Oct 11: 8 Strong Themes — GLP-1 & Obesity Drugs, Cancer Immunotherapy
8 strong themes — 1 running · 7 recurred. Top: GLP-1 & Obesity Drugs +7.9%.
Strong themes8
Top change+7.9%
LeaderChoolip & Sciences
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| GLP-1 & Obesity Drugs | Choolip & Sciences | +23.49% | |
| Cancer Immunotherapy | Choolip & Sciences | +23.49% | |
| Pharma | Choolip & Sciences | +23.49% | |
| Semiconductor Equipment | Di | +7.82% | |
| Ukraine Reconstruction | DASAN Networks | +14.24% | |
| Biosimilars | Dong-a ST | +7.91% | |
| Robotics (Industrial & Collaborative) | Smec | +16.67% | |
| mRNA | OliX Pharmaceuticals | +24.83% |
Health care dominated Oct 11. GLP-1 & Obesity Drugs led with an average change of 7.93%, all 10 stocks up. Cancer Immunotherapy (7.57%) and Pharma (7.41%) followed.
Choolip & Sciences rose 23.49% and led all three of those themes. OliX Pharmaceuticals gained 24.83%, leading mRNA, which returned after a 46-day gap.
Outside health care, Ukraine Reconstruction extended its streak to 3 with an average change of 5.17%. Semiconductor Equipment averaged 5.4%, led by Di at 7.82%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | GLP-1 & Obesity Drugs | recurred after 3 days | +7.9% | 10/10 | Choolip & Sciences |
| 2 | Cancer Immunotherapy | recurred after 7 days | +7.6% | 10/10 | Choolip & Sciences |
| 3 | Pharma | recurred after 7 days | +7.4% | 10/10 | Choolip & Sciences |
| 4 | Semiconductor Equipment | recurred after 4 days | +5.4% | 10/10 | Di |
| 5 | Ukraine Reconstruction | 3 days running | +5.2% | 9/9 | DASAN Networks |
| 6 | Biosimilars | recurred after 7 days | +4.7% | 10/10 | Dong-a ST |
| 7 | Robotics (Industrial & Collaborative) | recurred after 15 days | +4.5% | 8/8 | Smec |
| 8 | mRNA | recurred after 46 days | +4.5% | 8/8 | OliX Pharmaceuticals |
Theme by Theme
1. GLP-1 & Obesity Drugs (recurred after 3 days)
- Episode: started 2024-10-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
OliX Pharmaceuticals 226950 | +24.8% | 26,900 | |
Choolip & Sciences 291650 | +23.5% | 2,970 | ★ |
Dong-a ST 170900 | +7.9% | 76,400 | |
Daewoong Pharma 069620 | +7.1% | 161,100 | |
Dae Hwa Pharm 067080 | +4.8% | 19,500 | |
Inventage Lab 389470 | +3.9% | 22,600 | |
Hanmi Pharm 128940 | +2.2% | 328,500 | |
Nibec 138610 | +1.8% | 18,040 | |
Shaperon 378800 | +1.7% | 4,460 | |
Yuhan 000100 | +1.6% | 161,300 |
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2. Cancer Immunotherapy (recurred after 7 days)
- Episode: started 2024-10-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Choolip & Sciences 291650 | +23.5% | 2,970 | ★ |
ABL Bio 298380 | +15.4% | 40,500 | |
Dong-a ST 170900 | +7.9% | 76,400 | |
Qurient 115180 | +6.3% | 4,865 | |
MedPacto 235980 | +5.1% | 6,170 | |
GI Innovation 358570 | +4.5% | 14,180 | |
Aptabio Therapeutics 293780 | +4.3% | 8,530 | |
Eutilex 263050 | +3.0% | 2,435 | |
ViGenCell 308080 | +2.9% | 3,570 | |
GC Cell 144510 | +2.8% | 32,800 |
3. Pharma (recurred after 7 days)
- Episode: started 2024-10-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Choolip & Sciences 291650 | +23.5% | 2,970 | ★ |
Dong-a ST 170900 | +7.9% | 76,400 | |
SK biopharmaceuticals 326030 | +7.7% | 117,800 | |
Daewoong Pharma 069620 | +7.1% | 161,100 | |
Sam Chun Dang Pharm 000250 | +5.8% | 146,200 | |
Prestige Biologics 334970 | +5.3% | 6,150 | |
Samil Pharmaceutical 000520 | +5.0% | 16,640 | |
Dae Hwa Pharm 067080 | +4.8% | 19,500 | |
Dong-A Pharmaceutical 000640 | +4.1% | 116,900 | |
Samsung Biologics 207940 | +2.9% | 1,024,000 |
4. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2024-10-11, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +8.5% | 12,110 | |
HPSP 403870 | +8.3% | 33,200 | |
Di 003160 | +7.8% | 16,960 | ★ |
EO Technics 039030 | +6.8% | 178,300 | |
LEENO Industrial 058470 | +5.2% | 198,100 | |
Point Engineering 256630 | +5.1% | 1,412 | |
UniTest 086390 | +3.7% | 9,700 | |
Imt 451220 | +3.2% | 9,930 | |
Tse 131290 | +2.8% | 51,200 | |
KoMi 183300 | +2.5% | 56,700 |
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5. Ukraine Reconstruction (3 days running)
- Episode: started 2024-10-08, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
SG 255220 | +14.6% | 2,860 | |
DASAN Networks 039560 | +14.2% | 3,610 | ★ |
SY Steel Tech 365330 | +5.0% | 4,425 | |
Hyundai Everdigm 041440 | +4.1% | 7,950 | |
DAEMO Engineering 317850 | +2.3% | 9,820 | |
Yooshin Engineering 054930 | +2.3% | 22,500 | |
Speco 013810 | +2.0% | 3,980 | |
SY 109610 | +1.1% | 3,855 | |
Haein 003010 | +1.0% | 5,080 |
6. Biosimilars (recurred after 7 days)
- Episode: started 2024-10-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dong-a ST 170900 | +7.9% | 76,400 | ★ |
Daewoong Pharma 069620 | +7.1% | 161,100 | |
Sam Chun Dang Pharm 000250 | +5.8% | 146,200 | |
Prestige Biologics 334970 | +5.3% | 6,150 | |
Alteogen 196170 | +4.6% | 386,000 | |
Aprogen 007460 | +4.3% | 1,276 | |
Binex 053030 | +3.3% | 24,800 | |
Samsung Biologics 207940 | +2.9% | 1,024,000 | |
Prestige BioPharma 950210 | +2.8% | 14,190 | |
Boryung 003850 | +2.4% | 11,720 |
7. Robotics (Industrial & Collaborative) (recurred after 15 days)
- Episode: started 2024-10-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Smec 099440 | +16.7% | 3,605 | ★ |
Doosan 000150 | +5.0% | 182,900 | |
Hyundai Movex 319400 | +4.5% | 3,120 | |
Hyulim ROBOT 090710 | +4.2% | 1,352 | |
Elensys 264850 | +2.8% | 6,270 | |
Ajinextek 059120 | +1.2% | 8,340 | |
RS Automation 140670 | +0.8% | 11,880 | |
Intops 049070 | +0.7% | 22,050 |
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8. mRNA (recurred after 46 days)
- Episode: started 2024-10-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
OliX Pharmaceuticals 226950 | +24.8% | 26,900 | ★ |
ST Pharm 237690 | +2.5% | 108,800 | |
Cellumed 049180 | +2.2% | 3,730 | |
Hanmi Pharm 128940 | +2.2% | 328,500 | |
Nibec 138610 | +1.8% | 18,040 | |
Hanmi Science 008930 | +1.7% | 32,900 | |
GeneOne Life Science 011000 | +0.6% | 2,385 | |
GC Biopharma 006280 | +0.1% | 159,600 |
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Closing Thoughts
Seven of the eight themes started new episodes on Oct 11. Coming sessions test whether the health-care move holds. Ukraine Reconstruction is the exception, on a streak of 3.
Robotics (Industrial & Collaborative) reappeared after a 15-day gap, led by Smec’s 16.67% gain. Gains within the theme were uneven, with Intops up just 0.68%.