Calls
7
#838
Alpha Score 35.5
Kim Seon-ah
Senior Research Fellow, Hana Securities Research Center
Win Rate
28.6%
return
+0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 01
$94400.00
-3.9%
LigaChem is developing a next-generation ADC tool rather than competing in the old ADC space that may be saturated; upcoming second-half data could convince big pharma and drive tech transfer, and with the stock down she recommends patience and accumulation.
Pharma & Biotech
Long
Sep 01
$304500.00
-7.1%
Alteogen has no clear weakness in financial requirements or biotech performance and would obviously qualify for the top KOSDAQ tier; when biotech sentiment recovers, large-cap leaders like Alteogen should react first, so she recommends it as a top pick.
Pharma & Biotech
Long
Sep 01
$103100.00
-4.0%
ST Pharm has the CDMO position for manufacturing mRNA/cancer vaccine-related products; when cancer vaccine news hit, ST Pharm was among the few stocks that rose, showing its differentiated exposure to the emerging modality.
Pharma & Biotech
Long
Sep 01
$1500000.00
-0.8%
Samsung Biologics' 3 trillion won rights offering and SK Biopharm's acquisition of a second product show Korean large-cap biopharmas have the scale and balance sheet to invest aggressively and compete globally, which she views as a clear positive even though the market found the events confusing.
Pharma & Biotech
Long
Sep 01
$38400.00
-1.7%
Samsung Biologics' 3 trillion won rights offering and SK Biopharm's acquisition of a second product show Korean large-cap biopharmas have the scale and balance sheet to invest aggressively and compete globally, which she views as a clear positive even though the market found the events confusing.
Pharma & Biotech
Long
Jul 20
$172400.00
+8.5%
Korean large-cap pharma/biotech companies like Celltrion, SK Biopharm, and Samsung Bioepis Holdings have the capital, BD capabilities, and R&D manpower to develop innovative first-in-class drugs. They are expected to produce novel therapies within about 3 years, matching China's rapid growth trajectory. These firms already have global tech-transfer track records and are building the ecosystem despite current stock underperformance.
Pharma & Biotech
Long
Jul 20
$78000.00
+10.8%
Korean large-cap pharma/biotech companies like Celltrion, SK Biopharm, and Samsung Bioepis Holdings have the capital, BD capabilities, and R&D manpower to develop innovative first-in-class drugs. They are expected to produce novel therapies within about 3 years, matching China's rapid growth trajectory. These firms already have global tech-transfer track records and are building the ecosystem despite current stock underperformance.
Pharma & Biotech
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Kim Seon-ah has 7 trade ideas tracked on Buzzberg across 7 tickers since July 2026. Ranked #838 on the Buzzberg Alpha leaderboard. Most covered: 196170.KQ, 141080.KQ, 237690.KQ.
