医药：罗氏创新疗法Susvimo获FDA批准，用于治疗DME

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 [7]. Core Insights - Roche's innovative therapy Susvimo has received FDA approval for the treatment of Diabetic Macular Edema (DME), marking it as the first FDA-approved therapy that requires fewer treatment sessions than conventional intravitreal injections to maintain vision [2][6]. - The pharmaceutical sector showed a performance increase of +0.56% on February 5, 2025, outperforming the CSI 300 index by 1.14 percentage points, ranking 9th among 31 sub-industries [1][6]. Market Performance Summary - The hospital sector led with a +1.71% increase, followed by blood products (+1.56%) and medical research outsourcing (+1.44%). Conversely, medical consumables experienced a decline of -0.54% [1]. - Notable individual stock performances included Huada Manufacturing (+14.36%), Nanmo Biology (+11.36%), and JG Development (+9.93%) on the gainers' list, while Bid Medical (-8.19%), Rejing Biology (-6.27%), and Lianying Medical (-6.12%) were among the biggest losers [1]. Company News Summary - Nuo Si Ge (301333) announced a share buyback of 1,442,000 shares, representing 1.49% of its total share capital, with a transaction price range of 35.06-43.15 CNY per share [2]. - Xiangyu Medical (300404) reported a buyback of 1,486,300 shares, accounting for 0.9289% of its total share capital, with a price range of 28.02-32.25 CNY per share [3]. - Yangguang Nuohe (600285) disclosed a buyback of 2,333,935 shares, which is 2.08% of its total share capital, at a price range of 34.05-37.82 CNY per share [3]. - Jiuzhou Pharmaceutical (603456) announced that its subsidiary Zhejiang Ruibo passed the FDA's cGMP inspection, receiving a favorable inspection report [3].