하반기 주목해야 할 제약·바이오 이슈들(f.기업분석)｜애널리스트리포트｜2026.6.30(화)

Guest: Seungmin Kim, Senior Research Fellow (AI High-Tech Analysis Team, Mirae Asset Securities) We examined investment strategies for the pharmaceutical and biotech sectors for the second half of the year, focusing on key investment points and companies. Please refer to the report for more details. ** * Recording Date: June 26 00:00 Start 00:40 Today's Topic 00:55 Topic 1_Pharmaceutical & Biotech Market Review 01:05 Table_Major Events in Pharmaceutical & Biotech in the First Half 02:05 Table_Expansion of Global Big Pharma M&A 02:35 Table_Comparison of 10-Year Treasury Yields between XBI and KOSDAQ Pharmaceutical Sectors 02:51 Topic 2_Second Half Pharmaceutical & Biotech Checkpoints 03:05 Table_Major Events in Pharmaceutical & Biotech in the Second Half 04:40 Table_New Drug Trends Since 2000 05:07 Topic 3_Analysis of Major Pharmaceutical & Biotech Issues 05:20 Analysis of Pharmaceutical & Biotech Company Issues_D&D Pharmatech · Olix 05:55 ABL Bio · Ligachem Bio 06:30 Orom Therapeutics · Hanol Biopharma 07:25 Celltrion · Hanmi Pharmaceutical 08:50 Closing ▼[View Report]▼ [2026 H2 Outlook] Pharmaceuticals/Biotech_Everyone is Fighting for a Biotech Rebound (June 15, 2026) https://securities.miraeasset.com/bbs... [Glossary] zabopegdutide: GLP-1/GCG dual agonist; reduces appetite and promotes fat burning. Transferrin Receptor, TfR: A cell membrane receptor that binds to 'transferrin,' a protein that transports iron from the blood into cells, thereby facilitating iron absorption into the cell. Insulin-like Growth Factor 1 Receptor, IGF1R: A cell membrane receptor that binds to insulin-like growth factors (IGF-1, IGF-2) involved in growth and survival to transmit intracellular signals; it is also being developed as a shuttle target to transport drugs into the brain by utilizing receptor-mediated transport across the blood-brain barrier (BBB). Available. TROP2 ADC: An antibody-drug conjugate that combines a cytotoxic drug with an antibody that recognizes TROP2, a protein highly expressed on the surface of various solid tumor cells, to selectively target, deliver the drug to, and kill cancer cells. #MiraeAssetSmartMoney #MiraeAssetSecurities #PharmaceuticalsBio #BigPharma #Merck #Keytruda #Celltrion #ABLBio #HanmiPharma #DNDPharmaTech #Olix #LigachemBio #OromTherapeutics #HanallBioPharma 📌 Subscribe to Channel:    / @smartmoney0   [Investor Notice] *This video is based on research and analysis materials published by Mirae Asset Securities. *The intellectual property rights to this video and research and analysis materials belong to our company; therefore, unauthorized reproduction or distribution without our permission is prohibited. The research and analysis materials used in this video were obtained from reliable sources and information by Mirae Asset Securities; however, as we cannot guarantee their accuracy or completeness, please make your final decisions regarding stock selection and investment timing based on your own judgment and responsibility. Consequently, this video and the research and analysis materials cannot be used as evidence of legal liability regarding the results of a customer's securities investment under any circumstances. The research and analysis materials used in this video are available for viewing on our website (https://securities.miraeasset.com). This video complies with our internal control standards regarding electronic communication methods for the external provision of investment information, etc.