Bei Ke Cai Jing·2025-06-03 09:37Group 1 - The innovative drug concept has been thriving this year, leading to a gradual recovery in the pharmaceutical sector, with the innovative drug sector index rising by 3.38% to 1175.97 points as of June 3, and a quarterly increase of 15.32% and an annual increase of 21.86% [1][4] - Several stocks in the innovative drug sector have reached historical highs, with Shuyou Shen's stock price increasing by over 329% this year, and other companies like Guanhao Biological, Warner Pharmaceuticals, and Kexing Pharmaceuticals also showing significant price increases [1][2] - The pharmaceutical sector has experienced a long adjustment period since 2021, with a maximum cumulative decline of 50.9%, attributed to policy changes and a shift in the industry's growth dynamics [3][5] Group 2 - Shuyou Shen's stock saw a dramatic increase of 169.72% from May 21 to June 3, reaching a historical high of 31.8 yuan per share, driven by breakthroughs in drug development [2][4] - Innovative pharmaceutical companies have been actively engaging in overseas licensing deals, with Heng Rui Pharmaceutical achieving nearly $2 billion in transactions within a short period, indicating a robust market for innovative drug licensing [2][5] - The current environment is favorable for innovative drug investments, with a focus on strong certainty in innovative drug exports and a combination of innovative and generic products, as well as attention to data releases from major conferences [4][5]