Cathay Pacific Haitong Asset Management said a few days ago that in the first half of 2026, China Innovative Pharmaceutical's total foreign BD transaction amount and down payment scale reached new highs, and going overseas is still the most logical investment line in the pharmaceutical sector. The share of Chinese innovative drugs in BD transactions among multinational pharmaceutical companies has increased dramatically, and international recognition continues to strengthen. By the second half of the year, with major global academic conferences such as the September World Lung Cancer Conference, the European Society of Internal Medicine and Oncology in October, and the December ASH Conference, clinical data from multiple antibody and ADC core pipelines will be intensively disclosed. The sector is expected to usher in continuous industry catalysis and valuation repair under the resonance of clinical data implementation and key points in overseas declarations of core varieties.

Cathay Pacific Haitong Asset Management said a few days ago that in the first half of 2026, China Innovative Pharmaceutical's total foreign BD transaction amount and down payment scale reached new highs, and going overseas is still the most logical investment line in the pharmaceutical sector. The share of Chinese innovative drugs in BD transactions among multinational pharmaceutical companies has increased dramatically, and international recognition continues to strengthen. By the second half of the year, with major global academic conferences such as the September World Lung Cancer Conference, the European Society of Internal Medicine and Oncology in October, and the December ASH Conference, clinical data from multiple antibody and ADC core pipelines will be intensively disclosed. The sector is expected to usher in continuous industry catalysis and valuation repair under the resonance of clinical data implementation and key points in overseas declarations of core varieties.