[Special Stock] ST Pharm, US Biosecurity Act Sparks Hope for Passage This Year... CDMO Benefit Expected Upward

ST Pharm is showing strong performance. This is interpreted as being influenced by news that the U.S. Biosecurity Act is likely to be passed within this year.

As of 1:55 PM on the 16th, ST Pharm is trading at 88,900 KRW, up 4.1% compared to the previous day.

The Biosecurity Act, led by U.S. House Representative Mike Johnson, is accelerating discussions with the goal of passing it within this year. The bill aims to prevent the leakage of Americans' health information and genetic data to Chinese companies, and includes provisions to restrict the activities of Chinese biotech companies such as Wuxi Biologics, Wuxi AppTec, and BGI within the United States.

Although the Biosecurity Act was not included in the 2025 National Defense Authorization Act (NDAA), it is gaining attention as it is increasingly likely to be included in the Continuing Resolution (CR). The U.S. Congress regards this as a key bill to counter China and is making every effort to ensure its passage.

Meanwhile, ST Pharm is a subsidiary of Dong-A Socio Holdings and specializes in contract development and manufacturing organization (CDMO) for active pharmaceutical ingredients (API). Recently, it has been recognized as a beneficiary company of the U.S. Biosecurity Act, and the RNA therapeutics and API markets, which use oligonucleotides as raw materials, are showing an annual growth rate of over 10%, increasing expectations. In response to the positive market reaction, ST Pharm is securing competitiveness through various methods.