Jul 17: 4 Strong Themes — Pharma, GLP-1 & Obesity Drugs
4 strong themes — 4 recurred. Top: Pharma +16.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Pharma | Kukjeon | +30.00% | |
| GLP-1 & Obesity Drugs | Genexine | +29.98% | |
| Biosimilars | Hanall Biopharma | +13.47% | |
| Shipbuilding | Samsung Heavy Industries | +5.64% |
Drug stocks swept the board on Jul 17, 2025. Pharma posted an average change of 16.48%, with all 10 stocks up. Kukjeon led at 30.0%.
GLP-1 & Obesity Drugs followed with an average change of 12.38%, led by Genexine at 29.98%. Biosimilars rose 6.3% on average, and all 10 of its names closed higher.
Shipbuilding was the only non-drug theme, averaging 2.9% across 4 stocks. Samsung Heavy Industries topped the group at 5.64%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Pharma | recurred after 48 days | +16.5% | 10/10 | Kukjeon |
| 2 | GLP-1 & Obesity Drugs | recurred after 2 days | +12.4% | 10/10 | Genexine |
| 3 | Biosimilars | recurred after 27 days | +6.3% | 10/10 | Hanall Biopharma |
| 4 | Shipbuilding | recurred after 8 days | +2.9% | 4/4 | Samsung Heavy Industries |
Theme by Theme
1. Pharma (recurred after 48 days)
- Episode: started 2025-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kukjeon 307750 | +30.0% | 4,680 | ★ |
Green Lifescience 114450 | +28.6% | 3,240 | |
Hyundai Pharmaceutical 004310 | +25.4% | 4,400 | |
Yuhan 000100 | +20.5% | 135,800 | |
Hanall Biopharma 009420 | +13.5% | 29,900 | |
Il Dong Pharmaceutical 249420 | +13.4% | 22,800 | |
Samil Pharmaceutical 000520 | +10.9% | 11,190 | |
GC Biopharma 006280 | +9.3% | 142,800 | |
Korea Arlico Pharm 260660 | +7.2% | 4,810 | |
Dong-a ST 170900 | +6.1% | 51,600 |
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2. GLP-1 & Obesity Drugs (recurred after 2 days)
- Episode: started 2025-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Genexine 095700 | +30.0% | 6,590 | ★ |
Yuhan 000100 | +20.5% | 135,800 | |
Peptron 087010 | +19.6% | 283,500 | |
Il Dong Pharmaceutical 249420 | +13.4% | 22,800 | |
Inventage Lab 389470 | +10.4% | 35,650 | |
D&D Pharmatech 347850 | +6.8% | 152,800 | |
Dong-a ST 170900 | +6.1% | 51,600 | |
Chong Kun Dang Pharmaceutical 185750 | +6.0% | 87,300 | |
Daebonglsco 078140 | +5.7% | 14,890 | |
Bluemtec 439580 | +5.4% | 5,480 |
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3. Biosimilars (recurred after 27 days)
- Episode: started 2025-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanall Biopharma 009420 | +13.5% | 29,900 | ★ |
GC Biopharma 006280 | +9.3% | 142,800 | |
Binex 053030 | +8.1% | 17,680 | |
Dong-a ST 170900 | +6.1% | 51,600 | |
Chong Kun Dang Pharmaceutical 185750 | +6.0% | 87,300 | |
ISU Abxis 086890 | +5.4% | 5,890 | |
Hanmi Pharm 128940 | +4.2% | 296,000 | |
Sam Chun Dang Pharm 000250 | +4.0% | 170,300 | |
Samsung Biologics 207940 | +3.6% | 1,070,000 | |
Celltrion Pharm 068760 | +3.0% | 54,400 |
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4. Shipbuilding (recurred after 8 days)
- Episode: started 2025-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Heavy Industries 010140 | +5.6% | 18,910 | ★ |
Hanwha Ocean 042660 | +3.5% | 80,700 | |
HD Hyundai Mipo 010620 | +2.0% | 195,900 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +0.5% | 332,000 |
Closing Thoughts
Every theme on the list was a recurrence with a streak of 1. Pharma came back after a 48-day gap, while GLP-1 & Obesity Drugs resurfaced after just 2 days.
News of a drug supply deal by Kukjeon’s subsidiary and a Genexine mRNA presentation drove the leaders. It remains to be seen whether the moves last beyond one session.