太平洋医药日报：渤健Leqembi在欧盟获批上市

Investment Rating - The industry rating is neutral, indicating that the overall return is expected to be between -5% and 5% relative to the CSI 300 index over the next six months [9]. Core Insights - Biogen's Leqembi has been approved by the European Commission for the treatment of mild cognitive impairment and early Alzheimer's disease, marking it as the first drug in the EU targeting the underlying mechanisms of Alzheimer's disease [5]. - The pharmaceutical sector experienced a slight decline of -0.26% on April 18, 2025, underperforming the CSI 300 index by 0.27 percentage points, ranking 20th among 31 sub-industries [4]. - Among sub-industries, the best performers included medical research outsourcing (+0.93%), hospitals (+0.16%), and in vitro diagnostics (+0.07%), while offline pharmacies (-1.51%), medical devices (-0.97%), and blood products (-0.97%) lagged [4]. Summary by Sections Market Performance - On April 18, 2025, the pharmaceutical sector's performance was -0.26%, underperforming the CSI 300 index by 0.27 percentage points [4]. - The top three individual stock gainers were Jinkai Biotechnology (+17.25%), Shutaishen (+12.24%), and Lifang Pharmaceutical (+10.00%), while the top three losers were Benli Technology (-5.63%), Hasanlian (-5.63%), and Haishike (-5.53%) [4]. Company News - Enhua Pharmaceutical reported Q1 2025 revenue of 1.511 billion yuan, a year-on-year increase of 11.29%, with a net profit of 300 million yuan, up 13.35% [5]. - Jianmin Group reported Q1 2025 revenue of 892 million yuan, a year-on-year decrease of 8.04%, with a net profit of 111 million yuan, an increase of 10.70% [5]. - Qianhong Pharmaceutical reported 2024 revenue of 1.526 billion yuan, a year-on-year decrease of 15.88%, but a net profit of 356 million yuan, up 95.77% [6]. - Iwubio reported 2024 revenue of 925 million yuan, a year-on-year increase of 9.10%, with a net profit of 318 million yuan, up 2.46% [6].