Huafu Securities·2026-01-25 13:04Group 1 - The core viewpoint of the report emphasizes the potential of Novartis' Pluvicto in the nuclear medicine sector, particularly in the context of Radioligand Therapy (RDC), which is expected to drive growth in the nuclear medicine industry [4][15][26] - The report highlights that the nuclear medicine market in China is projected to reach 26 billion yuan by 2030, with significant growth potential driven by policy support and technological advancements [16][20] - The report identifies key companies to watch, including Dongcheng Pharmaceutical, which has a leading integrated drug innovation platform, and ASP Isotopes Inc., which focuses on high-value isotope production [4][32][37] Group 2 - The report provides a market review for the week of January 19-23, 2026, noting that the CITIC Pharmaceutical Index fell by 0.4%, while the pharmaceutical sector has seen a year-to-date increase of 6.5% [3][40] - The report indicates that the top-performing stocks in the pharmaceutical sector during this week included Changyao Holdings (+70.4%) and Hualan Biological Engineering (+32.2%) [5][55] - The report discusses the performance of various sub-sectors within the pharmaceutical industry, with pharmaceutical distribution and retail showing positive trends, while innovative drugs and CXO sectors lagged [5][43][66]