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Channel

한투 제약/바이오 위해주

@KIS_Healthcare

On this record: Topic · Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry

8,693subscribers

-369 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1001849274720
TypeChannel
Username@KIS_Healthcare
CreatedBetween 1 October 2022 and 30 September 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live4 November 2026
Measurements held24
Confirmed unchanged1 time, most recently 4 November 2026
On Telegramt.me/KIS_Healthcare

Topic

Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 80% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.

Growth

8,6939,0628,877.56 August 2026 — 9,062 subscribers6 August 2026 — 9,061 subscribers9 August 2026 — 9,054 subscribers12 August 2026 — 9,037 subscribers15 August 2026 — 9,029 subscribers18 August 2026 — 9,024 subscribers20 August 2026 — 9,001 subscribers24 August 2026 — 8,989 subscribers28 August 2026 — 9,006 subscribers31 August 2026 — 9,002 subscribers3 September 2026 — 8,988 subscribers9 September 2026 — 8,965 subscribers13 September 2026 — 8,943 subscribers16 September 2026 — 8,925 subscribers2 October 2026 — 8,831 subscribers8 October 2026 — 8,797 subscribers13 October 2026 — 8,768 subscribers17 October 2026 — 8,747 subscribers20 October 2026 — 8,742 subscribers24 October 2026 — 8,717 subscribers26 October 2026 — 8,711 subscribers29 October 2026 — 8,702 subscribers1 November 2026 — 8,701 subscribers4 November 2026 — 8,693 subscribers6 August 20264 November 2026
24 measurements spanning 90 days, net -369. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 8,638–9,117 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 24
Measured (UTC)SubscribersChange
4 Nov 2026, 08:398,693-8
1 Nov 2026, 02:388,701-1
29 Oct 2026, 06:488,702-9
26 Oct 2026, 14:218,711-6
24 Oct 2026, 00:478,717-25
20 Oct 2026, 18:188,742-5
17 Oct 2026, 07:148,747-21
13 Oct 2026, 23:468,768-29
8 Oct 2026, 19:578,797-34
2 Oct 2026, 12:418,831-94
16 Sept 2026, 22:018,925-18
13 Sept 2026, 06:158,943-22
9 Sept 2026, 06:578,965-23
3 Sept 2026, 12:578,988-14
31 Aug 2026, 00:039,002-4
28 Aug 2026, 02:049,006+17
24 Aug 2026, 18:458,989-12
20 Aug 2026, 21:249,001-23
18 Aug 2026, 01:279,024-5
15 Aug 2026, 02:579,029first reading

Engagement

49 posts held, back to 12 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 39 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
59.1%
avg views ÷ 8,693 subscribers
Avg views / post
5,140
16 posts measured
Reaction rate
—
this channel exposes no reaction counts
Posts in window
16
of 49 held

ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.

ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.

What these figures were computed from
WindowRolling 30 days · latest post in window 6 November 2026
Posts held49 (12 July 2026 – 6 November 2026)
Views total82,180
Reactions total—
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken6 Nov 2026, 23:06 UTC

Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.

Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.

Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.

What this channel posts

Photos
≈219
Links
≈1,630

Lifetime counters from Telegram’s own channel header, read 6 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.

Recent posts

Telegram’s own ‘edited’ marker: 2 of 16 posts held from the last 30 days (12.5%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).

6 Nov 2026, 04:52 UTC≈6,700 viewsread 6 November 2026

[한투증권 위해주/이다용] 한미약품(128940): 기대보다 좋았던 임상 결과 보고서: https://vo.la/O9K9LNz 오늘 새벽 미국간학회에서 머크가 에피노페그듀타이드 임상 2b상 결과를 공개했습니다. 두 가지 일차 평가지표에서 모두 위약 대비 통계적으로 우수했으며, MASH 치료제인 위고비 대비로도 좋았습니다. 특히 7mg 용량군에서 가장 우수한 임상 유익성-위험성 프로파일을 보였기 때문에 3상 진입 시 적정 용량으로 선정할 가능성이 있습니다. 지방간염 악화 없는 1단계 이상 섬유증 개선율: 에피노 7mg 투여군 52% vs 위약군 21%, 위고비 25%(위약군 대비 31%p 우수한 효능, p<0.001) 그간 제기되었던 파이프라인 반환 우려를 해소하고 임상 3상 진입 가능성을 재평가해야 할 시점이라고 생각합니다.

Signed 다용 이

5 Nov 2026, 23:05 UTC≈9,180 viewsread 6 November 2026
Photo

섬유화 개선 델타값 비교

Signed 위해주

5 Nov 2026, 22:49 UTC≈12,100 viewsread 6 November 2026
Photo

에피노페그듀타이드, 7mg MASH 해소 위약 대비 50%p 우수(p<0.001) 위고비(2.4mg;FDA 처방 용량) 대비 10%p 좋음 1단계 이상 간 섬유화 개선 위약 대비 31%p 우수(p<0.001) 위고비(2.4mg) 대비 27%p 좋음 https://www.thebionews.net/news/articleViewAmp.html

Signed 위해주

1 Nov 2026, 23:08 UTC≈5,060 viewsread 6 November 2026

[한투증권 위해주/이다용] 한미약품(128940): 바닥권에서 확인된 성과와 진전 보고서: https://vo.la/KCzE7T8 기술이전 성과와 에피노페그듀타이드 3상 진입 가능성에 대한 재평가가 필요한 시점입니다. 북경한미, 에페 약가 관련 노이즈가 선반영된 현 주가는 R&D 모멘텀을 보고 진입하기에 하방 리스크가 제한적이라고 생각합니다. 머크는 3분기 실적 발표에서 에피노의 MASH 2b상 결과를 미국간학회에서 공개하겠다고 밝혔습니다. 본 임상은 위고비(2.4mg)와의 직접 비교 임상이므로, 2a상에서 관찰된 우수한 지방간 감소 효과가 조직학적 MASH 해소 및 간 섬유화 개선으로 이어지는지 확인하는 것이 핵심입니다. 머크의 자체 허들을 넘지 못했다면 학회 발표까지 이어지지 않았을 가능성이 높으므로, 결과 공개 이후 3상 진입 가능…

Signed 다용 이

29 Oct 2026, 21:51 UTC≈3,330 viewsread 6 November 2026
Photo

한미약품 - MSD 에피노페그듀타이드 F2~3 MASH 임상 2b상 결과 11/5 AASLD(미국간학회) 발표, 에피노 관련 우려 일부 완화 중 한미약품 및 녹십자 - BioMarin Pharma 향 총규모 4.05억달러(선급금 7천만달러, +러닝 로열티) 한국 제외 글로벌 권리 기술이전 계약 체결. 대상 물질 HM15421/GC1134A는 녹십자와 공동 개발한 파브리병 신약 후보(임상 1상, 피하제헝). 선급금, 마일스톤, 러닝로열티는 한미약품과 녹십자 간 50:50 배분 https://mpharm.edaily.co.kr/News/Read?newsId=02374726645618168 https://t.me/KIS_Healthcare/1976

Signed 위해주

28 Oct 2026, 22:34 UTC≈3,400 viewsread 6 November 2026

[한투증권 위해주/이다용] 제약·바이오: 암 치료의 새로운 패러다임, Individualized Neoantigen Therapy 보고서: https://vo.la/RYEfXuh - 지피지기 백전불태의 전략은 암 치료에도 적용될 수 있음. 환자별 종양을 분석해mRNA 치료제를 설계하는 ‘Individualized neoantigen therapy(개인 맞춤형 신생항원 치료제; 이하 INT)가 그 사례로, 암 치료의 새로운 패러다임이 될 전망임. - Moderna의 intismeran autogene(이하 intismeran)은 지난 8월 흑색종 보조요법 임상 3상 성공(Keytruda 대비 재발/사망위험 42% 감소) 발표로 역사상 최초의 INT로 승인 가능성을 높였으며, 개인 맞춤형 신약 후보의 기술적/상업적 실현 가능성을 일부 해소했…

Signed 다용 이

22 Oct 2026, 22:53 UTC≈3,640 viewsread 6 November 2026

[한투증권 위해주/이다용] 삼성바이오로직스(207940): 3Q26 Review: 효율적 관리 보고서: https://vo.la/pZUMy2g 매출 1조 4,903억원(+19% YoY), 영업이익 6,401억원(+1%, OPM 42.9%)으로 시장 기대치를 각각 10%, 5% 상회했습니다. 1~4공장 풀가동과 5공장 및 미국 공장 매출 인식으로 매출 성장을 이어갔습니다. 원가 상승으로 매출총이익률(49.6%, -9%p)은 낮아졌으나 판관비율(6.6%, -2%p) 감소로 영업이익 성장을 시현했습니다. FY26 매출 5조 6,558억원(+24%), 영업이익 2조 4,341억원(+18%, OPM 43%)을 전망합니다. 4분기에도 5공장 램프업 효과로 영업이익 성장 이어질 전망입니다. 노사 갈등, 수주 지연 등 몇 가지 우려가 주가에 반영됐다는…

Signed 다용 이

22 Oct 2026, 22:20 UTC≈4,460 viewsread 6 November 2026

Merck/Moderna, INTerpath-001 임상 3상 결과 공개 기대보다 우수한 결과 발표했으나 주가는 하락 마감(MRNA -17.57%, MRK -1.75%) 완전 절제된 고위험(IIB-IV기) 피부 흑색종 환자 1,137명 대상, 인티시메란+키트루다 vs 키트루다 단독 • 무재발생존율(RFS) 기준 재발 또는 사망위험 42% 감소(HR=0.58, p<0.001) • 원격전이무재발생존율(DMFS) 기준 원격 전이 또는 사망 위험 38% 감소(HR=0.62, p=0.002) • mITT(최소 1회 이상 투여받은 환자군) 기준 재발·사망 위험 49% 감소 (HR=0.51) • 전체 생존율(OS): 데이터가 성숙되지 않았으나 유리한 경향 관찰, 연구 지속 진행 중 • 3~5등급 중증 이상반응: 14.2%(107명), 단독군(13.4…

Signed 위해주

21 Oct 2026, 07:01 UTC≈2,460 viewsread 6 November 2026
Forwarded from @darthacking

2026.10.21 15:57:52 기업명: 삼성바이오로직스(시가총액: 65조 5,943억) A207940 보고서명: [기재정정]연결재무제표기준영업실적등에대한전망(공정공시) *2026년 (단위 : 억원) 시작일 : 2026-01-01 종료일 : 2026-12-31(1년 ) 매출액 : 54,684억 영업익 : 순이익 : 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261021800395 종목공시 : https://www.awakeplus.co.kr/disclosure/207940

Signed 위해주

21 Oct 2026, 06:57 UTC≈1,970 viewsread 6 November 2026
Forwarded from @darthacking

2026.10.21 15:46:23 기업명: 삼성바이오로직스(시가총액: 65조 5,943억) A207940 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 14,903억(예상치 : 13,569억+/ 10%) 영업익 : 6,401억(예상치 : 6,114억/ +5%) 순이익 : 3,911억(예상치 : 4,656억/ -16%) **최근 실적 추이** 2026.3Q 14,903억/ 6,401억/ 3,911억 2026.2Q 13,209억/ 5,864억/ 4,307억 2026.1Q 12,571억/ 5,808억/ 4,692억 2025.4Q 3,086억/ 3,781억/ 5,100억 2025.3Q 16,602억/ 7,288억/ 5,745억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261…

Signed 위해주

20 Oct 2026, 22:56 UTC≈3,550 viewsread 6 November 2026

[한투증권 위해주/이다용] 녹십자(006280): 3Q26 Preview: 믹스 개선으로 이익 증가 보고서: https://vo.la/WJlyayM 매출 5,243억원(-14% YoY), 영업이익 408억원(+40%, OPM 7.8%)으로 영업이익 기준 시장 기대치를 18% 상회할 전망입니다. 알리글로 수출 증가, 2분기 이연 고마진 제품 매출이 인식되면서 믹스 개선에 따른 이익 증가가 관찰될 전망입니다. 한편 큐레보 매각 이익의 일정부분이 영업외수익으로 반영되며 당기순이익도 큰 폭으로 성장할 전망입니다. 투자의견 매수와 목표주가 16만원을 유지합니다. 알리글로의 성장세가 이어지고 있어 가이던스 달성 가시성이 높아지고 있으며, 큐레보 매각 이익을 성장 여력 확보를 위해 재투자한다는 점도 긍정적입니다. 단기적인 빠른 변화보다는 방어적 제약…

Signed 다용 이

18 Oct 2026, 22:43 UTC≈5,080 viewsread 6 November 2026

[한투증권 위해주/이다용] 제약/바이오 산업 Note: 지금 필요한 보고서: https://vo.la/fjYEzR6 시장 변동성 헤지를 위해 대형 제약주 추천드립니다. 방어적 산업의 특성으로 S&P 헬스케어 지수는 최근 5영업일 동안 S&P 500 지수를 앞서고 있으며 KRX 헬스케어 지수도 반등을 시작했습니다. 방어주로 셀트리온과 삼성바이오로직스를 추천드립니다. 두 기업은 공통적으로 각각 글로벌 피어 대비 차별화된 사업 모델과 높은 영업이익률을 바탕으로 밸류에이션 프리미엄을 받아왔는데, 최근에는 프리미엄이 축소됐습니다. 셀트리온 FY26 OPM 33.6%, 12MF PER 25배 (vs Sandoz FY26 OPM 12.8%, 12MF PER 21배) 삼성바이오로직스 FY26 OPM 44.0%, 12MF PER 28배 (vs Lonz…

Signed 다용 이

Showing the 12 most recent of 49 posts we hold for @KIS_Healthcare. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.

Forward network

Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.

Mentions

Named by 1 registered channel — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.

Named by

Channels on the register whose posts name this channel's handle.

Names

Channels on the register whose handles appear in this channel's posts.

A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.

Cite this entry

A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 4 November 2026 — this entry's latest reading, not the date you are reading this.

“한투 제약/바이오 위해주” (@KIS_Healthcare), 8,693 subscribers as measured 4 November 2026. Telegram Register, tgregister.com/channel/KIS_Healthcare.

Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.