China Southern CSI Brand Name Drug Industry ETF

Fosun Pharma Subsidiary's Levofloxacin Injection Approved

Fosun Pharma's Hengrui Medicine Receives Approval for Phase I Clinical Trial of HLX48 for Solid Tumors

2025 Top 10 Domestic Innovative Drug Companies Revenue Surpasses 100 Billion, BeiGene Leads Turnaround

Norges Bank Increases Stake in Pharmaron by 254,500 Shares, Latest Holding Ratio Reaches 7.07%

HKEX Discloses: JPMorgan Increases Short Position in Wuxi AppTec H-Share to 3.34% on May 14

Hangzhou Topmed to Hold AGM on June 9 to Vote on Special Resolution for A-Share Buyback

JPMorgan Cuts Tigercat Profit Forecasts and Target Price to 39 HKD

BeiGene 2026 Q1 Earnings Soar: Net Profit Surges 178x, Revenue Breaks 10 Billion RMB Barrier

Schroders PLC Increased Holdings in Hengrui Medicine by 663,000 Shares on May 12 at Cost of Approx. 45.55 Million HKD

BlackRock Increases Stake in Wuxi AppTec H-Shares to 6.32%

BeiGene's Sorotorac Gets FDA Accelerated Approval, Deepening BCL-2 Layout to Mitigate Single-Product Risk

Controlling Shareholder Investigated, Tigermed's 1 Billion Buyback Fails to Stop Stock Decline

Bristol Myers Squibb and Hengrui Medicine Reach Billions-Deal to Co-Develop Drugs and Conduct Early Clinical Trials in China

China Renaissance Global Fund Increases Stake in Tigermed by 719,300 Shares on May 14 for HKD 25.84 Million

Schroders PLC Reduces Stake in Tigermed by 579,300 Shares on May 14

Orient Securities: WuXi AppTec 2026 Q1 Net Profit 4.65B, Maintains Buy Rating with Target Price 140.16 Yuan

Hengrui Medicine and BMS Reach $15.2 Billion Super BD Deal

Fosun Pharma: Expected to submit NDA by year-end

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On April 15th, China's innovative drug sector collectively rose, with companies like BrightGene experiencing significant growth. The State Council released new policies to optimize the pricing mechanism for innovative drugs, and it is expected that the Class C catalog for medical insurance will be published in 2025, marking the arrival of the incremental payment era for innovative drugs. Huafu Securities predicts that the total transaction volume for innovative drug BD will increase from USD 9.2 billion in 2020 to USD 52.3 billion in 2025, with overseas licensing transaction volume exceeding USD 130 billion by 2025. At the ASCO conference, the number of oral presentations from China reached a historic high, demonstrating the potential and attention surrounding the innovative drug market

腾讯新闻 - 财经

BrightGene

E Fund CSI Biotechnology Theme ETF

Founder Fubon CSI Medicine and Medical Device Innovation ETF

ChinaAMC SSE Health Care ETF Initiating Fund

E Fund Hang Seng SCHK Innovative Drug ETF

China Southern CNI HK Connect Innovative Drug ETF

Hwabao WP Hang Seng SCHK Innovative Drug Select ETF

Guotai CSI Bio-medicine ETF

Penghua SSE STAR Biology and Medicine ETF

Bosera Hang Seng SCHK Innovative Drug Select ETF

Fullgoal Hang Seng SCHK Innovative Drug & Healthcare ETF

Tianhong CNI BIOMEDICINE ETF

ChinaAMC CSI Biotechnology Theme ETF

ICBCCS SSE STAR Biology and Medicine ETF

GF CSI Innovative Drugs Industry ETF

E Fund CSI 300 Health Care ETF

China Merchants CSI Biotechnology Theme ETF

Minsheng Royal CSI Biotechnology Theme ETF

Huaan Hang Seng Biotech ETF

Yinhua CSI Innovative Drugs Industry ETF

Penghua CSI HK Connect Health Care Composite ETF

Ping An CSI Medicine and Medical Device Innovation ETF

ChinaAMC SSE STAR Biology and Medicine ETF

Sector uplift, the leap and journey of Chinese innovative drugs

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159286

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New State Council policies explicitly establish a 'price protection period' for innovative drugs, allowing high-level innovative drugs to set their own prices during the initial launch phase and enjoy this protection period. Centralized procurement will not touch innovative drugs, while a diversified commercial insurance payment system simultaneously opens up new space. Stimulated by this news, the A-share innovative drug sector surged strongly in the afternoon session, with multiple stocks hitting the limit up. Brokerage firms point out that the convergence of earnings realization, valuation repair, and policy catalysts may have ushered in a new wave of market activity for the innovative drug sector

Wallstreetcn

Guotai SSE STAR Brand Name Drug ETF

Penghua CNI HK Connect Innovative Drugs ETF

J.P.Morgan Asset Management CSI Brand Name Drug Industry ETF

E Fund CSI Innovative Drugs ETF

Eastmoney Fund CSI SH-HK-SZ Brand Name Drug Industry ETF

Tianhong Hang Seng Shanghai-Shenzhen-Hong Kong Innovative Drugs Selected 50 ETF

Harvest CSI Hong Kong Connect Innovative Drugs ETF

CCB Principal CSI Innovative Drugs Industry ETF

Guotai CSI Hugangshen Innovative Drugs Industry ETF

ICBCCS CSI Brand Name Drug Industry ETF

PKU HEALTHCARE

SL PHARM

HPGC

HISUN

Hvsen Biotech

YKYY

Staidson BioPharm

Hengrui Pharma

HENGRUI PHARMA

BeOne Medicines

BEONE MEDICINES

InnoCare Pharma

INNOCARE

RemeGen

REMEGEN

Shenwan Hongyuan

SWHY

SHCF

Beigene

SWHYHK

Explosive Growth in Innovative Drugs: Top-Level Pricing Mechanism Reform, Who Will Be the Biggest Winner?

800医药

In the first quarter of 2026, China's innovative drug industry performed exceptionally well, with the total amount of out-licensing transactions exceeding USD 60 billion, nearly half of the total for the entire year of 2025. The National Medical Products Administration approved 13 innovative drugs for market launch, of which 6 are first-in-class drugs, covering key disease areas. The total number of innovative drugs under research in China reached 4,751, accounting for 33.7% of the global total, with over 45% in several cutting-edge fields. China has become the world's largest country for innovative drugs under research, with transaction volume accounting for 49% of the global total

Yinhua CNI HK Connect Innovative Drugs ETF

JPMorgan Chase

INNOVENT BIO

Eli Lilly

CSPC PHARMA

AstraZeneca

CITIC Securities Co., Ltd.

CITIC SEC

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

AstraZeneca PLC

Mindset Observation Institute: In the first quarter, China's innovative drugs delivered an exciting report card

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AACR and ASCO, two top academic conferences, are about to be held. The innovative drug sector is rising against the market correction, with the innovative drug ETF up over 1%. Improvement in macro liquidity and endogenous growth momentum within the industry are driving the valuation recovery of the sector. It is expected that more than 100 Chinese pharmaceutical companies will disclose nearly 400 research results at the AACR annual meeting, covering several popular technology areas. The market generally expects that excellent clinical results will enhance the valuations of related companies

Fullgoal CSI Hugangshen Innovative Drugs Industry ETF

With the AACR+ASCO dual conference approaching, the innovative drug sector has surged against the market trend

China Southern CSI Brand Name Drug Industry ETF(159858.SZ)

Sector uplift, the leap and journey of Chinese innovative drugs

Explosive Growth in Innovative Drugs: Top-Level Pricing Mechanism Reform, Who Will Be the Biggest Winner?

Mindset Observation Institute: In the first quarter, China's innovative drugs delivered an exciting report card

With the AACR+ASCO dual conference approaching, the innovative drug sector has surged against the market trend