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[IT뉴스]Liquid biopsy·AI·3D printing lift Korea’s platform tech trio[K-bio Pulse]

온카뱅크관리자

2026-01-02 08:07:31

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 This article was released as Pharm Edaily Premium Content on December 26, 2025, at 8:00 AM.
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 [Seungkwon Kim, Edaily Reporter] Platform technology names across South Korea’s pharma, biotech and healthcare space surged on the 24th with Cytogen, Graphy and Protina rising in tandem and drawing renewed investor attention.
 According to KG Zeroin’s MP Doctor (formerly Market Point), Cytogen closed up 20% at 8,000 won, Graphy gained 18% to 25700 won and Protina rose 7% to 107500 won. 
 <figure class="figure_frm origin_fig" contents-hash="74fb39b6a307cb4bb689d7594beeafde889e92194b70a66c7a5cfd4010192217" dmcf-pid="t9eDzOnQDy" dmcf-ptype="figure">
 <img alt="Cytogen stock trend on Dec 24.(Image=MP Doctor)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202601/02/Edaily/20260102080311257mncm.png" data-org-width="800" dmcf-mid="Y2Yzk9ZvD5" dmcf-mtype="image" height="auto" src="https://img3.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202601/02/Edaily/20260102080311257mncm.png" width="658">
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 Cytogen stock trend on Dec 24.(Image=MP Doctor)
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 Cytogen jumps 20% on expanded Japan partnership
 Cytogen’s sharp rally was attributed to growing expectations for a deeper push into Japan’s precision medicine market.
 Cytogen Japan signed a memorandum of understanding (MOU) with MBD a cancer organoid specialist to commercialize a precision-oncology business in Japan. The partners aim to launch a liquid-biopsy-based, personalized anticancer drug selection service in 2026.
 Under the collaboration Cytogen Japan will contribute its “Smart Biopsy” technology, which is designed to isolate live circulating tumor cells (Live CTCs) while minimizing damage while MBD will provide its 3D organoid culture and automated screening platform.
 Cytogen says it can separate CTCs using an in house HDM chip based on semiconductor techniques, achieving a 79%~82% recovery rate in about 20 minutes a performance profile that it says improves both speed and efficiency versus conventional approaches.
 In Japan, Cytogen has also been selected as a participant in “SCRUM-Japan MONSTAR-SCREEN 3” described as a major national cancer project and the company said it has already posted initial sales.
 Market watchers also pointed to fundamental improvement such as the end of a management control dispute and a 606% year on year jump in first quarter revenue as additional support for the move.
 “Reproducibility and scalability in real-world clinical settings are critical in Japan’s precision medicine market” a Cytogen official said adding that the company will advance its technology and operating system so personalized precision medicine services can take root in Japanese medical settings.
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 <img alt="Graphy stock trend on Dec 24.(Image=MP Doctor)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202601/02/Edaily/20260102080312476hqgw.png" data-org-width="800" dmcf-mid="G9RE7siPDZ" dmcf-mtype="image" height="auto" src="https://img4.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202601/02/Edaily/20260102080312476hqgw.png" width="658">
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 Graphy stock trend on Dec 24.(Image=MP Doctor)
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 Graphy rises 18% as global partnership expectations build
 Graphy climbed 18% to 25,700 won, setting a new 52-week high, while trading volume surged to more than 1.77 million shares, sharply higher than the previous session.
 Investors reacted positively to news that the company was inducted into the Technology Innovation Program Administration (TIPA) “Hall of Fame forSMEs” as well as attention around joint research results with the University of Bonn in Germany.
 The Bonn research team found that Graphy’s shape memory aligner (SMA) delivered roughly 80%~90% efficiency in restoring tooth rotation without the need for separate attachments, helping validate the company’s differentiation in the orthodontics market.
 Graphy says it developed the first transparent orthodontic device that restores its shape at body temperature (36.5°C). Compared with conventional thermoforming the company says its approach offers twice the duration of sustained orthodontic force, and can handle complex orthodontic cases without attachments.
 The company also highlights its regulatory footprint saying it has secured 58 U.S. FDA 510(k) clearances and 37 CE certifications the largest global approvals portfolio among Korean 3D-printing companies.
 In a recent interview CEO Sim Woon sub said leading orthodontics companies across the U.S., China and Europe have approached Graphy first adding that talks with China’s Bondent are progressing and that he expects formal contracts with other partners as early as next year.
 Sangsangin Securities set a target price of 32,000 won, implying about 24% upside from current levels. The brokerage forecasts a turn to profitability in 2026, and projects revenue growth from 16.1 billion won in 2024 to 26.5 billion won in 2025.
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 <img alt="Protina stock trend on Dec 24.(Image=MP Doctor)" class="thumb_g_article" data-org-src="https://t1.daumcdn.net/news/202601/02/Edaily/20260102080313713qnhs.png" data-org-width="800" dmcf-mid="HqNl4WkLsX" dmcf-mtype="image" height="auto" src="https://img3.daumcdn.net/thumb/R658x0.q70/?fname=https://t1.daumcdn.net/news/202601/02/Edaily/20260102080313713qnhs.png" width="658">
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 Protina stock trend on Dec 24.(Image=MP Doctor)
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 Protina adds 7% on expectations for government backed AI antibody program
 Protina rose 7% to 17,500 won as investor expectations continued to build around its selection for a large government backed project tied to AI driven antibody drug development.
 Protina was named the lead research institution for the Ministry of Health and Welfare’s program “Antibody biopharmaceutical development and demonstration using AI models” a 47 billion won initiative announced in November. 
 Protina is working with Samsung Bioepis and Seoul National University (Prof. Min Kyung Baek’s team) aiming to develop 10 AI designed antibody drug candidates by 2027.
 Protina’s key technology is its SPID platform which the company describes as the first commercially available technology capable of quantifying protein protein interactions at the single molecule level. 
 Protina says the platform reduces costs to one thirtieth of conventional methods while delivering results more than 10 times faster enabling the identification of biobetter antibody candidates within three to four months.
 Protina said it aims to narrow down roughly three candidates by the first half of next year, and pursue one to two meaningful out licensing deals in the second half. The company also said it has assets that could be competitive in the obesity therapeutics market.
 Despite the day’s strong price action all three companies remain in the red meaning investors may still demand clearer proof through revenue and execution. Cytogen’s Japan rollout Graphy’s ability to convert global interest into signed partnerships and Protina’s licensing out milestones are likely to remain the key variables shaping the next leg of their stock moves.
 김승권 (peace@edaily.co.kr) 
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