Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

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Thematic (Sector/Industry)

South korea Pharmaceuticals / Thematic (Sector/Industry)

The three Celltrion siblings had quite a pleasant day yesterday. <a href="https://www.smartkarma.com/entities/celltrion-inc" target="_blank" data-smartkarma-citation="entities:991:1" rel="noopener">Celltrion Inc (068270 KS)</a> was up 14.75%, while <a href="https://www.smartkarma.com/entities/celltrion-pharm-inc" target="_blank" data-smartkarma-citation="entities:992:1" rel="noopener">Celltrion Pharm (068760 KS)</a> almost hit the daily ceiling (29.47%). <a href="https://www.smartkarma.com/entities/celltrion-healthcare" target="_blank" data-smartkarma-citation="entities:23641:1" rel="noopener">Celltrion Healthcare (091990 KS)</a> also went up by 6.57%.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/124/395/original/1.png?1585000463" class="editor-image img-responsive" data-smartkarma-image-id="124395"></figure><div class="content-caption">(Celltrion founder and CEO, Seo Jung-jin, at yesterday's online press conference, source: HK)</div>Seo Jung-jin, whose flamboyant figure often drawing similarities to Tesla's Elon Musk, said during the market hours that he would have another online press conference to explain about the development progress of its COVID-19 vaccine and diagnosis kit. He first said in the March 12 PR meeting that Celltrion would embark on the development.Then, why should we bother to care about it?He may not be a trustworthy public figure to some investors. But it is still true that Celltrion is one of Korea's biggest drug companies, in terms of production capacity and development. More importantly, we, Korea, are one of the rare countries that have amassed a top-to-bottom diagnosis data set, thanks to a large-scale testing measure that was in place even in the early phase. Celltrion is working directly with the local CDC (Korea Centers for Disease Control and Prevention).So, below are the critical points of his PR meeting. They may have valuable information as to a possible timeline of this global battle, which most of us are eager to find out.

The three Celltrion siblings had quite a pleasant day yesterday. Celltrion Inc (068270 KS) was up 14.75%, while Celltrion Pharm (068760 KS) almost hit the daily ceiling (29.47%). Celltrion Healthcare (091990 KS) also went up by 6.57%.(Celltrion founder and CEO, Seo Jung-jin, at yesterday's online press conference, source: HK)Seo Jung-jin, whose flamboyant figure often drawing similarities to Tesla's Elon Musk, said during the market hours that he would have another online press conference to explain about the development progress of its COVID-19 vaccine and diagnosis kit. He first said in the March 12 PR meeting that Celltrion would embark on the development.Then, why should we bother to care about it?He may not be a trustworthy public figure to some investors. But it is still true that Celltrion is one of Korea's biggest drug companies, in terms of production capacity and development. More importantly, we, Korea, are one of the rare countries that have amassed a top-to-bottom diagnosis data set, thanks to a large-scale testing measure that was in place even in the early phase. Celltrion is working directly with the local CDC (Korea Centers for Disease Control and Prevention).So, below are the critical points of his PR meeting. They may have valuable information as to a possible timeline of this global battle, which most of us are eager to find out.

Celltrion Seo's Projected Timeline for a COVID-19 Vaccine: Key Takeaways from PR