelun Pharmaceutical's new drug approval reflects ongoing innovation and regulatory success in the industry [3]. - Baihua Pharmaceutical and Baili Tianheng both report substantial expected profit growth for 2024, showcasing the sector's robust financial outlook [3].