Korea Stock Market Insights

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  • Legochem Bio Enters ADC Collaboration with GO THERAPEUTICS: Investment Analysis



    Legochem Bio Enters ADC Collaboration with GO THERAPEUTICS: Investment Analysis 대표 차트 이미지






    1. What Happened?

    On September 9, 2025, Legochem Bio signed a joint research and antibody technology licensing agreement with GO THERAPEUTICS for the development of new antibody-drug conjugates (ADCs). Through this agreement, Legochem Bio plans to develop new ADCs by incorporating GO THERAPEUTICS’ antibody technology. The agreement is conditional upon regulatory approval and can be terminated if research and development is discontinued or if product approval fails. The financial details of the agreement were not disclosed.

    2. Why Does It Matter?

    This agreement holds significant implications for strengthening and expanding Legochem Bio’s ADC pipeline. The introduction of new antibody technology can complement the existing pipeline and increase the possibility of developing new ADCs. Furthermore, the collaboration with a US biotech company serves as an opportunity to demonstrate Legochem Bio’s technological prowess in the global market and increases the potential for future licensing and commercialization.

    3. So What?

    • Positive Outlook: Successful joint research may lead to the development of new ADC candidates, securing additional milestone and royalty revenue, and strengthening global market competitiveness.
    • Potential Risks: The inherent uncertainties of clinical development, the difficulty in assessing the value due to non-disclosure of the agreement amount, and the volatility of the KRW/USD exchange rate should be considered.

    4. What Should Investors Do?

    This agreement is a positive factor that supports Legochem Bio’s long-term growth potential. However, due to uncertainties such as the progress of clinical development and regulatory approvals, a cautious approach is necessary when making investment decisions. It is crucial to closely monitor future disclosures and market conditions while formulating an investment strategy.



    Frequently Asked Questions (FAQ)

    What is the agreement with GO THERAPEUTICS about?

    It is a joint research agreement for the development of new ADCs and a licensing agreement for Legochem Bio to incorporate GO THERAPEUTICS’ antibody technology.

    Why is this agreement important for Legochem Bio?

    It is expected to contribute to the strengthening and expansion of the ADC pipeline, validation of technological capabilities, and securing future growth engines.

    What are the key points to consider for investment?

    Uncertainties in clinical development, non-disclosure of the agreement amount, and KRW/USD exchange rate fluctuations should be considered.









    Legochem Bio Enters ADC Collaboration with GO THERAPEUTICS: Investment Analysis 관련 이미지




  • Ligand Pharmaceuticals Achieves LCB97 Milestone Payment: Investment Analysis and Future Outlook

    Ligand Pharmaceuticals Achieves LCB97 Milestone Payment: Investment Analysis and Future Outlook 대표 차트 이미지

    1. LCB97 Milestone Payment: What Happened?

    Ligand Pharmaceuticals received the final short-term milestone payment related to LCB97 (L1CAM-ADC), which was licensed to Ono Pharmaceutical. While the exact amount remains undisclosed, it is estimated to be over 10% of Ligand’s 2024 revenue.

    2. Why is it Important?: Fundamental and Market Expectation Analysis

    This milestone payment has a significantly positive impact on Ligand’s fundamentals. It directly contributes to increased revenue and improved profitability, while also reaffirming the value of the ADC pipeline and providing positive momentum for future licensing and negotiations. Furthermore, it is expected to strengthen financial soundness, secure R&D investment capacity, and improve investor sentiment. Considering the high growth potential of the ADC market and Ligand’s technological prowess, the market views this news positively, and based on past licensing and milestone achievements, there is a high probability of a stock price increase.

    3. So What Should We Do?: Investment Implications

    This milestone payment enhances the investment appeal of Ligand Pharmaceuticals. Short-term stock price momentum can be expected, and long-term growth potential is also likely to be strengthened. However, potential risks, such as the uncertainty due to the undisclosed payment amount and the need to secure continuous revenue sources, should also be considered. Therefore, investors should continuously monitor the development status and performance of other ADC pipelines besides LCB97 and make prudent investment decisions.

    Q: How will the LCB97 milestone payment affect Ligand’s stock price?

    A: It is highly likely to provide short-term upward momentum for the stock price. In the long term, it is expected to further strengthen the company’s growth story through the successful development and commercialization of the ADC pipeline.

    Q: What is ADC, Ligand’s core technology?

    A: ADC (Antibody-Drug Conjugate) is a technology that combines antibodies and drugs to target and treat cancer cells. It is attracting attention as the next-generation anticancer drug due to its high therapeutic effect and low side effects.

    Ligand Pharmaceuticals Achieves LCB97 Milestone Payment: Investment Analysis and Future Outlook 관련 이미지