ChinaAMC Innov Drugs(03525.HK) +1.80%, China Post: earnings-driven
- It rose 1.80% intraday to HK$9.325 as of 13:09 HKT.
- The ETF tracks the FTSE ETF Connect Innovative Drugs Index with HK$587 million in assets.
NewTimeSpace News:As of 13:09 HKT on October 28, 2026, ChinaAMC Innov Drugs(03525.HK) rose 1.80% intraday to HK$9.325 on turnover of HK$275,100.
NewTimeSpace understands that ChinaAMC Innov Drugs(03525.HK), managed by China Asset Management (Hong Kong) Limited, tracks the FTSE ETF Connect Innovative Drugs Index, which covers listed companies across the innovative drug supply chain. As of 13:09 HKT on October 28, the ETF had assets of HK$587 million, a net asset value of HK$9.240 per unit and a board lot of 100 shares.
On the news front, Hansoh Pharma reached an ADC platform collaboration with Roche with a potential total value of more than US$15.5 billion, including a US$400 million upfront payment and a US$110 million first-anniversary payment; Hutchmed's HMPL-A830 licensing deal with GSK has closed, with US$110 million in upfront payment received recently.
China Post Securities noted that with the interim results season over and following catalysts at the international lung cancer conference and fund rotation into AI4S, the innovative drug sector saw a certain degree of correction; the brokerage believes the sector's core narrative may gradually evolve from expectation-driven trading toward earnings delivery.
