继上日强势大涨后，今日（9月8日），创新药迎来整理行情。 A股创新药涨跌不一，复星医药大涨6.26%，三生国健跌6%，药ETF（562050）重仓创新药，午后翻红 后顽强收涨，续创收盘新高！ 事件方面，重点关注港股通创新药ETF（520880）标的指数"提纯"修订生效。 根据恒生指数公司此前公告，港股通创新药ETF（520880）跟踪的恒生港股通创新药精选指数"提纯"修 订9月8日正式生效。本次指数修订重点有三大变化：明确剔除CXO；选样范围放宽至全部港股通公 司；采用流动性折让系数来赋权。 这意味着，当前，恒生港股通创新药精选指数已成为一只不含CXO、纯度100%的创新药指数。自本次 起，小市值的潜力股有机会更早纳入指数，流动性优秀的成份股将被赋予更高权重。 根据港股通创新药ETF（520880）9月8日申赎清单，其标的指数成份股14进6出，成份股总数增至37 只。剔除成份股包括药明系、晶泰控股等4家主营业务在CXO的公司，以及金斯瑞生物科技、锦欣生殖 两家医疗服务公司。 新进成份股全部为创新药研发型企业，既包括年内BD交易总金额已突破150亿美元的巨头恒瑞医药，以 及荣昌生物、君实生物等国产创新药龙头企业 ...

资金面上，此前4个交易日，港股通创新药ETF（520880）连续获资金净申购，金额合计9630万元，彰 显资金后市信心。方正证券认为，创新药强主线属性不变，9月份有可能是创新药新一波行情的起点。 周一（9月8日）午后，AH创新药概念震荡回暖。重仓A股创新药的药ETF（562050）成功翻红。全仓 港股创新药的港股通创新药ETF（520880）早盘冲高回落，午后V字回升，场内维持宽幅溢价，显示买 盘尤为强劲，成交近7亿元。 港股创新药个股表现上，港股通创新药ETF（520880）成份股走势分化，药捷安康-B飙涨17%，映恩生 物-B涨超10%；康方生物跌近7%居前，乐普生物-B跌逾4%。 值得关注的是，领涨的药捷安康-B、映恩生物-B均为港股通创新药ETF（520880）标的指数新进成份 股。根据恒生指数公司此前公告，港股通创新药ETF（520880）跟踪的恒生港股通创新药精选指数"提 纯"今日正式生效，这意味着，当前该指数已成为一只不含CXO、纯度100%的创新药指数。 根据港股通创新药ETF（520880）9月8日申赎清单，其标的指数成份股14进6出，成份股总数增至37 只。剔除成份股包括药明系、晶泰控股等 ...

Core Viewpoint - The stock of药捷安康-B (02617) surged over 10% in early trading, reaching a new high of 78 HKD, driven by its inclusion in the Hong Kong Stock Connect program and the progress of its clinical trials for its core product, Tinengotinib [1] Group 1 - The stock price of药捷安康-B increased by 10.54%, trading at 69.75 HKD with a transaction volume of 54.34 million HKD [1] - The company has been added to the Hong Kong Stock Connect eligible list, effective from September 8 [1] - The company announced the completion of the first patient dosing in a Phase II clinical study for its core product Tinengotinib in combination with other therapies for advanced hepatocellular carcinoma [1]

Core Viewpoint - The stock of药捷安康-B (02617) surged over 10%, reaching a new high of 78 HKD, driven by its inclusion in the Hong Kong Stock Connect program and the progress of its clinical trials for its core product, Tinengotinib [1] Group 1: Stock Performance -药捷安康-B's stock increased by 10.14%, trading at 69.5 HKD with a transaction volume of 32.81 million HKD [1] Group 2: Market Announcement - The Shanghai Stock Exchange and Shenzhen Stock Exchange announced that药捷安康 has been added to the Hong Kong Stock Connect eligible list, effective from September 8 [1] Group 3: Clinical Development - The company announced the completion of the first patient dosing in an open-label, multicenter Phase II clinical study for its core product, Tinengotinib, in combination with 康方生物科技's 开坦尼 and 依达方 for the treatment of advanced hepatocellular carcinoma [1]

Core Viewpoint - The stock of ZhiJie AnKang-B (02617) has surged over 10%, reaching a new high of 78 HKD, driven by its inclusion in the Hong Kong Stock Connect program and the progress of its clinical trials for its core product, Tinengotinib [1] Group 1: Stock Performance - ZhiJie AnKang-B's stock increased by 10.14%, trading at 69.5 HKD with a transaction volume of 32.81 million HKD [1] Group 2: Market Announcement - The Shanghai Stock Exchange and Shenzhen Stock Exchange announced that ZhiJie AnKang has been added to the Hong Kong Stock Connect eligible list, effective from September 8 [1] Group 3: Clinical Development - ZhiJie AnKang has completed the first patient dosing in a Phase II clinical study for its core product, Tinengotinib, in combination with Canfite BioPharma's treatments for advanced hepatocellular carcinoma [1]

Core Viewpoint - The stock of the company,药捷安康-B (02617), has seen a significant increase, reaching a new high of 64.8 HKD, nearly quadrupling from its IPO price of 13.15 HKD, indicating strong market performance and investor interest [1] Group 1: Stock Performance - The stock price increased by over 8% during trading, peaking at 64.8 HKD, and is currently up 5.26% at 63 HKD with a trading volume of 11.809 million HKD [1] - The stock has appreciated nearly four times since its initial public offering [1] Group 2: Clinical Research - The company announced the completion of the first patient dosing in a Phase II clinical study for its core product,替恩戈替尼, in combination with 康方生物's 开坦尼 and 依达方 for the treatment of advanced hepatocellular carcinoma [1] - The study aims to evaluate the safety and efficacy of the combination therapy, targeting patients who have not previously received systemic anti-tumor therapy or have failed standard treatment for advanced hepatocellular carcinoma [1] Group 3: Index Inclusion - On August 22, the Hang Seng Index Company announced that the company will be included in the Hang Seng Composite Index, with changes effective after market close on September 5 and active from September 8 [1] - According to Huatai Securities, the company may be included in the Hong Kong Stock Connect due to meeting various criteria including market capitalization, liquidity, and listing duration [1]

Group 1 - The core product of the company, Tiengogatinib, has completed the first patient dosing in a Phase II clinical study for the treatment of advanced hepatocellular carcinoma in combination with Kangfang Biotech's Ketanib and Idafos. The study aims to evaluate the safety and efficacy of the combination therapy for patients who have not received systemic anti-tumor therapy or have failed standard treatment for advanced liver cancer [1] - The stock price of the company surged over 8%, reaching a new high of 64.8 HKD, which is nearly four times the IPO price of 13.15 HKD. As of the latest update, the stock is trading at 63 HKD with a transaction volume of 11.809 million HKD [1] - The company has been included in the Hang Seng Composite Index, with the changes set to take effect after the market closes on September 5 and will be effective from September 8. This inclusion may lead to adjustments in the eligible stocks for the Hong Kong Stock Connect, as the company meets various criteria including market capitalization, liquidity, and listing duration [1]

Core Viewpoint - The company has completed the first patient dosing in a Phase II clinical trial evaluating the combination of Tinengotinib with Kanfang Biotech's anti-cancer drugs for advanced hepatocellular carcinoma [1][2] Group 1: Clinical Trial Details - The trial is an open-label, multicenter Phase II study conducted in China, aimed at assessing the efficacy and safety of Tinengotinib in combination with Kanfang's drugs, Kadyuoni (PD-1/CTLA-4) and Yidafang (PD-1/VEGF) [2] - The primary objective of the trial is to evaluate the safety and effectiveness of the combination therapies compared to Tinengotinib monotherapy in patients with advanced hepatocellular carcinoma who have not received prior systemic anti-tumor treatment or have failed standard treatment [2] Group 2: Collaboration and Development - The company has established a collaboration agreement with Kanfang Biotech to jointly develop clinical combination therapies in the field of hepatocellular carcinoma [2]

Core Viewpoint - The company announced the completion of the first patient dosing in a Phase II clinical trial evaluating the efficacy and safety of Tinengotinib in combination with other therapies for advanced hepatocellular carcinoma [1] Group 1: Clinical Trial Details - The trial is an open-label, multicenter Phase II study conducted in China [1] - It aims to assess the safety and efficacy of Tinengotinib combined with Kantonib (PD-1/CTLA-4) and Yidafang (PD-1/VEGF) in treating advanced hepatocellular carcinoma [1] - The primary target population includes patients who have not previously received systemic anti-tumor treatment for hepatocellular carcinoma or those who have failed standard treatment [1] Group 2: Collaboration - The company has established a collaboration agreement with Kanton Biotechnology to jointly develop clinical combination therapies in the field of hepatocellular carcinoma [1]

Core Viewpoint - The company announced the initiation of a Phase II clinical trial for its core product, Tinengotinib (TT-00420), in combination with other therapies for the treatment of advanced hepatocellular carcinoma (HCC) [1] Group 1: Clinical Trial Details - The trial is an open-label, multicenter Phase II study conducted in China [1] - The primary objective is to evaluate the safety and efficacy of Tinengotinib in combination with Kanfar Biotech's Katanib (PD-1/CTLA-4) and Yida Pharma's Yivofisi (PD-1/VEGF) [1] - The target population includes patients with advanced HCC who have not previously received systemic anti-tumor therapy or have failed standard treatment [1] Group 2: Collaboration and Development - The company has entered into a collaboration agreement with Kanfar Biotech to jointly develop clinical combination therapies in the field of hepatocellular carcinoma [1]