Pharmaceutical-themed funds mount a strong comeback, rapidly recovering from three years of losses—what’s the outlook ahead?

① A total of 162 healthcare-themed funds experienced a strong rebound, with all posting positive returns during the period and an average gain exceeding 24%; 51 of these funds erased their three-year cumulative losses and returned to profitability. ② Trading activity in healthcare-related ETFs rose significantly, attracting a combined RMB 6.4 billion in net inflows amid market headwinds.

cls.cnJul 17 13:07

Innovative pharmaceutical stocks have surged consecutively—could this time truly be different?

On the policy front, the initial approval rate for national health insurance has reached a record high, the pricing mechanism has been optimized, and a dual-layer payment system combining public health insurance and commercial insurance has been established. In the industry, BD transaction volume in the first half of the year reached USD 110 billion, significantly enhancing international competitiveness. On the funding side, both domestic and foreign capital continue to flow back into the sector. The industry is shifting from 'storytelling' to profit realization, and Guojin Securities believes 2027 could become a pivotal year for the overseas commercialization of China’s innovative drugs.

wallstreetcnJul 16 17:05

Is computing power for innovative drugs running short? 'Monkey King' unit price surges to RMB 200,000—who’s fueling this trend?

① Current market prices for laboratory monkeys are generally on an upward trend, with individual cynomolgus monkeys aged 3–5 years commonly priced between RMB 150,000 and RMB 200,000, while rhesus monkeys are quoted at approximately RMB 120,000 per animal. ② This round of price increases in laboratory monkeys is not merely a cyclical rebound but rather the result of accumulated supply-side constraints colliding with newly heightened demand.

cls.cnJul 16 10:40

Can a single monkey token rival the value of a car? How should investors assess this CRO market rally? Billion-dollar fund managers are already positioning ahead of the curve.

① On July 15, a sharp surge in rhesus monkey prices ignited the CRO and innovative drug sectors, with leading CRO firms such as Joinn Laboratories, Wuxi Apptec, Pharmaron, and MedChemExpress all reaching their highest levels in nearly four years. ② Rhesus monkey prices serve as a leading indicator of the CRO industry's prosperity; sustained price increases may signal a substantive recovery in industry order volumes. ③ Prior to this 'monkey-driven market rally,' several well-known funds managing over RMB 10 billion had already positioned themselves along the relevant supply chain.

cls.cnJul 16 10:33

Capital moves early into innovative drugs! Leading mutual fund managers take significant stakes, with tens of billions flowing in via ETFs.

① As of July 14, the total assets under management of the 28 innovative pharmaceuticals-themed funds across the market amounted to approximately RMB 133.265 billion, an increase of RMB 29.744 billion over the past 12 trading days, with cumulative net inflows reaching RMB 11.729 billion; ② Bolstered by these capital inflows, the CSI HKEX Connect Innovative Pharmaceuticals Index and the CSI Innovative Pharmaceuticals Industry Index have each risen by more than 16%, enabling some previously underperforming healthcare-themed funds to recover their year-to-date losses.

cls.cnJul 15 12:52

Express News | Hong Kong-listed biopharmaceutical stocks rose, with Kelun-Biotech up over 9%, Akeso and Confo Therapeutics each gaining more than 5%, Wuxi XDC climbing over 4%, Junshi Biosciences rising nearly 4%, and RemeGen, Wuxi Apptec, and Wuxi Bio all advancing ove

BreakingsJul 15 09:53