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[IT뉴스]Inventage Lab, Quratis surge on Boehringer deal; Alteogen falls[K-Bio Pulse]

온카뱅크관리자

2025-08-29 09:57:29

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          <div contents-hash="bedad07ed44b90c2c78aea6c200b1d608ebc2e642a6fef242235513269a04478" dmcf-pid="WnPLMDuSsz" dmcf-ptype="general">
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            This article was released as <strong>Pharm Edaily Premium Content</strong> on August 28, 2025, at 7:48 AM.
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          <p contents-hash="8603c7cb87b60323acc1fc15393efd111e5d2ee170d07e5196fcbcc12674a7cd" dmcf-pid="YvrTOtiBI7" dmcf-ptype="general">[Kim Saemi, Edaily Reporter] On August 27th, the bio and healthcare sector saw Inventage Lab hit the daily upper price limit on news of a material transfer agreement (MTA) with Boehringer Ingelheim, while Quratis and G2GBIO also surged in tandem. KoBioLabs hit the ceiling as well after announcing that its microbiome strain, which could be developed into an oral obesity treatment, was granted a U.S. patent. In contrast, Alteogen fell more than 4% on concerns that its planned transfer to the KOSPI may be delayed.</p>
          <p contents-hash="ab28ba159937aa244f7fd01e4ca15d04deceeaf96992e20a8d8fb922bf3b2945" dmcf-pid="GTmyIFnbwu" dmcf-ptype="general"><strong>Inventage Lab limit-up on Boehringer MTA… Quratis, G2GBIO up</strong></p>
          <p contents-hash="b0282fa74e3c5e33d1feb040dc844b41d0941b7454596680b8e99a02a842e4f8" dmcf-pid="HysWC3LKOU" dmcf-ptype="general">According to KG Zeroin MP Doctor (formerly Market Point), Inventage Lab closed at 47,450 won, up 10,950 won (30%) from the previous day. The company’s share price began to soar at 10:31 a.m., reaching the upper limit at 11:56 a.m. Although it briefly eased, the stock maintained its ceiling from 12:17 p.m. through the market close.</p>
          <figure class="figure_frm origin_fig" contents-hash="e153c8b51384c2cddfff0ba311ab71fcfd17a012e44a4b6fb8d51f67fc9246b9" dmcf-pid="XWOYh0o9Ep" dmcf-ptype="figure">
           <p class="link_figure"><img alt="Inventage Lab Share Price Trend on August 27 (Source: KG Zeroin MP Doctor)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202508/29/Edaily/20250829095038304fzda.jpg" data-org-width="670" dmcf-mid="P2cbpQloEK" dmcf-mtype="image" height="auto" src="https://img1.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202508/29/Edaily/20250829095038304fzda.jpg" width="658"></p>
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            Inventage Lab Share Price Trend on August 27 (Source: KG Zeroin MP Doctor)
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          <div contents-hash="8d13f00803bc8acad7c497c8585b0f6769a8167bd1d683d2a95cf1d50c4a2a20" dmcf-pid="ZYIGlpg2r0" dmcf-ptype="general">
           This sharp rally is believed to have been triggered by a premium paid article from Edaily’s Pharm Edaily service titled “Inventage Lab signs MTA with Boehringer…preemptive response to European demand”. The article was released at 10:31 a.m. as a premium subscription-only piece. Even though it was not freely accessible, the report that Inventage Lab had expanded its joint research agreement with global big pharma Boehringer Ingelheim into a formal MTA acted as a catalyst for the stock.
          </div>
          <p contents-hash="251e8a7872407a9a560c02b9e11d5399641b5ad534cf8dab3efa4751127498de" dmcf-pid="5GCHSUaVw3" dmcf-ptype="general">Industry observers expect the agreement to be related to Boehringer Ingelheim’s next-generation GLP-1 obesity therapy currently in clinical development. Since September last year, the two companies have been co-developing a peptide-based obesity treatment by applying Boehringer Ingelheim’s candidate to Inventage Lab’s drug delivery system (DDS) platform, IVL-DrugFluidic. Under the collaboration, Boehringer is focusing on efficacy and clinical studies, while Inventage Lab handles formulation and process development. The IVL-DrugFluidic platform can extend dosing intervals from one month up to 12 months, depending on the drug.</p>
          <p contents-hash="4ddf6ae9f3eee774c99a0cb45e5506bee3f6ace012c6f032e2827eef698aac31" dmcf-pid="1HhXvuNfEF" dmcf-ptype="general">Inventage Lab has also been working to establish a production base in Europe, signing an MOU with a European pharma company that owns an EU GMP-certified facility. The company is also in detailed discussions on licensing out its manufacturing platform technology to a European partner.</p>
          <p contents-hash="8ad7787fb2ef5a4097d4b209eee8403b813e37029fb67dee0dc0e4f6fbecc34d" dmcf-pid="tIcCDHMUEt" dmcf-ptype="general">Amid this momentum, investor attention turned to Quratis, which Inventage Lab acquired earlier this year to utilize its GMP facilities. Quratis shares also hit the upper limit, closing at 1,238 won, up 285 won (29.91%) from the previous session after a sharp rise starting around 11:30 a.m.</p>
          <p contents-hash="06e0b2b1abecbe1592e4263c2061a4ce647499a96d8154c748639ceb9bf610ae" dmcf-pid="FCkhwXRuE1" dmcf-ptype="general">An Inventage Lab official commented, “The news that our joint development agreement with Boehringer Ingelheim was expanded into an MTA and that we are securing European production facilities appears to have driven the stock higher. In Quratis’s case, we are equipping facilities to enable clinical sample production and early commercialization using our platform technology.”</p>
          <p contents-hash="2e0a98e917387bedf585e8197a3d99d1967ec00d755018b14466f1bc981f661f" dmcf-pid="3hElrZe7r5" dmcf-ptype="general">Meanwhile, G2GBIO, which owns the long-acting drug delivery platform InnoLAMP, also rallied strongly from 10:31 a.m. The stock closed at 158,400 won, up 20,100 won (14.53%) from the previous day. The surge was attributed to investor focus on the fact that G2GBIO is also collaborating with Boehringer Ingelheim.</p>
          <figure class="figure_frm origin_fig" contents-hash="d664251bbad9d040a7e117d92173d8af1e8b24b6123ba3c711801430ba3827a5" dmcf-pid="0lDSm5dzDZ" dmcf-ptype="figure">
           <p class="link_figure"><img alt="KOSDAQ Top Gainers on August 27 (Source: KG Zeroin MP Doctor)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202508/29/Edaily/20250829095039632ydqu.jpg" data-org-width="670" dmcf-mid="Q46Yh0o9Eb" dmcf-mtype="image" height="auto" src="https://img1.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202508/29/Edaily/20250829095039632ydqu.jpg" width="658"></p>
           <figcaption class="txt_caption default_figure">
            KOSDAQ Top Gainers on August 27 (Source: KG Zeroin MP Doctor)
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          <div contents-hash="9c273d07981135f2d36c4fd194b00bee644d0c96a910c474004a6a62ff18f126" dmcf-pid="pSwvs1JqEX" dmcf-ptype="general">
           <strong>KoBioLabs secures U.S. patent for oral obesity strain</strong>
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          <p contents-hash="ecec06fbb9a71b4d06b336848cb30badf883713a977e167c8d5a24c54852abb1" dmcf-pid="UvrTOtiBsH" dmcf-ptype="general">KoBioLabs hit the ceiling after announcing that its strain Akkermansia muciniphila KBL983 for obesity treatment was granted a U.S. patent. Its shares soared from 10 a.m., closing at the upper limit of 6,160 won, up 1,420 won (29.96%).</p>
          <p contents-hash="521243dd7f19f7b653d0a0ce9be1599a3ce6a8403ba4340fe62c81bc6dd0669b" dmcf-pid="uTmyIFnbrG" dmcf-ptype="general">The news drew attention because the strain has potential for developing an oral microbiome-based obesity drug. Derived from the human microbiome, KBL983 has been shown to induce GLP-1 expression and increase brown fat activity. This supports the development of an oral therapeutic for weight control, impaired glucose tolerance/diabetes, atherosclerosis, fatty liver, and other obesity-related metabolic diseases.</p>
          <p contents-hash="3bdc05c557fa1e27bb297db9340e4fa3cde01154194f04b765a5026a9e38b2ba" dmcf-pid="7ysWC3LKwY" dmcf-ptype="general">Notably, obesity drugs based on KBL983 are expected to avoid common side effects of existing GLP-1 receptor agonists, such as rebound weight gain and gastrointestinal discomfort, while offering the convenience of oral administration.</p>
          <p contents-hash="eee088392eba066d7236ebd89d94f6a6c75c5aaf6c70bdbdda354685c8c8b179" dmcf-pid="zWOYh0o9OW" dmcf-ptype="general">A KoBioLabs official stated, “We are advancing multiple pipelines, including treatments for autism spectrum disorder, metabolic diseases, and inflammatory bowel disease. Among them is the obesity therapy. Preparing patents has been part of our commercialization strategy, and the U.S. patent registration of KBL983 is a significant step forward.”</p>
          <p contents-hash="dfa7641b025547528ea935def36f242a82baffcc856bbd81413b7447e9814ce3" dmcf-pid="qpHU5Vmesy" dmcf-ptype="general"><strong>Alteogen slips 4.4% on KOSPI transfer delay concerns</strong></p>
          <p contents-hash="75f965db4d8ae799ca163c66d0d0eb2391a5a04db2cd5bb74049da8a23719c3d" dmcf-pid="BUXu1fsdmT" dmcf-ptype="general">Alteogen, the largest company on the KOSDAQ by market cap, dropped sharply from the opening, closing at 423,000 won, down 19,500 won (4.41%). The decline was attributed to disappointment over the growing perception that a KOSPI transfer this year is unlikely, prompting some selling.</p>
          <figure class="figure_frm origin_fig" contents-hash="8cc8aba446719b1404765efb3c8d8a45e54f3992462df7085cb4c5e4bdbe186a" dmcf-pid="buZ7t4OJEv" dmcf-ptype="figure">
           <p class="link_figure"><img alt="Alteogen Share Price Trend on August 27 (Source: KG Zeroin MP Doctor)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202508/29/Edaily/20250829095041006xajq.jpg" data-org-width="670" dmcf-mid="xdbCDHMUsB" dmcf-mtype="image" height="auto" src="https://img3.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202508/29/Edaily/20250829095041006xajq.jpg" width="658"></p>
           <figcaption class="txt_caption default_figure">
            Alteogen Share Price Trend on August 27 (Source: KG Zeroin MP Doctor)
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          <div contents-hash="28273b3333a381c1cba2f4650bdc8fd87859c4df853ed6c6d0b0c01fed902a0d" dmcf-pid="K75zF8IiDS" dmcf-ptype="general">
           Recently, minority shareholders of Alteogen have rallied on the shareholder activism platform Act, urging the company to expedite its KOSPI transfer. As of the evening of the 26th, 3,153 retail investors had banded together, holding 3,472,669 shares (6.5% stake) worth 1.521 trillion won ? the largest within the Act platform.
          </div>
          <p contents-hash="a222847292a3d99b18936b5735a64e0499e2b4d48475ec080e3b6371acc2b9f1" dmcf-pid="9z1q36CnOl" dmcf-ptype="general">In response to this rapid mobilization, CEO Park Soon-jae issued a public notice on the 27th, stating, “We will pursue the KOSPI transfer as early as possible, with internal preparations underway.” He added, “Even if the timing differs from what shareholders expect, we intend to ensure a well-prepared transfer. We ask for patience.” Park hinted that the formal transfer process may not begin until 2026.</p>
          <p contents-hash="b73df135038c8723a2c65996948dff625ce4e67c09ee595a8bc8fba39513d851" dmcf-pid="2qtB0PhLIh" dmcf-ptype="general">Following this, some retail shareholders who had joined the campaign announced they would no longer engage in collective action. This sparked debate among investors―some argued there was no need for further activism now that the CEO had officially confirmed the transfer, while others insisted the process should begin immediately.</p>
          <p contents-hash="d704640b8dab703c80e19ac1b62b3f1b7bde00b2000e5990252be1dff1e05dad" dmcf-pid="VBFbpQlomC" dmcf-ptype="general">One retail shareholder remarked, “Even if an extraordinary shareholders’ meeting were held and the process started right away, the earliest the transfer could be completed would be Q2 next year. By then, Keytruda SC will already have gained traction in the market―so why delay?”</p>
          <p contents-hash="50094353ec8d3ad3a09c2a4a5851a4ffb3a6bee944866f88b87ab4add5119bbe" dmcf-pid="fb3KUxSgOI" dmcf-ptype="general">An industry insider commented, “The CEO’s statement shows they want to proceed cautiously. For long-term investors, this isn’t necessarily a negative.”</p>
          <p contents-hash="8f3803b30ede17fca8bc2b09ec42e6f20f345502bab7a1772d7f79726531e01b" dmcf-pid="475zF8IimO" dmcf-ptype="general">김새미 (bird@edaily.co.kr) </p>
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