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 patients with FLT3-ITD mutations [2]. - Companies such as Ganli Pharmaceutical and Baihua Pharmaceutical are forecasting significant profit growth for 2024, with Ganli expecting a net profit increase of 76.44%-91.14% and Baihua projecting a growth of 177.56%-254.66% [2][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]. - Individual stock performances included gains for Rundu Shares (+9.98%) and Aosaikang (+9.97%), while Zhenxing Pharmaceutical saw a decline of -11.39% [1]. Company News - Ganli Pharmaceutical anticipates a net profit of 600-650 million yuan for 2024, marking a year-on-year increase of 76.44%-91.14% [2]. - Kelong Pharmaceutical's subsidiary received approval for a new cancer treatment, and Baili Tianheng expects a revenue increase of 932.27% for 2024 [3].