[미래에셋 제약/바이오 김승민] 9/3 Daily https://t.me/bioksm 🌍 글로벌 바이오/제약 ──────────────────── ▶️ Novartis, Alteogen의 약물전달 기술 최대 32억 달러 딜 체결 ▶️ Owkin, Boehringer Ingelheim과 AI 신약개발 계약·암·면역학 대상 ▶️ Novartis의 CAR-T 임상시험중 발생한 사망 사고로 자가면역질환 치료에서 허용가능한 위험 수준에 대한 재고 필요 ▶️ 중국에서 발생한 사망사건으로 바이러스를 이용한 CRISPR 치료법에 대한 논쟁 재점화 ▶️ GSK, mRNA 독감백신의 3상 임상 추진 탄력 ▶️ Ivonescimab 3상 HARMONi-2 연구 중간 분석에서 주요 2차 평가 변수인 전체 생존율 충족 ▶️ Ultragenyx, An…

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
14,926subscribers
+178 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 |
| Created | 2 June 2021 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 18 September 2026 |
| Measurements held | 33 |
| Confirmed unchanged | 1 time, most recently 18 September 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 why it has no browse page of its own yet.
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 |
|---|---|---|
| 18 Sept 2026, 12:56 | 14,926 | +17 |
| 16 Sept 2026, 07:59 | 14,909 | +43 |
| 14 Sept 2026, 11:55 | 14,866 | +3 |
| 12 Sept 2026, 19:41 | 14,863 | +51 |
| 10 Sept 2026, 21:01 | 14,812 | -18 |
| 7 Sept 2026, 23:38 | 14,830 | -3 |
| 5 Sept 2026, 01:19 | 14,833 | -2 |
| 3 Sept 2026, 09:33 | 14,835 | +2 |
| 1 Sept 2026, 23:54 | 14,833 | -3 |
| 31 Aug 2026, 23:49 | 14,836 | +19 |
| 31 Aug 2026, 00:14 | 14,817 | -4 |
| 30 Aug 2026, 00:38 | 14,821 | -1 |
| 28 Aug 2026, 22:27 | 14,822 | +4 |
| 27 Aug 2026, 21:32 | 14,818 | -6 |
| 27 Aug 2026, 00:03 | 14,824 | +3 |
| 25 Aug 2026, 22:45 | 14,821 | +8 |
| 24 Aug 2026, 21:14 | 14,813 | +43 |
| 23 Aug 2026, 04:22 | 14,770 | +52 |
| 21 Aug 2026, 14:35 | 14,718 | -2 |
| 20 Aug 2026, 12:03 | 14,720 | first reading |
Engagement
82 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 53 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 19.7%
- avg views ÷ 14,926 subscribers
- Avg views / post
- 2,930
- 28 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 28
- of 82 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 2 September 2026 |
|---|---|
| Posts held | 82 (31 July 2026 – 2 September 2026) |
| Views total | 82,169 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 3 Sept 2026, 11:13 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
- 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
안녕하세요. 알테오젠이 글로벌 Top-tier 제약사 노바티스(Novartis)와 올해 4번째 하이브로자임 플랫폼 기술 라이선스 계약을 체결하였습니다. 이번 계약의 총액은 32억 2,300만 달러(한화 약 4조 4,165억 원)로 노바티스는 복수의 바이오의약품에 대해서 ALT-B4를 활용한 피하주사 제형 개발 및 상업화할 수 있는 독점적 권리를 확보하게 됩니다. 이를 통해 하이브로자임 플랫폼의 라이선스 파트너 기업은 총 10개사(MSD, Sanofi, AstraZeneca, Novartis, GSK, Biogen, Daiichi Sankyo, Sandoz, Intas, 비공개 파트너)로 확대되었습니다. 노바티스는 당사와 라이선스 계약에 앞서 다양한 모달리티(modality)에 ALT-B4를 적용한 피하주사 제형 전환에 대한 평가를 수행해 …
2026.09.02 13:26:34 기업명: 알테오젠(시가총액: 21조 10억) A196170 보고서명: 투자판단관련주요경영사항 (재조합 인간 히알루로니다제 제품 ALT-B4 독점적 옵션·라이선스 계약 체결) 제목 : 재조합 인간 히알루로니다제 제품 ALT-B4 독점적 옵션·라이선스 계약 체결 * 주요내용 ※ 투자유의사항 본 계약은 의약품규제기관의 허가가 완료되어야 이행되는 조건부 계약으로서, 본 계약을 통한 수익 인식은 임상시험과 품목허가 등의 성공 여부에 따라 달라질 수 있습니다. 계약 조건에 따라, 규제기관에 의한 연구 개발의 중단, 품목허가 실패 등 발생시 계약이 해지될 수 있습니다. 1. 계약상대방: Novartis Pharma AG (스위스) - Novartis 최근 사업연도(2025) 매출액: $54…
[미래에셋 제약/바이오 김승민] 9/2 Daily https://t.me/bioksm 🌍 글로벌 바이오/제약 ──────────────────── ▶️ Roche, Simcere의 B세포 표적 항체에 15.3억 달러 규모 계약 체결 ▶️ Novartis 다발성경화증 경구약 remibrutinib, 기존 약물 임상 시험 우수, 파이프라인 기대감 상승 ▶️ Astrazeneca-Hutchmed의 tagrisso+orpathys 조합, 진행성 폐암 임상에서 긍정적 결과 ▶️ GSK, mRNA 독감 백신을 3상 시험으로 진행 ▶️ Lilly의 투자 방식은 광범위한 바이오테크 벤처 투자자들에게 부를 분산 시킨다 🇰🇷 한국 바이오/제약 ──────────────────── ▶️ 유한양행, 글로벌 제약사와 원료의약품 공급 계약…1311억원…
안녕하세요, 올릭스 커뮤니케이션실입니다. 당사의 전환우선주(CPS) 165만7522주에 대한 보통주 전환청구가 완료됐습니다. 이는 콜옵션 대상 물량과 지난해에 이어 올해 보통주 유상증자에도 참여한 기관의 보유분을 제외한, 현재 전환청구 가능한 CPS 전량입니다. 전환에 따라 발행되는 보통주는 오는 9월 15일 상장될 예정입니다. 이번 전환 과정에서 당사와 기관투자자들은 오랜 논의를 거쳐 시장에 미치는 영향을 최소화하는 방향으로 전환 시점을 협의했습니다. 저희 올릭스는 이번 전환으로 잠재 전환 물량과 유통 일정이 한층 명확해진 만큼, 반복적인 전환에 따른 수급 불확실성도 상당 부분 줄어들 것으로 기대합니다. 단기적 수급에 대한 불확실성은 최소화하고, 실질적인 사업 성과 창출을 통한 기업가치 제고에 최선을 다하겠습니다. 자세한 내용은 …
2026.09.01 16:23:44 기업명: 유한양행(시가총액: 6조 880억) A000100 보고서명: 단일판매ㆍ공급계약체결 계약상대 : 글로벌 제약사 계약내용 : ( 상품공급 ) 원료의약품(API) 공급계약 공급지역 : 미정 계약금액 : 1,311억 계약시작 : 2026-09-01 계약종료 : 2028-05-31 계약기간 : 1년 9개월 매출대비 : 6.0% 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260901800500 최근계약 : https://www.awakeplus.co.kr/board/contract/000100 종목공시 : https://www.awakeplus.co.kr/disclosure/000100
[미래에셋 제약/바이오 김승민] 9/1 Daily https://t.me/bioksm 🌍 글로벌 바이오/제약 ──────────────────── ▶️ 백악관, 중견 제약회사 9곳과의 차기 MFN 가격 협상안 공개 ▶️ Lilly, Medrida Biosciences 최대 28.8억 달러에 인수 - 자가면역 의약품 강화 ▶️ Amgen의 Rephata, 심근경색·뇌졸중 고위험군 사망 위험 감소 입증 ▶️ Jazz의 Ziihera, 위암 임상에서 2차 생존 이점 입증 성공 🇰🇷 한국 바이오/제약 ──────────────────── ▶️ 삼성바이오로직스, 폴리펩타이드그룹 인수 공개매수 돌입 ▶️ 알테오젠, ‘키트루다 SC 제형’ 판매 마일스톤 2500만달러 수령 ▶️ 셀트리온, 주주환원 목적 1000억 자사주 매입 결정 ▶️…
안녕하세요. 알테오젠이 파트너사 MSD로부터 $25m(약 344억원)의 판매 마일스톤을 수령한다고 공시했습니다. 이번 판매 마일스톤은 파트너제품 Keytruda Qlex의 매출에 따라 첫 번째로 수령하는 Sales milestone이라는 의미가 있습니다. MSD는 올해 상반기 $590m(약 8,121억원)의 Keytruda Qlex 매출을 올렸다고 밝혔고, 내년까지 키트루다의 30~40%를 SC로 전환하는데 자신하고 있습니다. 자세한 내용은 아래 링크를 통해 확인해주시기 바랍니다. - 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260831900176 - PR링크 : https://alteogen.com/kr/sub/ir/news.php?mode=view&bid=1&idx=357&page=…
2026.08.31 11:28:06 기업명: 알테오젠(시가총액: 20조 5,831억) A196170 보고서명: 투자판단관련주요경영사항 (ALT-B4 라이선스 계약 파트너사 MSD로부터 판매 마일스톤 수령 예정) 제목 : ALT-B4 라이선스 계약 파트너사 MSD로부터 판매 마일스톤 수령 예정 * 주요내용 1) 당사의 파트너사 MSD International Business GmbH(이하 MSD)로부터 마일스톤 USD 25,000,000을 수령 예정입니다. 2) MSD에 기술이전한 'ALT-B4(성분명: berahyaluronidase alfa)'가 포함된 키트루다 SC(미국 제품명: Keytruda Qlex)의 판매 마일스톤 달성에 대한 건입니다. 3) 상기 마일스톤 금액은 USD 25,000,000(약 344억…
[미래에셋 제약/바이오 김승민] 8/31 Daily https://t.me/bioksm 🌍 글로벌 바이오/제약 ──────────────────── ▶️ FDA, Lilly의 Mounjaro 심혈관 위험 감소 적응증으로 승인 ▶️ FDA, Takeda·Protagonist의 희귀 혈액암 치료제 Rusfertide 승인 ▶️ BioNtech, 안전성 검토 후 mRNA 대장암 백신 임상시험 중단 ▶️ Arrowhead의 plozasiran, 중증 고중성지방혈증 3상에서 TG약 80% 감소 ▶️ Roche, 페이로드 내성 문제를 해결하기 위해 Duality Bio의 ADC 기술에 10억달러 이상 투자 ▶️ Kimberly-Clark, 400억달러 규모 Kenvue 인수 관련 EU 승인 요청 🇰🇷 한국 바이오/제약 ─────────…
금일 공개된 CStone의 반기 보고서를 통해 ABL202(CS5001/LCB71)의 최신 임상 데이터가 발표됐습니다. ABL202는 당사의 ROR1 단일항체와 리가켐바이오의 링커-페이로드를 결합한 ADC로, CStone에 기술이전돼 다양한 혈액암 및 고형암 환자를 대상으로 임상 1b상이 진행되고 있습니다. 31명의 1차 치료 DLBCL 환자에게 ABL202를 40~90μg/kg 용량으로 표준 치료요법인 R-CHOP과 병용 투여한 결과, 모든 용량군에서 완전관해율(CR) 100%를 달성했으며, 전체 객관적 반응률(ORR) 역시 100%를 기록했습니다. CStone은 현재까지 축적된 임상 데이터를 바탕으로 ABL202의 장기적인 유효성-안전성(Benefit-Risk)을 평가하고 최적 용량과 투여 주기를 확정하기 위해 현재 진행 중인 임상을…
[단독] "한미약품 비만약, 노보노디스크도 탐냈다" https://www.hankyung.com/article/202608276397i
Showing the 12 most recent of 82 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.
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Republishes
Channels on the register whose posts this channel has forwarded.
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@BiopharmaBot_News · 2041 post한미약품 IR 공식 채널
@Hanmipharm_official · 8271 postablbio_official
@ablbio_official · 5,8181 post에이프릴바이오 공식IR채널: 리레이팅 2026
@aprilbioipr · 4,4981 post[미래에셋박수진] 중국/홍콩 증시를 봅니다
@chinadagudong · 7,4741 post[미래에셋증권 전기전자/IT하드웨어 박준서]
@miraeelec · 4,2821 post[미래에셋 글로벌/한국 ETF] 윤재홍
@qooowooo · 6,7131 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 2 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.
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 · 24,282
Telegram ranks this channel #6 of 93 here — alongside 92 others — read 16 September 2026
@pharmbiohana · 29,843
Telegram ranks this channel #34 of 89 here — alongside 88 others — read 7 September 2026
@SmallCap · 23,201
Telegram ranks this channel #84 of 96 here — alongside 95 others — read 19 September 2026
@HANAchina · 35,284
Telegram ranks this channel #87 of 92 here — alongside 91 others — read 2 September 2026
@kwusa · 36,528
Telegram ranks this channel #89 of 92 here — alongside 91 others — read 2 September 2026
@merITz_tech · 24,008
Telegram ranks this channel #90 of 92 here — alongside 91 others — read 17 September 2026
@sypark_strategy · 29,539
Telegram ranks this channel #90 of 91 here — alongside 90 others — read 8 September 2026
This channel appears in 7 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 18 September 2026 — this entry's latest reading, not the date you are reading this.
“미래에셋 제약/바이오 김승민” (@bioksm), 14,926 subscribers as measured 18 September 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.