Category: Bio & Healthcare

Brokerage : IBK Securities Analyst : Yisoo Jung, CFA Investment Rating : BUY (Maintained) Target Price : KRW 2,090,000 (Maintained) Core Momentum : Full utilization of Plants 1–4 and favorable FX tailwinds support potential upward guidance revisions driven by H2 Plant 5 PPQ revenue contributions and US site consolidation. 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Biologics (207940) – IBK Securities | Plant 5 PPQ Revenue · US Site Consolidation · Guidance Revision Potential / 2026-04-23” »

Brokerage : Shinhan Securities Analyst : Hochul Lee (Minyong Eom) Investment Rating : BUY (Maintained) Target Price : KRW 1,900,000 (Downgraded) Core Momentum : Strong standalone business growth combined with scheduled Q3 revenue recognition from the US Rockville site and medium-to-long-term modality diversification through Songdo Plant 6. 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Biologics (207940) – Shinhan Securities | Rockville Revenue Recognition · Guidance Revision Potential · Songdo Plant 6 Groundbreaking / 2026-04-23” »

Brokerage : Hana Securities Analyst : Seona Kim (RA: Changkeun Yoo) Investment Rating : BUY (Maintained) Target Price : KRW 2,050,000 (Maintained) Core Momentum : Full capacity operation at Plant 4 combined with the scheduled Q3 revenue recognition from the newly operating Rockville facility and the potential upward revision of full-year corporate guidance. 📊 1….

Read More “[Research] Samsung Biologics (207940) – Hana Securities | Rockville Revenue Recognition · Guidance Revision Potential · Plant 5 Commercialization / 2026-04-23” »

Brokerage : DS Investment & Securities Analyst : Minjeong Kim Investment Rating : BUY Target Price : KRW 2,100,000 Core Momentum : Full utilization across Plants 1–4 combined with H2 revenue contributions from the 180k-liter Plant 5, the consolidation of the US GSK facility, and the planned groundbreaking of Plant 6 will drive structural operating…

Read More “[Research] Samsung Biologics (207940) – DS Investment & Securities | Plant 5 Revenue Contribution · US Plant Acquisition · Plant 6 Groundbreaking / 2026-04-23” »

Brokerage : DS Investment & Securities Analyst : Min-jeong Kim Investment Rating : N/R Target Price : N/R Core Momentum : Structural growth anticipated through the ABL001 final clinical data readout in April, ABL111’s Phase 3 entry via an accelerated approval pathway in 2H, and the expansion of next-generation Grabody B platforms 1. [Valuation &…

Read More “[Research] ABL Bio (298380) – DS Investment & Securities | ABL001 Data Readout · ABL111 Phase 3 · Grabody B Expansion / 2026-04-07” »

Brokerage : Kiwoom Securities Analyst : Hyemin Huh Investment Rating : BUY (Maintained) Target Price : KRW 2,100,000 (Maintained) Core Momentum : Solid Q1 earnings driven by deferred Q4 revenue recognition, paired with uncertainty resolution via labor negotiations, order pipeline expansion, Plant 6 groundbreaking clarity, and Q3 Rockville revenue recognition. 📊 1. [Valuation & Key…

Read More “[Research] Samsung Biologics (207940) – Kiwoom Securities | Plant 6 Groundbreaking Visibility · Labor Negotiation · Rockville Revenue Recognition / 2026-04-02” »

Brokerage : Yuanta Securities Analyst : Hyunsoo Ha Investment Rating : BUY (Maintained) Target Price : KRW 2,100,000 (Maintained) Core Momentum : Finalization of the US Maryland facility acquisition and anticipated Biosecure Act beneficiary orders drive earnings upside, complemented by Plant 6 groundbreaking and next-generation modality expansions at Bio Campus 3. 📊 1. [Valuation &…

Read More “[Research] Samsung Biologics (207940) – Yuanta Securities | US Site Acquisition · Biosecure Act Beneficiary · Bio Campus 3 Expansion / 2026-04-02” »

Brokerage : Hana Securities Analyst : Seona Kim (RA: Changkeun Yoo) Investment Rating : BUY (Maintained) Target Price : KRW 2,050,000 (Maintained) Core Momentum : Acquisition of the US Rockville site finalized, driving scheduled H2 revenue recognition and an estimated ~5% upward revision in annual guidance alongside enhanced tariff risk resilience. 📊 1. [Valuation &…

Read More “[Research] Samsung Biologics (207940) – Hana Securities | Rockville Acquisition Finalized · Guidance Revision Outlook · Tariff Resilience / 2026-04-02” »

Brokerage : Kyobo Securities Analyst : Hee-ryung Jung Investment Rating : Buy (Maintain) Target Price : KRW 230,000 (Upward) Core Momentum : Increased pipeline success probabilities driven by clinical advancements across core ADC assets and planned IND submissions, enhancing potential for new licensing deals 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] LigaChem Biosciences (141080) – Kyobo Securities | Pipeline Clinical Progress · IND Filings · Tech Transfer / 2026-04-01” »

Brokerage : Shinhan Securities Analyst : Minyong Eom, Seokhyeon Yoon Investment Rating : BUY (Maintained) Target Price : KRW 570,000 (Maintained) Core Momentum : Execution of an KRW 870.0 Billion deal with Biogen just two months after the GSK agreement confirms shortened licensing deal cycles and mid-single digit royalty economics, with major catalysts lined up…

Read More “[Research] Alteogen (196170) – Shinhan Securities | 2 Out-Licensing Deals in Q1 · Biogen Deal Analysis · Major Catalysts Ahead from April / 2026-03-27” »