Xin Lang Ji Jin·2025-09-10 05:50Group 1 - The core viewpoint of the news highlights the strong performance of certain biotech stocks in the Hong Kong market, particularly the significant rise of药捷安康-B by over 25% and the moderate increases of 映恩生物-B and MIRXES-B by over 6% and 5% respectively, while 三生制药, 君实生物, and 康方生物 experienced notable declines [1] - 百济神州 presented promising II phase clinical data for its drug combination therapy at the WCLC conference, achieving a 100% overall response rate (ORR) with manageable safety, and has initiated a phase III trial in China [1] - 方正证券 suggests that the long-term bullish trend for innovative drugs may not be over, as the commercialization value of innovative drug assets driven by China's engineering talent has yet to be fully realized, with low valuations in the Hong Kong innovative drug sector and a high certainty of business development (BD) transactions [1] - 万联证券 forecasts a recovery in the Hong Kong innovative drug industry by mid-2025 after four years of adjustment, driven by BD transactions and positive data from the ASCO conference, with significant revenue and profit growth attributed to accelerated international expansion and commercialization [1] Group 2 - The Hong Kong Stock Connect Innovative Drug ETF (520880) passively tracks the Hang Seng Stock Connect Innovative Drug Select Index (HSSCPB), with its top ten weighted stocks including 中国生物制药, 百济神州, and 石药集团 [2] - The latest data shows the top ten stocks in the index, with 中国生物制药 holding a weight of 10.24%, 百济神州 at 10.11%, and 石药集团 at 10.10%, indicating a diversified portfolio within the innovative drug sector [3]