Group 1: Industry Developments - China's medical isotope self-sufficiency has made significant progress with the successful development of a complete eco-friendly industrial chain for iodine-131, including precursor preparation, reactor irradiation, and nuclear drug research [1] - The global nuclear medicine market is projected to reach nearly $39 billion by 2032, indicating strong growth potential in the sector [1] - The number of approved radiotherapy devices in China has exceeded 90, with over 70% being domestically produced, marking a shift from reliance on imports [2] Group 2: Company Highlights - China Tongyuan (01763) has signed a commercial cooperation agreement with Novartis for the radioligand therapy drug, providing a new treatment option for advanced prostate cancer patients [3] - Yuan Da Pharmaceutical (00512) has 15 innovative nuclear drugs in the registration phase, with a significant revenue increase of nearly 106% in its nuclear medicine segment, driven by the performance of its yttrium-90 microsphere injection [3] - Sidi Pharmaceutical (01244) has completed the first patient dosing of its radiolabeled drug, 177Lu-PSMA-3D1015, which aims to provide a safer and more effective treatment for metastatic castration-resistant prostate cancer [4]

Group 1: Industry Developments - China's medical isotope self-sufficiency has made significant progress, with the establishment of a complete eco-friendly autonomous industrial chain for iodine-131 production, including precursor preparation, reactor irradiation, and nuclear drug development [1] - The global nuclear medicine market is projected to reach nearly $39 billion by 2032, indicating strong growth potential in the sector [1] - The number of approved radiotherapy devices in China has exceeded 90, with over 70% being domestically produced, marking a shift from reliance on imports [2] Group 2: Company Updates - China National Nuclear Corporation's subsidiary, Atomic High-Tech Co., has signed a commercial cooperation agreement with Novartis for the radioligand therapy drug, which is the first approved targeted PSMA therapy for advanced prostate cancer in China [3] - Yuan Da Pharmaceutical has 15 innovative nuclear drugs in the R&D registration phase, with a significant revenue increase in its nuclear medicine segment, achieving approximately HKD 420 million in revenue, a year-on-year growth of nearly 106% [3] - Sillod Medical has completed the first patient dosing in a study for its radiolabeled drug, 177Lu-PSMA-3D1015, aimed at treating metastatic castration-resistant prostate cancer, positioning it as a potential best-in-class product [4]