"2배 수준 스케일업 생산조건 연구가 진행중이기 때문에 제2공장 착공 여부가 본계약 시점의 힌트가될 것으로 추정한다" (by 과거 신한금융투자 리포트) - 제2공장 착공이 늦어진 이유 중 하나가 2배 스케일업 연구 - 연면적 2.4배 증축했다는건 2배 수준 스케일업을 완료했다는 것 #펩트론
❤111👍39👏7🔥6

Channel
@eyang92
On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Cite this entry
7,426subscribers
+344 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
| Telegram ID | -1003066270123 |
|---|---|
| Type | Channel |
| Username | @eyang92 |
| Created | Between 1 August 2025 and 31 October 2025 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 12 September 2026 |
| Measurements held | 13 |
| Confirmed unchanged | 1 time, most recently 12 September 2026 |
| On Telegram | t.me/eyang92 |
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 12 September 2026 and assigned it the closest of 31 fixed categories, at 96% 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.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 12 Sept 2026, 15:56 | 7,426 | +14 |
| 8 Sept 2026, 09:59 | 7,412 | +8 |
| 2 Sept 2026, 20:26 | 7,404 | +33 |
| 31 Aug 2026, 03:03 | 7,371 | +4 |
| 28 Aug 2026, 08:34 | 7,367 | +17 |
| 25 Aug 2026, 05:47 | 7,350 | +26 |
| 22 Aug 2026, 11:07 | 7,324 | +62 |
| 19 Aug 2026, 06:28 | 7,262 | +36 |
| 16 Aug 2026, 08:58 | 7,226 | +25 |
| 12 Aug 2026, 12:16 | 7,201 | +57 |
| 9 Aug 2026, 17:51 | 7,144 | +30 |
| 6 Aug 2026, 18:40 | 7,114 | +32 |
| 6 Aug 2026, 03:37 | 7,082 | first reading |
94 posts held, back to 3 August 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 14 pages of Telegram’s post history, 20 posts per page.
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 28 August 2026 |
|---|---|
| Posts held | 94 (3 August 2026 – 28 August 2026) |
| Views total | 133,994 |
| Reactions total | 3,540 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 28 Aug 2026, 23:24 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.
11,509 reactions across 92 posts, in 10 distinct kinds. The most used accounts for 51.9% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 5,970 | 51.9% | |
| 👍 | 4,116 | 35.8% | |
| 👏 | 545 | 4.74% | |
| 🔥 | 401 | 3.48% | |
| 🤣 | 171 | 1.49% | |
| 😱 | 133 | 1.16% | |
| 🎉 | 82 | 0.712% | |
| 💯 | 45 | 0.391% | |
| 😁 | 44 | 0.382% | |
| 😭 | 2 | 0.017% |
No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.
Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.
Coverage. Reactions were read on 94 of the 94 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 12,044 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 94 most recent posts we hold, published 3 August 2026 to 28 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.
"2배 수준 스케일업 생산조건 연구가 진행중이기 때문에 제2공장 착공 여부가 본계약 시점의 힌트가될 것으로 추정한다" (by 과거 신한금융투자 리포트) - 제2공장 착공이 늦어진 이유 중 하나가 2배 스케일업 연구 - 연면적 2.4배 증축했다는건 2배 수준 스케일업을 완료했다는 것 #펩트론
❤111👍39👏7🔥6
1. 올6월 생산총괄 박대련 상무의 바이오USA출격 => 제2공장 앵커플랜트 캐파확정(추정) 2. 최대표님 신한포럼 발언(7월10일) =>"데이터는 다줬다" =>"상대방의 결정만 기다린다" 3. 제2공장 연면적 증축 변경공시(7월24일 ) => 받을돈 없이는 불가능한 증축 규모 4. 증축허가(8월28일) => 사측 9월 착공일정 변함없음 스탠스 #펩트론 #시차는있을지언정약속은지킨다
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증축허가 #펩트론
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"아실레이션"은 쉽게 말해 리피데이션입니다(세마글루타이드 같은거) UCN2는 "아실레이션"으로 주1회로 투여가 가능하도록 반감기를 늘린 것입니다. 즉 한미사이언스의 "랩스커버리"(Fc퓨젼)이 아니라 펩타이드 엔지니어링(리피데이션)으로 반감기를 늘린거죠. 이 부분에서 높은 점수를 받았다는 얘기입니다. 1) 랩스커버리(Fc퓨젼)을 펩타이드에 쓰기엔 사실 너무 비싸고 무거움 2) 한미약품은 UCN2에 대하여 한미사이언스에게 로열티 지급 안해도 됨 3) 빅파마들이 UCN2를 탐내는 중(릴리도 무조건 하고있을것) 4) 노보노디스크는 지금 여기저기 다 찔러보는 중, 근데 다 인수 실패중
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[단독] "한미약품 비만약, 노보노디스크도 탐냈다" https://www.hankyung.com/article/202608276397i
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https://youtube.com/live/vXEUt-Q9yzA?feature=share
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https://www.thebionews.net/news/articleView.html?idxno=27578 박 교수는 “여러 치료를 받은 환자에서 엔허투가 보여준 종양 감소 그래프를 공개했을 때, 해외 선생님들도 울먹울먹할 정도였다” <내 생각> 부작용이니 가격이니 뭐니 해도 현장에선 유방암 1차에서 THP보단 엔허투를 더욱 선호하는듯 (mPFS 26.9개월 vs 40.7개월) 결국 her2 유방암 시장 전략은 3가지로 나눌 수 있겠음 (뻔한 얘기) 1. 엔허투 병용을 노리던가 2. 엔허투 후속을 노리던가 3. 엔허투의 약점(부작용, 뇌전이)를 개선하던가 국내에선 리가켐(2번), 앱클론(1,2번), 보로노이(1,3번), 큐리언트(1,2,3번)이 각각의 장점을 내세우며 이 시장을 노리고 있음 #리가켐바이오 #앱클론 #보로노이 …
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펩트론 : 약속은 지킨다. 시차는 있을지언정 - 루프원 : 1년 이상 지연됐으나 결국 나옴 (보완 이슈 없었음, 단순히 식약처 행정처리 느려서) - PT403 IND : 1년 이상 지연됐으나 결국 IND 신청 (릴리와의 협상에서 PT403 제외확인?) - PT403 특허 : 예전에 국내 특허 의견거절 맞았을 때 온갖 억까…결국 등록됨 (미국특허도 곧) - 제2공장 : 스케일업과 캐파확정 때문에 1년 이상 지연됐으나 곧 변경허가승인 예정, 사측 9월 착공 예정 변함없음 확인 => 전부 억까 많았지만 결국 해냈음 릴리와의 본계약 : 작년 12월 추가물질 In vivo나오며 지연됐으나 결국 나올 것 정말 머지 않았다고 생각합니다. 모두 화이팅입니다! #펩트론 #시차는있을지라도약속은지킨다
👍214❤50🔥19😱9🤣5
오늘 밤 8시 유튜브 라이브 주제입니다 - 한미약품 파이프라인 살펴보기, 핵심포인트, 추후 모멘텀 - UCN2 자세히 알아보기 (이녀석 물건이다, 빅딜 나온 이유, 펩트론 연관성) - PT403 IND 의미 자세히 살펴보기 감사합니다! #한미약품 #펩트론
👍95❤26👏6😱3🤣2
(출처 : 미래에셋증권) 국내 비만시장 2026년 1.5조원 전망 2030년 2.5조원 전망 상반기에만 마운자로 매출 1조원을 돌파했으므로 마운자로 매출 올해 2조원 돌파는 확정적. 따라서 위 추정치는 상당히 보수적으로 산정한 것 참고로 국내에서 단일 약물로 가장 많이 팔렸던 약이 로수젯(스타틴)인데 2천억원 수준이었음 What if) 구토와 메스꺼움을 획기적으로 줄여주는 PT403을 국내 출시하면? 게다가 개량신약 트랙이라 상업화는 상당히 빠를 것 #펩트론
👍83❤27🔥9🎉3😁2😭1
예전에 언급했던 소버린 GLP-1 참조
❤47👍7👏1
이번 연구는 2023년 11월부터 2025년 9월 사이에 젭바운드 투여를 시작한 평균 연령 64.5세의 성인 1만5843명의 청구 데이터를 분석했다. 젭바운드 사용자 전원은 GLP-1 또는 GIP/GLP-1 수용체 작용제 계열 약물을 전혀 사용하지 않은 대조군과 일대일로 매칭되었다. 두 가지 분석 기법을 활용한 결과, 젭바운드 약가 자체를 제외한 월간 의료 비용은 투여 후 6개월 시점에서 12%에서 15% 낮아져 환자당 월 145달러에서 181달러의 차이를 보였다. 투여 후 12개월 시점에서는 비용 절감 폭이 25%에서 38%로 확대되어, 치료를 받지 않은 개인에 비해 환자당 월 319달러에서 607달러가량 비용이 적게 드는 것으로 추정됐다. 이번 연구에 따르면 투여 후 6개월 시점부터 추정된 비용 절감액은 메디케어 GLP-1 브릿지 프로…
❤65👍21👏1
Showing the 12 most recent of 94 posts we hold for @eyang92. 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.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republishes
Channels on the register whose posts this channel has forwarded.
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.
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 12 September 2026 — this entry's latest reading, not the date you are reading this.
“작업중이양” (@eyang92), 7,426 subscribers as measured 12 September 2026. Telegram Register, tgregister.com/channel/eyang92.
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.