Biopharmaceuticals benefit from policy support, Medical ETF E-Fund rises 1.06%

(Source: Finance News)

          Institutions are optimistic about overseas expansion for innovative drugs, about how small-molecule TKIs can break through, as well as advantages in areas such as ADCs and weight-loss drugs, and believe the industry will enter a period of frequent data catalysts.            

As of 10:56 a.m. on March 25, the Shanghai Composite Index rose 1.03%, the Shenzhen Component Index rose 1.85%, and the ChiNext Index rose 1.90%. Gold and silver, the F5G concept, and the power sector led the gains.

In terms of ETFs, the Healthcare ETF from E Fund (159847) rose 1.06%. Constituent stocks Hotgen Biotech (688068.SH) and HBM Medical (688617.SH) jumped more than 5%. Sinopharm Weiya (603127.SH), Jiu’an Medical (002432.SZ), Meihao Medical (301363.SZ), Tigermed (300347.SZ), Meinian Health (002044.SZ), MicroPort MedBot (688029.SH), Kaili Medical (300633.SZ), and Yuyue Medical (002223.SZ), among others, also rose.

In terms of the news, for the first time, biopharmaceuticals were listed together with integrated circuits, aerospace, and the low-altitude economy as a national “emerging pillar industry,” sending a strong policy signal for faster industrial upgrading and high-quality development. Since this year, multiple regions including Liaoning, Yunnan, and Hunan have made important arrangements and issued supporting measures for the development of the biopharmaceutical industry, focusing on seizing the development opportunities in the industry.

Ping An Securities said that multiple sclerosis has a high incidence among people aged 20 to 40. Globally, there are more than 2 million MS patients. The listing of CD20 monoclonal antibody representative drugs has expanded the MS market’s scale. Taking Roche’s Ocrelizumab as an example, it achieved approximately $9 billion in global sales in 2025. BTK inhibitors participate in B-cell regulatory signaling, and, with their efficacy and oral advantages, are expected to become a new treatment option for MS. The firm recommends paying attention to domestic companies with leading in-development layouts such as Nuocheng Jianhua Obetixib (Phase 3 clinical), and Hansoh Pharma Lobotixib (Phase 2 clinical), among others.

Ping An Securities believes that China’s innovative drug companies’ global competitiveness continues to improve. The firm sees the innovation main line from two dimensions: the therapeutic areas and the technology platforms. 1) In terms of potential therapeutic areas, in addition to existing hot areas such as oncology and immunology, attention can be given to metabolic areas (such as weight loss), chronic disease areas (such as hypertension and hyperlipidemia), and central nervous system areas (such as Alzheimer’s disease and Parkinson’s). 2) In terms of potential technology platforms, attention can be given to small-nucleic-acid drugs, radiopharmaceuticals (RDC), and CART therapy, among others.

The Healthcare ETF from E Fund (159847) tracks the CSI Medical Index. It selects, from the Shanghai and Shenzhen markets, securities of listed companies in the medical and pharmaceutical industry whose businesses involve medical devices, medical services, and medical information technology, among other medical themes, as index samples, to reflect the overall performance of securities of listed medical-themed companies.

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