May 13: 8 Strong Themes — Gene Therapy & Genomics, Cancer Immunotherapy May 13, 2025
· #Gene Therapy & Genomics #Cancer Immunotherapy #Semiconductor Equipment #Pharma #Biosimilars #System Semiconductors #Semiconductor Materials & Components #Shipping
8 strong themes — 2 running · 6 recurred. Top: Gene Therapy & Genomics +5.1%.
Strong themes 8
Top change +5.1%
Leader Seegene
Average change by strong theme Average change of member stocks, by theme · descending
Gene Therapy & Genomics
+5.1%
Cancer Immunotherapy
+4.4%
Semiconductor Equipment
+4.3%
System Semiconductors
+3.9%
Semiconductor Materials & Components
+3.0%
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 Gene Therapy & Genomics Seegene +8.66% Cancer Immunotherapy Vaxcell-Bio Therapeutics +4.04% Semiconductor Equipment Raon Robotics +6.05% Pharma Sam Chun Dang Pharm +8.50% Biosimilars Sam Chun Dang Pharm +8.50% System Semiconductors Mirai Semiconductors +1.97% Semiconductor Materials & Components LTC +5.03% Shipping HMM +5.81%
Biotech dominated the May 13 session, with Gene Therapy & Genomics on top at an average change of 5.07% . All 10 of its stocks rose, led by Seegene at 8.66%.
Cancer Immunotherapy (4.43%), Pharma (4.03%) and Biosimilars (3.92%) also returned after a 40-day gap. Sam Chun Dang Pharm rose 8.5% and led two of them.
Chips held up too: Semiconductor Equipment extended its streak to 2 days at an average change of 4.26%. System Semiconductors averaged 3.89%, with Fadu up 9.37%.
Today’s Strong Themes at a Glance Theme by Theme Episode: started 2025-05-13, day 1 Stock Change Close Leader Seegene 096530 +8.7% 29,500 ★ Helixmith 084990 +6.5% 2,775 Gencurix 229000 +6.0% 1,810 3billion 394800 +5.9% 7,160 LabGenomics 084650 +5.0% 2,225 Geninus 389030 +4.1% 1,641 TiumBio 321550 +3.8% 5,970 SyntekaBio 226330 +3.8% 7,880 Access Bio 950130 +3.6% 5,000 IMBdx 461030 +3.3% 8,850
Episode: started 2025-05-13, day 1 Stock Change Close Leader GI Innovation 358570 +7.5% 15,200 Helixmith 084990 +6.5% 2,775 NeoImmuneTech 950220 +6.5% 1,066 OSCOTECInc 039200 +4.1% 26,500 Vaxcell-Bio Therapeutics 323990 +4.0% 9,520 ★ TiumBio 321550 +3.8% 5,970 Dong-a ST 170900 +3.4% 47,700 ABL Bio 298380 +3.4% 61,700 Yuhan 000100 +2.7% 107,800 The Codi 224060 +2.4% 3,400
Episode: started 2025-05-12, day 3 Stock Change Close Leader Techwing 089030 +6.2% 37,450 Raon Robotics 232680 +6.0% 8,940 ★ LEENO Industrial 058470 +6.0% 40,400 KohYoungTechnology 098460 +4.1% 17,610 Tes 095610 +4.0% 23,100 Rorze Systems 071280 +3.9% 14,810 Temc CNS 241790 +3.3% 5,960 Hanwha Vision 489790 +3.1% 62,200 EO Technics 039030 +3.0% 130,600 Kctech 281820 +2.8% 27,850
4. Pharma (recurred after 40 days) Episode: started 2025-05-13, day 1 Stock Change Close Leader Sam Chun Dang Pharm 000250 +8.5% 148,000 ★ Telcon RF Pharmaceutical 200230 +4.4% 3,885 SK biopharmaceuticals 326030 +4.0% 92,000 Cellbion 308430 +3.9% 15,100 Dae Hwa Pharm 067080 +3.5% 15,150 High Tech Pharm 106190 +3.5% 13,200 DongKoo Bio & Pharma 006620 +3.5% 5,600 Dong-a ST 170900 +3.4% 47,700 Hanall Biopharma 009420 +2.9% 27,000 Hanmi Pharm 128940 +2.8% 277,000
5. Biosimilars (recurred after 40 days) Episode: started 2025-05-13, day 1 Stock Change Close Leader Sam Chun Dang Pharm 000250 +8.5% 148,000 ★ Binex 053030 +8.4% 15,840 Pangen Biotech 222110 +4.7% 6,070 Alteogen 196170 +3.6% 348,000 Dong-a ST 170900 +3.4% 47,700 Hanall Biopharma 009420 +2.9% 27,000 Hanmi Pharm 128940 +2.8% 277,000 SunBio 067370 +1.8% 7,890 Celltrion 068270 +1.6% 154,300 Aprogen Biologics 003060 +1.6% 680
Episode: started 2025-05-13, day 1 Stock Change Close Leader Fadu 440110 +9.4% 11,910 Techwing 089030 +6.2% 37,450 LEENO Industrial 058470 +6.0% 40,400 KohYoungTechnology 098460 +4.1% 17,610 Mdevice 226590 +2.7% 13,790 Korea Robot Manufacturing 093640 +2.6% 3,730 Zinitix 303030 +2.2% 1,035 Mirai Semiconductors 254490 +2.0% 14,520 ★ NC& 092600 +1.9% 649 SK hynix 000660 +1.8% 198,500
Episode: started 2025-05-12, day 2 8. Shipping (recurred after 25 days) Episode: started 2025-05-13, day 1 Stock Change Close Leader HMM 011200 +5.8% 20,400 ★ STX Green Logis 465770 +5.3% 9,160 Heung-a Shipping 003280 +1.9% 1,626 Pan Ocean 028670 +1.7% 3,540 Korea Line 005880 +1.3% 1,570 KSS Line 044450 +1.1% 9,150
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Closing Thoughts All 6 Shipping stocks rose, led by HMM at 5.81%. Even so, a May 13 EBN headline said slowing demand and tariff effects persist.
Biotech themes are on day one, while Semiconductor Equipment and Semiconductor Materials & Components sit on a 2-day streak. Whether that breadth lasts is the open question.