创新药重估行情进行时，9至10月重磅会议密集催化

Group 1 - Domestic pharmaceutical companies are gaining confidence in international markets, with a significant revaluation of Chinese innovative drug projects underway [1] - Heng Rui Medicine announced an exclusive licensing agreement with Braveheart Bio for an upfront payment of $65 million, with potential milestone payments reaching up to $1.013 billion [1] - As of the end of August, the number of license-out transactions for domestic innovative drugs reached 83, a year-on-year increase of 57%, with a total disclosed amount of $84.531 billion, up 185% year-on-year [1] Group 2 - The World Conference on Lung Cancer (WCLC) will take place from September 6 to 9 in Barcelona, where several leading innovative drug companies will present significant new products [1] - The European Society for Medical Oncology (ESMO) conference will be held in mid-October in Berlin, focusing on advancements in oncology and featuring many Chinese pharmaceutical companies [2] Group 3 - Relevant ETFs include the Hang Seng Medical ETF (159892), which focuses on Hong Kong innovative drugs and supports T+0 trading [3] - The Hong Kong Stock Connect Medical ETF (520510) targets the innovative drug industry chain with leading CXO content and supports T+0 trading [3] - The Biotechnology ETF (516500) focuses on A-share innovative drugs, highlighting leading companies in the sector [3]