Group 1 - The industry is evolving with new transaction models such as NewCo, and there is high interest in the ADC sector, along with opportunities in dual antibodies, multi-antibodies, small nucleic acids, and mRNA technologies [1] - The upcoming commercial insurance innovative drug catalog is expected to be launched within 2025, aiming to include products beyond basic medical insurance, potentially creating a more flexible pricing environment compared to medical insurance negotiations [1] - The innovative drug ETF Guotai (517110) tracks the CSI Hong Kong-Shenzhen Innovation Drug Industry Index, covering quality innovative drug companies across A-shares and Hong Kong Stock Connect, mitigating risks associated with single technology failures [1]
出海+政策双轮驱动，创新药板块午后领涨，创新药ETF国泰（517110）涨超4%
Sou Hu Cai Jing·2025-07-17 05:51