Core Viewpoint - The innovative drug sector is experiencing a strong performance amidst market fluctuations, with significant capital inflow into related products, indicating a positive outlook for the industry [1][2]. Group 1: Market Performance - The Hang Seng Hong Kong Stock Connect Innovative Drug Index rose by 2.3%, while the CSI Innovative Drug Industry Index increased by 0.8% as of 14:15 [1]. - The Hang Seng Innovative Drug ETF (159316) attracted over 1.4 billion yuan in capital in the past month, while the E Fund Innovative Drug ETF (516080) has seen net inflows for nine consecutive trading days [1]. Group 2: Corporate Developments - Pfizer completed the acquisition of weight-loss drug developer Metsera for a total price of 10 billion USD, which is seen as a strategic move to overcome its R&D challenges [1]. - Analysts suggest that this global event is beneficial for the innovative drug industry, as multinational pharmaceutical companies are likely to adopt an open attitude towards innovative drugs that show potential breakthroughs [1]. Group 3: Industry Trends - According to China International Capital Corporation (CICC), the trend of innovation going global is clear, with ongoing benefits from drug review reforms [1]. - The Chinese innovative drug industry has entered its 2.0 era, shifting from "importing and imitating" to "innovating and exporting," supported by domestic engineering talent, abundant clinical resources, and favorable policies [1].
创新药板块逆势走强,关注恒生创新药ETF(159316)、创新药ETF易方达(516080)等投资价值
Mei Ri Jing Ji Xin Wen·2025-11-12 06:59