31 310210.KQ Voronoi, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

Korean biotech and robotics stocks are catching up to US biotech strength, supported by a 1 trillion won government policy fund for Phase 3 clinical trials, KOSDAQ tier system expectations, and specific names like Voronoi (lung cancer drug) directly benefiting. Robotics names like Robotis and SPG are also strongly rebounding.

The government is launching a 1 trillion won fund specifically for Phase 3 clinical trials, a massive increase from the previous ~300bn won level, easing funding barriers for small biotech firms. This, combined with US biotech indices rallying since June while Korean biotech stocks kept falling, creates a catch-up opportunity. Companies like Voronoi (lung cancer Phase 3) and DND Pharmatech are prime beneficiaries, with Voronoi surging 19% on the news.