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HPSP (403870): Crack in Monopoly and Post-2H2026 Earnings Outlook Scenarios
HPSP faces uncertainty as YESTI wins a patent ruling, threatening its 100% monopoly in high-pressure hydrogen annealing. Despite court battles, 2H2026 earnings are expected to rebound on foundry CAPEX and active major shareholder management...
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[KOSDAQ Story] Samchundang Pharm (000250) Oral Keytruda Controversy and the Future: Scenarios for Verifying the S-PASS Platform
Samchundang Pharm (000250) faces controversy over its proposed oral Keytruda using the S-PASS platform after Merck denied any discussions. With its stock price down over 80% from its peak, validation of its tech is crucial.
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[KOSDAQ Story] 2026 H2 Bio Clinical Calendar: Major Momentum Check on LigaChem Biosciences, ABL Bio, Peptron, and More
As KOSDAQ fluctuates, the spotlight is on the H2 2026 clinical timelines and pipeline momentum of leading biotech firms including LigaChem Biosciences, ABL Bio, and Peptron as market valuation shifts toward actual clinical data.
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[KOSDAQ Story] Post-SpaceX Historic Listing, Checking "New Space" Earnings-Driven Scenarios with Intellian Technologies and Satrec Initiative
SpaceX's Nasdaq listing sparked global space sector re-rating. In South Korea, the KOSDAQ market is shifting from technical evaluations to earnings-driven performance, spotlighting Intellian Technologies and Satrec Initiative.
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[Kosdaq Story] Alteogen (196170): Impending Additional Tech Export and Milestone Realization, A Scenario Proving the Value of Its Unrivaled SC Platform
Alteogen's stock surged 11.56% on news of final-stage negotiations for additional technology exports. Its 2019 partner was revealed as Sanofi, confirming its platform value. Q1 2026 operating margin hit 54.9% due to milestones.
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[K-Cosdaq] 'D-30' HLB (028300) Faces Final FDA Review: Issues in the Third Attempt and Follow-up Clinical Scenarios for Cholangiocarcinoma
The final FDA approval date (PDUFA Date) for the combination therapy of rivoceranib and camrelizumab is approaching on July 23, 2026. This third attempt following two CRLs focuses on specific supplemental review items.