[Edaily Reporter Song Young-doo] Following a broad rally across the pharmaceutical and biotech sectors the previous day, the market on the 10th saw a differentiated trend centered on stocks with individual momentum. Vibozon Pharmaceutical’s stock price surged nearly 10% on news of expanded prescriptions for its non-narcotic analgesic, Anapraz. Lunit showed strength as expectations for its medical artificial intelligence (AI) foundation model and global partnerships came into focus. The market is paying close attention to the fact that both companies are entering a phase where they are translating their research and development (R&D) achievements into actual commercialization.

Bibozon Pharmaceutical: Five-day winning streak as sales of Anaprazu expand in earnest

According to KG Zeroin MP Doctor (formerly Marketpoint) on the same day, #BibozonPharmaceutical closed at 3,680 won, up 10.1% (335 won) from the previous trading day.

The direct reason behind the recent stock price rise is believed to be the potential for expanded supply of the non-narcotic analgesic, Anapra. On the 2nd, Vivzon Pharmaceutical announced that it had placed an additional production order for approximately 120,000 vials to respond to increased prescriptions and sales. The company took preemptive action to expand production as existing supply was being depleted faster than expected.

The company also cites increased sales of Anapraz as the reason behind the recent stock price strength. A Bibozon Pharmaceutical official stated, “The stock price has continued to rise following the recent news regarding the additional order for Anapraz,” adding, “We believe the selection for the Korea Health Industry Development Institute’s global expansion support program has also had an impact.”

Anaprazu, developed by Vivzon, is Korea’s 38th innovative new drug. It is characterized by reduced risks of addiction and respiratory depression compared to existing opioid analgesics used for postoperative pain management. A researcher-initiated clinical trial conducted by a team at Samsung Medical Center confirmed that Anaprazu provides analgesic effects equivalent to those of opioid analgesics.

Recently, the drug has been successively approved by the Drug Committees (DC) of major tertiary hospitals, including Samsung Seoul Hospital and Severance Hospital in Sinchon, thereby expanding its prescription base. Investors are also taking note of the fact that, following the securing of references from tertiary hospitals, the adoption of the drug is expanding to general hospitals and facilities with fewer than 300 beds.

The momentum behind the stock price rise is not limited to the domestic market. On the 9th, Vivzon, an affiliate of Vivzon Pharmaceuticals, was simultaneously selected for two major projects under the “2026 Bio-Health Global Expansion Support Project (K-VIP)” organized by the Korea Health Industry Development Institute (KHIDI).

Through this project, the company plans to establish a strategy for entering the U.S. market with Anapra and strengthen its global regulatory response system. It also aims to increase the potential for overseas commercialization by expanding cooperation with global pharmaceutical companies.

The high-concentration injectable formulation of Anapra has recently received a patent registration decision from the Eurasian Patent Office (EAPO). This could serve as a barrier to entry for competitors during the company’s future global market expansion. "VVZ-2471," a follow-on pipeline candidate for an oral, non-narcotic analgesic, also recently received a notice of grant from the European Patent Office (EPO). This strategy targets the oral analgesic market following the injectable Anapraju.

The pharmaceutical industry is taking note of the fact that Vivzon, which had previously remained in the R&D phase, is beginning to demonstrate commercial success through expanded prescriptions and increased production. In fact, Vivzon Pharmaceutical saw its stock price rise on five out of six trading days between the 2nd and the 10th.

Lunit, Invited by Jensen Huang, Sees Strong Stock Performance Amid Expectations of Joining NVIDIA Platform

#Lunit was one of the few companies in the pharmaceutical and biotech sector to show strength on this day. The company was invited to the NVIDIA AI Ecosystem Roundtable held on the 8th to mark the visit of NVIDIA CEO Jensen Huang to South Korea, once again highlighting its standing within the global AI ecosystem.

At the event, Lunit presented the potential for expanding global collaboration based on its medical-specialized foundation model. Observers in the medical AI industry assess that the company is now fully implementing a strategy to evolve from a simple medical imaging interpretation solution provider into a medical AI platform company.

A Lunit official stated, “We interpret this invitation to the NVIDIA roundtable as a result of the alignment between the ‘Sovereign AI’ strategy that CEO Jensen Huang has consistently emphasized and the business direction of the medical science-specialized foundation model that Lunit is developing as a national project.”

Indeed, while NVIDIA, led by CEO Jensen Huang, has established Sovereign AI as its strategic direction, Lunit is already operating national-level cancer screening programs in over 10 countries worldwide. Lunit is currently conducting pilot projects for its medical-specialized foundation model in South Korea and the United States.

Yoo Seong-won, Lunit’s Chief Technology Officer (CTO), met with NVIDIA officials to discuss plans for integrating the foundation model developed by Lunit into the NVIDIA platform. It is reported that both sides agreed to hold follow-up meetings.

If the foundation model developed by Lunit is integrated into the NVIDIA platform, Lunit is expected to achieve technological advancement through joint development. In particular, a division of roles between the developer and the distributor is anticipated.

A Lunit official stated, “We anticipate technological advancement through joint development with NVIDIA and a division of roles between developer and distributor,” adding, “It is likely that the structure will involve Lunit handling algorithm development and NVIDIA handling sales.”

They continued, “This is because leveraging each party’s respective strengths will provide greater momentum for the supply and application of customized foundation models tailored to specific countries and institutions.”

In fact, Lunit is currently engaged in a similar collaborative partnership with Microsoft (MS). Lunit and Microsoft are jointly developing a foundation model and applying it to the MS Dragon Copilot platform. This model is being tested in medical institutions using Microsoft Azure, where it is being adopted directly to address the entire lifecycle of hospital systems through AI.

Investors are also paying close attention to this development. This is because if the medical AI market reorganizes into a platform-centric structure in the future, companies that have secured competitiveness in data and algorithms are likely to be recognized as having high value.

From a financial performance perspective, the expansion of overseas operations is also viewed positively. Lunit is expanding the supply of its AI cancer diagnostic solutions, focusing on the U.S., Japan, and Europe, and has recently begun exploring business opportunities in the Middle East market as well. In particular, if the potential for collaboration with global AI companies such as NVIDIA increases, synergies are expected not only in terms of technology development but also in the expansion of the global market.