[E-Daily Reporter Kim Jinsoo ] On the 2nd, shares of BL Pharmtech(065170)hit the daily price limit again as investor interest in the pharmaceutical and biotech sector continued. BL Pharmtech’s stock price rose on expectations that the company’s performance on the global stage will begin to take off in earnest. Raphas Co., Ltd.(214260)saw a sharp rise following news released the previous day regarding a partnership with a leading global new materials company.

SAM CHUN DANG PHARM CO. LTD(000250)E. saw its stock price drop by nearly 9% following news that the Financial Supervisory Service is investigating whether SAM CHUN DANG PHARM CO. LTD violated its disclosure obligations.

BL Pharmtech Hits Daily Price Limit… Expectations for Concrete Results

According to KG Zeroin MP Doctor (MP DOCTOR, formerly Marketpoint), BL Pharmtech’s stock price showed strength from the start of trading that day. It subsequently reached the daily price limit in the afternoon and closed at 3,535 won, up 815 won from the previous day’s closing price. BL Pharmtech has been on an upward trend for the past 10 days or so, with its stock price rising approximately 118% from the closing price of 1,632 won on the 22nd to today’s level.

BL Pharmtech’s recent stock price surge is attributed to global interest and growing expectations surrounding its molecular adhesive platform technology and its pipeline candidate “ML301.”

BL Pharmtech announced that it recently established collaborative relationships with global pharmaceutical companies and investment firms at the Bio International Convention 2026 (Bio USA), and agreed to sign non-disclosure agreements (NDAs) and share follow-up data with several global companies.

Specifically, the Chief Scientific Officer (CSO) and Head of Business Development (BD) at a global pharmaceutical company currently supporting BL Pharmtech’s technology development gave a positive assessment of the potential for a technology export (license-out) regarding BL Pharmtech’s preclinical and early-clinical pipeline. The two companies plan to discuss development progress and future collaboration strategies at the global pharmaceutical company’s U.S. headquarters this October.

Subsequently, the Chief Business Development Officer (BD) of a global biotech company specializing in anticancer drugs expressed strong interest in the “Molecular Glue”-based anticancer drug project currently under development by BL Pharmtech. Accordingly, the two companies agreed to share confidential data after signing a Non-Disclosure Agreement (NDA) and to conduct an in-depth review to assess the possibility of technology transfer.

A French pharmaceutical company highlighted the potential to develop BL Pharmtech’s anticancer drug candidate into a small-molecule treatment for brain tumors. With an eye toward future technology licensing, the two companies agreed to sign an NDA and share development status and research data.

There have also been achievements in strategic consulting and investment networks aimed at entering the global market. A U.S.-based company specializing in new drug development incubation and business development consulting decided to actively support BL Pharmtech in maximizing the value of its technological assets and identifying global partners, based on infrastructure and asset matching services.

In addition, a major UK investment firm and global biotech company specializing in anticancer drugs expressed its intention to provide support during the translational research phase prior to clinical trials by leveraging its clinical network in the UK. The two companies agreed to share detailed data and discuss specific collaboration models following the signing of the NDA.

A representative from BL Pharmtech stated, “This year’s Bio USA was a meaningful opportunity to confirm the innovation and global competitiveness of our molecular adhesive-based anticancer drug pipeline and early-stage development assets,” adding, “We will do our best to swiftly sign non-disclosure agreements (NDAs) with the global companies we met with and share research data to generate tangible business results, such as joint research and early-stage technology exports.”

Raphas Co., Ltd.’s Collaboration with Hosokawa Micron Draws Attention

On that day

,

Raphas Co., Ltd.’s stock price rose 9.27% from the previous day to 9,080 won. The rise in Raphas Co., Ltd.’s stock price is believed to be due to the news of its collaboration

with Hosokawa Micron

, announced the previous day.

On the 1st, Raphas Co., Ltd. announced that it would partner with Hosokawa Micron, a leading global new materials company based in Japan, to target the cosmetics and pharmaceutical markets using next-generation drug delivery systems (DDS).

Raphas Co., Ltd. has signed a strategic partnership agreement for a three-party joint commercialization initiative with Japan’s Hosokawa Micron and its local subsidiary, Raphas Japan, to integrate “advanced nanoparticle technology” and “microneedle manufacturing technology.”

Specifically, Raphas Co., Ltd. plans to incorporate Hosokawa Micron’s proprietary “PLGA (biodegradable polymer) nanocomposite encapsulation technology” into its microneedle patch technology. The two companies successfully completed prototype validation earlier this year and have now entered the full-scale commercialization phase.

A Raphas Co., Ltd. official stated, “Since Hosokawa Micron is a relatively unknown company in Korea, the market reaction—including analysis of the company—seems to have been somewhat delayed,” adding, “The fact that Hosokawa Micron, a global materials company, has selected Raphas Co., Ltd. as its exclusive manufacturing and commercialization partner is a result of the market’s official recognition of the platform value and production capacity of our microneedle technology.”

SAM CHUN DANG PHARM CO. LTD Falls 9% on News of FSS Investigation

On that day

, SAM CHUN DANG PHARM

CO

. LTD

’s stock price closed at 204,000 won

,

down 8.72% from the previous day. The decline in SAM CHUN DANG PHARM CO. LTD’s stock price is believed to be due to news that

the Financial Supervisory Service (FSS)

has launched a formal investigation into the company.

The previous day, a media outlet reported that, following the Korea Exchange’s designation of SAM CHUN DANG PHARM CO. LTD as a company with inadequate disclosure practices and the imposition of penalty points, the Financial Supervisory Service is conducting an in-depth review to determine whether the company has violated its disclosure obligations, such as including false information in its disclosures. Last April, the KOSDAQ Market Division of the Korea Exchange designated SAM CHUN DANG PHARM CO. LTD as a company with inadequate disclosure and imposed a penalty of 5 points, citing “failure to comply with fair disclosure procedures regarding forecasts or predictions of business performance.”

In response, SAM CHUN DANG PHARM CO. LTD stated on its website that “the designation as a company with inadequate disclosure is an issue related to the fair disclosure procedure,” asserting that it was unrelated to false disclosures.

According to SAM CHUN DANG PHARM CO. LTD, the reason for the designation as a non-compliant discloser was a penalty incurred for distributing a press release regarding the performance of its Eylea biosimilar “SCD411” in the Canadian market before going through the formal disclosure process. The company maintains that this was merely a measure taken due to insufficient compliance with fair disclosure procedures under the Capital Markets Act and does not constitute a false disclosure.

Furthermore, regarding contracts in the U.S. and European markets, the company drew a clear line, stating, “This is a matter completely separate from the major overseas contracts mentioned in the media reports.”

SAM CHUN DANG PHARM CO. LTD stated, “Our core business initiatives and global sales operations currently underway are proceeding normally without any setbacks,” adding, “We will do our utmost to restore market trust and enhance shareholder value based on transparent management and sincere communication.”