2025/5/28(수) 투자 참고자료

<미국/유럽>
▶️ Eli Lilly(LLY.US): SiteOne Therapeutics를 최대 $1bn에 인수하며 비마약성 진통제 후보물질 STC-004에 대한 접근권 확보. STC-004는 통증 신호 전달에 관여하는 채널을 표적으로 하며, 이번 거래는 마약성 진통제의 대체재 확보 전략의 일환.
https://han.gl/jvBqT

▶️ AbbVie(ABBV.US): Allergan Aesthetics 부문 매출 감소에 따라 202명의 인력 감축을 발표. 최근 Botox와 Juvederm 실적이 부진했기 때문. 그럼에도 불구하고 29년까지 연평균 한 자릿수 후반의 성장률 달성을 전망.
https://han.gl/powxF

▶️ Biogen(BIIB.US): RNAi 기술을 활용한 차세대 중추신경계 치료제 개발을 위해 City Therapeutics와 최대 $1bn 규모의 제휴를 체결. City는 Alnylam 창업자이자 전 CEO가 이끄는 신생 바이오텍으로, 연내 첫 임상 진입을 앞두고 있음.
https://han.gl/e8mpr

▶️ Novartis(NVS.US): Shanghai Pharma와의 전략적 협력을 확대해 중국에서 안과질환 치료제를 판매하고, 심혈관 건강 관리 플랫폼을 개시할 계획. 양사는 지난 11월 방사성 리간드 치료제 공급망 구축 계약을 체결한 바 있음.
https://han.gl/K5gzi

▶️ AstraZeneca(AZN.US): EU CHMP로부터 Imfinzi를 근육침윤 방광암 성인 환자 치료를 위한 수술 전후 병용요법으로 승인 권고를 받았다 발표. NIAGARA 임상3상에서 재발 및 진행 위험 32% 감소, 사망 위험 25% 감소 등 이점을 입증.
https://han.gl/JeQJ7

▶️ Sanofi(SNY.US): FDA로부터 수막구균 백신 MenQuadfi에 대해 생후 6주 영아까지 사용 승인을 받았다 밝혔음. 이는 해당 연령층을 대상으로 한 첫 수막구균 백신으로, 이번 승인은 3건의 후기 임상 결과에 기반한 결정.
https://han.gl/bVZRP

▶️ Sanofi, Vietnam Vaccine Company(VNVC)와의 협력을 통해 베트남 내 백신 접근성을 개선하고 현지 생산 기회를 탐색. VNVC는 연간 1억 도스 생산을 목표로 남부에 공장을 신설할 계획이며, 27년 말 가동 예상.
https://han.gl/NUS1c

▶️ 美 보건부 장관 RFK Jr, 미국이 건강한 아동과 임산부에 대한 COVID-19 백신 정기 접종 권고를 중단했다 발표. 이는 CDC 자문위원회의 투표 없이 내려진 결정으로, 전문가들은 절차적 문제와 법적 리스크를 지적.
https://han.gl/XlMQ0

<한국>
▶️ 대웅제약(069620.KS): 대웅제약, '나보타' 이을 새 보툴리눔 톡신 개발 속도
https://han.gl/9ClXV

▶️ 에스티팜, 먹는 에이즈 신약 2상 속도…35조 시장 타깃
https://han.gl/7FAt8

▶️ 앱클론 “혁신 항체치료제, 미국 이어 유럽서도 위암 치료 희귀의약품 지정”
https://han.gl/Helb1

▶️ GC지놈, 공모가 상단 1만500원 확정…경쟁률 547.5대 1
https://han.gl/I6wyr

▶️ GC지놈, 아랍에미리트 공급계약 체결…"해외진출 속도"
https://han.gl/L1Jdr