医药行业周报：GSK美泊利珠单抗新适应症在华申报上市

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% over the next six months [6]. Core Views - The pharmaceutical sector experienced a slight increase of 0.20% on February 12, 2025, underperforming the CSI 300 Index by 0.75 percentage points, ranking 26th among 31 sub-industries [1]. - GSK's Mepolizumab injection application for a new indication has been accepted by the National Medical Products Administration in China, marking it as the first approved anti-IL-5 monoclonal antibody globally [2]. - The report highlights the performance of various sub-sectors, with hospitals (+1.96%), vaccines (+0.61%), and offline pharmacies (+0.44%) leading, while blood products (-0.67%), in vitro diagnostics (-0.32%), and medical devices (-0.07%) lagged behind [1]. Summary by Sections Market Performance - The pharmaceutical sector's performance on February 12, 2025, was +0.20%, underperforming the CSI 300 Index by 0.75 percentage points [1]. - Top-performing stocks included Meinian Health (+9.92%), Olin Bio (+8.50%), and Nengte Technology (+6.72%), while the biggest losers were Berry Genomics (-7.79%), Huachuang Technology (-3.45%), and Kangwei Century (-3.18%) [1]. Industry News - GSK's Mepolizumab injection, an anti-IL-5 monoclonal antibody, has been accepted for market application in China, which could significantly impact the treatment of conditions related to eosinophils [2]. - Jiuan Medical announced a share transfer agreement with Xiaomi Investment, increasing its stake in iHealth Inc. from 80% to 100%, enhancing control over its subsidiary [2]. Company News - Jiudian Pharmaceutical reported a share reduction plan by a major shareholder, with 5,595,000 shares sold, representing 1.13% of the total share capital [3]. - Fuxiang Pharmaceutical's subsidiary received acceptance for a new food raw material application, indicating progress towards regulatory approval for its product [3].