Analyse

Dizal secures up to $1.5 bn deal for exclusive global rights to Zegfrovy, an oral EGFR inhibitor for lung cancer, with upfront payment and milestone fees.

Biogen reported that diranersen slowed cognitive decline but failed to show a dose‑response, causing an 8.4% share decline; low‑dose data were highlighted at a London conference.

Celltrion’s biosimilar business is building a virtuous growth cycle, expanding sales in Europe and the US while initiating a Phase 1 trial of CT-P68, a tremfya biosimilar.

CBRE reports worldwide biotech R&D construction exceeds 35 million sq ft, as new clusters in Beijing, London and Seattle grow alongside Boston and San Francisco.

A decade‑long consumer boycott over forced product sales led to NamYang’s owner family being ousted in 2024 and the company’s acquisition, while pharmacists note shrinking authority after pharmacy separation.

A discount program for OTC oral contraceptives requires pharmacies to buy 210+ units for the lowest price, a threshold many small pharmacies find unattainable, sparking controversy.

A rumored mart‑type pharmacy has opened in Gangdong‑gu’s Olympic Park Foreon, directly linked to a subway station and using large signage, marking the entry of warehouse‑style pharmacies into Seoul’s high‑traffic core.

BaroPharm has opened 10 K‑beauty shop‑in‑shop spaces in pharmacies and plans to install the Pharmacy Beauty Zone in over 1,000 locations this year.

Yuhan Corp. reports its drug segment reached 1.4 trillion KRW in 2025, a 3.5% YoY increase, driven by balanced growth of prescription and OTC products.

L&C Bio’s skin‑booster Re20 is driving domestic sales, prompting plans for Chinese manufacturing and a US market entry, with analysts forecasting a profit‑turn and 78.7% revenue rise in Q2.

The global next‑generation drug conjugate market, valued at $13.9 bn in 2023, is forecast to hit $42.5 bn by 2035, driven by ADC success and new NDC formats.

A survey of Korean 20‑year‑olds shows they buy vitamins at health‑beauty stores like Olive Young and turn to pharmacies only for illness‑related medicines.