创新药数据催化

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创新药连续下跌,高位恐慌后CXO等能否接棒?
Sou Hu Cai Jing· 2025-08-20 02:34
Group 1 - The Hong Kong stock market has seen multiple innovative drug-related indices increase by over 100% this year, but the innovative drug sector is experiencing continuous adjustments due to heightened trading congestion and increasing capital divergence [1] - The CXO industry is witnessing a continuous recovery in performance trends, benefiting from the high prosperity of the innovative drug sector, with CDMO, CRO, research services, Pharma, and Biotech all expected to gain [1] - A series of international academic conferences, including the World Lung Cancer Conference (WCLC), European Respiratory Society Annual Meeting (ERS), European Society for Medical Oncology (ESMO), American Society of Hematology Annual Meeting (ASH), and San Antonio Breast Cancer Symposium (SABCS), are set to take place, with several Chinese innovative drug companies announcing important research results [1] Group 2 - The Hong Kong Stock Connect Medical ETF (520510) focuses on CXO and AI medical sectors, with a significant weight of over 24% in WuXi AppTec [2] - The Hang Seng Medical ETF (159892) is the largest in scale under the same index, focusing on the innovative drug sector and demonstrating good liquidity [3]