国产创新药“狂飙”，是好事吗？

Core Viewpoint - The domestic innovative drug sector is experiencing a historic surge, with the Hong Kong innovative drug ETF rising over 80% this year, and overseas BD transaction upfront payments reaching $3.3 billion in six months, indicating a potential value reassessment or a precursor to a bubble [1] Group 1 - The Hong Kong innovative drug ETF has increased by over 80% in 2023 [1] - Overseas business development (BD) transaction upfront payments have totaled $3.3 billion in the first half of the year [1] - Three-Sixty Pharmaceutical has set a record with a $1.25 billion transaction [1]