国家药监局发布境外药品进口新规，创新药ETF天弘（517380）、生物医药ETF（159859）均连续5个月上涨

Core Viewpoint - The innovative drug ETF Tianhong (517380) has shown a positive performance, with a 2.70% increase on the last trading day of September and a total trading volume of 80.39 million yuan, reflecting strong investor interest in the sector [1]. Group 1: ETF Performance - The innovative drug ETF Tianhong (517380) has increased by 5.56% in September and has achieved five consecutive months of growth [2]. - The biopharmaceutical ETF (159859) rose by 1.59% on the same day, with a trading volume of 114 million yuan, leading among similar products [3]. - The biopharmaceutical ETF (159859) has also seen a 1.82% increase in September, maintaining a five-month upward trend [4]. Group 2: Regulatory Developments - On September 30, the National Medical Products Administration announced new regulations allowing the import and market sale of commercially scaled batches of overseas drugs that have been approved in China, under specific conditions [5]. - The eligible drugs include original or modified drugs, those listed in national shortage or essential drug lists, and those for rare diseases, among others [5]. Group 3: Market Sentiment - According to Zhongyou Securities, the innovative drug sector has been undergoing adjustments, partly to digest previous gains and due to a lack of catalysts for business development [5]. - The firm suggests that the adjustment phase is nearing completion and recommends maintaining or increasing positions in innovative drug assets based on long-term industry development logic, focusing on competition, clinical data, and team capabilities to select high-quality growth stocks [5].