[Featured Stock] Tium Bio, Sales of 1.6 Trillion Won Surpass New Drug with 6-7 Times Longer Half-Life... Is a 'Jackpot' Coming?

TIUM Bio is showing strong performance. With plans to secure the topline results of the Phase 2 clinical trial for the endometriosis treatment (TU2670) in May, expectations of a technology transfer in the second half of this year appear to be influencing the stock price.

As of 10:07 AM on the 29th, TIUM Bio is trading at 8,490 KRW, up 8.15% from the previous day.

Minyong Eom, a researcher at Hyundai Motor Securities, explained, "The pipeline includes TU2670, an endometriosis treatment currently undergoing a Phase 2a clinical trial in Europe with 86 participants," and added, "Dosing was completed in 2023, with data review scheduled for March to April and topline results expected in May."

He continued, "Based on the Phase 2a results, cooperation with European partners is underway," and "collaborations with Japan and South America are also being explored, with the possibility of technology transfer becoming more concrete in the second half of the year."

He analyzed, "TU2670 is expected to have an advantage over two already launched global pharmaceutical products," noting, "AbbVie's Elagolix, the first approved endometriosis treatment, has the drawback of low efficacy but is projected to generate sales of $415 million by 2028." Additionally, he emphasized, "Sumitomo/Pfizer's Relugolix is estimated to achieve sales of $858 million in 2028."

He further analyzed, "Relugolix has high efficacy but causes bone density reduction, making it difficult to administer for more than one year," and added, "Expectations for technology transfer in the second half of the year are high depending on the success of TU2670's clinical trial."

Researcher Eom introduced, "The anticancer candidate TU2218 is a dual inhibitor of TGF-β/VEGF and signed a contract in 2022 with BeiGene and Merck for free supply of PD-1 antibodies," and stated, "The Phase 1b combination trial with Keytruda will conclude in the first half of this year, with topline results to be announced in the second half." He also highlighted, "The hemophilia treatment TU7710 is also expected to announce topline results in the second half of the year," emphasizing, "Novo Nordisk's NovoSeven requires repeated dosing 4 to 5 times a day until hemostasis due to its short half-life of 2.4 hours." He added, "Despite its high price of 500 million KRW, it achieved sales of 1.6 trillion KRW in 2022," and said, "TU7710 is expected to have a half-life 6 to 7 times longer."