Zheng Quan Shi Bao·2026-01-13 18:09Group 1 - The core viewpoint of the news is that the innovative drug sector is experiencing significant growth, highlighted by the exclusive licensing agreement between Rongchang Biopharmaceutical and AbbVie, which includes a $650 million upfront payment and potential milestone payments totaling up to $4.95 billion [1] - On January 13, 2025, the innovative drug sector saw a substantial increase in stock prices, with Rongchang Biopharmaceutical hitting its daily limit, and other companies like Nossger, Prasis, Hongbo Pharmaceutical, and Boji Pharmaceutical also reaching their daily limits [1] - In 2025, China's innovative drug industry is positioned prominently on the global pharmaceutical innovation map, with several domestically developed PD-1/VEGF dual antibody products attracting significant interest from multinational pharmaceutical companies [1] Group 2 - According to data from the National Medical Products Administration, 76 innovative drugs were approved for market in 2025, a significant increase from 48 in 2024, with total authorized transaction amounts exceeding $130 billion, both setting historical records [2] - Among the 76 approved innovative drugs, 47 are chemical drugs, 23 are biological products, and 6 are traditional Chinese medicines, with domestic innovative drugs showing strong performance [2] - The impressive performance of innovative drug companies reflects the high prosperity of the industry, as evidenced by WuXi AppTec's forecast of a net profit of approximately 19.15 billion yuan in 2025, representing a year-on-year growth of about 102.65% [2] Group 3 - Other companies like Huisheng Biopharmaceutical and Kangchen Pharmaceutical also forecasted a doubling of net profits for 2025 [3] - There are 23 innovative drug concept stocks expected to have a net profit growth rate exceeding 20% in both 2026 and 2027, with BeiGene-U leading with a projected growth rate of 119.32% [3] - Among the 23 high-growth potential innovative drug concept stocks, 8 have seen their latest closing prices drop by over 20% from their highs since 2025, with Jinbo Biopharmaceutical experiencing a decline of over 46% [3]