医药生物行业周报（4月第4周）：国产创新药闪耀ASCO-20250428

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a long-term focus on domestic innovative drugs in the oncology sector and AI medical investment opportunities [2][3]. Core Insights - The pharmaceutical and biotechnology sector saw a weekly increase of 1.16%, outperforming the Wind All A index (1.15%) and the CSI 300 index (0.38%) during the week of April 21-25, 2025 [3][8]. - The upcoming ASCO annual meeting from May 30 to June 3, 2025, is expected to showcase over 70 oral presentations and more than 10 significant studies from domestic innovative drug companies, indicating a growing competitiveness in the oncology field [3][12]. - The Ministry of Industry and Information Technology and six other departments issued a plan for the digital transformation of the pharmaceutical industry from 2025 to 2030, aiming for significant advancements in competitiveness and quality management by 2027 [3][12]. Market Weekly Review - The pharmaceutical and biotechnology sector increased by 1.16%, with notable performances in medical research outsourcing (6.34%) and raw materials (4.72%), while blood products (-3.26%) and vaccines (-6.38%) continued to decline [3][8]. - Individual stock performances included significant gains for Yong'an Pharmaceutical (31.4%), Shuyou Shen (28.4%), and Erkang Pharmaceutical (27.7%), while *ST Jiyuan (-43.2%), Nanhua Biological (-35.3%), and Shuangcheng Pharmaceutical (-27.7%) faced substantial losses [3][11]. Industry News and Key Company Announcements - On April 25, 2025, Kangfang Biotech announced that its drug Aniko® (pembrolizumab injection) received FDA approval for treating recurrent or metastatic nasopharyngeal carcinoma [12]. - The same day, Kangfang Biotech also reported that its PD-1/VEGF bispecific antibody drug Yiwosi (generic name: Yiwosi monoclonal antibody injection) received approval for a new indication in treating advanced or metastatic non-small cell lung cancer [13]. - The report highlights various companies' quarterly performance forecasts, with notable growth in revenue and profit for companies like Aier Eye Hospital and Hengrui Medicine, while others like InnoCare and Watson Bio reported declines [17][18].