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20cm速递|科创创新药涨幅居前!科创创新药ETF(589720)涨超1%,20cm创新药标的值得关注
Mei Ri Jing Ji Xin Wen·2025-08-05 02:12

Group 1 - The core viewpoint of the articles highlights significant collaborations in the pharmaceutical industry, particularly in innovative drug development, indicating a strong growth potential in this sector [1][2] - Heng Rui Medicine has entered a collaboration agreement with GlaxoSmithKline (GSK) for the PDE3/4 inhibitor HRS-9821 and up to 11 other projects, with a total potential financial value of approximately $12 billion, including an upfront payment of $500 million [1] - The collaboration between Shiyao Group and Madrigal for the oral small molecule GLP-1 receptor agonist SYH2086 has a total deal value of up to $2.075 billion, including an upfront payment of $120 million and potential milestone payments based on annual net sales [1] Group 2 - The innovation drug ETF by Guotai focuses on innovative drug companies listed on the Sci-Tech Innovation Board, tracking 30 representative high-quality companies, which are characterized by strong R&D investment and significant pipeline potential [2] - The innovative drug industry is experiencing robust growth driven by continuous breakthroughs in international markets, policy incentives, and the steady improvement of Chinese innovative drug companies' R&D capabilities [2] - The ETF provides a convenient option for growth-oriented investors to capture the benefits of the innovative drug sector, with a strong emphasis on the industry's core growth momentum [2]