Group 1 - The pharmaceutical stocks are performing strongly, with notable increases in share prices for companies such as Gilead Sciences-B (up 9.9% to HKD 12.66), Kelun-B (up 6.29% to HKD 427.8), and others [1] - As of January 3, the National Medical Products Administration reported that 76 innovative drugs were approved for market in China in 2025, significantly surpassing the 48 approved in 2024, marking a historical high [1] - The total amount of authorized transactions for innovative drugs in China exceeded USD 130 billion in 2025, with over 150 transactions, also setting a new record [1] Group 2 - The 44th J.P. Morgan Healthcare Conference is scheduled to take place from January 12 to 15, 2026, in San Francisco, expected to attract over 8,000 global participants [2] - This conference, which has been held since 1982, will feature over 500 listed companies and thousands of startups, focusing on deep exchanges around "capital + strategy" [2] - The domestic listed pharmaceutical companies are entering a period of innovation, characterized by a dual-driven model of "independent research and development + overseas business development" [2] - Overall, Chinese pharmaceutical companies are shifting from a "single market-driven" approach to "global value creation," with the JPM conference serving as a key platform for showcasing clinical data and negotiating overseas collaborations [2]
医药股走势强劲 去年我国创新药对外授权破千亿美元 JPM大会将于本月举行