The next big wave in cancer treatment is coming from China, and investors are taking notice. At the 2026 American Society of Clinical Oncology (ASCO) meeting, Chinese researchers presented a record‑breaking 95 abstracts, covering everything from bispecific antibodies to cell‑based therapies. One standout was Akeso’s ivonescimab study, the only Chinese project highlighted in the main session. Meanwhile, China’s drug regulator is fast‑tracking several breakthrough medicines for priority review, and the national health‑insurance catalog is being overhauled. A new “commercial‑first, then basic‑insurance” pathway lets innovative drugs enter the market through private insurers before they qualify for public coverage, making it easier for patients to access cutting‑edge treatments. For investors, the Hong Kong Innovation‑Drug ETF (JingShun, 513780) offers a convenient way to ride this trend. The fund mirrors the CSI Hong Kong Stock Connect Innovation‑Drug Index, which is heavily weighted—about 73%—in ten biotech giants such as WuXi Biologics, Innovent, BeiGene, Akeso, and WuXi AppTec. Liquidity is strong: over the past year the ETF averaged daily trades of roughly 442 million yuan, indicating robust market interest. In short, the combination of scientific breakthroughs, a friendlier regulatory environment, and an accessible investment vehicle makes Hong Kong’s innovation‑drug sector a compelling story for both patients and investors alike.
Read more