医药行业周报：Galderma单抗Nemluvio获欧盟批准

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 [6]. Core Insights - Galderma's monoclonal antibody Nemluvio has received EU approval for treating moderate to severe atopic dermatitis and prurigo nodularis, which is a significant development in the pharmaceutical sector [2]. - The pharmaceutical sector showed a performance increase of 0.66% on February 17, 2025, outperforming the CSI 300 index by 0.45 percentage points, ranking 12th among 31 sub-industries [1]. - Notable stock performances included Hongbo Pharmaceutical (+20.01%), Anbiping (+20.00%), and Tianzhihang (+16.65%) on the daily gainers list, while Lingrui Pharmaceutical (-4.49%), Mayinglong (-4.40%), and Kunming Pharmaceutical (-3.59%) were among the biggest losers [1]. Summary by Sections Market Performance - The pharmaceutical sector's daily performance was +0.66%, surpassing the CSI 300 index by 0.45 percentage points, with hospitals (+3.51%), medical R&D outsourcing (+3.24%), and in vitro diagnostics (+2.95%) leading the gains [1]. Company News - Wanbangde's subsidiary received FDA orphan drug designation for mecobalamin to treat ALS, which is a notable achievement for the company [2]. - Shanghai Laishi announced a share buyback plan with an estimated amount of 250-500 million yuan, targeting a repurchase price not exceeding 9.5 yuan per share [3]. - Hengrui Medicine's subsidiary received acceptance for its HR19034 eye drop application from the National Medical Products Administration, aimed at delaying myopia progression in children aged 6 to 12 [3].