诺华Pluvicto新适应症在华申报上市

Investment Rating - The industry rating is neutral, indicating that the expected overall return in the next six months will be between -5% and 5% compared to the CSI 300 index [9]. Core Insights - The pharmaceutical sector experienced a decline of 0.74% on April 28, 2025, underperforming the CSI 300 index by 0.60 percentage points, ranking 15th among 31 sub-industries [4]. - Notable performers within the pharmaceutical sub-industries included offline pharmacies (+2.83%), medical research outsourcing (+0.53%), and other biological products (+0.17%), while medical consumables (-1.98%), vaccines (-1.73%), and in vitro diagnostics (-1.65%) lagged behind [4]. - Novartis' application for a new indication for Pluvicto has been accepted by the Chinese National Medical Products Administration, targeting earlier-stage PSMA-positive mCRPC patients [5]. Summary by Sections Market Performance - On April 28, 2025, the pharmaceutical sector's performance was -0.74%, underperforming the CSI 300 index by 0.60 percentage points, with offline pharmacies and medical research outsourcing showing positive growth [4]. Sub-industry Ratings - Chemical pharmaceuticals: No rating - Traditional Chinese medicine: No rating - Biopharmaceuticals II: Neutral - Other pharmaceutical industries: Neutral [3]. Company News - WuXi AppTec reported Q1 2025 revenue of 9.655 billion yuan, a year-on-year increase of 20.96%, with net profit rising by 80.06% to 3.672 billion yuan [6]. - Hongbo Pharmaceutical reported Q1 2025 revenue of 169 million yuan, up 29.61%, with net profit increasing by 226.47% to 12 million yuan [6]. - Xingqi Eye Medicine reported Q1 2025 revenue of 536 million yuan, a 53.24% increase, with net profit soaring by 319.86% to 146 million yuan [6]. - Yingke Medical reported Q1 2025 revenue of 2.494 billion yuan, a 13.20% increase, with net profit rising by 48.08% to 353 million yuan [6].