Sentiment Summary
Recent Events
FDA decision on New Drug Application for Lirafugratinib as a second-line treatment for bile duct cancer, which was granted priority review and carries an estimated >10% price impact, scheduled.
FDA decision on New Drug Application for Rivoceranib and Camrelizumab combination therapy as a first-line treatment for liver cancer, following a 'Class 2' resubmission in January 2026 and carrying an estimated >10% price impact, scheduled.
The ex-dividend date for the proposed final dividend of HKD 0.05 per share is 2026-06-24, which is estimated to have a price impact of ≥1% scheduled.
Innovent will present obesity pipeline data at the ADA Scientific Sessions on June 5-8, 2026; this low-impact event is scheduled
SK Biopharmaceuticals is scheduled to be removed from the MSCI Korea Index effective at the close of May 29, 2026, following an announcement on May 12, 2026, which may lead to passive fund outflows, scheduled. Medium impact estimated due to expected passive fund outflows.
Q1 2026 earnings release scheduled. Analysts forecast revenue of 7.52B HKD. Estimated Medium importance as earnings results typically drive significant price movement scheduled.
Adjustment to the conversion price of EUR 1.5 billion convertible bonds from HK$101.13 to HK$99.80 effective May 19, 2026; technical adjustment with minimal price impact expected, scheduled.
1st Quarter 2026 earnings release scheduled for 2026-05-18. This release is under heightened scrutiny following the company's recent designation as an unfaithful disclosure corporation, with an estimated price impact of ≥5%.
Q1 2026 earnings release scheduled for May 17, 2026. Analysts forecast a significant decrease in operating profit due to increased marketing expenses, which is expected to result in a moderate price impact scheduled.
Announced on April 30, 2026, the cancellation of 315,739 treasury shares to enhance shareholder value is scheduled for May 15, 2026; high impact from share count reduction expected.
Ex-dividend date for the 2025 final dividend of HK$1.08 per share on May 15, 2026, with payment scheduled for June 1, 2026; expected to cause a 1-2% price adjustment, scheduled.
Announced preliminary Q1 2026 results on May 13, 2026. Revenue increased 13% YoY to KRW 87.2 billion, but operating profit decreased 4.1% YoY to KRW 37.2 billion, which was below market expectations.
Received clinical trial approval from China's NMPA for HS-10541 tablets on 2026-05-13; estimated 5% impact due to innovative drug pipeline expansion.
Repurchased 1.78 million shares for approximately HKD 10.05 million on 2026-05-13. This is estimated to have a price impact of ≥1% expected.
Global strategic collaboration and licensing agreement with Bristol-Myers Squibb (BMS) for 13 early-stage programs in oncology, hematology, and immunology, with a potential value of up to $15.2 billion and upfront/near-term payments of $950 million; the high deal value is estimated to result in a price impact exceeding 10%, scheduled
Announced Q1 2026 earnings on May 12, 2026. While revenue hit a record high of KRW 682.0 billion (+16% YoY), operating profit of KRW 53.0 billion (+3% YoY) missed market expectations, leading to a stock price decline of over 13% on May 13.
Announced record Q1 2026 results on May 12, 2026, with revenue of KRW 171.2 billion (+50.5% YoY) and operating profit of KRW 45.1 billion (+50.0% YoY), beating market expectations. High importance is assigned as this significant beat is estimated to result in a price impact of 10% or more.
Hanwha Corp. announced its Q1 2026 consolidated earnings. Revenue decreased 4% YoY to KRW 12.8 trillion, while operating profit rose 24.8% YoY to KRW 189 billion. This significant profit growth is estimated to have a 5% price impact, expected.
Announced the acquisition of French distributor Giphar on 2026-05-12 to expand its European network to 9,000 pharmacies; this strategic expansion justifies a medium importance estimate, scheduled.
Executive President and Global Chief Medical Officer, Yongjiang Hei, was reported to have officially resigned to start his own venture. Estimated Low importance as executive changes in large firms often have limited immediate price impact.
Shares went ex-dividend on May 12, 2026, for a final 2025 dividend of RMB 0.75 per share. The dividend is scheduled for payment on June 23, 2026, scheduled.
South Korea's Financial Supervisory Service (FSS) officially stated it is closely monitoring Samchundang Pharm following recent controversies over public disclosures and stock price volatility on 2026-05-11. The FSS also announced plans to issue new disclosure guidelines for bio-pharma companies by the end of June 2026, with an expected price impact of ≥10%.
Announced an exclusive strategic collaboration with GSK to commercialize bepirovirsen in mainland China on 2026-05-11; analysts forecast high sales potential and a price impact of ≥10% forecasted.
Hanwha Corp's construction division announced a partnership with Meritz, HI, and Daol securities firms to expand its real estate development business through joint projects. This MOU is estimated to have a 1% price impact, expected.
Announced that its ADC drug SYS6010 was granted another Breakthrough Therapy Designation in China for treating esophageal squamous cell carcinoma. Estimated Low importance as breakthrough designations are positive but early-stage regulatory milestones.
IBI363 is expected to receive its third Breakthrough Therapy Designation from the NMPA on May 10, 2026; this clinical milestone's low market impact is expected
HS-20093 granted Breakthrough Therapy Designation by China's NMPA for esophageal squamous cell carcinoma on 2026-05-09; estimated 5% impact from accelerated approval path.
Announced record-high Q1 2026 consolidated earnings, with revenue of KRW 728.0 billion (+11.5% YoY) and operating profit of KRW 78.9 billion (+31.6% YoY), significantly exceeding market expectations. The stock price rose over 10% following the announcement.
The NMPA is expected to approve the Mazdutide pen for type 2 diabetes on May 8, 2026; this core product approval's medium market impact is expected
Q1 2026 preliminary earnings announcement with record revenue of KRW 593.4 billion (+123.0% YoY) and operating profit of KRW 152.3 billion (+173.7% YoY) driven by overseas growth; high importance due to projected >10% price impact expected
SK Biopharmaceuticals announced record Q1 2026 results on May 7, 2026, with revenue of KRW 227.9 billion (+57.8% YoY) and an operating profit of KRW 89.8 billion (+249.7% YoY), significantly exceeding market expectations, expected. High impact estimated due to the significant earnings surprise.