You'll Regret Not Watching: Bio Is Real in Q4 | Kim Seon-ah, Senior Research Fellow, Hana Securities Research Center

You'll regret not watching" Bio is real in Q4 | Kim Seon-ah, Hana Securities Research Center Senior Research Fellow [Double Up]
Watch on YouTube ↗  |  September 01, 2026 at 01:29  |  20:03  |  3PRO TV (삼프로TV)
Speakers
Kim Seon-ah — Senior Research Fellow, Hana Securities Research Center

Summary

Kim Seon-ah, Senior Research Fellow at Hana Securities Research Center, argues Korean biotech is set for a Q4 opportunity. She highlights positive large-cap investment decisions by Samsung Biologics and SK Biopharm, a delayed KOSDAQ promotion system, and Q4 conference and licensing catalysts. She also flags personalized cancer vaccines as an emerging theme and recommends Alteogen and LigaChem as top picks.

  • Kim Seon-ah discusses August Korean biotech deals and large-cap investment decisions.
  • She views the delayed KOSDAQ tier change as positive for second-half biotech positioning.
  • Q4 academic conferences and licensing-out seasonality are expected to provide momentum.
  • Personalized mRNA cancer vaccines are highlighted as a new emerging modality.
  • ST Pharm is named as a Korean CDMO positioned for cancer vaccine-related manufacturing.
  • Alteogen and LigaChem are recommended as large-cap biotech top picks for sector recovery.
Ideas
Kim Seon-ah Senior Research Fellow, Hana Securities Research Center 1:55
Large Korean biopharma making bold investments
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.
207940.KS 302440.KS HIGH
Kim Seon-ah Senior Research Fellow, Hana Securities Research Center 4:10
Korean biotech has Q4 catalysts
The delayed KOSDAQ promotion/demotion system removes a weighting overhang that had prevented investors from adding biotech exposure, and with Q4 typically full of academic conference data and licensing-out deals, she expects a window to add Korean biotech exposure after depressed performance.
Korean biotech sector HIGH
Kim Seon-ah Senior Research Fellow, Hana Securities Research Center 4:24
Alteogen is top biotech leader
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.
196170.KQ HIGH
Kim Seon-ah Senior Research Fellow, Hana Securities Research Center 6:58
Personalized cancer vaccines are emerging
Personalized mRNA cancer vaccines are becoming a genuine new modality after Moderna/Merck's Phase 3 data; BioNTech/Roche's colorectal failure appears due to a cold tumor and no checkpoint combination rather than invalidating the platform, so the theme is worth tracking into further data and FDA submission.
MRNA BNTX MED
Kim Seon-ah Senior Research Fellow, Hana Securities Research Center 10:40
ST Pharm holds cancer vaccine CDMO position
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.
237690.KQ LOW
Kim Seon-ah Senior Research Fellow, Hana Securities Research Center 16:47
LigaChem has next-generation ADC edge
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.
141080.KQ MED
Up Next
37:12
Target Stock Price Downgraded Everywhere" Is This Really a Worrisome Sign? | Ha Chang-wan Ha Bono's Stock Story CEO [Double Check]
3PRO TV (삼프로TV) · Sep 01
3:07:16
[September 1st #BeforeMarketOpen] US-Iran conflict resumes, oil prices and bond yields rise, New York stock market falls / Micron, SK Hynix ADR up 2.7% / Tesla up 5% on FSD expectations
815 Money Talk (815머니톡) · Sep 01
4:46
Ternus' biggest challenge as Apple CEO will be selling iPhones: Big Technology's Alex Kantrowitz
CNBC · Sep 01
4:08
UBS Michael Yee: We've been quite bullish on the pharma sector
CNBC · Sep 01
2:15:25
Daily Morning Fund Managers' Investment Meeting Live | Park Se-ik Senior Managing Director & Chesley Investment Advisory [Morning Brief / 26.09.01.Tue]
Chesley Investment Advisory (체슬리투자자문) · Sep 01

This 3PRO TV (삼프로TV) video, published September 01, 2026, features Kim Seon-ah discussing 207940.KS, 302440.KS, Korean biotech sector, 196170.KQ, MRNA, BNTX, 237690.KQ, 141080.KQ. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Seon-ah  · Tickers: 207940.KS, 302440.KS, Korean biotech sector, 196170.KQ, MRNA, BNTX, 237690.KQ, 141080.KQ