Investment Rating - The report indicates a positive long-term outlook for the weight loss drug industry, particularly focusing on GLP-1 medications, suggesting to maintain a long-term focus on the weight loss drug industry chain [3]. Core Insights - The importance of weight loss drugs has been reaffirmed, with the WHO developing new guidelines for obesity prevention and treatment, expected to be finalized by August or September 2025. This is anticipated to standardize the use of GLP-1 drugs, enhancing their application in weight management [3][13]. - The FDA has expanded its inspections of overseas manufacturing facilities, which is expected to benefit leading CDMO companies in China that have established quality systems meeting global standards [3][16]. - The pharmaceutical and biotechnology sector saw a weekly increase of 1.5%, underperforming compared to the overall A-share market and the CSI 300 index, with offline pharmacies and medical devices showing the highest gains [3][8]. Summary by Sections Market Weekly Review - The pharmaceutical and biotechnology sector rose by 1.5% from April 28 to May 9, lagging behind the overall A-share market (2.32%) and the CSI 300 index (1.56%). Offline pharmacies (5.64%), medical devices (4.49%), and medical R&D outsourcing (2.78%) led the gains, while vaccines (-0.45%), blood products (-0.43%), and in vitro diagnostics (-0.17%) saw declines [3][8]. Industry News and Key Company Announcements - Significant events include the WHO's ongoing development of obesity guidelines, which will clarify the clinical applications of GLP-1 drugs [3][13]. - The FDA's announcement on May 6 regarding expanded inspections of foreign manufacturers aims to ensure equal regulatory oversight for foreign companies [3][16]. - Notable company announcements include the approval of new indications for various drugs and the financial performance of companies like BeiGene, which reported a 50.2% year-on-year revenue increase in Q1 [3][12][17].

[Table_Author] 分析师：王俐媛 1) 周度回顾。上周（4 月 28 日-5 月 9 日）医药生物板块 收涨 1.5%，跑输 wind 全 A（2.32%）和沪深 300（1.56%）。 从板块来看，线下药店（5.64%）、医疗设备（4.49%） 和医疗研发外包（2.78%）涨幅居前，疫苗（-0.45%）、 血液制品（-0.43%）和体外诊断（-0.17%）跌幅居前。 从个股来看，常山药业（26.28%）、海创药业（25.85%） 减肥药概念涨幅居前。 2) 减肥药重要性再度提升。5月7日，世界卫生组织(WHO) 回应称，自 2022 年以来，世卫组织一直在针对不同年 龄组（儿童、青少年和成年人）制定一套关于肥胖预 防、护理和治疗的新指南。关于使用 GLP-1 药物和 GLP- 1 RA/GIP 双受体激动剂治疗成年肥胖患者的指南预计 在 2025 年 8 月或 9 月会出台最终方案。该指南的目的 在于明确 GLP1 药物的临床适应症、应用以及规划方面 的考量，包括这类药物如何以及在何时能够作为包括 临床干预和生活方式干预的慢性病管理模式的一部分 加以应用。减重已成为全社会关注的问题，以 GLP- ...

葵花药业（002737）公告，控股孙公司葵花药业集团湖北武当有限公司近日收到国家药品监督管理局下 发的双醋瑞因胶囊申请注册上市许可的《受理通知书》。该药品为胶囊剂，注册分类为化学药品4类， 拟定适应症为用于髋、膝关节的骨关节炎治疗。公司将积极推进该产品的上市许可工作并持续关注审批 情况。 ...