Phân tích

Major co‑promotion agreements with Jongkundang are ending, shifting supply to sole distributors and other pharma firms, prompting pharmacies to tighten inventory controls.

JW중외제약이 인공눈물 ‘프렌즈’ 브랜드를 식품 영역으로 확대해 씹는 캔디 ‘아이크런치’를 출시했습니다.

SkyLabs and German ABPM specialist IEM GmbH signed a supply deal to bring the ring‑type CART blood pressure monitor to UK and European hospitals, targeting 26 billion KRW sales in early 2026.

Samsung Biologics raised ~3 trillion KRW via a rights issue and public offering, issuing 2.27 million new shares (4.9% of existing). Funds will support PolyPeptide acquisition, Plant 6, a third bio‑campus and US facilities.

The association organized a counseling session with 25 member firms and five overseas buyers from the US, Vietnam, Indonesia, Taiwan and Poland to boost export opportunities.

Average prescription compounding fell 12% YoY and OTC sales fell 12.5% YoY, with throat treatments seeing the steepest decline.

Boryeong Consumer Healthcare rolls out "Malkuncho Kids Syrup" aiming at Korea's ~10 billion KRW children’s digestive and antacid market, where GC녹십자 holds ~70% share.

Il-yang Pharmaceutical introduced Gigaen, a health functional food containing MFDS‑approved gamguk‑gamtae extract, aimed at supporting bronchial health and relieving cough and phlegm.

Daewon Pharmaceutical announced it will keep producing and distributing its cough expectorant ‘Kodaewon‑Jeong’ without any supply interruption, citing patient convenience and prescription clarity.

Nestlé Health Science introduces a GLP‑1 nutrition platform covering muscle, gut, micronutrients, hydration, skin/hair health and weight‑regain management as GLP‑1 obesity drugs spread.

Dongkook Pharmaceutical’s dermal repair brand Madecaphamacia introduced the TECA Plus Formula Facial Repair Cream Light, featuring enhanced moisture, absorption, and added PDRN, available in ~6,000 Korean pharmacies.

GeoYoung held a joint on‑site inspection and fire‑adaptation drill with Incheon Gyeyang Fire Station to assess fire risks in large logistics warehouses.