Yuhan Corporation

The European Commission approved Rybrevant (amivantamab) combined with Lazcluze (lazertinib) for first-line treatment of advanced NSCLC with EGFR mutations, based on the MARIPOSA study showing improved progression-free survival. This offers a new standard of care, addressing the urgent need for effective treatments in EGFR-mutated NSCLC.

Yuhan Corporation's lung cancer drug, Lecraza, approved in the U.S. and Europe, marks Korea's first anticancer drug to achieve this. The drug, developed with Oskotech and partnered with Johnson & Johnson, promises significant financial returns and royalties for Yuhan.

Yuhan Corporation's lung cancer treatment 'Leclaza' gains European approval, marking the first Korean anticancer drug approved in both the U.S. and Europe. This follows a $30 million milestone payment from Janssen, with potential total revenue from the deal reaching $240 million. Approval applications in China and Japan are pending.

The gastroesophageal reflux disease treatment market is evolving with P-CAB drugs gaining market share due to longer efficacy and convenience. However, second-generation PPI drugs are counterattacking with composite products. P-CAB treatments like HKINOEN's K-Cap and Daewoong Pharmaceutical's Pexuklu are leading, but competition is intensifying with new entrants like Cheil Pharmaceutical's Jacubo. PPI drugs, despite their limitations, are still dominant, and the introduction of PPI+antacid complexes aims to improve their effectiveness.

J INTS BIO's AI-driven collaboration with Yonsei University, DGIST, KRICT, and KAIST aims to revolutionize cancer treatment through precision medicine, integrating AI and multi-omics for personalized lung cancer therapies.

20+ companies, including Regeneron and Sanofi, are advancing 25+ urticaria drugs through clinical trials, addressing unmet needs in treatment.

Novo Nordisk's obesity drug WeGovi to be released in Korea on Oct 15, with a factory price of 370,000 won, not covered by health insurance; patients' actual cost around 800,000 won. Administered weekly via injection, it targets patients with BMI 30+ or those with obesity-related diseases (BMI 27-30). Expected to significantly impact the 180 billion won domestic obesity drug market.

Yuhan Corporation tops net buying for top 1% investors at 9:30 a.m., driven by FDA approvals and collaborations. HPSP, a semiconductor equipment supplier, also sees net buying. HLB, Celltrion, and T&L experience net sales.

Updated MARIPOSA-2 study results show amivantamab plus chemotherapy significantly improves post-progression outcomes and overall survival in previously treated NSCLC patients with EGFR exon 19 deletions or L858R mutations, compared to chemotherapy alone.