小核酸技术逐渐成熟，关注科创创新药ETF（589720）、创新药ETF国泰（517110）

Group 1 - The innovative drug sector has shown strong performance, with the Kexin Innovative Drug ETF (589720) rising by 4.06% and the Guotai Innovative Drug ETF (517110) increasing by 2.80% [1] - Arrowhead Pharmaceuticals announced mid-term data from its Phase 1/2a clinical trials for two RNAi-based weight loss drugs (ARO-INHBE and ARO-ALK7), indicating potential in improving body composition and safety, addressing unmet needs in current obesity treatments [5] - The innovative drug sector is becoming more attractive after a correction, with significant commercial potential seen in small nucleic acid drugs, and the upcoming listing of Rebio Biotech on the Hong Kong stock market is expected to further boost market sentiment [5] Group 2 - Future expectations include breakthroughs in GLP-1 indications, small nucleic acid drugs, and ADCs, with short-term focus on opportunities related to brain-computer interfaces and small nucleic acids [6] - Key industry events such as the JPM conference in mid-January and the ASCO annual meeting in May are anticipated to disclose clinical data, with commercial companies expected to perform well during earnings periods [6] - The Kexin Innovative Drug ETF (589720) and Guotai Innovative Drug ETF (517110) are recommended for focusing on innovative drug companies in the biopharmaceutical and chemical pharmaceutical sectors, reflecting the overall health of the innovative drug industry [6]