Investment Rating - The industry investment rating is "Positive," with expectations of overall returns exceeding the CSI 300 index by more than 5% over the next six months [2]. Core Viewpoints - The report highlights that Johnson's IL-23 inhibitor, Guselkumab, is proposed for priority review, aimed at treating moderate to severe active Crohn's disease in adults [1]. - The pharmaceutical sector experienced a decline of -0.61% on March 6, 2024, underperforming the CSI 300 index by 0.20 percentage points, ranking 27th among 31 sub-industries [1]. - Among sub-industries, medical research outsourcing (+0.20%) and pharmaceutical distribution (-0.34%) performed relatively well, while offline pharmacies (-1.33%) and vaccines (-1.21%) lagged [1]. Summary by Relevant Sections Industry Performance - As of March 6, 2024, the pharmaceutical sector's performance was -0.61%, with specific sub-industries showing varied results [1]. Company News - Johnson's application for priority review of Guselkumab was noted, which has previously been approved for psoriasis treatment in China [1]. - Shanghai RAAS Blood Products Co., Ltd. received approval for clinical trials of SR604 injection for hemophilia and congenital factor VII deficiency [1]. - Aiming for improved shareholder returns, Aimeike announced a plan to enhance quality and efficiency [1]. Research Reports - The report references various research reports, including those on Johnson's EGFR/c-Met first-line treatment and FDA approvals for dual antibodies in NSCLC [1].
生物医药Ⅱ行业周报:强生IL-23抑制剂古塞奇尤单抗拟纳入优先审评
Tai Ping Yang·2024-03-07 16:00