Sentiment Summary
Recent Events
Trading suspension for Hanwha Corp shares is scheduled to begin on 2026-07-30 in connection with the corporate spin-off, with trading expected to resume on 2026-08-25 upon relisting of Hanwha Corp and listing of the spun-off entity.
Hanwha Corp confirmed a corporate spin-off creating Hanwha Machinery & Service Holdings (tentative name), separating the tech and life solutions businesses from the surviving Hanwha Corp, which will retain defense, energy, finance and related core businesses. The action also entails a scheduled trading suspension and distribution of new shares to existing holders.
The U.S. FDA's final decision on the New Drug Application (NDA) for the Rivoceranib and Camrelizumab combination therapy as a first-line treatment for liver cancer is expected by the PDUFA date of July 23, 2026; this major binary event is expected to have a high price impact expected
An extraordinary general meeting of shareholders to appoint a new outside director on June 30, 2026, scheduled. Low impact estimated as the appointment of an outside director is a routine administrative matter.
Annual General Meeting on June 26, 2026, to approve 2025 results and dividends. Analysts estimate a 1-5% price impact for this routine corporate event scheduled.
Bonus issue of 0.05 new shares per common share. The ex-rights date was June 4, 2026, with the new shares scheduled to be listed on June 30, 2026.
Announcement that CLDN18.2 ADC IBI343 (arcotatug tavatecan) met Phase 3 primary endpoint in gastric cancer and NDA was accepted by NMPA; >10% price impact estimated due to first-in-class status expected
The company presented positive Phase III trial data for its 'Defu Combination' (Anlotinib plus Bemotuzumab) as a first-line treatment for non-squamous non-small cell lung cancer (nsq-NSCLC) at the 2026 ASCO meeting, showing a significant 6-month improvement in median Progression-Free Survival (mPFS) compared to the control group.
Completed the cancellation of treasury stocks worth approximately KRW 100 billion (488,977 shares) to enhance shareholder value.
The New Drug Application (NDA) for Olipudase (奥莱泊肽), a GLP-1/GIP dual receptor agonist, was accepted for review by China's NMPA on June 3, 2026. Analysts estimate a >10% price impact due to the drug's significant market potential expected.
The company announced positive interim data from a Phase II study of Ivonescimab for first-line metastatic colorectal cancer (mCRC) at ASCO 2026, showing a 70.8% objective response rate and 100% disease control rate. Medium importance is estimated as Phase II data typically results in a 5-10% price impact scheduled.
Eli Lilly exercised an option to expand its collaboration with competitor Camurus for a long-acting drug delivery technology on June 1, 2026, increasing competition for Peptron's SmartDepot platform; estimated >10% price impact expected.
Citigroup cut the target price to HKD 700 from HKD 1,162 on June 2, 2026; with a 40% cut typically causing a 5-10% price drop, revenue for FY2026-2028 is forecasted.
Hanmi Pharm announced a licensing and collaboration agreement with Eli Lilly for its GLP-2 agonist 'Sonefpeglutide' for up to $1.26 billion on June 1, 2026, including a $75 million upfront payment.
Akeso announced that its drug Ivonescimab plus chemotherapy showed a 34% reduction in the risk of death in the Phase III HARMONi-6 trial for first-line advanced squamous non-small cell lung cancer. The landmark results were presented at the ASCO 2026 Plenary Session and published in The Lancet. High importance is estimated due to the significant clinical success in a major indication, likely resulting in >10% price impact scheduled.
Presentation of positive long-term follow-up data for IBI363 (PD-1/IL-2) at the 2026 ASCO annual meeting; 5-10% price impact estimated due to clinical data validation scheduled
On 2026-06-01, Korea Ratings upgraded Cosmax's unsecured bond credit rating to 'A- (Stable)' from 'BBB+ (Positive)', citing structural growth from orders from domestic indie brands and improved profitability.
Announcement of strategic global licensing agreement with Pfizer for 12 cancer medicines ($10.5B total value); >10% price impact estimated due to massive deal size expected
Presentation of updated long-term data from the CHRYSALIS-2 study for Rybrevant and Lazcluze combination at ASCO 2026, with an estimated 5-10% price impact due to positive clinical results, scheduled.
Receipt of a $30 million milestone payment from Janssen Biotech for European commercialization of Lazertinib, with an estimated 5-10% price impact due to significant cash inflow, expected.
The abstract for Peptron's long-acting obesity treatment candidate PT403 was released ahead of its presentation at the ADA 2026 conference, including pilot results from healthy adults; estimated >5% price impact scheduled.
The company announced positive pivotal data from two Phase III clinical trials (B-Well 1 and B-Well 2) for bepirovirsen for the treatment of chronic hepatitis B, which were presented at the 2026 European Association for the Study of the Liver (EASL) Congress and published in the New England Journal of Medicine.
Receipt of IND approval from the Korean Ministry of Food and Drug Safety for Phase 1 clinical trial of YH25724, with an estimated 1-5% price impact as an early-stage milestone, expected.