聚焦硬核科技，创新助力成长，20cm标的科创创新药ETF（589720）涨超2%

Group 1 - The core point of the news is that BeiGene's self-developed drug BGB-B2033 has received FDA Fast Track designation for the treatment of hepatocellular carcinoma, indicating significant progress in the small nucleic acid drug field and positive catalysts for the innovative drug sector, leading to a 2% increase in the innovative drug ETF (589720) [1][2] Group 2 - BeiGene's BGB-B2033 is currently undergoing a global multi-center Phase I clinical trial to verify its technical feasibility [2] - Eifang Biotech's TYK2 inhibitor D-2570 has shown promising Phase II clinical data, with a PASI 90 response rate of 77.5% and PASI 100 response rate of 50% in the high-dose group after 12 weeks, outperforming Takeda's Zasocitinib Phase III data [2] - The National Healthcare Security Administration of China announced the addition of 114 new drugs to the National Basic Medical Insurance Drug List, including 50 innovative drugs, with an overall success rate of 88%, higher than the 76% success rate in 2024 [2] Group 3 - The innovative drug sector is experiencing accelerated development due to technical breakthroughs and business development (BD) efforts, with a notable increase in the number of approved domestic innovative drugs and overseas licensing transactions [5] - The small nucleic acid drug field is on the verge of significant growth, driven by delivery technology breakthroughs and the expansion of indications, indicating a golden development period for the industry [6] Group 4 - The innovative drug ETF (589720) has outperformed Hong Kong's innovative drug sector by nearly 10 percentage points since the "924 market" began, showcasing higher performance recovery elasticity [7] - Historical performance data shows that the innovative drug ETF has achieved a return of 111.08% compared to 102.88% for Hong Kong's innovative drug sector [8]