Lemon Hits Limit-Up; Licensing Hopes Lift G2G, OliX[K-Bio Pulse] 작성일 10-23 55 목록 <div class="article_view" data-translation-body="true" data-tiara-layer="article_body" data-tiara-action-name="본문이미지확대_클릭"> <section dmcf-sid="Z06qmn1yDk"> <div contents-hash="0ee5e52520f744caaf3a07d9a1c305933c5f7e3861e3f8575ee590639c811468" dmcf-pid="5pPBsLtWIc" dmcf-ptype="general"> <div> This article was released as <strong>Pharm Edaily Premium Content</strong> on October 22, 2026, at 1:00 PM. </div> </div> <p contents-hash="18230dc34fa8b0c923fd4e6dfa2d8060e1afaad18d1aa4d4e666bb8e3b72a041" dmcf-pid="1UQbOoFYmA" dmcf-ptype="general">[Kim Saemi, Edaily Reporter] South Korean biotech stocks showed strong gains on October 21, with Lemon Healthcare hitting the daily upper price limit despite no clear catalyst. G2GBIO surged on expectations of a potential licensing deal linked to Novo Nordisk, while OliX advanced after its CEO indicated that some licensing talks with global pharmaceutical companies had progressed beyond initial discussions.</p> <figure class="figure_frm origin_fig" contents-hash="0883c3a6647fe2848953c1ffd15a77a9e43b8c2d31e34f744cc319e232cec0fe" dmcf-pid="tzR2hNpXDj" dmcf-ptype="figure"> <p class="link_figure"><img alt="Recent share price performance of Lemon Healthcare. (Source: KG Zeroin MP DOCTOR)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202610/23/Edaily/20261023130433204vwjs.jpg" data-org-width="1280" dmcf-mid="Gw2qmn1yIw" dmcf-mtype="image" height="auto" src="https://img1.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202610/23/Edaily/20261023130433204vwjs.jpg" width="658"></p> <figcaption class="txt_caption default_figure"> Recent share price performance of Lemon Healthcare. (Source: KG Zeroin MP DOCTOR) </figcaption> </figure> <p contents-hash="86d0eae9ac98319f818ad4047a8e9acd5fe4fcaa0b1469674805191f12c6df32" dmcf-pid="FqeVljUZIN" dmcf-ptype="general"><strong>Lemon Healthcare Hits Limit-Up, Surprising Even Management</strong></p> <p contents-hash="83fa0cf51af9c7b2deb775b31db70b530009639d1b236e731160d2336af0ae2c" dmcf-pid="3BdfSAu5Da" dmcf-ptype="general">Lemon Healthcare closed at KRW 3,825, up 29.88%, according to KG Zeroin's MP DOCTOR.</p> <p contents-hash="85aee3018f58d40228f7c5b933545863a0279d160a1f5b769565f8e0f5a1a158" dmcf-pid="0bJ4vc71Eg" dmcf-ptype="general">"We were quite surprised ourselves," a company official told Edaily, adding that management was unaware of any specific development that could explain the surge.</p> <p contents-hash="b2888f8a488c601370f6ca159d932121c8fa205bf986b401a0012660ab792e9e" dmcf-pid="pKi8TkztOo" dmcf-ptype="general">Lemon Healthcare has been expanding its smart-hospital and telemedicine businesses. This year, it signed proof-of-concept agreements with three Vietnamese hospitals for its LemonCare platform and explored healthcare-insurance partnerships in Japan.</p> <p contents-hash="72d1af0bcaffa81678b9ebd6834ae94e9a7e8c0686db113bda4706866f140544" dmcf-pid="U9n6yEqFwL" dmcf-ptype="general">In September, the company introduced LemonCare 7.0, integrating remote consultations and multidisciplinary care, with its first deployment at the National Fire Hospital.</p> <p contents-hash="9ae5882d6d0ab737efa1580fc780f422e4ae4d8717bbbd735ccb47cec802f320" dmcf-pid="u2LPWDB3sn" dmcf-ptype="general">However, these initiatives had already been disclosed, and the company said it saw no clear connection between its ongoing operations and the sudden stock rally.</p> <figure class="figure_frm origin_fig" contents-hash="029c74361d37014f2cdb8b008fb2a4e98b3f27a11dfac5a45efba49da6a7cf6b" dmcf-pid="7VoQYwb0Ii" dmcf-ptype="figure"> <p class="link_figure"><img alt="Recent share price performance of G2GBIO. (Source: KG Zeroin MP DOCTOR)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202610/23/Edaily/20261023130434442djwl.jpg" data-org-width="1280" dmcf-mid="HRODK5LxmD" dmcf-mtype="image" height="auto" src="https://img3.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202610/23/Edaily/20261023130434442djwl.jpg" width="658"></p> <figcaption class="txt_caption default_figure"> Recent share price performance of G2GBIO. (Source: KG Zeroin MP DOCTOR) </figcaption> </figure> <p contents-hash="311a4f632cf374ed762d2a2c1c17821cfd00df0c3636b36e496ff569ba2b4c79" dmcf-pid="zfgxGrKpOJ" dmcf-ptype="general"><strong>G2G Bio Jumps 14.46% on Potential Novo Nordisk Connection</strong></p> <p contents-hash="06eaebde0ab2d06efa0a46ffbedce3fba54107f06a1ce03ecf5ba609cd257e22" dmcf-pid="q4aMHm9UOd" dmcf-ptype="general">G2G Bio climbed 14.46% to KRW 42,350 after Shinhan Securities highlighted the potential for its long-acting drug-delivery platform, InnoLAMP, to secure future licensing agreements with global pharmaceutical companies.</p> <p contents-hash="48d8055ba7fa83fd607b008228e4c2a1905dadbe3d708221b332ac306e05466d" dmcf-pid="By7Zo4lwwe" dmcf-ptype="general">On October 19, G2G Bio signed a technology evaluation agreement with China's United Bio-Technology (UBT), under which its microsphere-based formulation technology will be tested on an undisclosed drug candidate. The evaluation may run for up to 12 months.</p> <p contents-hash="a5837378345197ae61147479a42ec8f56eedd22d358b02b802432cbc6cfe544e" dmcf-pid="bWz5g8SrrR" dmcf-ptype="general">UBT has an existing partnership with Novo Nordisk. In March 2025, Novo acquired exclusive rights to develop and commercialize UBT251, a triple GLP-1/GIP/glucagon receptor agonist, outside Greater China in a deal worth up to $2 billion, including $200 million upfront.</p> <p contents-hash="b40dd17ebed77fa446bd0e94e0825c2f8f6e80b89241e4fda366e75763e02130" dmcf-pid="KYq1a6vmIM" dmcf-ptype="general">Shinhan Securities analyst Min-yong Eom suggested that UBT251 could be among the compounds evaluated, although the actual candidate has not been disclosed.</p> <p contents-hash="a03500635fbb91890f325a21d309cffbe7937aaed92cd43e72e07db89905ca17" dmcf-pid="9GBtNPTsEx" dmcf-ptype="general">Eom argued that successful development of a once-monthly formulation could create an opportunity for a future agreement involving Novo Nordisk.</p> <p contents-hash="d6142b3e1879af5c73509b1c1053ab4b1965a49ec7c96ec119069735efc2b9ab" dmcf-pid="2HbFjQyOEQ" dmcf-ptype="general">G2G Bio has previously presented animal data showing sustained drug concentrations for more than 28 days using certain obesity drug candidates. Those results remain preclinical, however.</p> <p contents-hash="8b4bbb506a5d5d3e216a37b130d7989360e859f1e32cb050780b32b02b914f1c" dmcf-pid="VXK3AxWIEP" dmcf-ptype="general">Importantly, G2G Bio has signed an evaluation agreement with UBT, not a licensing deal with Novo Nordisk. Any subsequent commercial agreement remains speculative.</p> <p contents-hash="4d396f076437e7fc7e38baab7bdad4f473688138702225786421e1dbcb8775ca" dmcf-pid="fZ90cMYCr6" dmcf-ptype="general"><strong>OliX Gains 9.73% as CEO Says Licensing Talks Have Advanced</strong></p> <p contents-hash="6390277c92bd0776827aa04cb00b879ab412a3570a720d3361a1204c996f9382" dmcf-pid="452pkRGhD8" dmcf-ptype="general">OliX rose 9.73% to KRW 107,100, supported by renewed expectations for additional licensing agreements.</p> <figure class="figure_frm origin_fig" contents-hash="036bf99c477a51cf5f03cb4e59776ab43609318bf8846c6a021543f368e83d59" dmcf-pid="81VUEeHls4" dmcf-ptype="figure"> <p class="link_figure"><img alt="OliX CEO Dong-ki Lee. (Photo by Kim Saemi, Edaily)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202610/23/Edaily/20261023130435703jxxh.jpg" data-org-width="1280" dmcf-mid="X0PBsLtWmE" dmcf-mtype="image" height="auto" src="https://img4.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202610/23/Edaily/20261023130435703jxxh.jpg" width="658"></p> <figcaption class="txt_caption default_figure"> OliX CEO Dong-ki Lee. (Photo by Kim Saemi, Edaily) </figcaption> </figure> <p contents-hash="4ba7989eb9be25339bdfd471971df768ad919d6c7eaa3494a1f83ad9fcb827ac" dmcf-pid="6tfuDdXSsf" dmcf-ptype="general">At an investor relations meeting on October 19, CEO Dong-ki Lee said the company was discussing its RNA interference (RNAi) platform and individual drug candidates with multiple global pharmaceutical companies.</p> <p contents-hash="21d255433ebbfe1a9c873c6041c402ebbff52845bbb406fc5cae85a0b58d1541" dmcf-pid="PF47wJZvDV" dmcf-ptype="general">"Some of these discussions have moved beyond the stage of a formal meeting between prospective marriage partners," Lee said, using a Korean expression to describe progress in negotiations.</p> <p contents-hash="31315000e52bfd05eb99545ee0b0b31e7dd25eb7c95304778a80447de3d62b9e" dmcf-pid="Q7M9Ca0Hr2" dmcf-ptype="general">OliX did not identify the programs involved. A company official told Edaily that OLX301A and OLX501A were among several assets previously discussed with potential licensing partners, but declined to link either candidate to the CEO's remarks.</p> <p contents-hash="cedf0a564286e4b97da92fc8f374e2c4687968a3861e195f0c397651f0847fbc" dmcf-pid="xzR2hNpXO9" dmcf-ptype="general">OLX301A, an RNAi candidate for age-related macular degeneration, recently encountered a setback when its New Zealand Phase 2a clinical trial application was rejected. OliX attributed the decision to a procedural communication issue and said it planned to resubmit the application in October. The company maintained that the setback had not affected licensing discussions.</p> <p contents-hash="d6a7d1bd7ec3bf913e85c7d89724cad3d737727cf05c8ed707dd3488f083824d" dmcf-pid="yEYO40jJDK" dmcf-ptype="general">Meanwhile, obesity candidate OLX501A has shown reductions in abdominal and visceral fat in nonhuman primate studies. OliX also reported an additional 23% weight reduction when combined with a new target, alongside preservation of lean body mass. It aims to submit an investigational new drug application in the first half of 2027.</p> <p contents-hash="bb66f792520677edb7fa0dced61c30f9f3e58b9361715b566c529dad2be8d449" dmcf-pid="WDGI8pAiOb" dmcf-ptype="general">The company also highlighted OASIS-D, its next-generation RNAi platform designed to silence two genes simultaneously.</p> <p contents-hash="707f756782c065c381e139a4e47ffe083890eb8b13d3a103b95290dad28183f0" dmcf-pid="YwHC6UcnEB" dmcf-ptype="general">OliX reported KRW 211 billion in cash and cash equivalents as of the end of June. CFO Young-jin Kim said the company expects its existing funds to support operations through 2030 without additional financing.</p> <p contents-hash="278f504bb1201475f27816182d2e7f59d0e3800265f259470e6518c4efeffa07" dmcf-pid="GrXhPukLDq" dmcf-ptype="general">While investors welcomed the prospect of new licensing agreements, the counterparties, specific assets and potential signing dates remain undisclosed.</p> <p contents-hash="59ec783c99a94096a20fd2458cdc4aef37f3373d9eb3f4fe69e4e36b3fc92229" dmcf-pid="HmZlQ7EoIz" 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 [MBF2026] 장재원 동화약품 본부장 “AI에 다 물으면 된다? 저는 반대” 10-23 다음 [르포] '329만원' 애플 첫 아이폰 듀오, 누가 샀나 봤더니…"업무폰에 제격" 10-23 댓글 0 등록된 댓글이 없습니다. 로그인한 회원만 댓글 등록이 가능합니다.
