医药行业周报：本周医药上涨0.1%，奥赛康发布CLDN18.2单抗一线治疗晚期胃癌数据，美国宣布退出WHO

Investment Rating - The report maintains a positive outlook on the pharmaceutical industry, indicating a "look good" investment sentiment for the sector [1]. Core Insights - The pharmaceutical sector saw a slight increase of 0.1% this week, with the overall valuation at 26.5 times PE for 2024E, ranking 10th among 31 sub-industries [2][5][8]. - As of January 24, 2025, ASKGENELIMITED, a subsidiary of Aosaikang, presented significant clinical results for ASKB589, a monoclonal antibody targeting CLDN18.2, showing notable tumor relief and survival benefits in advanced gastric cancer treatment [2][18]. - The National Healthcare Security Administration (NHSA) is actively gathering feedback on drug procurement policies, addressing concerns about potential quality risks associated with certain procured drugs [2][19]. - The U.S. announced its withdrawal from the World Health Organization (WHO), which may impact international public health dynamics and the pharmaceutical landscape [2][20]. - The U.S. Department of Health has released a list of drugs, including semaglutide, for price negotiations under the Inflation Reduction Act, which could affect market dynamics for major pharmaceutical companies [2][20]. Summary by Sections Market Performance - The pharmaceutical index increased by 0.1% this week, ranking 13th among 31 sub-industries, while the overall market showed varied performance across different segments [3][5]. Company Performance - Several pharmaceutical companies have released their 2024 earnings forecasts, with notable variations in expected growth rates across different sectors, indicating a mixed outlook for the industry [10][11]. Key Events - Aosaikang's presentation at the 2025 ASCO GI conference highlighted promising results for its monoclonal antibody in treating advanced gastric cancer, supporting further clinical trials [18]. - The NHSA's initiative to collect opinions on drug procurement reflects ongoing regulatory scrutiny in the pharmaceutical sector [19]. - The U.S. withdrawal from WHO and subsequent drug price negotiations signal potential shifts in the global pharmaceutical landscape [20].