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허혜민의 제약/바이오 소식통

@huhpharm

On this record: Topic · Growth · Engagement · Posts · Citations · Telegram's recommendations · Cite this entry

24,169subscribers

+250 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-1001381339396
TypeChannel
Username@huhpharm
Created12 July 2020measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live11 September 2026
Measurements held29
Confirmed unchanged1 time, most recently 11 September 2026
On Telegramt.me/huhpharm

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 64% 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.

Growth

23,89024,17424,0326 August 2026 — 23,919 subscribers6 August 2026 — 23,918 subscribers8 August 2026 — 23,915 subscribers9 August 2026 — 23,909 subscribers11 August 2026 — 23,900 subscribers12 August 2026 — 23,892 subscribers13 August 2026 — 23,890 subscribers14 August 2026 — 23,911 subscribers16 August 2026 — 23,912 subscribers17 August 2026 — 23,910 subscribers18 August 2026 — 23,898 subscribers19 August 2026 — 23,969 subscribers20 August 2026 — 23,978 subscribers21 August 2026 — 24,004 subscribers22 August 2026 — 24,069 subscribers24 August 2026 — 24,097 subscribers25 August 2026 — 24,134 subscribers26 August 2026 — 24,152 subscribers27 August 2026 — 24,157 subscribers28 August 2026 — 24,154 subscribers29 August 2026 — 24,151 subscribers30 August 2026 — 24,152 subscribers31 August 2026 — 24,158 subscribers1 September 2026 — 24,165 subscribers2 September 2026 — 24,152 subscribers3 September 2026 — 24,174 subscribers5 September 2026 — 24,167 subscribers8 September 2026 — 24,161 subscribers11 September 2026 — 24,169 subscribers24,1696 August 202611 September 2026
29 measurements spanning 36 days, net +250. 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 23,847–24,217 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 29
Measured (UTC)SubscribersChange
11 Sept 2026, 07:2124,169+8
8 Sept 2026, 14:5724,161-6
5 Sept 2026, 09:4024,167-7
3 Sept 2026, 15:2024,174+22
2 Sept 2026, 05:0524,152-13
1 Sept 2026, 05:4324,165+7
31 Aug 2026, 09:0224,158+6
30 Aug 2026, 11:4524,152+1
29 Aug 2026, 14:5424,151-3
28 Aug 2026, 12:3824,154-3
27 Aug 2026, 15:3324,157+5
26 Aug 2026, 16:2324,152+18
25 Aug 2026, 19:5124,134+37
24 Aug 2026, 17:3624,097+28
22 Aug 2026, 22:5324,069+65
21 Aug 2026, 15:1724,004+26
20 Aug 2026, 16:2123,978+9
19 Aug 2026, 14:5223,969+71
18 Aug 2026, 14:4823,898-12
17 Aug 2026, 14:3623,910first reading

Engagement

131 posts held, back to 4 August 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 58 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
22.1%
avg views ÷ 24,169 subscribers
Avg views / post
5,340
88 posts measured
Reaction rate
this channel exposes no reaction counts
Posts in window
88
of 131 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 3 September 2026
Posts held131 (4 August 20263 September 2026)
Views total469,480
Reactions total
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken3 Sept 2026, 10:48 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.

Recent posts

3 Sept 2026, 00:49 UTC≈17,000 viewsread 3 September 2026
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[키움 허혜민] 세마글루타이드, 늙은 생쥐 수명 +12%…GLP-1의 항노화 가능성 UC Berkeley 연구진, 사람으로 약 60세에 해당하는 20개월령 암컷 생쥐에 세마글루타이드 투여. 중앙 생존기간 742일 → 834일로 92일(+12.4%) 연장. 연구 결과는 9/2 Nature 게재 단순한 수명 연장뿐 아니라 신체·인지 기능도 개선. 해마에서 신경줄기세포 및 새로운 뉴런 생성 증가, 공간 기억력과 혈당 조절 개선. 염증·세포 노화(senescence)·유전체 불안정성·미토콘드리아 기능 저하 등 여러 노화 지표가 동시에 개선 흥미로운 점은 칼로리 제한(calorie restriction)의 항노화 효과를 상당 부분 재현했다는 것. 세마글루타이드는 음식 섭취량을 약 24% 줄였지만, 동일 수준의 칼로리 제한과 직접 비교해도 일부 인

Signed 혜민 허

2 Sept 2026, 22:38 UTC≈2,950 viewsread 3 September 2026

26/09/03 (목) 키움 제약바이오 데일리 💊 [제약/바이오 Analyst 허혜민, RA 김종현] 키움 제약/바이오/의료기기 소식통: t.me/huhpharm <‍📈 주요 지수 등락> * 코스피 -3.99% vs 코스피 제약 -1.26% * 코스닥 -2.1% vs 코스닥 제약 -2.85% * S&P500 +0.46% vs XBI +1.21% * 나스닥 +0.45% vs NBI +1.34% <‍🇰🇷 국내 주요 뉴스 🔥> *괄호 안은 전일 수익률 ★ 알테오젠, 노바티스와 ALT-B4 기술수출 계약…최대 4.4조원 규모 (-0.83%) - 노바티스, ALT-B4 활용 복수 제품 SC제형 개발·상업화 권리 확보 - 모든 옵션 행사·마일스톤 달성시 최대 32억2300만달러 수령 -> https://tinyurl.com/2dls3o8a ▶

Signed Jonghyun Kim

2 Sept 2026, 04:31 UTC≈1,580 viewsread 3 September 2026
Forwarded from @alteogenIR

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

Signed 혜민 허

2 Sept 2026, 04:30 UTC≈1,420 viewsread 3 September 2026
Forwarded from @darthacking

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

Signed 혜민 허

2 Sept 2026, 01:51 UTC≈19,100 viewsread 3 September 2026
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2026년 상반기 글로벌 상위 Top 10 의약품 순위 출처: Gokhan Toros 마운자로 YoY.. 성장이 넘사네요.

Signed 혜민 허

2 Sept 2026, 01:48 UTC≈2,930 viewsread 3 September 2026
Photo

Photo, posted without a caption

Signed 혜민 허

2 Sept 2026, 01:47 UTC≈3,350 viewsread 3 September 2026
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빅파마 R&D $125bn. 업계가 줄일 때 Lilly는 +21% 글로벌 제약사 R&D 투자 Top 10 합산 약 $125bn. 업계 전체 R&D 지출은 전년 대비 -3.6% 감소. Merck -12%, J&J -15%, BMS -11% 등 주요 빅파마가 파이프라인 구조조정 및 비용 효율화 진행 반대로 Eli Lilly는 R&D 투자를 +21% 확대. R&D 투자 1위는 Merck, 약 $15.8bn. 다만 Keytruda가 제약 매출의 약 절반을 차지하고 2028년 특허만료를 앞둔 만큼, 높은 R&D 투자는 성장 투자인 동시에 특허절벽 대응 성격 결국 최근 빅파마는 무조건 R&D를 늘리기보다 실패 가능성이 높은 프로그램을 정리하고 유망 자산에 자본을 집중하는 흐름. 반면 현금창출력이 크게 높아진 Lilly는 업계와 반대로 투자 확대

Signed 혜민 허

2 Sept 2026, 01:39 UTC≈3,550 viewsread 3 September 2026
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[스터디 자료] In vivo CAR-T 경쟁 본격화…2024년 이후 잠재 계약 규모 $18bn 2024년 이후 In vivo CAR-T 관련 플랫폼 계약의 잠재 규모 $18bn 이상 임상 단계에서는 유전체에 유전자를 삽입하는 integrating 방식이 64%, 임상 중인 해당 방식은 lentiviral vector가 주도. 반면 전임상은 non-integrating 방식이 58%로, LNP-mRNA와 circular RNA 등 차세대 전달기술 개발 활발 적응증은 임상 단계 기준 항암 62%, 자가면역 30%, 항암+자가면역 8%. 타깃은 CD19 단독이 45%로 가장 많고, CD19+BCMA, CD19+CD20 등 dual-target이 17% 중국이 임상 개발을 압도적으로 주도. 임상 단계 자산의 82%가 중국에서 개발 중이며 l

Signed 혜민 허

2 Sept 2026, 01:11 UTC≈1,380 viewsread 3 September 2026
Forwarded from @alteogenIRPhoto

안녕하세요. 파트너사 MSD(미국·캐나다 내 Merck)가 할로자임(Halozyme)의 MDASE 관련 특허를 상대로 제기한 특허무효심판(PGR)에서 미국 특허청은 또다시 할로자임의 특허가 무효라는 결정을 내렸습니다. 이번 결정은 MSD가 제기한 다수의 PGR 가운데 또 하나의 최종결과(Final Written Decision)로, 대상 특허는 할로자임의 미국 등록특허 12,110,520입니다. 미국 특허심판원(Patent Trial and Appeal Board)은 해당 특허의 심판 대상 청구항 전부가 written description(서면기재요건)과 enablement(실시가능요건)을 충족하지 못한다고 판단했습니다. 이로써 할로자임은 미국에 등록한 MDASE 관련 특허에 대해 다섯 번째 무효 결정을 받게 되었습니다. (특허 번호

Signed 혜민 허

1 Sept 2026, 22:36 UTC≈3,310 viewsread 3 September 2026

26/09/02 (수) 키움 제약바이오 데일리 💊 [제약/바이오 Analyst 허혜민, RA 김종현] 키움 제약/바이오/의료기기 소식통: t.me/huhpharm <‍📈 주요 지수 등락> * 코스피 +0.23% vs 코스피 제약 -0.24% * 코스닥 -1.56% vs 코스닥 제약 -1.8% * S&P500 -0.71% vs XBI +0.55% * 나스닥 -1.03% vs NBI +0.92% <‍🇰🇷 국내 주요 뉴스 🔥> *괄호 안은 전일 수익률 ★ 올릭스, 지난해 발행한 CPS 대규모 일괄 전환…수급 불확실성 대폭 완화 (+2.03%) - 올해 보통주 유상증자 참여 기관 보유분·콜옵션 대상 제외, 전환 청구 가능 CPS 전량 전환 -> https://tinyurl.com/2838gc2q ▶ 화이자, 멧세라 ‘비만약’ 후보물질 아시

Signed Jonghyun Kim

1 Sept 2026, 11:49 UTC≈2,340 viewsread 3 September 2026
Forwarded from @olix_official

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

Signed 혜민 허

1 Sept 2026, 07:31 UTC≈2,370 viewsread 3 September 2026
Forwarded from @darthacking

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

Signed 혜민 허

Showing the 12 most recent of 131 posts we hold for @huhpharm. 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 8 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.

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.

제약/바이오/미용 원리버 Oneriver
@pharmbiohana · 29,893
Telegram ranks this channel #27 of 89 here — alongside 88 others — read 7 September 2026
키움증권 미국주식 톡톡
@kwusa · 36,586
Telegram ranks this channel #53 of 92 here — alongside 91 others — read 2 September 2026
가치투자클럽
@corevalue · 67,674
Telegram ranks this channel #53 of 93 here — alongside 92 others — read 2 September 2026
실시간 주식 뉴스
@realtime_stock_news · 37,264
Telegram ranks this channel #59 of 93 here — alongside 92 others — read 2 September 2026
여의도스토리 Ver2.0-习近平是个狗东西
@YeouidoStory2 · 58,378
Telegram ranks this channel #61 of 92 here — alongside 91 others — read 2 September 2026
신영증권 박소연
@sypark_strategy · 29,548
Telegram ranks this channel #64 of 91 here — alongside 90 others — read 8 September 2026
주식 급등일보🚀급등테마·대장주 탐색기 | Korean Stocks
@FastStockNews · 128,723
Telegram ranks this channel #71 of 92 here — alongside 91 others — read 2 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 11 September 2026 — this entry's latest reading, not the date you are reading this.

“허혜민의 제약/바이오 소식통” (@huhpharm), 24,169 subscribers as measured 11 September 2026. Telegram Register, tgregister.com/channel/huhpharm.

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.