**[미래에셋 제약/바이오 김승민]**
**9/30 Daily**

[https://t.me/bioksm](https://t.me/bioksm)


 **글로벌 바이오/제약**
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 [Astrazeneca, Summit에 $2bn 투자하며 ADC 포트폴리오 전반에 걸쳐 Ivonescimab 개발 추진할 계획](https://news.google.com/rss/articles/CBMiowFBVV95cUxNTTlmeG95V3c0NVE2anB3RGFWS1BiRWl5MWY3cTNBeGluZzN1dUVKTTVWNm1ONU5UODZUZ0xKNlIxdVFBakJmT1VHV1BpNmxWNklhckJTYzZ0ckthLXlyNDNwY2RWcTRFZGZTNVZsUHRMLVpLTmtIZTVQaFBZWDdZZ2p0cndlYXhLbDFralJYd28wT1BneXU5QnczcVM1andMWlhr?oc=5)

 [Astrazeneca, HUTCHMED 폐암 복합약 FDA 승인 신청](https://news.google.com/rss/articles/CBMi3wFBVV95cUxOeGJkaWRxcHpfNHVLZ3N0bkFMUkJqRmZxeU1HaFp4UzIyb01vWlZvbzh0TkRmUzFPc0V3cU1VVGxoTUM3VmZpQnFVZEJEcDJsTzRodG5uSjRXSXgxOTJ1SVpfREJnMGgtVzhCVFJpLWVERFliMFJBYzRDSlozUzIyc2h6a3U5RDB6Y19kVmlid0NQWWhtbW1HRjVNa0ZkT2FKMjdWa0tIQk9GNVNCTUpEZWJ6ZU1sR3VYTThFdE00RHNFTU8taEE0RGxtT2FlWVZ5a1U2UXBMWEVwWmR0dmZB?oc=5)

 [Novo Nordisk, 중국 Hengrui의 경구용 체중감량약 권리 확보.  최대 $2.6bn(업프론트 $300mn)](https://news.google.com/rss/articles/CBMivwFBVV95cUxOMWlFaF9yQXl1azczbExDallSSXZxUGd6aTJXVkw5Y3ZiOWRLdTBVcUo1bDl6TEdXNjBPV0hmNEdfaXRhQkJjVHNHTHVDdmhoSUZUT294T3VGbndYN3dNY3I3SXdJNzN6RDlDYUl2M1RZQW9PdENzRUhjWE1tZVk5ZjduZ04xY0VrX1IxS3duN1Faajk1dDFEdDktT2xxZzBPb1cySlZfRlI2SXJCV2dmR2xjc2U0M3IzSU1LbGZmaw?oc=5)

 [UniQure 헌팅턴병 유전자 치료, 4년 후 효과 감소](https://news.google.com/rss/articles/CBMiU0FVX3lxTE1CSVZpbGMxa3cwWEQ2OF9PQldqVWF4QncySkNLM1VzcU82WUJIUXN4dWZpTnFoTjFpMEZNN3gwTmpCTVV3UlFiR2hpaWtic2lzQXdj?oc=5)

 [메디케어 어드밴티지 보험료, 2027년 16% 이상 인하 예상 - CMS](https://news.google.com/rss/articles/CBMiwwFBVV95cUxOM1U1Q2NNckpidjZqLV96ai1kWURaMkZ3WGxlTV85VEFnMG5pNlcwT1hKOFJ3dVZ2b011X2draGRmcmEydWZFZ1hQVndIX3pSYUlDaGxCc2VfWEpETGZTb0NSSk91VkhyTXc2MmhBNjFfUGJfNVFLeUJvakw5MzZqdkRsOGRQRjFWdzN6b3Nxa0RVbVBGTy1reUxVVVpTa1BONWpGZWMxZGd4VDVPWDNPV0ItdFUyQlFDcG81V3Z5TV9qV00?oc=5)

 [J&J, 중증근무력증(gMG) 환자의 지속적 질병 관리 및 일상 기능 개선을 입증하는 IMAAVY(nipoclimab) 신규 데이터 공개](https://www.jnj.com/media-center/press-releases/johnson-johnson-presents-new-data-reinforcing-sustained-disease-control-and-improved-daily-function-achieved-with-imaavy-nipocalimab-aahu-in-generalized-myasthenia-gravis-gmg)

 [Genentech AI 출신 인재들, Ortet 헬스 스타트업 5억 달러 자금 조달로 창업](https://news.google.com/rss/articles/CBMimwFBVV95cUxQNGJRTWg1RWhMd1ZyZTFpUHBnY0x5eWZKSGFmd1dMNW1WZlppc1F3STdlM0p4WkI3dHJkdXNSRlNORXdNMXVjUVMzQ1JQam1KOHZRbm5HVEpUdWhaOWZ1akFRaWJGb0ZCenU1MWdCMHZHSURjZ0RvRjVTZnJqenM5dllrRGt4dGNHVktRRlp3YmFFY2kxdUtOLS1BUQ?oc=5)

 [호주 CSL, 아마존 클라우드 부문과 손잡고 연구 파이프라인 강화](https://news.google.com/rss/articles/CBMizwFBVV95cUxQU2tZOEgwejRFNHUwQ2Mxb2Z3MUUxRFNGSGJTMnFUMXNVZG41c1JpSEMxOERUb2tLTzVPTXRqQXUxSnh0eUFTV1hpWVRya0RXX21LdTdUUGx3RHVvNDZKQmtYbmFwemdSbGZXWU9XeXB3TEtJM2ZUVUh0bDlGZlpJR0NGYVFrTnp0WXFUSXZrMjR0cm1aWmZ5Qm5xNEdhNW1kTUdWS3M4d2RwRjdXSUxuX21IbEhLRzU4UHZ1X3k5Q2NmdnlCWUU2b0hDWFBCaVk?oc=5)

 [SK Pharmteco, CDMO 역량 확대 위해 2억달러 이상 투자 발표](https://endpoints.news/sk-pharmteco-unveils-200m-investment-to-expand-cdmo-capabilities/)


 **한국 바이오/제약**
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 [제넨텍, 한미약품에 10년전 기술 받은 항암물질 '벨바라페닙' 반환](https://www.hitnews.co.kr/news/articleView.html?idxno=79508)

 [삼성바이오로직스, 美 생물보안법 규제 CDMO 수혜주 노린다](https://www.greened.kr/news/articleView.html?idxno=351021)

 [셀트리온, 1000억원 규모 자사주 추가 매입…올해 누적 4000억원](https://v.daum.net/v/20260929173900266)

 [셀트리온, CPHI서 글로벌 공급망·CDMO 영토 확대](https://news.google.com/rss/articles/CBMiWkFVX3lxTE5TY2VZSWFpXzctQ1gxWnBUMTFyVzVXYllfTm5TSW1RUWlSR3RoZWZkdGZZWWVhRk41SWRQUnRJZFdNX2JfaURJRFh5NXRDV2psem5ZeVJxdzcyUQ?oc=5)

 [올릭스, FDA·DIA 주최 컨퍼런스서 황반변성 치료제 성과 발표](https://www.hitnews.co.kr/news/articleView.html?idxno=79477)

 [앱클론, 'AC101' 결직장암까지 적응증 확대.."현재 진행 임상 9건"](https://www.hitnews.co.kr/news/articleView.html?idxno=79480)

 [TKG가 품은 에이프릴바이오, 황선진 부사장 영입](https://www.hitnews.co.kr/news/articleView.html?idxno=79476)

 [셀비온, 전립선암 방사성의약품 후보물질 임상 3상 승인](https://news.google.com/rss/articles/CBMiWkFVX3lxTE1JbTZSRXJLd28xcVlhZ19WVmE1UmRCOGttbHdjN2JDRlZ4WjdwN0pkYmpLS2RJYS1pMmRZOFNOM1VNMEZ5NE5CRkwydWNUWFFVbE1TWmJwUEd5QQ?oc=5)

 [대웅제약, 용인 바이오시대 지나 송도 바이오시대 열렸다](https://news.google.com/rss/articles/CBMiWkFVX3lxTE9yUWtzOXFQa3ZEUF9VcjhOWm9yT3BwVEpJaHV5cy1yV1JnVGg1aEhlWVpYWkQxbVRiWTZLUy15MEl1SUR0RWp3Q1ZkTkxuaS1lU2xpOTNHUjVmUQ?oc=5)


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