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创新药ETF国泰(517110)盘中涨超1.5%,机构:WCLC即将召开,关注创新药催化
Mei Ri Jing Ji Xin Wen·2025-09-03 03:39

Group 1 - The World Lung Cancer Conference (WCLC) will be held from September 6 to September 9, and the European Society for Medical Oncology (ESMO) annual meeting will take place from October 17 to October 21, which is expected to catalyze the market with excellent data releases [1] - The domestic innovative drug industry is entering a turning point phase where innovative results are being realized after ten years of development, benefiting from the rapid growth of revenue in biotech companies driven by innovative drug launches and overseas licensing deals [1] - The third-generation EGFR-TKI drug, Furmonertinib, along with CAR-T therapy, PD-1, Tislelizumab, and bispecific antibodies, are driving rapid performance growth for companies in the sector [1] Group 2 - The innovative drug sector is currently the most clearly defined sub-industry within the pharmaceutical sector, with significant future growth potential, and is expected to remain the main investment theme for the year [1] - The Guotai Innovative Drug ETF (517110) tracks the SHS Innovative Drug (RMB) Index (931409), which selects listed companies involved in innovative drug research and biopharmaceuticals from the Chinese A-share market [2] - The index constituents exhibit high growth and volatility characteristics, with a high industry concentration, focusing on capturing investment opportunities in the innovative drug field [2]