Group 1 - The A-share and Hong Kong stock markets' innovative drug sector showed strong performance, with the Hang Seng-Hushen-Hong Kong Innovative Drug Selected 50 Index continuing to rise [1] - The Tianhong Innovative Drug ETF (517380) increased by 3.74%, ranking among the top three in the overall market and first in the industry ETF performance [1] - Key stocks in the ETF included Genscript Biotech, which rose over 11%, and Huyou Pharmaceutical-W, which increased over 9% [1] Group 2 - China Galaxy Securities noted that the pharmaceutical sector has undergone a prolonged adjustment, resulting in low overall valuations and underweight public holdings [1] - The policy support for commercial insurance development is expected to lead to marginal improvements in the payment side by 2025, benefiting innovative drugs and medical devices [1] - The innovative drug industry is anticipated to experience sustained recovery and structural opportunities, with a positive outlook for the innovative drug supply chain's performance this year [1] Group 3 - Century Securities highlighted significant developments in the innovative drug sector, particularly the $9 billion collaboration between Bristol-Myers Squibb and BioNTech for the PD-L1/VEGF dual antibody BNT327 [2] - Following the head-to-head success of Kangfang's Ivosidenib against Keytruda, multinational corporations are increasingly investing in the PD-L1/VEGF dual antibody direction [2] - The recent ASCO conference showcased advancements in dual antibodies and ADCs, with domestic innovative drug companies demonstrating enhanced global competitiveness and a promising outlook for international expansion [2]
创新药ETF天弘(517380)涨超3.7%,暂居全市场ETF涨幅榜前三,机构:长线看好创新药出海方向
2 1 Shi Ji Jing Ji Bao Dao·2025-06-09 02:39