Investment Ratings - The report assigns a neutral rating to the biopharmaceutical sector and other medical sectors, while the chemical pharmaceuticals and traditional Chinese medicine sectors have no rating [1][2]. Core Insights - The report maintains a positive outlook on the pharmaceutical industry, expecting returns to exceed the CSI 300 Index by more than 5% over the next six months [7]. - Recent developments include Sanofi initiating a Phase 3 clinical trial in China for Frexalimab, targeting non-relapsing secondary progressive multiple sclerosis (nrSPMS) with an international enrollment of 858 participants [5][6]. Sub-industry Summary - The pharmaceutical sector experienced a slight decline of -0.52% on May 16, 2024, underperforming the CSI 300 Index by 0.91 percentage points, ranking 23rd among 31 sub-industries [4]. - Among sub-industries, medical research outsourcing (+0.72%) and in vitro diagnostics (-0.18%) performed well, while blood products (-1.56%) and pharmaceutical distribution (-0.82%) lagged [4]. - Notable stock performances included Tonghua Golden Horse (+9.62%) and Jiangsu Wuzhong (+6.18%), while Haier Biomedical (-9.87%) and Microchip Biotech (-5.28%) faced significant declines [4].
医药行业周报：赛诺菲FIC创新药在华启动3期临床，用于治疗nrSPMS
Tai Ping Yang·2024-05-21 01:00