Forwarded from AWAKE 플러스
📌 이엔셀(시가총액: 1,905억)
📁 단일판매ㆍ공급계약체결(자율공시)
2025.03.04 10:39:54 (현재가 : 17,690원, 0%)
계약상대 : 주식회사 셀레브레인
계약내용 : 첨단바이오의약품 제조 공급 계약 체결
공급지역 : 대한민국
계약금액 : 8억
계약시작 : 2025-03-04
계약종료 : 2026-03-03
계약기간 : 1년
매출대비 : 7.63%
기간감안 : 7.63%
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20250304900129
회사정보: https://finance.naver.com/item/main.nhn?code=456070
📁 단일판매ㆍ공급계약체결(자율공시)
2025.03.04 10:39:54 (현재가 : 17,690원, 0%)
계약상대 : 주식회사 셀레브레인
계약내용 : 첨단바이오의약품 제조 공급 계약 체결
공급지역 : 대한민국
계약금액 : 8억
계약시작 : 2025-03-04
계약종료 : 2026-03-03
계약기간 : 1년
매출대비 : 7.63%
기간감안 : 7.63%
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20250304900129
회사정보: https://finance.naver.com/item/main.nhn?code=456070
❤1🙏1
Forwarded from AWAKE 플러스
📌 HD현대중공업(시가총액: 27조 758억)
📁 단일판매ㆍ공급계약체결
2025.03.04 11:01:17 (현재가 : 305,000원, 0%)
계약상대 : 아시아 소재 선사
계약내용 : ( 공사수주 ) VLEC 2척
공급지역 : 아시아
계약금액 : 4,588억
계약시작 : 2025-02-28
계약종료 : 2028-12-31
계약기간 : 3년 10개월
매출대비 : 3.83%
기간감안 : 1.01%
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20250304800166
회사정보: https://finance.naver.com/item/main.nhn?code=329180
📁 단일판매ㆍ공급계약체결
2025.03.04 11:01:17 (현재가 : 305,000원, 0%)
계약상대 : 아시아 소재 선사
계약내용 : ( 공사수주 ) VLEC 2척
공급지역 : 아시아
계약금액 : 4,588억
계약시작 : 2025-02-28
계약종료 : 2028-12-31
계약기간 : 3년 10개월
매출대비 : 3.83%
기간감안 : 1.01%
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20250304800166
회사정보: https://finance.naver.com/item/main.nhn?code=329180
❤1💯1
Forwarded from [신한 리서치본부] 제약/바이오
알테오젠/머크 키트루다SC 미국 및 유럽 허가신청 완료, 연내 런칭 및 12-18개월 내 30-40% 판매 목표 유지
https://seekingalpha.com/article/4764216-merck-and-co-inc-mrk-presents-at-td-cowen-45th-annual-health-care-conference-trannoscript
Unidentified Analyst
Okay, maybe we can now dig into the pipeline, and let's start out with KEYTRUDA subQ. So, Dean, does Merck have all the necessary data to file KEYTRUDA subQ in the US, or is more data needed?
Dean Li
It's been filed.
Unidentified Analyst
It's been filed, okay.
Caroline Litchfield
And we've also filed in the EU.
Unidentified Analyst
Okay, and how confident are you that Merck can launch this year? And it seems awfully quick, so how is that possible?
Dean Li
I think the data will stand for itself, and in all the interactions we have with the FDA, there's nothing that changes our view that approval would happen this year with the potential of launch this year as well.
Unidentified Analyst
Okay. What our KOLs say when we talk about Sub-Q, whether it be KEYTRUDA or some other PD-1, PD-L1, is that most of their patients are also getting an infusion at the time that they get their KEYTRUDA, so there's no benefit to giving the drug Sub-Q. So how does Merck support this view that the conversion is going to be rapid and deep, 30% to 40%, I think the company said, how do you get there in light of the…?
https://seekingalpha.com/article/4764216-merck-and-co-inc-mrk-presents-at-td-cowen-45th-annual-health-care-conference-trannoscript
Unidentified Analyst
Okay, maybe we can now dig into the pipeline, and let's start out with KEYTRUDA subQ. So, Dean, does Merck have all the necessary data to file KEYTRUDA subQ in the US, or is more data needed?
Dean Li
It's been filed.
Unidentified Analyst
It's been filed, okay.
Caroline Litchfield
And we've also filed in the EU.
Unidentified Analyst
Okay, and how confident are you that Merck can launch this year? And it seems awfully quick, so how is that possible?
Dean Li
I think the data will stand for itself, and in all the interactions we have with the FDA, there's nothing that changes our view that approval would happen this year with the potential of launch this year as well.
Unidentified Analyst
Okay. What our KOLs say when we talk about Sub-Q, whether it be KEYTRUDA or some other PD-1, PD-L1, is that most of their patients are also getting an infusion at the time that they get their KEYTRUDA, so there's no benefit to giving the drug Sub-Q. So how does Merck support this view that the conversion is going to be rapid and deep, 30% to 40%, I think the company said, how do you get there in light of the…?
Seeking Alpha
Merck & Co., Inc. (MRK) Presents at TD Cowen 45th Annual Health Care Conference (Trannoscript)
Start Time: 14:30 January 1, 0000 3:05 PM ETMerck & Co., Inc.
Forwarded from AWAKE - 실시간 주식 공시 정리채널
2025.03.04 13:13:19
기업명: 컨텍(시가총액: 1,646억)
보고서명: 단일판매ㆍ공급계약체결
계약상대 : 한국수자원공사
계약내용 : 수자원 영상위성 운영시스템 구축용역
공급지역 : 대한민국
계약금액 : 65억
계약시작 : 2025-03-04
계약종료 : 2028-02-10
계약기간 : 2년 11개월
매출대비 : 41.13%
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20250304900253
최근계약 : https://www.awakeplus.co.kr/board/contract/451760
회사정보: https://finance.naver.com/item/main.nhn?code=451760
기업명: 컨텍(시가총액: 1,646억)
보고서명: 단일판매ㆍ공급계약체결
계약상대 : 한국수자원공사
계약내용 : 수자원 영상위성 운영시스템 구축용역
공급지역 : 대한민국
계약금액 : 65억
계약시작 : 2025-03-04
계약종료 : 2028-02-10
계약기간 : 2년 11개월
매출대비 : 41.13%
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20250304900253
최근계약 : https://www.awakeplus.co.kr/board/contract/451760
회사정보: https://finance.naver.com/item/main.nhn?code=451760
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