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11:00
Jan 25
Choi Chang-gyu Director, NH Investment & Securities 815 Money Talk (815머니톡)
Healthcare money flows to obesity and bispecifics.
At the JP Morgan Healthcare Conference, big M&A was absent but regulatory uncertainty eased, and licensing or technology-transfer money concentrated in bispecific antibodies, blood-brain barrier shuttles, and oral obesity. The speaker says the next cycle is focused on next-generation immuno-oncology, CNS, oral obesity, medical devices, and healthcare AI, making these areas worth remembering.
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About Blood-brain barrier shuttle platforms Investor Commentary

Across the available history and selected sources, Buzzberg tracks Blood-brain barrier shuttle platforms across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Choi Chang-gyu.