모닝브리핑

모닝브리핑

 

[뉴욕증시] 다우지수 연중 최고치 1.4%↑… 나스닥은 0.23% 하락
https://www.moneys.co.kr/news/mwView.php?no=2023120106370124441
 
OPEC+ 감산 소식에도 국제유가 하락…WTI 2.4%↓
https://www.yna.co.kr/view/AKR20231201005400072
 
옐런 "美 경제 연착륙 가능성... 긴축 불필요"
https://www.newspim.com/news/view/20231201000013
 
尹, ASML 본사 찾는다…정부 '물가 잡기' 계속
https://biz.sbs.co.kr/article/20000146572
 
[단독]대통령실 R&D 비서관 신설
https://www.ichannela.com/news/main/news_detailPage.do?publishId=000000380264
 
'초진·재진 논란' 비대면 진료, 시범사업 개선 대책 나온다
https://www.newsis.com/view/?id=NISX20231130_0002541965
 
尹대통령, 빈살만과 통화… 사우디 엑스포 유치 축하
https://www.yna.co.kr/view/AKR20231130187600001
 
[단독]尹, 수석 전원 교체… 법무장관 김홍일 검토
https://www.donga.com/news/Politics/article/all/20231201/122432333/1
 
[단독] 신설 과학기술수석실 “디지털과 바이오로 규모 키운다”
https://news.kbs.co.kr/news/pc/view/view.do?ncd=7830774
 
野 ‘방통위장-검사 탄핵’ 오늘 강행… 與 “巨野 폭주” 밤샘 농성
https://www.donga.com/news/Politics/article/all/20231201/122432469/1
 
이낙연 “이재명 일주일 몇번씩 법원 가, 총선 치르겠나”
https://www.donga.com/news/Politics/article/all/20231201/122432352/1
 
이재용 회장 다시 유럽행…'네덜란드' 순방 동행 의미는?
https://v.daum.net/v/20231201072013095
 
삼성, 내년 TV·스마트폰 생산 10% 늘린다
https://www.etnews.com/20231130000237
 
삼성전자, 이미지센서 납품가 최대 30%↑…실적 개선 시동
https://www.newsis.com/view/?id=NISX20231130_0002541870
 
현대차 울산하이테크센터 건축허가 승인
https://www.newsis.com/view/?id=NISX20231130_0002541787
 
메타, 美 시카고에 대형 데이터센터 추가 설립…'메타버스’ 구축 속도
https://biz.chosun.com/it-science/ict/2023/12/01/LQFSSBK3HNHDBH3BCVAHFZW6DQ/
 
美 자산운용사 "MS, AI로부터 이익 얻을 것"
https://biz.sbs.co.kr/article/20000146588
 
아마존 '이미지 AI'로 250조 시장 정조준
https://www.hankyung.com/article/202311305202i
 
이스라엘, 휴전 종료 ‘10분’ 앞두고 극적 연장
https://news.kmib.co.kr/article/view.asp?arcid=0018926169
 
젤렌스키 “북, 러시아에 포탄·로켓포 등 무기 대량 공급”
https://news.kbs.co.kr/news/pc/view/view.do?ncd=7830897
 
美, 北해킹조직 김수키·개인 8명 제재…"北 정찰위성발사 대응"(종합)
https://www.yna.co.kr/view/AKR20231201007051071
 
중국, 흑연 수출통제 돌입…배터리 업계 “5개월치 재고 확보”
https://www.joongang.co.kr/article/25211514
 
리튬값 반년새 '반토막'…K양극재 타격
https://www.hankyung.com/article/2023113056031
 
'비만약 시장' 후발주자 대거 참전…유전자 가위 치료제 개발 가속도
https://www.hankyung.com/article/2023113056711
 
美서 불법 대마초사업 벌이는 中범죄조직 증가…"국가안보 문제"
https://www.yna.co.kr/view/AKR20231201002700072
 
[모닝픽] 삼성바이오에피스, 우스테키누맙 바이오시밀러 SB17 미국 상용화 가시화
https://www.g-enews.com/article/Industry/2023/12/202312010558269440e8b8a793f7_1
 
애브비, ADC 항암제 전문기업 이뮤노젠 인수
http://www.newsmp.com/news/articleView.html?idxno=238008
 
법원행정처 "서버 악성코드 감염 확인…유출 데이터 특정 불가"
https://www.yna.co.kr/view/AKR20231130188000004
 
[단독] 결국 올 것이 왔다…"LG, 돈 더 내놔라" GM의 초강수
https://www.hankyung.com/article/2023113057481
 
'가덕도신공항' 건설 탄력… 사업 전담 공단 설립된다
https://www.moneys.co.kr/news/mwView.php?no=2023113014162015094
 
기록 깨졌다…"올해 가장 따뜻한 해 될 것"
https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=A202311300234
 
전세계 기후대응 성적표 나온다…COP28 개막
https://news.kbs.co.kr/news/pc/view/view.do?ncd=7831012
 
'남태현과 필로폰 투약' 서민재, 단약 후 근황…"마약의 끝은 파멸" [추적 60분]
https://mydaily.co.kr/page/view/2023113023342269061
 
[단독] "일본산이 오히려 더 싸다니"… 내년 종이값 또 오른다
https://www.hankyung.com/article/202311304847i
 
日 도쿄돔 8만석 다 팔렸다… 일본팬들 몰린 K팝 축제
https://www.hankyung.com/article/2023113056391
 
“삼성 따라가면 망하진 않겠지”…신사업株 벌써 몰려든 개미들
https://www.mk.co.kr/news/stock/10887844
 
2024년 뉴욕증시, 부동산·기초소재·보건의료·반도체 주목
https://www.g-enews.com/article/Global-Biz/2023/12/20231201063847154e250e8e188_1
 
[12월1일자] 비즈니스포스트 아침의 주요 기사
https://www.businesspost.co.kr/BP?command=article_view&num=334797
메트로신문 12월1일자 한 줄 뉴스
https://www.metroseoul.co.kr/article/20231130500464
 
[날씨] 12월 첫날, 영하권 추위 기승... 오후까지 서해안 눈
https://www.ytn.co.kr/_ln/0108_202312010633193411
 
최초 승인 노리는 서울옥션블루 미술품 투자계약증권…모회사 이해상충 논란
https://www.newstomato.com/ReadNews.aspx?no=1210530
 
[단독] 크래프톤, 중국 게임사 넷이즈 상대 '저작권 침해 소송' 최종 승소
https://news.koreaherald.com/view.php?ud=20231130000816&md=20231130180112_BL&kr=1
 
거래소, 코셈·오상헬스케어 코스닥 상장예심 승인
https://www.edaily.co.kr/news/read?newsId=03926166635810968
 
에이텀, 코스닥 신규 상장… "전기차시장 진출로 성장 속도"
https://www.moneys.co.kr/news/mwView.php?no=2023113016504731262

에이텀, 코스닥 신규 상장… "전기차시장 진출로 성장 속도" - 머니S

 

 

[키움 허혜민] 애브비 ADC 개발사 이뮤노젠 $10bn 인수 

주당 $31.26에 이뮤노젠 모든 발행 주식을 인수할 예정

종가 대비 94.6% 프리미엄. 이뮤노젠 주가는 지난 5월 난소암 치료제 Elahere 후기 임상 긍정적 결과 이후 3배 상승한 바 있음. 

거래는 2024년 중반 완료

애브비는 휴미라 특허만료에 직면하였고, IRA에 혈액암 치료제 임부르비카가 10개 약물 중 하나로 선정되어 약가 인하 대상이 됨. 

이번 인수로 애브비 2027년 초부터 주당순이익 개선 기대 

https://www.reuters.com/markets/deals/abbvie-buy-immunogen-101-billion-boost-cancer-drug-portfolio-2023-11-30/

애브비 주가 pre-market -0.36%, 이뮤노젠 +81.38% 

이번 연간전망 보고서에서 다룬 내용 중에

빅파마가 블록버스터에 의존하는 사업구조인데, 1) 블록버스터 특허절벽과 2) IRA로 약가인하로 향후 활발한 거래 예상,

빅파마의 ADC 진입 증가로 M&A 사례가 이어지면서, 점점 경쟁 개발사가 줄어들고 있어 ADC 기술 거래에 웃돈이 붙고 있다는 내용이 포함되어 있습니다. 자세한 건 자료를 참고해 주세요. (2024년 제약/바이오 연간 전망: 승리를 향한 빌드업 https://www.kiwoom.com/h/invest/research/VAnalCIDetailView?sqno=4751)

오류페이지 | 키움증권

관련주:알테오젠

 

 

 

(헬스케어) 삼성증권 서근희

2024년 outlook: 뻔한 것에 답이 있다. 

2024년 헬스케어 업종 투자의견 neutral로 하향 조정. - 대형주인 삼성바이오로직스, 셀트리온 성장성 둔화 전망.  

- 이익 개선 및 모멘텀 유효한 제약주 선호. 최선호주 SK바이오팜(2024년 Xcopri 시장 점유율 1위 예상), HK이노엔(영업이익 38% 성장, 미국 임상 3상 결과 발표), 차선호주로 종근당, 녹십자(2024년 1월 IVIG 허가). 

- 바이오는 자금 조달 리스크 제한적이면서 모멘텀있는 레고켐바이오(2024년 Trop2 ADC RP2D 용량 데이터 확인), 알테오젠(2024년 키트루다 병용 임상 3상 결과 발표) 관심.

보고서 원문: https://www.samsungpop.com/streamdocs/mail/sd;streamdocsId=lXD4xKsFMcxRoxJDzooyYjqWDE0Actw5JoNVGs7mjCc

삼성증권