Investment Ratings - The report does not provide specific ratings for the chemical pharmaceuticals and traditional Chinese medicine sectors, while the biopharmaceutical sector is rated as Neutral [1] - The overall pharmaceutical industry is rated as Positive, with expectations of returns exceeding the CSI 300 Index by more than 5% over the next six months [7] Core Insights - Merck announced a $3 billion acquisition of EyeBio, securing a first-in-class tri-antibody therapy [2][7] - The pharmaceutical sector experienced a slight decline of -0.36% on May 30, 2024, outperforming the CSI 300 Index by 0.17 percentage points [4] - Notable performers within the pharmaceutical sub-sectors include blood products (+0.65%) and vaccines (+0.34%), while other biopharmaceuticals (-1.13%) and offline pharmacies (-1.01%) lagged [4] Summary by Sections Industry News - On May 30, Merck announced a $1.3 billion upfront payment for the acquisition of EyeBio, with potential milestone payments of up to $1.7 billion. EyeBio's main candidate, Restoret (EYE103), is a potential first-in-class tetravalent tri-specific antibody targeting diabetic macular edema and age-related macular degeneration [5] Company News - Heng Rui Medicine received approval from the National Medical Products Administration for clinical trials of HRS-5346 tablets targeting lipoprotein disorders [6] - Shuanglu Pharmaceutical announced approval for its injectable adenosine methionine, which passed the consistency evaluation for generic drug quality and efficacy [6] - Saito Bio's subsidiary received approval for the listing of fluticasone propionate, expanding the company's product line [6]
医药行业周报:默沙东将以30亿美元收购EyeBio,囊获FIC三抗疗法
Tai Ping Yang·2024-06-03 01:00