Treasure Fund's Yao Yi: Innovative drugs have entered the harvest period, the long-term opportunity has begun.

This year, the innovation drug sector has sparked a fire of hope, ushering in a historic opportunity under strong policy support and dual drive of innovation, driving the overall recovery of the pharmaceutical sector, and the net asset value of pharmaceutical themed funds have rebounded one after another. Recently, Yao Yi, the manager of Baoying Fund's pharmaceutical fund, accepted an interview with a reporter, decoding in depth its investment framework for capturing pharmaceutical investment opportunities, and conducting a deep analysis of the future development of the innovative drug industry. In his opinion, innovative drug companies have gone through 10 years of accumulation and are now entering the harvest period, with more and more profitable companies. The performance release in the coming years will bring even greater elasticity.