Sci-Tech Innovation Biomedical ETF (588250) Rises Over 1.3% on Novartis' New BD Deal with Boateng Pharma

As of September 5, 2025, 10:41,SSE STAR Market Biomedical Index(000683) Strongly increased by 1.32%, component stockZelgen(688266) increased by 5.31%,Junshi Biosciences(688180) rose by 3.89%,APT Medical(688617) increased by 3.85%,Microchip Biotech(688321)，Nanwei Medical(688029) and other individual stocks followed the upward trend. The STAR Biopharma and Healthcare ETF (588250) rose by 1.39%, with the latest price at 1.31 yuan.

On the news front, Novartis has chosen to continue its bet on siRNA technology. Following a "record-breaking" BD deal with Argo Biopharma in January last year, Novartis recently struck another significant BD deal with Argo, which includes an upfront payment of $160 million and a total potential milestone value of $5.2 billion.

Orient SecuritiesIt was pointed out that, based on the mid-year report data from the past 25 years, as domestically innovative products enter the commercialization cycle and the potential for overseas expansion is unleashed, the performance of innovative drugs and related industries stands out. Considering that the pharmaceuticals industry has shifted from "Made in China" to "Created in China," the wave of innovation-driven overseas expansion is just beginning. The growth prospects for the industry in the coming quarters are relatively certain. Coupled with "low positioning + valuation bottom," now remains an excellent time to allocate resources to the pharmaceuticals sector.

The Sci-Tech Innovation Biopharmaceutical ETF closely tracks the SSE STAR Market Biopharmaceutical Index. The SSE STAR Market Biopharmaceutical Index selects 50 securities of listed companies with larger market capitalization from the STAR Market, covering fields such as biopharmaceuticals, biomedical engineering, bio-agriculture, biomass energy, and other biological industries, serving as index samples to reflect the overall performance of representative biopharmaceutical industry companies in the STAR Market.

Data shows that as of August 29, 2025, the top ten weighted stocks of the SSE STAR Market Biomedical Index (000683) are respectivelyUnited Imaging Healthcare(688271)、BeiGene(688235)、Bori Pharma(688166)、Baili Tianheng(688506)、Ailis(688578), Junshi Biosciences (688180), APT Medical (688617), Zelgen (688266),RemeGen(688331)、Yifang Biotech(688382), the top ten weighted stocks account for 50.27% in total.

Sci-Tech Innovation Biopharmaceuticals ETF (588250), Off-exchange Linkage (Penghua SSE Sci-Tech Innovation Board Biopharmaceuticals ETF Initiating Linkage A: 024732; Penghua SSE Sci-Tech Innovation Board Biopharmaceuticals ETF Initiating Linkage C: 024733; Penghua SSE Sci-Tech Innovation Board Biopharmaceuticals ETF Initiating Linkage I: 024734)