Core Insights - The 2025 European Society for Medical Oncology (ESMO) conference is scheduled from October 17 to October 21 in Berlin, Germany, and is expected to showcase significant clinical research outcomes in the oncology field [1] - ESMO is viewed as a key catalytic event for the innovative drug sector in the second half of the year, with disclosed clinical data and potential business development transactions likely to enhance market interest in innovative drug assets [1] - Current predictions from the CME FedWatch Tool indicate a 96.7% probability of a Federal Reserve rate cut in October, with a 90% chance of a cumulative 50 basis points reduction by December, which may improve the investment environment for the pharmaceutical industry [1] Industry Insights - The Hong Kong Stock Connect Medical ETF (520510) focuses on CXO and AI healthcare sectors, with WuXi AppTec's weight exceeding 24% [2] - The Hang Seng Pharmaceutical ETF (159892) emphasizes innovative drugs and is the largest in its index, offering good liquidity [2]
全球重磅会议ESMO临近，创新药再迎密集催化
Mei Ri Jing Ji Xin Wen·2025-10-14 01:33