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Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.
As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.
Hansoh Pharma Gets Clinical Trial Nod in China for Cancer Drug
Brokerage morning meeting highlights: The current rare earth Sector is well-prepared for both offense and defense, it is recommended to pay active attention.
In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that the current Rare Earth Sector has both offensive and defensive capabilities, suggesting active attention; HTSC indicated that the AI Medical industry trend is accelerating; China International Capital Corporation believes that the total telecom capital expenditure will be under pressure in 2025, focusing on structural growth opportunities such as computing power and 5G-A.
HANSOH PHARMA (03692.HK): HS-10529 tablets have received the clinical trial approval notification issued by the National Medical Products Administration.
On April 15, Glonghui announced that HANSOH PHARMA (03692.HK) has received a Clinical Trial Approval Notification from the National Medical Products Administration of China (NMPA) for its independently developed targeted KRAS G12D small molecule class 1 new drug HS-10529 tablets, which intend to conduct clinical trials for advanced solid tumors (such as pancreatic cancer, colorectal cancer, non-small cell lung cancer, etc.) with KRAS G12D mutations.
Express News | Hansoh Pharmaceutical - Clinical Trial Approval for Hs-10529 Tablets Issued by Nmpa
Caitong: Innovative Drugs and Medical Devices remain an important main line in this round of the bull market in the Medical industry.
The country is likely to accelerate the introduction of policies to encourage expanded domestic demand, which is Bullish for the sectors focused on domestic consumption, including Traditional Chinese Medicine, Medical Services, Internet medicine and pharmacies, medical aesthetics, etc., as an extension of the Health China logic.