팜이데일리 프리미엄 기사를 무단 전재·유포하는 행위는 불법이며 형사 처벌 대상입니다.
이에 대해 팜이데일리는 무관용 원칙을 적용해 강력히 대응합니다.
[Min Ji-Son, Edaily Reporter] South Korean stocks suffered a sharp selloff on Monday as a U.S. driven semiconductor shock and renewed concerns over higher interest rates rattled investor sentiment.
Both the benchmark KOSPI and the tech heavy KOSDAQ triggered market wide volatility controls including circuit breakers and sidecar measures as panic selling swept through the market.
Biotech shares were not spared. major healthcare names including Hanmi Pharmaceutical and HanAll Biopharma fell 16.4% and 12.9%, respectively.
On the KOSDAQ, steep declines were recorded by JS Link (-20.8%), Pharos iBio (-18.4%), AprilBio (-18.3%), Samchundang Pharm (-18.2%) and OliX Pharmaceuticals (-17.7%).
A handful of names bucked the trend. Daewon Pharmaceutical gained more than 10% on obesity drug optimism while Vivozon Pharmaceutical rose nearly 7%.
 | | Hanmi Pharmaceutical stock trend on Jun 28.(Image=MP Doctor) |
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Hanmi Pharma retreats despite Lilly licensing deal Hanmi Pharmaceutical fell 16.4% to close at 413,000 won, reversing part of the gains generated by last week‘s major licensing agreement with U.S. drugmaker Eli Lilly and Company.
The Korean drugmaker disclosed on Aug. 1 that it had signed a global licensing deal for HM15912, also known as sonefpeglutide, a long acting GLP-2 candidate.
The agreement carries a potential value of up to $1.26 billion, including a $75 million upfront payment and up to $1.185 billion in development, regulatory and commercial milestone payments. Hanmi is also eligible to receive tiered royalties tied to future net sales.
The stock had surged above 500,000 won following the announcement, but Monday’s marketwide selloff triggered profit-taking.
Despite the sharp correction, analysts remain constructive on Hanmi‘s pipeline.
Brokerage firm Hana Securities raised its target price for the company to 710,000 won from 640,000 won, citing additional licensing opportunities from pipeline assets including HM15275, a triple agonist candidate, HM17321 for muscle growth indications, and a congenital hyperinsulinism treatment program.
“HM17321 has already completed its single ascending dose study, and data disclosure could come as early as July or August.” analyst Kim Sun ah wrote in a research note.
 | | Daewon Pharmaceutical stock trend on Jun 28.(Image=MP Doctor) |
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Daewon Pharmaceutical climbs on next-generation obesity drug hopes Daewon Pharmaceutical stood out as one of the market’s few gainers, rising 10.3% to 12,400 won.
The stock extended a three-session rally after gaining 5.2% and nearly 30% in the previous two trading days.
Investor enthusiasm was fueled by the company‘s presentation at the American Diabetes Association (ADA) 2026 meeting in New Orleans, where it unveiled preclinical data for an obesity treatment candidate being co-developed with PharmEarth Bioscience.
The candidate is a quadruple agonist targeting GLP-1, GIP, glucagon and gastrin simultaneously, placing it among a new generation of obesity therapies designed to improve efficacy beyond currently marketed drugs.
According to the company, the treatment reduced body weight by more than 50% versus controls after 22 days in a diet-induced obesity mouse model.
With global competition intensifying in obesity therapeutics, investors are increasingly betting on multi-target approaches as the next frontier beyond first-generation GLP-1 drugs.
