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医药行业周报:梯瓦瑞玛奈珠单抗在华申报上市
Tai Ping Yang·2025-01-26 02:33

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 [10]. Core Insights - The pharmaceutical sector experienced a decline of 0.89% on January 22, 2025, outperforming the CSI 300 index by 0.04 percentage points, ranking 14th among 31 sub-industries in the Shenwan classification [5]. - The approval of Teva's Remanib monoclonal antibody injection for market entry in China is a significant development, targeting preventive treatment for adults with frequent migraines [6]. - Notable company forecasts include: - Gongdong Medical expects a net profit of 175 million yuan in 2024, a year-on-year increase of 60.37% [6]. - Zhejiang Medicine anticipates a net profit between 1.039 billion and 1.246 billion yuan, reflecting a growth of 141.83% to 190.01% [6]. - Saifen Technology projects a net profit of 72 million to 90 million yuan, a growth of 37.18% to 71.48% [7]. - Boya Bio forecasts a net profit of 380 million to 480 million yuan, indicating a growth of 60.03% to 102.14% [7]. Sub-industry Ratings - Chemical Pharmaceuticals: No rating - Traditional Chinese Medicine: No rating - Biopharmaceuticals II: Neutral - Other Pharmaceutical Industries: Neutral [3].