Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% in the next six months [6]. Core Insights - Novo Nordisk's application for the new indication of semaglutide injection has been accepted by the Chinese National Medical Products Administration, potentially targeting overweight or obese adults at risk of major adverse cardiovascular events [2][6]. - The pharmaceutical sector experienced a slight decline of 0.49% on February 13, 2025, underperforming the CSI 300 Index by 0.11 percentage points, ranking 19th among 31 sub-industries [1][6]. - Among sub-industries, offline pharmacies and hospitals showed positive performance, while medical R&D outsourcing, vaccines, and medical devices lagged behind [1]. Summary by Sections Market Performance - On February 13, 2025, the pharmaceutical sector's performance was -0.49%, underperforming the CSI 300 Index by 0.11 percentage points, ranking 19th among 31 sub-industries [1]. - The best-performing sub-industries included offline pharmacies (+3.73%) and hospitals (+0.42%), while medical R&D outsourcing (-1.46%), vaccines (-1.29%), and medical devices (-0.96%) performed poorly [1]. Company News - Fujifilm received a CEP certificate for alpha-lipoic acid raw materials, allowing sales in Europe and other markets recognizing the CEP certificate, positively impacting its international market expansion [2]. - Jingxin Pharmaceutical announced a share buyback of 17.79 million shares, representing 2.07% of its total share capital, with a total transaction amount of 219.07 million yuan [2]. - Zhixiang Jintai has completed communication with the CDE regarding the initiation of Phase III clinical trials for GR 1802, targeting chronic spontaneous urticaria [3].
医药行业周报:诺和诺德司美格鲁肽注射液新适应症在华申报上市
Tai Ping Yang·2025-02-14 05:15