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医药行业周报:阿斯利康以1.6亿美元收购珐博进,获得罗沙司他在华权利
Tai Ping Yang·2025-02-23 06:20

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 [8]. Core Insights - AstraZeneca announced an agreement to acquire FibroGen for approximately $160 million, gaining rights to Roxadustat in China, which is a treatment for renal anemia [2][8]. - The pharmaceutical sector showed a performance increase of 0.91% on February 21, 2025, underperforming the CSI 300 Index by 0.35 percentage points, ranking 10th among 31 sub-industries [1]. - Among sub-industries, medical research outsourcing (+4.28%), other biological products (+1.13%), and vaccines (+0.95%) performed well, while blood products (-1.32%), offline pharmacies (-0.93%), and hospitals (-0.88%) lagged [1]. Summary by Sections Market Performance - On February 21, 2025, the pharmaceutical sector rose by 0.91%, underperforming the CSI 300 Index by 0.35 percentage points, ranking 10th among 31 sub-industries [1]. - The best-performing sub-industries included medical research outsourcing (+4.28%), other biological products (+1.13%), and vaccines (+0.95%), while the worst performers were blood products (-1.32%), offline pharmacies (-0.93%), and hospitals (-0.88%) [1]. Company News - Xiangyu Medical (688626) reported an expected revenue of 744 million yuan for 2024, a slight decrease of 0.17% year-on-year, with a net profit decline of 54.44% [2]. - Gongtong Pharmaceutical (300966) announced a share buyback plan with an amount between 20 to 30 million yuan, with a maximum buyback price of 23.84 yuan per share [2]. - Teva Biopharmaceuticals (688278) plans to acquire Nine Days Cayman for a total consideration of $15 million, plus additional milestone payments up to $43 million [3].