[외국인·기관이 담은 바이오] Institutional Investor’Celltrion’ Love Call

[이데일리 김유림 기자] This week (March 22-26), it rose to the top bio stock by institutional investors in the domestic stock market. Celltrion is proving its value as a new drug development company as its self-developed Corona 19 antibody treatment’Rekirona’ received recommendations for use before approval in Europe.

Rekirona. [사진=셀트리온]

According to Market Point on the 27th, Celltrion was listed as the top bio stock by institutional investors net buying this week. Among the top 20 foreign net buying stocks, there were no bio companies.

After the closing of the market on the 26th, at 9pm, the European Medicines Agency (EMA) presented an opinion recommending the use of’REKIRONA’ (development name CT-P59, ingredient name Legdanvimab) before the official product approval. Delivered.

Considering the figure that Eli Lilly, a competitor developer of antibody treatments, proposed sales of 1 billion to 2 billion dollars (about 1.1 trillion to 2 trillion won) this year for Corona 19 treatment, Celltrion Group can also expect similar sales. . Securities prices are estimated to take 50% of Rekkirona’s exports, Celltrion and Ga.

Celltrion is already conducting preliminary consultations with individual European countries for rapid global supply of Rekirona. It completed production for 100,000 people last year, and plans to produce an additional 1.5 to 3 million people annually depending on demand so as to respond to immediate supply.

The company believes that the global supply of Rekkirona will accelerate based on this result. The U.S. Food and Drug Administration (FDA) and the Organization for Economic Co-operation and Development (OECD) are also in consultation with major regulators for the Rekkirona permit.

In the investment industry, the performance of Rekirona is also important, but the potential as a new drug development company was highly evaluated. Bio Researcher analyzed, “By showing the achievements of developing new drugs in a short time, we can show the world’s capabilities from generic biopharmaceutical companies to new drug development companies.”

The merger of the three Celltrion Group companies is also expected to close this year. Celltrion Honorary Chairman Seo Jeong-jin said, “There is 100% synergy of the three companies (mergers)” in a question and answer held immediately after the shareholders’ meeting. “The management is preparing to complete the merger process within the year.”

Chairman Seo said, “A large number of shareholders will make decisions in the direction they want, but if there are many shareholders who oppose the merger, the company has to buy the opposite stock, so it may not be able to cover the fund.” If you make it, I will proceed as planned, so please help me.”