‘KOSEF blockbuster biotech drugs+’
‘KOSEF medical AI’
Obesity treatment, next-generation cancer drug ‘Big Bang’
“Catch the investment theme of technological innovation and rate cuts”,
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, ‘Kiwoom Investment Asset Management announced on the 23rd that it will list two exchange-traded funds (ETFs) that invest in the domestic and international pharmaceutical and healthcare industries.’,
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, “The ETFs to be listed on the KOSPI market on the 28th are ‘KOSEF blockbuster biotech drugs+’ and ‘KOSEF medical AI.'”,
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, “‘KOSEF blockbuster biotech drugs+’ is an ETF that invests in global large pharmaceutical and biotech companies traded on the U.S. stock market, including major players in the diabetes and obesity treatment sectors such as Novo Nordisk (10.92%), Eli Lilly (9.63%), Merck (10.24%), Sanofi (9.37%), Johnson & Johnson (8.96%), AbbVie (8.14%), Bristol Myers Squibb (BMS – 5.96%), Amgen (5.82%), among others.”,
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, “It holds a weighting of 95% in companies that generate over $1 billion in annual sales with ‘blockbuster drugs,’ and invests the remaining less than 5% in companies that are expected to become blockbuster drugs within the next 5 years.”,
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, “‘KOSEF medical AI’ invests in domestic medical artificial intelligence (AI) related companies. It includes up to 25 stocks of companies listed on the KOSPI and KOSDAQ markets that are involved in medical AI businesses such as AI diagnostics, AI drug development, medical AI platforms, etc.”,
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, ‘Key investment targets include AI image analysis solutions provider Lunit (16.64%) for cancer diagnosis, AI-based cardiac arrest risk monitoring medical device company Vuno (7.08%), as well as investments in JW Chunwoo Pharm (8.95%), Boronoi (7.01%), Celltrion Healthcare (8.56%), QurExo (7.71%), and others.’,
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, ‘Jung Sung-in, head of Kiwoom Investment Asset Management’s ETF division, said, “As the pace of technological innovation in the pharmaceutical and healthcare fields accelerates, and with increasing expectations of interest rate cuts in the second half of the year, the industry environment and macroeconomic conditions are expected to be broadly positive.”‘,
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, ‘He further stated, “\’KOSEF blockbuster biotech drugs+\’ contains global big pharma companies with large market capitalization and significant sales and cash flow generation, so relatively low volatility and stable performance can be expected. On the other hand, ‘KOSEF medical AI,’ which mainly invests in domestic small to medium-sized companies with relatively high price elasticity, will be useful for investors seeking profit opportunities within high volatility.”‘,
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