{"slug":"ligachem-biosciences","name":"리가켐바이오","name_en":"LigaChem Biosciences","ticker":"141080.KQ","updated_at":"2026-07-12T03:56:29.332+00:00","canonical":"https://valuechain.wiki/ligachem-biosciences","citable":"밸류체인 그래프 기준 리가켐바이오의 직접 연결 기업은 3곳(관계 기준 공급 1·매출 1·투자 1)이고, 사슬을 2차까지 넓히면 5곳에 닿는다. 링크의 근거 출처는 9건이며 그중 1차공시가 5건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, LigaChem Biosciences is directly linked to 3 companies (1 supply, 1 revenue, 1 investment relationships) and reaches 5 companies within two hops; the links are backed by 9 dated sources, 5 of them primary filings (as of 2026-07-12).","kicker":"코스닥 · ADC 바이오 · 콘쥬올 기술수출","kicker_en":"KOSDAQ · ADC biotech · ConjuAll licensing-out","lead":"리가켐바이오(옛 레고켐바이오)는 독자 ADC(항체-약물 접합체) 원천기술 '콘쥬올(ConjuAll)'을 앞세운 신약개발 기업이다. 후보물질을 글로벌 제약사에 기술수출하는 것이 주 수익원으로, 2023년 12월 Trop2 표적 LCB84를 얀센(존슨앤드존슨)에 최대 17억 2,250만 달러에 기술이전했고 2024년 10월 일본 오노약품공업에 L1CAM 표적 LCB97과 ADC 플랫폼을 넘겼다. 공개된 누적 마일스톤 규모만 약 9조 4,000억 원에 이른다. 2024년 최대주주가 PAN Orion(오리온그룹)으로 바뀌었다.","lead_en":"LigaChem Biosciences (formerly LegoChem Biosciences) is a drug developer built on its proprietary antibody-drug conjugate platform called ConjuAll. Its main revenue comes from out-licensing candidates to global pharma. In December 2023 it licensed the Trop2-targeting LCB84 to Janssen (Johnson & Johnson) for up to USD 1.7225 billion, and in October 2024 it transferred the L1CAM-targeting LCB97 and its ADC platform to Japan's Ono Pharmaceutical. Disclosed cumulative milestones total about KRW 9.4 trillion. In 2024 PAN Orion (the Orion Group) became its largest shareholder.","segments":{"parts":[{"desc":"콘쥬올 ADC 후보·플랫폼을 얀센·오노·암젠 등에 기술수출 — 공개 누적 마일스톤 약 9.4조원.","name":"신약연구개발 (ADC 기술이전)"},{"desc":"의료기기 유통 등 캐시 보완 사업.","name":"의약사업 (의료기기 유통)"}]},"segments_en":{"parts":[{"desc":"Out-licenses ConjuAll ADC candidates and platform to Janssen, Ono, Amgen and others — ~KRW 9.4tn disclosed cumulative milestones.","name":"Drug R&D (ADC licensing-out)"},{"desc":"Medical-device distribution and other cash-supplementing business.","name":"Medical business (device distribution)"}]},"returns_yearly":{"2021":-26.2,"2022":-18.1,"2023":37.1,"2024":151,"2025":60.5,"2026":-40.7},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"johnson-johnson","name":"존슨앤드존슨","name_en":"Johnson & Johnson","tier":1,"returns_yearly":{"2021":11.4,"2022":6,"2023":-8.6,"2024":-4.8,"2025":47.5,"2026":25.6}}],"benefiting":[{"slug":"orion","name":"오리온","name_en":"Orion","tier":1,"returns_yearly":{"2021":-18.4,"2022":29,"2023":-25.5,"2024":10.6,"2025":18.7,"2026":19.8}},{"slug":"samsung-biologics","name":"삼성바이오로직스","name_en":"Samsung Biologics","tier":1,"returns_yearly":{"2021":-6.8,"2022":8.6,"2023":5.8,"2024":28.7,"2025":5,"2026":-20.1}},{"slug":"samsung-e-a","name":"삼성E&A","name_en":"Samsung E&A","tier":2,"returns_yearly":{"2021":74.5,"2022":20,"2023":-13.7,"2024":-15.9,"2025":76.7,"2026":43.2}},{"slug":"danaher","name":"다나허","name_en":"Danaher Corporation","tier":2,"returns_yearly":{"2021":48.6,"2022":-19,"2023":-1.2,"2024":-0.3,"2025":0.4,"2026":-12.7}},{"slug":"ecopro-hn","name":"에코프로에이치엔","name_en":"Ecopro HN","tier":3,"returns_yearly":{"2022":4.6,"2023":17,"2024":-47.7,"2025":38,"2026":-32}}],"analysis":"투자 논점은 자체 ADC 원천기술 '콘쥬올'을 후보물질·플랫폼째 글로벌 제약사에 파는 기술수출 모델이다. 매출의 실체는 마일스톤으로, 2023년 얀센(J&J)에 Trop2 표적 LCB84를 최대 $17.2억, 2024년 오노약품에 L1CAM 표적 LCB97+플랫폼($7억), 시스톤·포순·암젠까지 더해 공개 누적 마일스톤만 약 9.4조원을 확보했다 — 선급금은 작고 대부분이 임상 단계별 조건부라, 실적은 파트너의 임상 진전에 선행 노출된 옵션가치다. 연구개발비가 매출의 153%(2025년 2,171억원)에 이르는 순투자 구조이며, ADC 위탁개발은 삼성바이오로직스, 표적 항체는 다수 파트너(메디테라네아·엘테라 등)에서 도입해 사슬을 외부와 나눈다. 2024년 오리온그룹(PAN Orion, 25.6%)이 최대주주가 돼 자본 안정성이 커졌고 2025년 영국 익수다를 종속회사로 편입했으며, 위험은 마일스톤 인식이 임상 성패·타이밍에 좌우돼 분기 변동성이 크다는 점이다.","analysis_en":"The thesis is an out-licensing model that sells its proprietary ADC platform 'ConjuAll' — candidates and platform — to global pharma. The substance of revenue is milestones: LCB84 (Trop2) to Janssen (J&J) for up to $1.72bn in 2023, LCB97 (L1CAM) plus platform to Ono for $700m in 2024, and with CStone, Fosun and Amgen the disclosed cumulative milestones reach about KRW 9.4tn — upfronts are small and most is contingent on clinical stages, so results are option value levered to partners' clinical progress. R&D runs at 153% of revenue (KRW 217.1bn in 2025), a net-investment structure, with ADC development contracted to Samsung Biologics and target antibodies in-licensed from multiple partners (Mediterranea, Elthera), sharing the chain externally. In 2024 the Orion Group (PAN Orion, 25.6%) became the largest shareholder, strengthening capital stability, and in 2025 it consolidated UK-based Iksuda; the risk is that milestone recognition hinges on clinical success and timing, with high quarterly volatility.","analysis_asof":"2026-07-10"},"edges":[{"direction":"cost","counterparty":"자체 연구개발비 (ADC 파이프라인 R&D)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"KRW","as_of":"2025","value":217097516000,"period":"연구개발비용 계(연결)"},"note":"2025년 연구개발비용 계 217,097,516천원(약 2,171억 원)으로 당기 매출액의 153.37%. 기술이전 후보물질 발굴·임상이 주된 비용.","note_en":"FY2025 R&D spend of KRW 217.1bn (~153.4% of revenue); candidate discovery and clinical trials for out-licensing are the main cost driver.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001538","title":"리가켐바이오 사업보고서 (2025)","title_en":"LigaChem Biosciences Annual Business Report (FY2025)","excerpt":"연구개발비용 계 217,097,516(천원), 연구개발비/매출액 비율 153.37%.","excerpt_en":"R&D expense total KRW 217,097,516 thousand; R&D-to-revenue ratio 153.37%."}]},{"direction":"revenue","counterparty":"얀센 바이오테크 / 존슨앤드존슨 (LCB84 Trop2-ADC)","counterparty_slug":"johnson-johnson","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2023-12","value":1722500000,"period":"LCB84 총 계약규모(마일스톤 포함)"},"note":"2023.12.22 Trop2 표적 ADC 후보 LCB84의 전세계 독점 개발·상업화 권리를 얀센(J&J)에 기술이전. 총 계약규모 최대 17억 2,250만 달러(선급금 1억 + 옵션행사금 2억 + 마일스톤 14억 2,250만) + 순매출 로열티.","note_en":"In Dec 2023 out-licensed worldwide exclusive rights to the Trop2 ADC candidate LCB84 to Janssen (J&J): up to USD 1.7225bn (USD 100m upfront + USD 200m option + USD 1,422.5m milestones) plus tiered royalties on net sales.","sources":[{"stance":"mentions","publisher":"아주경제","publisher_en":"AJU Business Daily","kind":"research","lang":"ko","published_at":"2025-12-22","url":"https://www.ajunews.com/view/20251222092821624","title":"현대차證 “리가켐바이오, LCB84 확장·플랫폼가치 상승…목표주가 24만원”","title_en":"Hyundai Motor Securities lifts LigaChem target to KRW 240,000 on LCB84 upside","excerpt":"현대차증권은 LCB84 적응증 확장·플랫폼 가치 상승을 근거로 목표주가를 24만원으로 60% 상향.","excerpt_en":"Hyundai Motor Securities raised its target to KRW 240,000 (+60%) on LCB84 indication expansion and platform value."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2023-12-26","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20231226900002","title":"투자판단 관련 주요경영사항 (LCB84 Trop2-ADC 기술이전계약 체결)","title_en":"Material disclosure: LCB84 Trop2-ADC license agreement","excerpt":"1.계약상대방: 얀센 바이오테크 (Janssen Biotech, Inc.) … 총 계약금액: USD 1,722,500,000 (₩2,245,795,500,000) + 로열티. 1)선급금 USD 100,000,000 2)옵션행사금 USD 200,000,000 3)단계별 마일스톤 USD 1,422,500,000.","excerpt_en":"Counterparty: Janssen Biotech, Inc.; total up to USD 1,722,500,000 (KRW 2.246tn) plus royalty — USD 100m upfront, USD 200m option, USD 1,422.5m milestones."},{"stance":"confirms","publisher":"The Korea Economic Daily (KED Global)","publisher_en":"The Korea Economic Daily (KED Global)","kind":"news","lang":"en","published_at":"2023-12-26","url":"https://www.kedglobal.com/bio-pharma/newsView/ked202312260001","title":"LegoChem Bio, Janssen sign $1.7 bn ADC licensing deal","title_en":"LegoChem Bio, Janssen sign $1.7 bn ADC licensing deal","excerpt":"레고켐바이오가 얀센과 최대 17억 달러 규모 ADC 기술이전 계약을 체결했다고 보도.","excerpt_en":"LegoChem Bio and Janssen sign an ADC licensing deal worth up to USD 1.7bn."},{"stance":"mentions","publisher":"Business Wire","publisher_en":"Business Wire","kind":"news","lang":"en","published_at":"2023-12-25","url":"https://www.businesswire.com/news/home/20231225841872/en/","title":"LegoChem Biosciences Announces License Agreement for LCB84 Trop2-Targeted ADC","title_en":"LegoChem Biosciences Announces License Agreement for LCB84 Trop2-Targeted ADC","excerpt":"LCB84는 차세대 ADC 플랫폼과 Mediterranea Theranostic에서 도입한 Trop2 항체를 적용, 미국 임상1/2상 진행.","excerpt_en":"LCB84 applies LigaChem's next-gen ADC platform and a Trop2 antibody licensed from Mediterranea Theranostic; in a Phase 1/2 US trial."}]},{"direction":"revenue","counterparty":"오노약품공업 (LCB97 L1CAM-ADC + ADC 플랫폼)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-10","value":700000000,"period":"LCB97 총 계약규모"},"note":"2024.10.10 L1CAM 표적 LCB97의 전세계 독점권을 오노약품공업(일본)에 총 7억 달러(약 9,435억 원) + 로열티로 기술이전. 같은 날 ADC 원천기술(site-specific conjugation·linker·payload) 멀티타겟 플랫폼 계약도 별도 체결(총액 비공개).","note_en":"In Oct 2024 out-licensed worldwide exclusive rights to the L1CAM ADC LCB97 to Ono Pharmaceutical (Japan) for USD 700m (~KRW 943.5bn) plus royalties, and on the same day signed a separate multi-target ADC platform deal (undisclosed value).","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001538","title":"리가켐바이오 사업보고서 (2025)","title_en":"LigaChem Biosciences Annual Business Report (FY2025)","excerpt":"지난해 10월 일본 오노약품공업과 LCB97(L1CAM-ADC) 및 ADC플랫폼 대상 2건의 기술이전을 체결.","excerpt_en":"In Oct 2024 signed two transfers with Ono Pharmaceutical covering LCB97 (L1CAM-ADC) and the ADC platform."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2024-10-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20241010900213","title":"투자판단 관련 주요경영사항 (LCB97 L1CAM-ADC 기술이전계약 체결)","title_en":"Material disclosure: LCB97 L1CAM-ADC license agreement (Ono)","excerpt":"1.계약상대방: 오노 약품공업(ONO PHARMACEUTICAL CO., LTD.)(일본) … 총 계약금액: USD 700,000,000 (₩943,460,000,000) + 경상기술료(Royalty).","excerpt_en":"Counterparty: Ono Pharmaceutical (Japan); total USD 700,000,000 (KRW 943.46bn) plus royalties for worldwide exclusive rights to LCB97 (L1CAM-ADC)."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2024-10-10","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20241010900215","title":"투자판단 관련 주요경영사항 (ADC 멀티타겟 플랫폼 기술이전계약 체결)","title_en":"Material disclosure: ADC multi-target platform license (Ono)","excerpt":"계약상대방: 오노 약품공업 / 계약대상: ADC 원천기술(복수 타겟 대상, site-specific conjugation·linker·payload) / 총액 비공개.","excerpt_en":"Counterparty: Ono Pharmaceutical; subject: multi-target ADC platform (site-specific conjugation, linker, payload); total undisclosed."}]},{"direction":"investor","counterparty":"오리온그룹 / PAN Orion Corp.","counterparty_slug":"orion","confidence":"high","metric":{"type":"share","unit":"%","as_of":"2024-03","value":25.58,"period":"최대주주 지분율"},"note":"오리온그룹의 투자목적회사 PAN Orion Corp. Limited가 2024.03.29 지분을 신규취득해 최대주주로 등극. 지분율 25.58%.","note_en":"PAN Orion Corp. Limited, the Orion Group's investment vehicle, became the largest shareholder on 29 Mar 2024 with a 25.58% stake.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001538","title":"리가켐바이오 사업보고서 (2025)","title_en":"LigaChem Biosciences Annual Business Report (FY2025)","excerpt":"최대주주명 PAN ORION Corp. Limited, 지분율 25.58%, 2024.03.29 지분 신규취득.","excerpt_en":"Largest shareholder PAN Orion Corp. Limited, 25.58% stake, newly acquired 29 Mar 2024."}]},{"direction":"cost","counterparty":"삼성바이오로직스 (ADC CDO·CMO 위탁개발·생산)","counterparty_slug":"samsung-biologics","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"2024.02 삼성바이오로직스와 CDO 계약, 06월 물질이전계약(MTA) 체결. ADC 치료제의 위탁개발·생산을 인천 송도 ADC 전용시설에서 협력(2025년 3건+ 프로젝트).","note_en":"Signed a CDO agreement with Samsung Biologics in Feb 2024 and a material-transfer agreement in Jun 2024; ADC development and manufacturing run at Samsung's dedicated ADC facility in Songdo (3+ projects in 2025).","sources":[{"stance":"mentions","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001538","title":"리가켐바이오 사업보고서 (2025)","title_en":"LigaChem Biosciences Annual Business Report (FY2025)","excerpt":"당사는 신약후보물질 샘플 등의 생산을 일정 기준을 충족하는 CMO를 활용.","excerpt_en":"The company relies on qualified CMOs to produce candidate drug samples."},{"stance":"confirms","publisher":"이데일리 팜","publisher_en":"Edaily Pharm","kind":"news","lang":"ko","published_at":"2024-06-17","url":"https://pharm.edaily.co.kr/news/read?newsId=03722806642038048","title":"리가켐 손잡은 삼성바이오로직스…ADC CDMO 협력","title_en":"Samsung Biologics deepens ADC CDMO tie-up with LigaChem","excerpt":"삼성바이오로직스와 리가켐바이오는 2024년 2월 CDO 계약, 6월 물질이전계약(MTA)을 체결하고 ADC 개발·생산 협력.","excerpt_en":"Samsung Biologics and LigaChem signed a CDO deal in Feb 2024 and an MTA in Jun 2024 to collaborate on ADC development and manufacturing."}]},{"direction":"revenue","counterparty":"시스톤(CStone) (LCB71 ROR1-ADC)","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2024","value":363500000,"period":"LCB71 총 계약규모"},"note":"ROR1 표적 ADC LCB71(CS5001)을 중국 시스톤에 기술이전. 총규모 3억 6,350만 달러(선급금+마일스톤) + 로열티 + 제3자 재기술이전 시 수익배분. 미국·호주·중국 임상1상 진행.","note_en":"Out-licensed the ROR1 ADC LCB71 (CS5001) to China's CStone: USD 363.5m (upfront + milestones) plus royalties and revenue sharing; Phase 1 ongoing in the US, Australia and China.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001538","title":"리가켐바이오 사업보고서 (2025)","title_en":"LigaChem Biosciences Annual Business Report (FY2025)","excerpt":"CS5001(LCB71, ROR1-ADC)는 중국 CStone으로 기술이전되어 미국·호주·중국에서 임상1상 진행 … ROR1-ADC 총규모 $363.5mn(Upfront+Milestone)+로열티.","excerpt_en":"CS5001 (LCB71, ROR1-ADC) licensed to China's CStone, Phase 1 in US/Australia/China; ROR1-ADC total USD 363.5m (upfront + milestones) plus royalty."}]},{"direction":"revenue","counterparty":"포순제약(Fosun Pharma) (LCB14 HER2-ADC)","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2023-04","value":3509446,"period":"LCB14 임상3상 진입 마일스톤"},"note":"HER2 표적 ADC LCB14(Caxmotabart Entudotin)를 중국 포순제약에 중국시장 대상 기술이전(총규모 약 209억 원). 2023.04 임상3상 진입 마일스톤 350만 달러(약 45.5억 원) 수령.","note_en":"Licensed the HER2 ADC LCB14 (Caxmotabart Entudotin) to China's Fosun Pharma for the China market (~KRW 20.9bn); received a USD 3.5m (~KRW 4.55bn) Phase 3-entry milestone in Apr 2023.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001538","title":"리가켐바이오 사업보고서 (2025)","title_en":"LigaChem Biosciences Annual Business Report (FY2025)","excerpt":"LCB14(HER2-ADC)는 중국 Fosun Pharma에 중국시장 대상 기술이전 … 중국 약209억(Upfront+Milestone)+로열티.","excerpt_en":"LCB14 (HER2-ADC) licensed to Fosun Pharma for the China market; ~KRW 20.9bn (upfront + milestone) plus royalty."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2023-04-03","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230403900238","title":"투자판단 관련 주요경영사항 (LCB14 HER2-ADC 마일스톤 기술료 수령)","title_en":"Material disclosure: LCB14 HER2-ADC milestone fee (Fosun)","excerpt":"중국 포순제약에 기술이전된 ADC LCB14가 임상3상 진입에 따라 마일스톤 USD 3,509,446.98(약 45.5억원) 수령.","excerpt_en":"LCB14, licensed to China's Fosun Pharma, triggered a USD 3,509,446.98 (~KRW 4.55bn) milestone on Phase 3 entry."}]},{"direction":"investment","counterparty":"익수다 테라퓨틱스(Iksuda Therapeutics)","counterparty_slug":null,"confidence":"mid","metric":{"type":"share","unit":"%","as_of":"2025-03","value":77.14,"period":"지배력 획득 최대 지분"},"note":"2021년 이후 ADC 원천기술을 이전해 온 영국 익수다에 대해 2025.03.31 지배력 획득(주식선도계약·풋옵션 통해 최대 77.14% 확보), 종속회사로 편입.","note_en":"Acquired control of UK-based Iksuda Therapeutics (a longtime ADC platform licensee) on 31 Mar 2025 via forward and put arrangements, taking up to 77.14% and consolidating it as a subsidiary.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001538","title":"리가켐바이오 사업보고서 (2025)","title_en":"LigaChem Biosciences Annual Business Report (FY2025)","excerpt":"익수다의 지분을 최대 77.14% 확보, 2025.03.31 지배력 획득으로 사업결합(종속회사 편입).","excerpt_en":"Secured up to 77.14% of Iksuda and gained control on 31 Mar 2025, consolidating it as a subsidiary."}]},{"direction":"revenue","counterparty":"암젠(AMGEN) (ADC 플랫폼 원천기술)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"2022.12 미국 암젠과 ADC 원천기술(플랫폼) 이전 계약 체결. 공개된 계약규모만 신약부문 누적 약 9조 4,000억 원 마일스톤의 일부.","note_en":"In Dec 2022 signed an ADC platform (source-technology) transfer deal with US-based Amgen; part of the ~KRW 9.4tn disclosed cumulative drug-segment milestones.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001538","title":"리가켐바이오 사업보고서 (2025)","title_en":"LigaChem Biosciences Annual Business Report (FY2025)","excerpt":"2022년 12월 AMGEN과 ADC 원천기술이전 계약 체결 … 신약부문 공개 계약규모만 약 9조 4,000억원 마일스톤 확보.","excerpt_en":"Dec 2022: ADC platform transfer deal with Amgen; disclosed drug-segment milestones total ~KRW 9.4tn."}]},{"direction":"cost","counterparty":"항체 기술도입 파트너 (Mediterranea·Elthera·와이바이오 등)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"ADC 완제를 위한 표적 항체를 다수 파트너에서 도입. LCB84 Trop2 항체는 Mediterranea Theranostic에서 라이선스, 그 외 Elthera(스위스, 2023.02)·다안바이오·와이바이오로직스·노바락·고테라퓨틱스 등 항체기술 도입계약 체결.","note_en":"In-licenses target antibodies for its ADCs from multiple partners: the LCB84 Trop2 antibody from Mediterranea Theranostic, plus antibody deals with Elthera (Switzerland, Feb 2023), Daan Bio, Y-Biologics, Novarock and Go Therapeutics.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (FSS)","kind":"filing","lang":"ko","published_at":"2026-03-23","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260323001538","title":"리가켐바이오 사업보고서 (2025)","title_en":"LigaChem Biosciences Annual Business Report (FY2025)","excerpt":"2023.02 스위스 Elthera 항체기술도입 … 2025년 다안바이오·와이바이오로직스·노바락·고테라퓨틱스로부터 항체기술도입 계약 체결.","excerpt_en":"Feb 2023 antibody in-license from Elthera (Switzerland); in 2025 antibody deals with Daan Bio, Y-Biologics, Novarock and Go Therapeutics."},{"stance":"confirms","publisher":"Business Wire","publisher_en":"Business Wire","kind":"news","lang":"en","published_at":"2023-12-25","url":"https://www.businesswire.com/news/home/20231225841872/en/","title":"LegoChem Biosciences Announces License Agreement for LCB84 Trop2-Targeted ADC","title_en":"LegoChem Biosciences Announces License Agreement for LCB84 Trop2-Targeted ADC","excerpt":"LCB84의 Trop2 항체는 Mediterranea Theranostic, S.r.l에서 라이선스.","excerpt_en":"LCB84's Trop2 antibody is licensed from Mediterranea Theranostic, S.r.l."}]}]}