Group 1 - The Hang Seng Shanghai Shenzhen Hong Kong Innovation Drug Selected 50 Index (HSSSHID.HK) decreased by 0.38% on October 22, with Rongchang Biologics and Huyou Pharmaceutical rising over 2% [1] - The National Biomedicine Index (399441.SZ) fell by 0.11%, with Rongchang Biologics again showing a rise of over 2% [1] - The Tianhong Innovation Drug ETF (517380) dropped by 0.74%, with a trading volume of 13.43 million yuan and a real-time premium rate of 0.02% as of October 21 [1] Group 2 - Innovent Biologics announced a global strategic partnership with Takeda Pharmaceutical to advance the development of next-generation immuno-oncology (IO) and antibody-drug conjugate (ADC) therapies, with an upfront payment of $1.2 billion and potential milestone payments totaling up to $10.2 billion, making the total deal value up to $11.4 billion [2] - The National Medical Products Administration (NMPA) is enhancing the legal standard system and increasing support for R&D innovation to accelerate the market entry of innovative medical devices [2] - Beijing's medical instrument and device exports reached 5.83 billion yuan in the first eight months of the year, reflecting a year-on-year growth of 21.5% [2] Group 3 - The Tianhong Innovation Drug ETF (517380) is the largest in the market, tracking the Hang Seng Shanghai Shenzhen Hong Kong Innovation Drug Selected 50 Index, covering both A-shares and Hong Kong stocks [3] - The National Biomedicine Index includes the top 30 stocks based on market capitalization and liquidity from the A-share market, reflecting the overall performance of the biomedicine industry [3] - Huafu Securities believes that China's innovative drugs are experiencing a "qualitative change driven by quantitative change," and suggests focusing on companies with both business development (BD) expectations and commercial sales support [3]
信达生物达成百亿美元合作，创新药ETF天弘（517380）、生物医药ETF（159859）溢价交易，机构：中国创新药正在“量变引起质变”