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 [12]. Core Insights - Tris has announced successful results from the Phase 3 clinical trial of its innovative small molecule therapy, Cebranopadol, which is a potential first-in-class pain treatment drug. It acts as a dual agonist for nociceptin/orphanin FQ (NOP) and µ-opioid peptide (MOP) receptors, promising significant analgesic effects while reducing severe side effects, dependency, and addiction risks compared to traditional opioids [6][5]. - The pharmaceutical sector showed a slight increase of 0.37% on January 24, 2025, underperforming the CSI 300 index by 0.40 percentage points, ranking 24th among 31 sub-industries. Notable performers included medical R&D outsourcing (+1.89%) and pharmaceutical distribution (+1.04%), while offline pharmacies (-0.34%) and blood products (-0.15%) lagged [5]. Sub-industry Ratings - Chemical Pharmaceuticals: No rating - Traditional Chinese Medicine Production: No rating - Biopharmaceutical II: Neutral - Other Pharmaceutical Industries: Neutral [3]. Recommended Companies and Ratings - Not specified in the provided content [4]. Company Performance Forecasts - Notable forecasts include: - Nuotai Bio (688076) expects 2024 revenue of 1.6-1.7 billion yuan, a year-on-year increase of 54.81%-64.48%, with net profit projected at 380-460 million yuan, up 133.22%-182.32% [6]. - Haoyuan Pharmaceutical (688131) anticipates 2024 revenue of 2.1-2.3 billion yuan, a growth of 11.70%-22.34%, with net profit expected at 185-210 million yuan, increasing by 45.16%-64.77% [7]. - Huiyu Pharmaceutical (688553) forecasts 2024 revenue of 1.07-1.13 billion yuan, a rise of 15.42%-21.89%, with net profit projected at 300-360 million yuan, up 114.61%-157.54% [7].
医药行业周报：Tris创新小分子疗法Cebranopadol三期临床成功
Tai Ping Yang·2025-01-26 02:34