The positive rate of influenza viruses nationwide continues to rise, and the sales of Against Influenza drugs continue to grow.
① According to the latest data from the China Center for Disease Control and Prevention, the positivity rate of influenza viruses continues to rise, with over 99% being type A influenza. ② As the number of influenza infections increases, the sales of antiviral drugs against influenza have also been growing recently. Currently, the antiviral flu medications available domestically mainly include Oseltamivir, Abidol, Mabalaosavir, Zanamivir, and Peramivir.
The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.
The State Council meeting deployed to deepen the regulatory reform of Pharmaceutical and medical instruments, and Institutions indicated that there are significant structural opportunities in the Pharmaceutical Industry.
According to media reports, the recent State Council executive meeting deployed measures to deepen the regulation reform of pharmaceuticals and medical instruments, promoting the high-quality development of the pharmaceutical industry. Orient stated that looking back at 2024, the high base from the past has been digested, and the intra-hospital rigid demand is being released normally. Meanwhile, the Industry Chain of Innovative Drugs and the export of instruments continue to yield results, and the overall growth logic is clearly visible.
The first domestically produced ADC drug has been fully approved for marketing in China. Kelunbote takes the lead. | Quick announcement
① Sichuan Kelun Pharmaceutical's holding subsidiary Kelun Botai has received domestic approval for the marketing of Lukanasatuzumab. ② This drug is used for the treatment of unresectable locally advanced or metastatic breast cancer and is the first domestically produced ADC to receive full approval for marketing in the country. ③ Two additional new drug applications for Lukanasatuzumab have been accepted by the NMPA.
Subsidiary's slow research and development progress questioned, zhejiang huahai pharmaceutical responded: "More than 10 products have entered the clinical research stage" | Direct hit on earnings conference
①At the earnings conference, zhejiang huahai pharmaceutical's research and development pipeline progress was questioned by investors, to which the company's secretary to the board, Zhu Yonghua, introduced the situation of the ongoing pipeline. ②On the zhejiang huahai pharmaceutical side, influenced by factors such as growth in original research big clients, revenue from active pharmaceutical ingredient and formulation business has increased in the first three quarters of this year.
Repurchase amount does not meet the standard, jilin yatai group is ordered by regulators to make corrections | Quick read announcement
1. When the repurchase term expires, jilin yatai repurchases amount falls below the lower limit of the repurchase total, and the Jilin Securities Regulatory Bureau requires correction. 2. Jilin Securities Regulatory Bureau decides to take corrective regulatory measures against the company and record it in the securities and futures market integrity file.