国家药监局:全过程深化药品监管改革,科创医药指数ETF(588700)盘中溢价,首药控股-U涨近8%

Group 1 - The A-share market experienced a slight adjustment with the pharmaceutical sector showing low opening fluctuations, while the Kexin Pharmaceutical Index ETF (588700) saw a minor rebound, currently down 0.11% with premium trading observed [1] - The National Medical Products Administration (NMPA) is implementing comprehensive reforms in drug regulation to enhance drug safety and support high-quality development in the pharmaceutical industry, as stated by Xu Jinghe, Deputy Director of NMPA [1] - Huayuan Securities reported that innovative drug companies are projected to achieve revenues of 47.53 billion yuan in 2024, marking a year-on-year growth of 68.4%, indicating strong momentum in the sector [1] Group 2 - Guoyuan Securities highlighted that Chinese innovative drugs are considered the highest quality assets globally, with the industry benefiting from a decade of development since the 2015 drug research policy reform [2] - The integration of high-quality resources, including skilled engineers and clinical resources, has led to recognition of the results by multinational corporations (MNCs), which is expected to accelerate MNCs' efforts in innovative drug business development [2] - The outlook for Chinese innovative drugs in international markets is optimistic, with the potential for significant growth in overseas licensing opportunities [2]