Investment Rating - The overall industry rating is neutral, indicating that the expected return over the next six months is between -5% and 5% relative to the CSI 300 index [9]. Core Insights - The pharmaceutical sector experienced a decline of 1.04% on April 16, 2025, underperforming the CSI 300 index by 1.35 percentage points, ranking 23rd among 31 sub-industries [4]. - The sub-industry performance varied, with offline pharmacies (+0.47%) and medical devices (-0.51%) showing better results, while blood products (-2.85%) and medical consumables (-1.87%) lagged behind [4]. - Notable stock movements included Shuangcheng Pharmaceutical (+10.05%), Jianerkang (+10.01%), and Lifang Pharmaceutical (+9.99%) leading the gains, while Rundou Co. (-10.01%), Aidi Pharmaceutical (-7.64%), and Changyao Holdings (-6.88%) faced significant losses [4]. Summary by Sections Industry News - On April 16, 2025, the National Medical Products Administration (NMPA) accepted the market application for Mirikizumab, a humanized IgG4 monoclonal antibody, for the treatment of moderate to severe active ulcerative colitis in adults [5]. Company News - Shanghai Kaibao reported a revenue of 1.473 billion yuan for 2024, a decrease of 7.57% year-on-year, while net profit increased by 14.55% to 376 million yuan [5]. - Haizheng Pharmaceutical's Q1 2025 report showed a revenue of 2.632 billion yuan, down 3.48% year-on-year, with a net profit of 194 million yuan, a decline of 21.85% [5]. - Kanghong Pharmaceutical announced that its subsidiary received approval for clinical trials of KH815 for advanced solid tumors [6]. - Dize Pharmaceutical raised approximately 1.773 billion yuan through a stock issuance at 43.00 yuan per share [6].
Mirikizumab在华医药日报:
Tai Ping Yang·2025-04-17 03:30