Group 1 - The core viewpoint of the articles highlights a significant upward trend in the Hong Kong pharmaceutical sector, with various ETFs experiencing gains of over 3% amid a broader market recovery in A-shares [1] - The upcoming European Society for Medical Oncology (ESMO) conference in October 2025 is expected to be a key event, with new research abstracts to be presented, which may influence market sentiment [1] - In the first half of 2025, China has seen a total of 72 License-out transactions, surpassing half of the total transactions for 2024, with a 16% increase in total transaction value compared to the previous year [2] Group 2 - The trend of Chinese innovative drugs going global is driven by continuous innovation and efficiency improvements, despite concerns over potential trade conflicts [2] - The pharmaceutical sector is expected to experience a reversal in 2025, with a focus on innovative drugs and addressing unmet clinical needs, particularly in the dual/multi-antibody and ADC sectors [3] - The upcoming ESMO conference is anticipated to showcase clinical data from Chinese innovative drugs, which could be a major market catalyst, alongside the release of Q3 earnings reports and national healthcare negotiations in November [3]
港股医药拉升，港股通医药ETF、港股创新药50ETF、香港医药ETF涨超3%
Ge Long Hui·2025-10-15 08:27