ABL Bio Boosts Tech Export Potential Amid Big Deal, Biotech Demand Soars[K-bio Pulse] 작성일 11-19 26 목록 <div class="article_view" data-translation-body="true" data-tiara-layer="article_body" data-tiara-action-name="본문이미지확대_클릭"> <section dmcf-sid="3gKdfFWIsj"> <div contents-hash="7268aec469323968fad46522fe7fbcbb6a2253d066593e54f7ab210d5d6d94c0" dmcf-pid="0SLsN6B3wN" dmcf-ptype="general"> <div> This article was released as <strong>Pharm Edaily Premium Content</strong> on November 12, 2025, at 6:05 PM. </div> </div> <p contents-hash="4b18fcf80ef076442c54f6e010194ecda70cc55a91226ecbf23dba3c58b067ae" dmcf-pid="pvoOjPb0Oa" dmcf-ptype="general">[Kim Saemi, Edaily Reporter] On the 12th, ABL Bio led a general market rally as it secured a major deal worth 3.8 trillion KRW with Eli Lilly. The biotech sector saw strong demand, with rising interest in companies like Sinteca Bio, which is benefitting from government support. Meanwhile, Genome & Company plans to focus on antibody-drug conjugate (ADC) development after announcing results of a domestic Phase 2 trial for its microbiome-based cancer immunotherapy, GEN-001.</p> <p contents-hash="7138ffbf811db5585acc5a7b4c4eae74b7a611e07788d05c42229b0883f4077c" dmcf-pid="UTgIAQKpOg" dmcf-ptype="general"><strong>ABL Bio’s 3.8 Trillion KRW ‘Big Deal’… What’s Next for Tech Exports?</strong></p> <p contents-hash="8d1423dbc2078b2377d54dcf8aed86dd68dddecea418159b172aeac3181744b4" dmcf-pid="uyaCcx9UOo" dmcf-ptype="general">According to KG Zeroin MP Doctor(formerly MarketPoint), ABL Bio’s stock surged by 29.95%, closing at 126,700 KRW, a rise of 29,200 KRW compared to the previous day.</p> <figure class="figure_frm origin_fig" contents-hash="1cfb0e7f6eeb428a4618c9bd4b963c6a5ee77d140fb70815323d4e57d7222a36" dmcf-pid="7WNhkM2umL" dmcf-ptype="figure"> <p class="link_figure"><img alt="ABL Bio Stock Trend on the 12th (Source: KG Zeroin MP Doctor)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202511/19/Edaily/20251119180653573nsix.jpg" data-org-width="670" dmcf-mid="1krLPUXSsk" dmcf-mtype="image" height="auto" src="https://img1.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202511/19/Edaily/20251119180653573nsix.jpg" width="658"></p> <figcaption class="txt_caption default_figure"> ABL Bio Stock Trend on the 12th (Source: KG Zeroin MP Doctor) </figcaption> </figure> <div contents-hash="ababa13eb4e649415a10a71b76367d6c61f36fa3887b3868571c15e3ed12ffd2" dmcf-pid="zYjlERV7wn" dmcf-ptype="general"> At 10:55 AM that day, ABL Bio announced a deal with Eli Lilly and Company, granting exclusive rights to develop and commercialize multiple undisclosed drug candidates using its “Grabody-B” platform technology. The deal is worth a total of 3.8 trillion KRW. Earlier in April, ABL Bio also signed a technology transfer deal with GlaxoSmithKline (GSK) for up to 4.1 trillion KRW using the Grabody-B platform. This news immediately propelled ABL Bio‘s stock to its daily upper limit. </div> <p contents-hash="2bd7af3391b50db18ab914a3021c2743698793f4df4cb262c4b8f2e2487e83d5" dmcf-pid="qGASDefzEi" dmcf-ptype="general">The technology transfer news attracted attention to the biotech sector, with companies such as Alteogen, LigaChem Biosciences, Olix Pharmaceuticals, and Peptaron being seen as potential candidates for future tech exports.</p> <p contents-hash="ee3f2224530b5c44a4d664e47263b1bfce1932b6149afcede1739f4af9a05ae1" dmcf-pid="BHcvwd4qrJ" dmcf-ptype="general">Alteogen, the top KOSDAQ market cap company, has mentioned that one or two technology transfer deals could be expected by year-end. Investors are speculating that deals involving bispecific antibodies or ADC technologies might be announced soon. Alteogen’s stock rose by 8.04%, reaching a new 52-week high at 551,000 KRW.</p> <p contents-hash="7997172c3be678ab11d8463855fbd3643bc478c26377672a610ba5a1e6015236" dmcf-pid="bXkTrJ8Bsd" dmcf-ptype="general">Interest in LigaChem Biosciences, known as a leader in technology exports, also increased, with the stock soaring by 17.56%, closing at 170,700 KRW, also a new 52-week high. Olix Pharmaceuticals, which had been selected by Eli Lilly for a partnership, also surged by 15.16%, closing at 139,000 KRW, setting a new 52-week high.</p> <p contents-hash="4856e1c5fb3fef20b04e982399f9675cf407c26b931d546b71c84aa6a4716067" dmcf-pid="KZEymi6bOe" dmcf-ptype="general">Given the size of the deal with Eli Lilly, market attention also shifted to Peptaron, which signed a technology evaluation contract with Eli Lilly in October last year. This evaluation is expected to conclude by December, and investors had hoped for a tech export deal by year-end. Delays into next year have caused fluctuations in the stock. However, today, Peptron’s stock rose by 28,000 KRW (10.53%), closing at 294,000 KRW, as expectations of a technology transfer were once again reflected in the market.</p> <p contents-hash="dfdfe706509d4348761b1b17f67aed8396359f6318a7bcd56a9e0912f9faeb9f" dmcf-pid="9YoOjPb0ER" dmcf-ptype="general"><strong>Sinteca Bio Hits Upper Limit as AI Drug Stocks Surge on Government Suppor</strong>t</p> <p contents-hash="75a34acddf7d87404683a2e89bbeb5fc95b905f202245280d2b6c9ff2fab9b45" dmcf-pid="2GgIAQKpwM" dmcf-ptype="general">At the beginning of trading, Sinteca Bio saw its stock hit the upper limit, boosting the AI-driven drug development sector. By 9:04 AM, Sinteca Bio’s stock had surged by 29.77%, reaching 5,470 KRW, and maintained its position at the upper limit for the rest of the day. AI drug developer OncoCross also rose by 16.76%, closing at 12,330 KRW.</p> <figure class="figure_frm origin_fig" contents-hash="c692e707436d0beb07bf92cf021b40d056ec7cd74daba20ade53b47b6369e996" dmcf-pid="VHaCcx9UEx" dmcf-ptype="figure"> <p class="link_figure"><img alt="SyntekaBio Stock Trend on the 12th (Source: KG Zeroin MP Doctor)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202511/19/Edaily/20251119180654834beyp.jpg" data-org-width="670" dmcf-mid="tV4UHraeDc" dmcf-mtype="image" height="auto" src="https://img3.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202511/19/Edaily/20251119180654834beyp.jpg" width="658"></p> <figcaption class="txt_caption default_figure"> SyntekaBio Stock Trend on the 12th (Source: KG Zeroin MP Doctor) </figcaption> </figure> <div contents-hash="0509c33cc285110d84e780d2f58b71eadd5ff10f216fa7a4fc8e4f3959eaf0ef" dmcf-pid="fXNhkM2urQ" dmcf-ptype="general"> The surge in Sinteca Bio’s stock was driven by news that the company is leveraging its AI platform and bio data center infrastructure to develop new treatments. Sinteca Bio’s strategy of advancing from single-target drugs to multi-target, personalized treatments in line with global pharmaceutical trends appears to have driven investor optimism. </div> <p contents-hash="45d2ebe81fd54c4025fde52157770e0451e728e6a67fc23987bfe00792f5278b" dmcf-pid="4ZjlERV7rP" dmcf-ptype="general">AI drug developers have been seeing volatile stock movements recently. On the 11th, Pharose Eye Bio surged to the upper limit after its drug candidate for acute myeloid leukemia (AML) was listed by the World Health Organization (WHO).</p> <p contents-hash="615bac5b1dc55cb5c9e763067aa099900cb1bc4a650d40ff96b1ecc12666a130" dmcf-pid="85ASDefzD6" dmcf-ptype="general">The strong performance of AI drug developers is seen as a reflection of the market’s expectations that government support will translate into tangible results. Recently, several key government agencies, including the Ministry of Health and Welfare, the Ministry of Science and ICT, and the Ministry of SMEs and Startups, have launched AI-focused drug development projects.</p> <p contents-hash="1753326d90907d95a3052cdd367cfd2d9c3e8556b36b5d4b2f42b8325e5fd1e5" dmcf-pid="61cvwd4qI8" dmcf-ptype="general">The Ministry of Health and Welfare announced plans to launch the K-AI drug development R&D project on the 5th, which is expected to rapidly advance domestic AI drug candidates into clinical stages through large-scale national projects. The Ministry of Science and ICT is investing 18.2 billion KRW to launch an AI-specialized foundation model project from this month through September next year, with participation from companies such as Lunit and SK Biopharm.</p> <p contents-hash="bad0c13d2904c7eca91202c89a2903d3ecee7054ddea763fafa68fec3e01c22c" dmcf-pid="PtkTrJ8BO4" dmcf-ptype="general">A representative from Sinteca Bio commented, “The overall rise in AI drug development stocks seems to be benefiting from sector-wide demand.”</p> <p contents-hash="f7834d4e7be23ed15e73cd7f8b5ea53c7d39b1169e336e1f701a55a0130e117f" dmcf-pid="QFEymi6bDf" dmcf-ptype="general"><strong>Genome & Company Shifts Focus to ADC After Microbiome Development</strong></p> <p contents-hash="0c314e2b413c7ff39b6b6078e1817ad3940e9157664ac4c31e65a981fb772ef0" dmcf-pid="x3DWsnPKrV" dmcf-ptype="general">At 1:22 PM, Genome & Company released the results of its Phase 2 clinical trial for GEN-001, a treatment for stomach cancer, in Korea. Following the announcement, the company’s stock rose by 18.44%, reaching a high of 3,494 KRW, surpassing the 52-week trading volume record.</p> <figure class="figure_frm origin_fig" contents-hash="b3c9a57d940083b769e8eb0abfd16ae6fff57b77ba31e26cdd815837644782e9" dmcf-pid="ynU6qGCEs2" dmcf-ptype="figure"> <p class="link_figure"><img alt="Genome & Company Stock Trend on the 12th (Source: KG Zeroin MP Doctor)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202511/19/Edaily/20251119180656096hgas.jpg" data-org-width="670" dmcf-mid="FzkdfFWIIA" dmcf-mtype="image" height="auto" src="https://img2.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202511/19/Edaily/20251119180656096hgas.jpg" width="658"></p> <figcaption class="txt_caption default_figure"> Genome & Company Stock Trend on the 12th (Source: KG Zeroin MP Doctor) </figcaption> </figure> <div contents-hash="0920d5c8a9632783fb3c73455aa303ac6ddaff675e8a42abaec3248009d6353e" dmcf-pid="WLuPBHhDm9" dmcf-ptype="general"> The results showed that 8 out of 42 patients (19%) had a partial response (PR), and the median progression-free survival (PFS) was 1.71 months. The overall survival (OS) was 7.79 months, with a 12-month survival rate of 33%. </div> <p contents-hash="f3dd051cc6bebb06f790fb0a74cd6382d5d8f367227a241852f96d2194e7d841" dmcf-pid="Yo7QbXlwwK" dmcf-ptype="general">While the results indicated some positive responses, particularly in terms of response durability among a small subset of patients, the data did not show significant benefits in terms of OS or PFS.</p> <p contents-hash="9f94942400a627db90aa851e34fc3020d4da991b64576811f50d62a6da1b4f5b" dmcf-pid="GgzxKZSrIb" dmcf-ptype="general">Despite these mixed results, the company’s stock ended the day 9.83% higher, closing at 3,240 KRW.</p> <p contents-hash="713656cc6114c27e5071fecf0857f7167595237e0e52cf2522fec8b02445e46a" dmcf-pid="HaqM95vmOB" dmcf-ptype="general">Genome & Company has stated that it does not plan to conduct additional clinical trials for GEN-001 but may continue to develop it with overseas partners. The company’s shift in focus towards ADC technology is expected to limit the impact of the GEN-001 trial results on its overall valuation. A company representative noted, “Genome & Company does not plan to continue further clinical trials for GEN-001, but if we find overseas partners, we could continue development.”</p> <p contents-hash="8f3803b30ede17fca8bc2b09ec42e6f20f345502bab7a1772d7f79726531e01b" dmcf-pid="XNBR21Tssq" dmcf-ptype="general">김새미 (bird@edaily.co.kr) </p> </section> </div> <p class="" data-translation="true">Copyright © 이데일리. 무단전재 및 재배포 금지.</p> 관련자료 이전 '제미나이3'發 쇼크, 韓AI 갈 길은… "자체 모델과 생태계 구축"[GAIF 2025] 11-19 다음 '중학생 유망주' 정혜담, 역도 여자 55㎏급 용상 한국 주니어 '신기록' 11-19 댓글 0 등록된 댓글이 없습니다. 로그인한 회원만 댓글 등록이 가능합니다.
