20cm速递｜科创创新药ETF国泰（589720）涨超3.1%，小核酸药物商业化加速或成行业新动能

Group 1 - The small nucleic acid industry is expected to enter its first explosive growth cycle in 2025, with commercialization progress and new platform validations exceeding market expectations [1] - Alnylam's product AMVUTTRA for treating ATTR is projected to surpass $2 billion in sales, while Ionis's product for sHTG saw a 35% stock price increase following key Phase 3 data release [1] - Arrowhead is leveraging its liver-targeted Trim platform for weight loss and CNS projects, with its first commercial product Plozasiran now available [1] Group 2 - The acceleration of small nucleic acid drug commercialization is driving growth in raw materials and outsourced R&D demand [1] - Upcoming ASH conference data, new medical insurance catalogs, and innovative drug catalogs for commercial health insurance are anticipated to act as catalysts for the industry [1] - The Guotai Innovation Drug ETF (589720) tracks the Innovation Drug Index (950161), which has a daily fluctuation of 20%, focusing on innovative companies in biomedicine and chemical pharmaceuticals [1]