저는 현재 성공확률 30%로 1.1조 가량 밸류에이션 하고있습니다. 보통 3상에 진입하면 성공확률은 대략 50% 가량 되죠

Channel
미래에셋 제약/바이오 김승민
@bioksm
On this record: Topic · Also posting the same content · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Telegram's recommendations · Cite this entry
14,983subscribers
+235 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001371973147 |
|---|---|
| Type | Channel |
| Username | @bioksm |
| Description | 한국/미국/중국 바이오 업종에 대한 발간 자료와 의견 공유. |
| Created | 2 June 2021 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 6 November 2026 |
| Measurements held | 59 |
| Confirmed unchanged | 1 time, most recently 6 November 2026 |
| On Telegram | t.me/bioksm |
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 10 September 2026 and assigned it the closest of 31 fixed categories, at 70% 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.
Also posting the same content
This channel’s posts match, word for word or near enough, posts on 1 other registered channel, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.
Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 6 Nov 2026, 07:48 | 14,983 | +9 |
| 5 Nov 2026, 07:19 | 14,974 | -2 |
| 4 Nov 2026, 07:48 | 14,976 | +2 |
| 3 Nov 2026, 10:38 | 14,974 | +1 |
| 2 Nov 2026, 10:09 | 14,973 | +2 |
| 1 Nov 2026, 12:58 | 14,971 | -1 |
| 31 Oct 2026, 12:41 | 14,972 | +3 |
| 30 Oct 2026, 15:38 | 14,969 | +38 |
| 29 Oct 2026, 12:31 | 14,931 | -5 |
| 28 Oct 2026, 07:56 | 14,936 | -2 |
| 27 Oct 2026, 10:19 | 14,938 | -3 |
| 26 Oct 2026, 13:18 | 14,941 | -4 |
| 25 Oct 2026, 13:45 | 14,945 | -2 |
| 23 Oct 2026, 18:37 | 14,947 | -10 |
| 22 Oct 2026, 18:39 | 14,957 | -1 |
| 21 Oct 2026, 15:46 | 14,958 | -3 |
| 20 Oct 2026, 08:37 | 14,961 | -4 |
| 19 Oct 2026, 07:26 | 14,965 | -4 |
| 18 Oct 2026, 06:20 | 14,969 | -5 |
| 17 Oct 2026, 08:28 | 14,974 | first reading |
Engagement
111 posts held, back to 31 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 61 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 29.7%
- avg views ÷ 14,983 subscribers
- Avg views / post
- 4,450
- 28 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 29
- of 111 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.
| Window | Rolling 30 days · latest post in window 6 November 2026 |
|---|---|
| Posts held | 111 (31 July 2026 – 6 November 2026) |
| Views total | 124,531 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Nov 2026, 17:40 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
- ≈1,220
- Videos
- ≈1
- Links
- ≈2,830
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.
- Video runtime
- 19s
- Average length
- 19s
Measured directly from 1 video with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.
Recent posts
Telegram’s own ‘edited’ marker: 1 of 29 posts held from the last 30 days (3.45%) 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).
https://journals.lww.com/hep/fulltext/10.1097/hep.0000000000001883~2026-late-breaking-abstracts
[미래에셋 김승민] Merck/한미약품 efinopegdutide(MK-6024), AASLD 2026 LBA(#5015) MASH 임상 2b상: 1차·핵심 2차 지표 모두 충족 [임상 디자인] - Efinopegdutide는 GLP-1/glucagon 수용체 co-agonist(상대 수용체 활성 약 2:1)로, 주 1회 피하 투여 MASH 치료제. 한미약품이 MSD에 기술이전한 물질. - 생검으로 확진된 F2/F3 MASH 환자 381명을 efinopegdutide 4/7/10mg, 위약, 오픈라벨 semaglutide 2.4mg 군에 1:1:1:1:1로 배정(F2 63%, F3 37%). - 기저 생검은 두 번 판독. 1차 판독은 병리의 1인이 screening 단계에서 적격성을 판단, 2차 판독은 52주 종료 생검 판독 시점에 3인 패…
[보도자료] 리가켐바이오, ASH 2026서 CD19 ADC ‘IKS03’ 긍정적 임상 중간 결과 및 CD33 ADC ‘LCB122A’ 전임상 성과 최초 공개 - IKS03, 다수의 사전 치료를 받은 B세포 림프종 환자 ORR 53%…최저 용량 포함 모든 코호트에서 반응 확인 - 최대내약용량(MTD) 미도달…낮은 호중구감소증 발생률 등 우수한 안전성 확인 - 리가켐바이오, 자체 개발 CD33 ADC ‘LCB122A’ 최초 공개…자사 첫 DAR1 ADC로 효능 및 안전성 개선 가능성 확인 ㈜리가켐바이오사이언스(KOSDAQ: 141080, 이하 ‘리가켐바이오’)는 파트너사 익수다 테라퓨틱스(IKSUDA Therapeutics, 이하 ‘익수다’)가 자사로부터 도입해 개발 중인 CD19 표적 항체-약물 결합체(이하 ‘ADC’) ‘IKS03(LCB7…
2026.11.05 09:50:04 기업명: 에스케이바이오팜(시가총액: 7조 208억) A326030 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 2,584억(예상치 : 2,556억+/ 1%) 영업익 : 1,163억(예상치 : 953억/ +22%) 순이익 : 543억(예상치 : 852억/ -36%) **최근 실적 추이** 2026.3Q 2,584억/ 1,163억/ 543억 2026.2Q 2,474억/ 971억/ 851억 2026.1Q 2,279억/ 898억/ 1,027억 2025.4Q 1,944억/ 463억/ 1,327억 2025.3Q 1,917억/ 701억/ 714억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261105800127 종목공시 : https://www.…
참고**
ASH 2026 Abstract 공개 Verismo/HLB이노베이션 SynKIR-310 의 첫번째 휴먼 데이터 [시험 개요] - 대상: 2차 이상 치료 후 재발 또는 불응성인 B세포 비호지킨 림프종(B-NHL) 환자 - 디자인: 3+3 용량 증량 후 확장 코호트 - 계획된 용량은 1×10⁸, 3×10⁸, 1×10⁹, 3×10⁹ 네 단계. - 이번 초록은 코호트 1~2(1×10⁸, 3×10⁸)의 결과. 투여: Cy/Flu 림프구 고갈 후 1회 투여했고, 6명 중 3명은 외래에서 투여. - 환자 특성 (6명) 연령 중앙값 72세(66~78세) 공격형 3명: DLBCL 또는 변환 FL입니다. 3명 모두 double-hit 또는 triple-hit의 고위험군 무통성 3명: MZL 또는 FL 6명 모두 병기 III/IV LDH 상승 67%, 이전 …
미래에셋 제약/바이오 김승민 pinned «[미래에셋 김승민] 제약/바이오 흔들리는 시장, 단단한 헬스케어 ▶️10월, 변동성 장세, 버티는 헬스케어 극심한 변동성 속에서 헬스케어 방어력이 돋보였다. 10월 코스피와 코스닥은 10/1 대비 각각 19.0%, 21.2% 급락했다. 반면 같은 기간 코스피200 헬스케어 지수의 하락률은 3.1%에 그쳤고, 삼성바이오로직스(+2.4%)와 셀트리온(+3.4%)은 오히려 상승했다. 미국도 마찬가지다. S&P500 지수가 1.6% 하락하는 동안 S&P500…»
[미래에셋 김승민] 제약/바이오 흔들리는 시장, 단단한 헬스케어 ▶️10월, 변동성 장세, 버티는 헬스케어 극심한 변동성 속에서 헬스케어 방어력이 돋보였다. 10월 코스피와 코스닥은 10/1 대비 각각 19.0%, 21.2% 급락했다. 반면 같은 기간 코스피200 헬스케어 지수의 하락률은 3.1%에 그쳤고, 삼성바이오로직스(+2.4%)와 셀트리온(+3.4%)은 오히려 상승했다. 미국도 마찬가지다. S&P500 지수가 1.6% 하락하는 동안 S&P500 제약 지수는 12.3% 상승했으며, 일라이 릴리는 신고가 영역에 있다. 헬스케어 특유의 경기 방어적 성격에 견조한 실적이 더해진 결과다. 주요 기업들은 3분기 호실적을 통해 펀더멘털의 안정성을 입증했다. 셀트리온은 사상 처음으로 분기 영업이익 5,000억원을 돌파했다. 삼성바이오로직스 역시 …
안녕하세요. 당사의 3분기 잠정실적이 공시됐고, 창립이래 처음으로 분기매출 1천억을 돌파하며 호실적을 달성했습니다. 주요 내용 아래와 같이 공유드립니다. ▶ 3Q26 별도 매출액: 1,149억원 / 영업이익: 829억원 / 당기순이익: 463억원 ▶ 3Q26 연결 매출액: 1,198억원 / 영업이익: 789억원 / 법인세차감전이익: 487억원 / 당기순이익: 421억원 → 전년 동기 대비 매출 144% 증가, 영업이익 196% 증가 ▶ 3분기 주요 성장요인 → ALT-B4 파트너 제품 매출 증가에 따른 판매 마일스톤 확대와 2건의 라이선스 계약에 따른 signing fee 및 upfront payment 인식 등 ▶ 1Q~3Q 누계 연결실적: 2,603억원 / 영업이익: 1,524억원 / 당기순이익: 1,435억원 자세한 내용은 하…
2026.11.03 10:50:12 기업명: LG화학(시가총액: 16조 6,245억) A051910 보고서명: 기타경영사항(자율공시) (희귀비만 치료제 후보물질 비바멜라곤 기술수출 계약 개정 체결) 제목 : 희귀비만 치료제 후보물질 '비바멜라곤' 기술수출 계약 개정 체결 * 주요 내용 ※ 투자유의사항 동 계약은 조건부 계약으로서, 본 계약을 통한 수익 인식은 임상시험과 품목허가 등의 성공 여부에 따라 달라질 수 있습니다. 계약 조건에 따라, 규제기관에 의한 연구개발의 중단, 품목허가 실패 등 발생시 계약이 해지될 수 있습니다. 1) 계약 상대방 - Rhythm Pharmaceuticals,Inc. (미국) 2) 계약의 내용 - 경구용 MC4R(Melanocortin-4 Receptor) 작용제 기반 희귀비만 …
2026.11.03 08:31:50 기업명: 삼성바이오로직스(시가총액: 65조 8,257억) A207940 보고서명: 단일판매ㆍ공급계약체결 계약상대 : 글로벌 제약사 계약내용 : ( 기타 판매ㆍ공급계약 ) 의약품 위탁생산계약 공급지역 : - 계약금액 : 4,343억 계약시작 : 2026-11-02 계약종료 : 2031-12-31 계약기간 : 5년 2개월 매출대비 : 9.53% 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261103800043 최근계약 : https://www.awakeplus.co.kr/board/contract/207940 종목공시 : https://www.awakeplus.co.kr/disclosure/207940
Showing the 12 most recent of 111 posts we hold for @bioksm. 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.
Posts edited after publishing
@bioksm edited 1 post after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
- First edit seen
- 10 August 2026
- Most recent edit
- 10 August 2026
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
@Yeouido_Lab · 43,46910 posts이지스스트레티지 리서치
@jeilstock · 26,2653 posts제약/바이오/미용 원리버 Oneriver
@pharmbiohana · 29,7813 posts[충간지의 글로벌 의료기기/디지털 헬스/로보틱스 연구소]
@globalmedtech · 12,0452 posts팔칠사공스토너 실전투자 인사이트
@stoner8740 · 10,8902 postsMJ의 Bio & Healthcare
@BarbarianBHC · 4,8811 postJason InV_디앤디파마텍
@JasonResearch · 5381 post제이지의 투자이야기
@JgrowthInv · 3,0001 post바이오 탐색대
@PathfinderOfBio · 1,0801 post텐렙
@Ten_level · 16,9971 post알테오젠 IR
@alteogenIR · 9,7711 post작업중이양
@eyang92 · 7,9241 post💰월급으로부터해방💶
@freedomfromsalary · 6941 postB
@santarallys · 11 post
Republishes
Channels on the register whose posts this channel has forwarded.
@darthacking · 65,58917 posts알테오젠 IR
@alteogenIR · 9,7717 posts리가켐바이오 IR/PR 공식 채널
@SHIDGL · 9,9004 posts[충간지의 글로벌 의료기기/디지털 헬스/로보틱스 연구소]
@globalmedtech · 12,0453 posts올릭스(주) - OliX Pharmaceuticals
@olix_official · 3,8513 posts디앤디파마텍 공식 IR 채널
@dndpharmatech · 3,6142 posts바이오파마봇 레이더 v1.0
@BiopharmaBot_News · 3621 post한미약품 IR 공식 채널
@Hanmipharm_official · 8801 postablbio_official
@ablbio_official · 5,7371 post에이프릴바이오 공식IR채널: 리레이팅 2026
@aprilbioipr · 4,3961 post[미래에셋박수진] 중국/홍콩 증시를 봅니다
@chinadagudong · 7,4981 post[미래에셋증권 전략/퀀트 유명간]
@eqmirae · 22,6451 post[미래에셋증권 전기전자/IT하드웨어 박준서]
@miraeelec · 4,5181 post[미래에셋 ETF/파생] 윤재홍
@qooowooo · 6,7031 post
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 7 registered channels — 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.
@easobi · 23,4052 posts[충간지의 글로벌 의료기기/디지털 헬스/로보틱스 연구소]
@globalmedtech · 12,0452 posts제약바이오 선진강국 진입을 위하여(부제: 허위와 진실의 규명)
@pb_apn_ahn · 1,4972 postsYeouido Lab_여의도 톺아보기
@Yeouido_Lab · 43,4692 posts돼지바
@bbong_tta · 12,8751 post이지스스트레티지 리서치
@jeilstock · 26,2651 post제약/바이오/미용 원리버 Oneriver
@pharmbiohana · 29,7811 post
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.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
@huhpharm · 24,266
Telegram ranks this channel #6 of 93 here — alongside 92 others — read 16 September 2026
@pharmbiohana · 29,781
Telegram ranks this channel #34 of 89 here — alongside 88 others — read 7 September 2026
@globaletfi · 20,553
Telegram ranks this channel #79 of 86 here — alongside 85 others — read 28 September 2026
@SmallCap · 23,020
Telegram ranks this channel #84 of 96 here — alongside 95 others — read 19 September 2026
@HANAchina · 35,272
Telegram ranks this channel #87 of 92 here — alongside 91 others — read 2 September 2026
@kwusa · 36,253
Telegram ranks this channel #89 of 92 here — alongside 91 others — read 2 September 2026
@merITz_tech · 24,696
Telegram ranks this channel #90 of 92 here — alongside 91 others — read 17 September 2026
@sypark_strategy · 29,288
Telegram ranks this channel #90 of 91 here — alongside 90 others — read 8 September 2026
This channel appears in 8 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 6 November 2026 — this entry's latest reading, not the date you are reading this.
“미래에셋 제약/바이오 김승민” (@bioksm), 14,983 subscribers as measured 6 November 2026. Telegram Register, tgregister.com/channel/bioksm.
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.