Curacle·G2GBIO, Jump on Hopes of Big Deal This Year[K-Bio Pulse] 작성일 09-12 50 목록 <div class="article_view" data-translation-body="true" data-tiara-layer="article_body" data-tiara-action-name="본문이미지확대_클릭"> <section dmcf-sid="fvRCjzdzws"> <div contents-hash="f595eee73322f53826c3c757fd78b8cb022a5efd8ffb44c5d1c16cf80f37cec5" dmcf-pid="4TehAqJqDm" dmcf-ptype="general"> <div> This article was released as <strong>Pharm Edaily Premium Content</strong> on September 11, 2025, at 8:06 AM. </div> </div> <p contents-hash="d968de16efcde7b2bb687261f5163d735c7c14a42c46c586e4f8f8ed1b2e56c4" dmcf-pid="8ydlcBiBwr" dmcf-ptype="general">[NA Eun-kyung, Edaily Reporter] Korean pharma and biotech shares were mixed Tuesday as Curacle and G2GBIO rallied on license-out expectations. Ildong Pharmaceutical advanced ahead of top-line data for its oral obesity drug.</p> <p contents-hash="f3d08e674a07d2e1c31923432f99545cb01f4db75e9b0f7d8a31dd3d278e7135" dmcf-pid="6WJSkbnbmw" dmcf-ptype="general"><strong>Curacle surges on multiple MTAs</strong></p> <p contents-hash="ec719cb4040ffaff60a459a17dff4a5b1f0b2ac6a0cd0677a00435ebb369f0e9" dmcf-pid="PTehAqJqOD" dmcf-ptype="general">Curacle closed up 19.24% at 5,640 won, according to MP Doctor(formerly Market Point). The move followed a PharmEdaily pay-to-read article that said out-licensing of MT-101, a preclinical candidate for chronic and acute kidney injury, appears imminent.</p> <figure class="figure_frm origin_fig" contents-hash="473d486241310fcd717dcb368452472c5d82e12502469c6f063904dce4a938d1" dmcf-pid="QydlcBiBmE" dmcf-ptype="figure"> <p class="link_figure"><img alt="Curacle CEO Yoo Jae-hyun presents U.S. Phase 2a results for CU06, a treatment candidate for diabetic macular edema, during a press briefing at NH Financial Center in Yeouido, Seoul, in February 2024. (Source: Kim Ji-wan, Edaily Reporter)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202509/12/Edaily/20250912100758749puez.jpg" data-org-width="396" dmcf-mid="2Yun4TzTsI" dmcf-mtype="image" height="auto" src="https://img4.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202509/12/Edaily/20250912100758749puez.jpg" width="658"></p> <figcaption class="txt_caption default_figure"> Curacle CEO Yoo Jae-hyun presents U.S. Phase 2a results for CU06, a treatment candidate for diabetic macular edema, during a press briefing at NH Financial Center in Yeouido, Seoul, in February 2024. (Source: Kim Ji-wan, Edaily Reporter) </figcaption> </figure> <p contents-hash="1e4deb7f68871ee725fd75f5261182d4b2eadd87a092edd9a8abed2536428fc0" dmcf-pid="xWJSkbnbIk" dmcf-ptype="general">Curacle has signed multiple material transfer agreements with overseas drugmakers, with most added after BIO USA in July, the company said. “An MTA typically takes three to six months before a go or no-go decision,” a Curacle official said, adding that entry into the term-sheet stage is near. MT-101 still has nonhuman primate testing ahead, but management says interest reflects its global competitiveness.</p> <p contents-hash="90b7af57fb026b59e6a49e6f432024b96d8810a2a9aba1c175ace99b29e20eda" dmcf-pid="yMX67r5rsc" dmcf-ptype="general">Investors drew parallels to Olix, which rebounded from an earlier program return and later signed deals with Eli Lilly and L’Or?al, fueling a sharp share-price recovery.</p> <p contents-hash="2dec5081330c33d9e04be059a9481fd235637dd9c27bf9c20c695b2265dfedfc" dmcf-pid="WRZPzm1mDA" dmcf-ptype="general"><strong>G2GBIO rallies before lock-up expiry</strong></p> <p contents-hash="c59257bd75a94c997996fa7390364bf246d15631b1bc6ec79ad88ae98067c2d3" dmcf-pid="Ye5QqstsIj" dmcf-ptype="general">G2GBIO jumped 26.08% with a lock-up expiration set for Sept. 15. About 2.1 million shares, or 39.2% of the company’s outstanding stock, will become eligible for sale one month after listing. The gain suggested investors are betting on announcements of a co-development or license-out deal.</p> <p contents-hash="cd68a32ea96f49aed72ef72a785f11a38ab5bcf7a5625839ca8344084dad7800" dmcf-pid="Gd1xBOFOIN" dmcf-ptype="general">Market chatter has linked G2GBIO not only to Boehringer Ingelheim but also to three additional global pharmas, identified as A, B and C. The company said it welcomes partnerships with Boehringer Ingelheim and others but declined to provide details. Management has contacted venture investors to consider block trades instead of open-market selling as the lock-up ends.</p> <p contents-hash="769ffeac75e9f13b73251ecbf007cc5aba2707de69ff689cc91a24fccaa7a7f1" dmcf-pid="HJtMbI3IDa" dmcf-ptype="general"><strong>Ildong climbs on oral obesity-drug catalyst</strong></p> <figure class="figure_frm origin_fig" contents-hash="1ea106d8bf0fa1e66ff450f09f0da74d126a6858dbd4cb4bca085a2acd7e3926" dmcf-pid="XiFRKC0Csg" dmcf-ptype="figure"> <p class="link_figure"><img alt="일동제약 본사 전경 (사진=일동제약)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202509/12/Edaily/20250912100800069wdkc.jpg" data-org-width="429" dmcf-mid="VFYfpEHErO" dmcf-mtype="image" height="auto" src="https://img2.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202509/12/Edaily/20250912100800069wdkc.jpg" width="658"></p> <figcaption class="txt_caption default_figure"> 일동제약 본사 전경 (사진=일동제약) </figcaption> </figure> <p contents-hash="086a88de0a62652285efa9519030fb410133102b3028adf42bacbd3ee4ea5f3a" dmcf-pid="Zn3e9hphso" dmcf-ptype="general">Ildong Pharmaceutical rose 9.93% to 23,800 won as expectations grew for top-line results on Sept. 29 from ID110521156, an oral, once-daily small-molecule GLP-1 receptor agonist under development at subsidiary Yunovia. Ildong disclosed an investor relations meeting for the same date.</p> <p contents-hash="4891f83914393fa58a31e585136427217dd3ee69e82ecd39f161c8604e659f1d" dmcf-pid="5N7L8yqyEL" dmcf-ptype="general">Unlike injectable GLP-1 therapies such as Wegovy and Mounjaro, ID110521156 is a small molecule. The company aims for lower production costs and a simpler dose-titration scheme than peers, and it draws comparisons to Eli Lilly’s oral GLP-1 candidate orforglipron. In June, partial data showed fewer gastrointestinal adverse events typical of the class and no liver-toxicity signal, while a 100㎎ cohort recorded up to 11.9% weight loss over four weeks. The coming readout includes doses above 100 mg.</p> <p contents-hash="f0a15a950f97373b8bc2ae9d70149a8acc7e10af2964660e72c3e981e308cdf5" dmcf-pid="1jzo6WBWrn" dmcf-ptype="general">Ildong’s broader pipeline has also seen activity. On Sept. 8, oncology affiliate Idience announced license-out agreements for venadaparib with partners in the Eurasian Economic Union and the Gulf Cooperation Council. The company said the deals validate the asset and support a global rollout, and it plans to accelerate additional regional out-licensing.</p> <p contents-hash="f67009bf90f7bac3d329a59c35516f970180591ed72816925e718aa505144f4c" dmcf-pid="tAqgPYbYwi" dmcf-ptype="general">나은경 (eeee@edaily.co.kr) </p> </section> </div> <p class="" data-translation="true">Copyright © 이데일리. 무단전재 및 재배포 금지.</p> 관련자료 이전 민희진이 또 꺼낸 그 이름…“아일릿” [SS현장 종합] 09-12 다음 오픈AI, 모회사에 139조원 규모 지분 제공…비영리 구조 유지 09-12 댓글 0 등록된 댓글이 없습니다. 로그인한 회원만 댓글 등록이 가능합니다.
