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医药行业周报：安斯泰来寡核苷酸疗法Izervay再获FDA批准
Tai Ping Yang·2025-02-16 10:01

Investment Rating - The industry investment rating is "Positive," with expectations for overall returns exceeding the CSI 300 Index by more than 5% over the next six months [7]. Core Insights - The pharmaceutical sector experienced a market performance increase of +2.41% on February 14, 2025, outperforming the CSI 300 Index by 1.54 percentage points, ranking second among 31 sub-industries [1]. - Notable sub-industry performances included medical devices (+5.16%), medical research outsourcing (+4.82%), and hospitals (+3.65%), while blood products (+1.37%), medical consumables (+1.66%), and other biological products (+1.78%) lagged behind [1]. - The FDA approved an update for Izervay, allowing for treatment of geographic atrophy (GA) caused by age-related macular degeneration (AMD) with no restrictions on the duration of use, enhancing treatment flexibility for doctors and patients [2]. - A clinical trial analysis for APL-1202 combined with tremelimumab showed promising efficacy signals, with a pathologic complete response (pCR) of 41% in the combination group compared to 20% in the monotherapy group [2]. Summary by Sections Market Performance - The pharmaceutical sector's performance on February 14, 2025, was +2.41%, outperforming the CSI 300 Index by 1.54 percentage points [1]. - The top-performing sub-industries included medical devices, medical research outsourcing, and hospitals, while blood products and medical consumables showed lower performance [1]. Company News - Ansai announced FDA approval for Izervay, enhancing treatment options for GA [2]. - Yahui Pharmaceutical's APL-1202 trial results were presented at the ASCO GU conference, indicating significant efficacy in treating muscle-invasive bladder cancer [2]. - Heyuan Bio plans to repurchase shares worth 50 to 100 million yuan for employee stock ownership plans [3]. - Tianyi Medical announced the acquisition of BELLCO S.R.L.'s CRRT filter business assets for approximately 11.99 million euros, aiming to strengthen its global CRRT product line [3].