Group 1 - Company Innovent Biologics announced a strategic partnership with Eli Lilly on February 8 to advance global research and development of innovative drugs in oncology and immunology [1][5] - According to the agreement, Innovent will receive an upfront payment of $350 million, with potential milestone payments of up to $8.5 billion and a tiered revenue share from net sales outside Greater China [1][5] - Following the announcement, Innovent's stock opened high, surging over 8%, while the Hong Kong Stock Connect innovative drug sector saw a broad uplift, with the high-volatility Hong Kong Stock Connect innovative drug ETF (520880) rising by 3% [1][5] Group 2 - The trend of Chinese innovative drugs going global continues to heat up in 2026, with significant collaborations such as CSPC's partnership with AstraZeneca ($18.5 billion) and Rongchang's deal with AbbVie ($5.6 billion) showcasing the increasing international competitiveness of Chinese innovative drugs [3][7] - Innovent's recent deal, valued at $8.85 billion, adds momentum to the trend of Chinese innovative drugs expanding into international markets [3][7] - The Hong Kong Stock Connect innovative drug sector is currently at a low point, with the ETF (520880) recently hitting a record low since its listing, presenting an opportunity for investors to acquire innovative drug stocks at lower prices [3][7]
88.5亿美元!千亿创新药巨头又有大动作,股价飙升逾8%!高弹性港股通创新药ETF(520880)直线冲击3%!
Xin Lang Cai Jing·2026-02-09 01:54