Group 1 - The 2025 American Society of Clinical Oncology (ASCO) annual meeting will take place in Chicago from May 30 to June 3, with a record number of presentations from Chinese experts, further fueling investment enthusiasm in innovative drugs [1] - In the medium to long term, innovative drugs will remain the main focus of pharmaceutical investments in China, transitioning from quantity and speed to quality and innovation, supported by increasing policy backing [1] - Recent significant transactions in the innovative drug sector include a deal exceeding $6 billion by 3SBio and a forecasted $5 billion deal by CSPC Pharmaceutical Group, alongside a $9 billion collaboration between BMS and BioNTech [1] Group 2 - The domestic innovative payment system has enabled some innovative products to achieve a positive cycle of R&D investment returns, with sales reaching new highs and an increase in overseas clinical data and licensing agreements [2] - The Guotai Innovative Drug ETF (517110) tracks the SHS Innovative Drug Index (931409), which reflects the overall performance of listed companies involved in innovative drug R&D, production, and sales in the A-share market [2] - The index consists of stocks with significant R&D investment characteristics and growth potential, representing the performance of the innovative drug industry chain [2]
ASCO年会展现中国创新药力量,创新药板块盘中领涨,创新药ETF国泰(517110)盘中涨超2%
Mei Ri Jing Ji Xin Wen·2025-06-04 02:35