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泛RAS/KRAS抑制剂开发
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医疗ETF(159828)涨近3%,行业基本面有望迎来改善
Sou Hu Cai Jing· 2026-01-13 02:46
Group 1 - The development of pan RAS/KRAS inhibitors aims to cover a wider range of mutation types and potentially overcome resistance issues more effectively [1] - RAS genes consist of three family members: KRAS, HRAS, and NRAS, with KRAS being the most commonly mutated gene in human cancers (81%), followed by NRAS (15%) and HRAS (4%) [1] - The demand for external CXO services is increasing, while internal CXO orders are showing signs of recovery, indicating a positive trend in the sector [1] Group 2 - The medical device market in the short term is under pressure due to policy impacts, but improvements are expected as anti-involution policies are implemented and companies continue to innovate and expand internationally [1] - The medical ETF (159828) tracks the CSI Medical Index (399989), which selects listed companies involved in medical devices, medical services, and medical information technology, reflecting the overall performance of medical-themed listed companies [1] - The average market capitalization of the index constituents is large, with high industry concentration, primarily covering the healthcare sector and demonstrating strong growth attributes [1]