医药日报：Avidity在研疗法1/2期临床成功

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding 5% above the CSI 300 index within the next six months [10]. Core Insights - The pharmaceutical sector showed a performance increase of +0.86% on March 18, 2025, outperforming the CSI 300 index by 0.59 percentage points, ranking fourth among 31 sub-industries in the Shenwan classification [4]. - Avidity's investigational therapy, delpacibart zotadirsen (del-zota), demonstrated unprecedented efficacy in protein expression during its Phase 1/2 clinical trial, with significant increases in skeletal muscle delivery and protein generation [5]. - The report highlights the performance of various sub-sectors, with medical research outsourcing (+5.56%) and hospitals (+1.34%) leading, while medical devices (+0.09%) and vaccine sectors (+0.27%) lagged behind [4]. Sub-industry Ratings - Chemical pharmaceuticals: No rating - Traditional Chinese medicine production: No rating - Biopharmaceutical II: Neutral - Other pharmaceutical sectors: Neutral [3]. Recommended Companies and Ratings - The report does not specify individual company ratings but emphasizes the overall positive outlook for the pharmaceutical industry [3].