20cm速递｜关注创业板医药ETF国泰（159377）投资机会，市场关注小核酸与AI医疗突破

Group 1 - The core viewpoint of the article highlights a breakthrough in the small nucleic acid field with Arrowhead Pharmaceuticals' first small nucleic acid product, Plozasiran, receiving FDA approval, marking a new phase of commercialization in this sector [1] - The intersection of AI and biomedicine is accelerating innovation, with AI-native biotech companies valued at nearly twice that of their peers, and venture capital investment in AI drug development reaching $2.7 billion [1] - Over the next 5-10 years, global biomedicine is expected to see innovations driven by advancements in AI technology, explosive biological data, and interdisciplinary research, particularly in cardiovascular, metabolic chronic diseases, and CNS disorders [1] Group 2 - A significant wave of drug patent expirations is anticipated in 2026, covering oncology, metabolic, and CNS fields, with annual sales of approximately $230 billion facing generic competition, prompting pharmaceutical companies to respond through mergers and accelerated R&D to address the "patent cliff" [1] - Cell and gene therapies, AI drug development, and the small nucleic acid field are expected to become new hotspots in the coming year [1] - The ChiNext Medical ETF (159377) tracks the Innovation Medicine Index (399275), which saw a daily fluctuation of 20%, focusing on leading companies in biopharmaceuticals, chemical pharmaceuticals, and medical devices, emphasizing high R&D investment, innovation capability, and significant growth potential [1]