Phân tích

Surveys highlight price burden, prescriber preference and patient perception as key factors as Lilly and Novo Nordisk compete with oral GLP‑1 therapies.

The share of pharmacies whose names include '365' has risen from 1.2% in 2021 to 2.79% in 2023, reflecting an expanding trend of year‑round operations.

Hanmi Pharma secured an exclusive license with Genentech worth up to $2.3 billion for obesity/metabolic disease candidate HM17321, following a $1.26 billion deal earlier this year.

A 20‑pyeong pharmacy with 21 M KRW monthly sales was priced at 750 M KRW, while a 30 M KRW sales pharmacy fetched 600 M KRW, showing a shift from the usual 25‑30× sales rule.

Domestic P‑CAB drug Zaqubo climbs to second market share, while Jeil Pharm stops production of twin Jastafrazan products Quzetas and Oncap, leaving their future supply uncertain.

PharmaResearch’s premium dermo‑cosmetic brand Rejuran Cosmetic will debut in Singapore Sephora’s online and offline stores from Sept 2 as part of Olive Young’s K‑Beauty Edit, accelerating its Southeast Asian expansion.

EasyMedicom and ISM Korea are introducing ISCEA‑certified CHSCA and CHSCM healthcare supply‑chain qualifications in South Korea to develop local expertise.

Analyst Huh Hyemin of Kiwoom Securities forecasts Jongkundang's Q2 sales at 4.629 trillion KRW, up 8% YoY, but operating profit at 193 billion KRW, 13% lower, slightly below consensus.

Analyst Park Jong‑dae of Hana Securities forecasts Dongguk Pharmaceutical’s Q2 sales at 260.5 billion KRW and operating profit at 26.4 billion KRW, driven by strong U.S. Amazon cosmetics sales and expanding pharmacy‑cosmetics market.

Government drug‑price cuts are pressuring pharma cost‑savings, prompting firms to shift to regional wholesale and accelerate independent sales operations, challenging traditional distributors.

Kwangdong Pharmaceutical celebrates the 20th anniversary of its flagship ready‑to‑drink corn silk tea, announcing cumulative sales of 1.61258 billion bottles and unveiling new packaging.

Regadex, a liver disease combination drug by BooKwang Pharma, achieved the second highest prescription volume in South Korea's liver disease combo market within a year of launch.