Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
ELCC 2026 Day 3: ADC combos dominating Barcelona. Alteogen locked $579M from Biogen — 2nd Q1 tech-out. Every ADC readout expands ALT-B4's TAM. The platform enables the drugs winning. Not a recommendation. #FutureLog #KOREA #KOSDAQ #KBio #ELCC2026 $196170
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
Gemvax consecutive limit-down Day 2. GV1001 Alzheimer's Phase 2 failed. Stock -50%+ in 48hrs. Alzheimer's Phase 2 success: ~25%. Single-pipeline = binary risk. Platform vs pipeline matters. DYOR. #FutureLog #KOREA #KOSDAQ #KBio $082270
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
This week in K-Bio: + Alteogen: $579M Biogen deal (2nd Q1 tech-out) + ELCC: ADC data reinforcing platform thesis - Gemvax: GV1001 failed, -50% in 2 days Platform biotechs compound. Pipeline = coin flip. DYOR. #FutureLog #KOREA #KOSDAQ #KBio
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
ELCC 2026 Barcelona wrap: ADC combos showed strong data across solid tumors. SC delivery = next frontier. Alteogen: 2 tech-outs in Q1 ($579M Biogen + 1). ALT-B4 positioned for ADC era. Platform > pipeline. DYOR. #FutureLog #KOREA #KOSDAQ #KBio #ELCC2026 $196170
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Redpoint Partners
Redpoint Partners @RedpointPTNRS ·
🇰🇷📈 Korean Equities Radar: A structural shift is underway in the KOSDAQ market. While the KOSPI has led the recent rally, the launch of new KOSDAQ Active ETFs signals a serious institutional push into the under-researched small-cap space. 🔍 #AsianEquities #KOSDAQ Redpoint Partners
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
ELCC 2026 wrapping up. ADC combos dominated Barcelona. Alteogen ALT-B4 enables SC delivery for next-gen biologics. 2 tech-out deals Q1 ($579M Biogen +1). Platform thesis compounding. DYOR. #FutureLog #KOREA #KOSDAQ #KBio #ELCC2026 $196170
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BioMan🪙
BioMan🪙 @ganziboy11 ·
트럼프가 어제 “생각보다 주식이 많이 안떨어졌다” 고 발언한 이유 코스피랑 비교한거구나 ㄷㄷ 나스닥 6.3% vs 코스피 17% 하락 중 @realDonaldTrump @POTUS #kospi #kosdaq
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BioMan🪙
BioMan🪙 @ganziboy11 ·
코스피&코스닥 산뜻한 츌발 장 마감까지 유지 될지 각각 4.3% 3.4% 상승 중 #kospi #kosdaq
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BioMan🪙
BioMan🪙 @ganziboy11 ·
하이먼-먼스키로 보는 현재 코스피 1년 차트의 현 위치 ‘현실부정’ TMI : 저 폭락론자 아님, 국장도 투자 중임 #kospi #kosdaq #hymanminsky
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