Despite recent underperformance versus US biotech, Korean large-cap biopharma companies (Samsung Biologics, Celltrion, SK Biopharm) have strong R&D pipelines, BD capabilities, and global competitiveness. Q4 will bring major academic conferences and potential tech transfer deals that will re-rate these stocks. Current levels offer an attractive long-term entry point.
Despite recent underperformance versus US biotech, Korean large-cap biopharma companies (Samsung Biologics, Celltrion, SK Biopharm) have strong R&D pipelines, BD capabilities, and global competitiveness. Q4 will bring major academic conferences and potential tech transfer deals that will re-rate these stocks. Current levels offer an attractive long-term entry point.
Despite recent underperformance versus US biotech, Korean large-cap biopharma companies (Samsung Biologics, Celltrion, SK Biopharm) have strong R&D pipelines, BD capabilities, and global competitiveness. Q4 will bring major academic conferences and potential tech transfer deals that will re-rate these stocks. Current levels offer an attractive long-term entry point.