Group 1 - The innovative drug sector is experiencing active performance due to multiple positive factors both domestically and internationally [1] - 3SBio announced that its ophthalmic product 601A (Bevacizumab intravitreal injection) has received acceptance for market application, marking a significant advancement in the ophthalmic field [1] - Bristol-Myers Squibb (BMS) announced an expansion of its collaboration with AI pharmaceutical company Insitro, with a potential total exceeding $2 billion for the development of new ALS drugs, highlighting the recognition of AI technology in drug development by multinational corporations [1] - Pfizer's CEO Albert Bourla stated on October 15 that the U.S. pharmaceutical industry needs to collaborate with the Chinese pharmaceutical industry [1] - Merck has initiated the 15th global Phase III clinical trial for the TROP2 ADC drug, Lurbinectedin (SKB264), licensed from Keren Biotechnology, reaffirming the global competitiveness and core value of China's ADC platform [1] Group 2 - The Guotai Innovation Drug ETF (589720) focuses on innovative drug companies on the STAR Market, tracking a representative index of 30 high-quality companies, primarily in high-growth biotech, with a 20% limit on daily price fluctuations to better align with sector volatility [2] - Since the "924 market" period, the STAR Market innovative drug index has outperformed the Hang Seng Hong Kong Stock Connect innovative drug index, with respective gains of 117.04% and 109.62% during the market rebound from September 24, 2024, to September 30, 2025 [2] - The STAR Market innovative drug index may help capture better returns during periods of increased market risk appetite [2]

据介绍，目前601A在BRVO中开展的III期临床研究已顺利完成，达到主要终点，即：601A治疗BRVO所 致黄斑水肿病变患者24周后，受试者最佳矫正视力(BCVA)较基线的改善非劣于雷珠单抗。在其他次要 疗效终点上，治疗12、24、52周后，目标眼BCVA较基线增加≥5个字母、≥10个字母和≥15个字母的受试 者比例，601A与雷珠单抗相当，证实了601A治疗对视力改善的明确和持续作用。 另外，在体现黄斑水肿改善的中央视网膜厚度(CRT)较基线变化等疗效指标上，601A在第12、24、52周 的数值上也均与雷珠单抗相当，验证了601A改善黄斑水肿的疗效。安全性方面，601A治疗后总体安全 性和耐受性良好，整体获益风险正向。 智通财经APP获悉，三生制药(01530)盘中涨超8%，截至发稿，涨8.13%，报29.8港元，成交额5.5亿港 元。 消息面上，据三生制药官微消息，10月15日，三生制药宣布，公司自主研发的重组抗VEGF人源化单抗 (通用名：贝伐珠单抗眼内注射溶液，研发代号：601A)用于BRVO所致黄斑水肿病变适应症，已向国家 药监局递交该产品首个上市申请并获受理。 ...