Samsung Biologics

Samsung Biologics is engaged in the manufacture of biological products. Co. provides CMO (Contract Manufacturing Organization) services that serve other domestic and international pharmaceutical companies on a contract basis to produce high-tech biomedicine as of the date when the business report is submitted. Co.is also engages in the research & development and commercialization of biosimilar products.
  • Ticker207940
  • ISINKR7207940008
  • ExchangeKorea Stock Exchange
  • SectorPharmaceuticals & Biotechnology
  • CountrySouth Korea

Samsung Biologics Co Ltd: 1 director sold

A director at Samsung Biologics Co Ltd sold 271 shares at 850,000.000KRW and the significance rating of the trade was 76/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The na...

Thomas J. Schiessle

Wettbewerb für Führungsprojekt (FYB201 - BS auf „Lucentis ®“) wird intensiver

FYB201 (BS auf „Lucentis ®“ – 2019er US-Jahresumsatz $ 2,1 Mrd.) ist (wie auch FYB202) ein reines Royalty-Programm, ohne Meilensteine. Einnahmen daraus fließen – später und wohl auch spärlicher (s.u.) als ursprünglich angenommen - ab 21/22e. Die EQUI.TS-Schätzung wird abgesenkt. Zu den Lucentis ®-BS-Entwicklern Samsung Bioepis ist im Mai ein weiteres Entwickler Konsortium dazugekommen. Bis Q1/21 sollen deren Ph3-Topline-Daten vorliegen.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Rally Losing Upside Momentum The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and EAFE indexes ended up breaking down. Additionally, the aforementioned indexes and major indexes in Europe, Japan, and Hong Kong have been unable to break above longer-term resistance. While we believe global equities remain vulnerable to a pullback, some near-term consolidation is another possibility. For now we believe some consolidation makes sense as we remain in a sort of wait-and-see period as it relates to wha...

Dominic Rose ...
  • Naresh Chouhan

Intron Health: COVID-19 - Lockdowns Until 2021

Whilst the market is expecting a near-term peak in cases in Europe, we show that there are likely to be continual outbreaks into 2021 and we will likely see ongoing economic disruption for many quarters to come. HK & Taiwan eased some of the social distancing measures and saw a marked increase in COVID-19 cases. The UK govt’s base case is for continual outbreaks. We show that ICU beds are the limiting factor & driving govt behaviours, not economic disruption. Crucially, we show that looking at daily case numbers to find the peak is no longer a valid dataset & market focus on this dataset is mi...

Dominic Rose ...
  • Naresh Chouhan

Global CDMOs - Impact of Alzheimer's Windfall

Our unique coverage of the biggest CDMO’s allows us to quantify the financial impact on the industry of a potential Alzheimer’s windfall from Biogen’s aducanumab. As the FDA filing draws closer, Biogen are likely to be involved in intense negotiations to find alternative sources of supply. Our highly detailed analysis shows how much aducanumab will need to be produced, who the winners are likely to be, the revenue uplift they may enjoy and the NPV uplift to each player. Lonza & Samsung Biologics are likely the biggest winners with Catalent close behind.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Rally Losing Upside Momentum The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and EAFE indexes ended up breaking down. Additionally, the aforementioned indexes and major indexes in Europe, Japan, and Hong Kong have been unable to break above longer-term resistance. While we believe global equities remain vulnerable to a pullback, some near-term consolidation is another possibility. For now we believe some consolidation makes sense as we remain in a sort of wait-and-see period as it relates to wha...

Samsung Biologics Co Ltd: 1 director sold

A director at Samsung Biologics Co Ltd sold 271 shares at 850,000.000KRW and the significance rating of the trade was 76/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The na...

Thomas J. Schiessle

Wettbewerb für Führungsprojekt (FYB201 - BS auf „Lucentis ®“) wird intensiver

FYB201 (BS auf „Lucentis ®“ – 2019er US-Jahresumsatz $ 2,1 Mrd.) ist (wie auch FYB202) ein reines Royalty-Programm, ohne Meilensteine. Einnahmen daraus fließen – später und wohl auch spärlicher (s.u.) als ursprünglich angenommen - ab 21/22e. Die EQUI.TS-Schätzung wird abgesenkt. Zu den Lucentis ®-BS-Entwicklern Samsung Bioepis ist im Mai ein weiteres Entwickler Konsortium dazugekommen. Bis Q1/21 sollen deren Ph3-Topline-Daten vorliegen.

Dominic Rose ...
  • Naresh Chouhan

Intron Health: COVID-19 - Lockdowns Until 2021

Whilst the market is expecting a near-term peak in cases in Europe, we show that there are likely to be continual outbreaks into 2021 and we will likely see ongoing economic disruption for many quarters to come. HK & Taiwan eased some of the social distancing measures and saw a marked increase in COVID-19 cases. The UK govt’s base case is for continual outbreaks. We show that ICU beds are the limiting factor & driving govt behaviours, not economic disruption. Crucially, we show that looking at daily case numbers to find the peak is no longer a valid dataset & market focus on this dataset is mi...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior