天天基金网·2025-05-27 06:54Core Viewpoint - The pharmaceutical sector, particularly innovative drugs, is experiencing a significant surge, driven by upcoming events and favorable policies [2][5][9] Group 1: Innovative Drug Market Performance - Innovative drugs have seen substantial gains, with companies like Junshi Bioscience rising over 16% and the Hong Kong market's innovative drug sector increasing nearly 4% [2][4] - The upcoming ASCO conference in Chicago, scheduled for May 30 to June 3, 2025, is expected to further ignite interest in innovative drugs, with numerous Chinese pharmaceutical companies showcasing their research [5][9] Group 2: Clinical Advancements - Junshi Bioscience's JS015 and other drugs are leading in clinical trials, with promising early data indicating a 100% objective response rate (ORR) in certain treatment groups [4] - The 2025 ASCO conference will present updated data, which may enhance the visibility and credibility of Chinese innovative drugs on the global stage [5][9] Group 3: Policy and Market Dynamics - Recent policies, such as the draft action plan for Traditional Chinese Medicine (TCM) in Shanghai, aim to enhance the development and integration of TCM, indicating a supportive environment for the pharmaceutical sector [5] - Long-term investment strategies are focusing on two main areas: international expansion of innovative drugs and recovery of domestic demand, particularly in TCM and consumer healthcare [8][9]