큐로셀, 림카토 허가후 주가부진…적응증 다각화로 밸류업 [현장+]

Curecel's Limkato approval—Korea's first CAR-T therapy—faced market disappointment as investors realized regulatory clearance alone does not guarantee commercial success. The company must navigate critical commercialization hurdles (pricing, insurance reimbursement, hospital adoption) while maintaining zero revenue, making its strategy of indication expansion and solid tumor pipeline development essential for converting regulatory approval into sustainable business value. The market shift from approval-driven to execution-driven valuation reflects broader industry maturity in assessing biotech success.