The Zhitong Finance App learned that most innovative drug concepts have risen. As of press release, Zaiding Pharmaceuticals (09688) rose 14.32% to HK$16.61; Pharmaceuticals (02268) rose 9.48% to HK$60.65; Pharmaceuticals Biotech (02269) rose 6.19% to HK$43.94; Jietai Technology-P (07666) rose 6.05% to HK$11.05; Goli Pharmaceutical-B (01672) rose 5.89% to HK$10.79.
According to the news, a number of innovative pharmaceutical companies have recently issued performance related announcements one after another. From the year-on-year increase in net profit of BeiGene Shenzhou to a sharp increase in Yao Ming Kangde's annual revenue guidelines, to Cinda Biotech and Rongchang Biotech each fulfilling their growth logic, the innovative drug industry chain is ushering in a “performance implementation+catalysis intensive” resonance window. Furthermore, according to data from the State Drug Administration, China's innovative drugs reached 81 external licenses in the first half of the year, with a total transaction volume of about 110 billion US dollars. This has already reached 80% of the whole year of 2025, and the semi-annual scale has reached a record high.
It is worth mentioning that the disclosure of clinical data from top overseas medical conferences is expected to become the core catalyst in the short term. WCLC has published the title of the abstract and will release full data on August 19; the ESC annual meeting at the end of August will focus on disclosing core clinical trial results in the cardiovascular field. Bohai Securities believes that as August enters the semi-annual reporting period, it is recommended to first focus on the performance catalytic sector. Second, the bank has been optimistic about the development trend of domestically produced innovative drugs for a long time. The industry is booming and overseas continues to interpret them. Follow-up academic conferences will be held one after another. It is expected that clinical data will be read out, leading to intensive catalysis.