太平洋医药日报（20260129）：Immix在研NXC-201获FDA突破性疗法认定

Investment Rating - The industry rating is neutral, indicating that the overall return is expected to be between -5% and 5% relative to the CSI 300 index over the next six months [9]. Core Insights - Immix's investigational therapy NXC-201 has received breakthrough therapy designation (BTD) from the FDA for the treatment of relapsed/refractory AL amyloidosis, based on positive mid-term clinical results from the NEXICART-2 Phase 2 trial [5]. - The pharmaceutical sector showed a slight increase of +0.20% on January 29, 2025, underperforming the CSI 300 index by 0.56 percentage points, ranking 17th among 31 sub-industries [4]. - Among sub-industries, hospitals (+2.60%), medical devices (+1.38%), and medical research outsourcing (+1.29%) performed well, while in vitro diagnostics (-2.01%), other biological products (-1.59%), and vaccines (-1.14%) lagged behind [4]. Company Summaries - Baipusai (301080) expects to achieve revenue of 837 million yuan in 2025, a year-on-year increase of approximately 30%, with net profit projected between 160 million and 190 million yuan, reflecting a growth of 29.21% to 53.43% [6]. - Tigermed (300347) anticipates revenue between 6.66 billion and 7.68 billion yuan in 2025, with a net profit forecast of 830 million to 1.23 billion yuan, representing a year-on-year growth of 105% to 204% [6]. - Nanmo Bio (688265) projects revenue of 400 million to 430 million yuan in 2025, with net profit expected to grow significantly by 269.49% to 423.44% [6]. - Chunli Medical (688236) forecasts a net profit of 245 million to 288 million yuan in 2025, with a year-on-year increase of 96.01% to 130.41% [6].