GRIN在研疗法Radiprodil获FDA突破性疗法认定

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 Insights - GRIN's investigational therapy Radiprodil has received breakthrough therapy designation from the FDA for treating epilepsy in patients with GRIN-related neurodevelopmental disorders [2][6]. - The pharmaceutical sector showed a performance increase of +1.18% on February 26, 2025, outperforming the CSI 300 Index by 0.31 percentage points, ranking 9th among 31 sub-industries [1][6]. - Notable sub-industry performances include Medical R&D Outsourcing (+2.62%), Other Biological Products (+2.28%), and Blood Products (+0.92%), while Medical Devices (-0.10%), Vaccines (+0.03%), and In Vitro Diagnostics (+0.38%) lagged [1]. Company Summaries - Nanwei Technology (688690) reported a 2024 revenue of 783 million yuan, a year-on-year increase of 33.36%, with a net profit of 81 million yuan, up 18.29% [2]. - Aotai Biotech (688606) achieved a 2024 revenue of 870 million yuan, reflecting a 15.25% growth, and a net profit of 304 million yuan, up 68.18% [2]. - Xuantai Pharmaceutical (688247) reported a 2024 revenue of 513 million yuan, a significant increase of 70.97%, with a net profit of 128 million yuan, up 109.97% [3]. - Innotech (688253) achieved a 2024 revenue of 621 million yuan, a 29.98% increase, with a net profit of 246 million yuan, up 41.24% [3]. - Gongtong Pharmaceutical (300966) announced a stock buyback plan with a total amount of 20-30 million yuan, targeting a repurchase price not exceeding 23.84 yuan per share [3].