Equipment Type: Ultrasonic equipment, excluding medical and dental Industry: All other electrical equipment and component manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Material Type: Topical antibiotic preparations Industry: Pharmaceutical and medicine manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

2021年我国EGFR外显子20突变非小细胞肺癌新发人数达3.2万人。2021年我国肺癌新发患者达828万人，其中非小细胞肺癌占比达90%，约74.5万人;局部晚期及晚期比例达85%，期及IV期非小细胞肺癌新发患者人数达63万人;我国EGFR突变率达50%，EGFR突变非小细胞肺癌人数约315万人;外显子20突变率达10%，约3.2万人。EGFRex20insNSCLC一线治疗:国内外指南推荐参考驱动基因阴性NSCLC，尚未有效针对性治疗手段EGFRex20insNSCLC二线治疗:两款药物上市，分别是强生的Rybrevant和武田的莫博替尼，其中莫博替尼于2023年1月获NMPA批准上市。

上周医药继续跑输大盘，情绪已达冰点，成交量占比多天降至4%以下。从细分领域上看，前期调然较多的 CXO、医疗服务和生物制品相对强势，而前期强势的中药、器械和商业持续调整，且呈现发布业绩预增、风格极致化、表现亦呈现高低切换的态势。我们认为情绪上的冰点、风格的极致化，或启示医药行业或即将否极泰来，如本周专题分析，我们认为医药当前的赔率和胜率都很高，值得重点配置。当前策略角度我们认为需要: 1) 淡化指数，结构行情:2) 高低切换，放弃成见;3) 紧跟政策，重药轻医。

肥胖率持续上升，减重药物有望迎来快速扩容期。根据Lancet Diabetes Endocrinol，预计至2030年，中国成人超重/肥胖合 并患病率将达到 65.3%。且肥胖导致多种慢性病风险增加，国内仅奥利司他获批，利拉鲁肽类似物和司美格鲁肽NDA中，替 尔泊肽Ⅲ期临床取得积极效果。伴随着更多创新药物减重适应症陆续上市，我们认为国内和海外减重药市场有望迎来快速扩 容期。

本报告期医药生物行业指数跌幅为-2.58%，在申万31 个一级行业中 位居第25，跑输沪深300 指数（0.71%）。从子行业来看，血液制品、 线下药店涨幅居前，涨幅分别为4.00%、3.54%；医疗研发外包、体 外诊断跌幅居前，跌幅分别为6.98%、4.72%。