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恒生创新药ETF(159316)上涨,资金持续流入,规模创上市以来新高,中国创新药企业ESMO表现亮眼
Ge Long Hui·2025-10-21 06:21

Group 1 - The innovative drug sector experienced a rise, with notable increases in companies such as Zai Lab (up 3.8%), Sihuan Pharmaceutical, and 3SBio (both up over 3%), contributing to a 1.58% increase in the Hang Seng Innovative Drug ETF (159316) [1] - The ESMO conference is scheduled for October 17-21, 2025, where several Chinese innovative drug companies are expected to present positive data on core projects [1] - Hengrui Medicine has 46 studies included in the conference, covering various cancers and other diseases, with significant presentations across multiple formats [1] - CanSino Biologics reported that its Ivosidenib combined with chemotherapy showed a significant progression-free survival (PFS) advantage in treating sqNSCLC compared to SoCPD-1, reinforcing confidence in its efficacy [1] - BeiGene's RATIONALE-312 study demonstrated significant and durable overall survival (OS) improvements in a three-year follow-up without new safety signals [1] - The innovative drug sector has seen strong interest this year, with a net inflow of 984 million yuan into the Hang Seng Innovative Drug ETF over the past 20 days, reaching a record fund size of 3.359 billion yuan [1] Group 2 - The Hang Seng Innovative Drug ETF is the only ETF tracking the Hang Seng Hong Kong Stock Connect Innovative Drug Index, characterized by high elasticity and scarcity [2] - Industrial outlook for the innovative drug sector remains positive, with sustained policy support and increasing global competitiveness for Chinese innovative drugs, leading to continued commercialization and profitability [2]