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Global pharma is paying record prices for next generation drug platforms, and Korean firms are not at the table.
First half licensing deals reached 120 transactions worth 144 billion dollars, with ADC value up 246 percent, while Korean technology exports in ADC and RNA stood at zero. Paper packaging startup Nanu is roughly doubling revenue through inbound corporate demand and co-developing with Samsung Electronics, Amorepacific and L'Oreal. APR's Medicube leads US TikTok Shop at 16.77 million dollars over 30 days, and a national startup program reserves about 70 percent of its slots for founders outside the capital region.

Sources:
- ADC and RNA Deals Surge While Korea Records Zero Technology Exports - Seoul Economic Daily, September 13 2026
- Interview: Nanu Takes Oil and Heat Resistant Paper Beyond Food Packaging - Seoul Economic Daily, September 13 2026
- Busan Links Idea Discovery to Investment for Local Founders - Seoul Economic Daily, September 13 2026
- K-Beauty Turns TikTok Discovery Commerce Into Overseas Sales - Seoul Economic Daily, September 13 2026
- AI Leaders Call for Slower Development as Extinction Warnings Spread - Seoul Economic Daily, September 13 2026

About AI PRISM:
AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor.

Tags:
#Founders #Startups #ADC #RNA #KBeauty #TikTokShop #KOSPI #AIPRISM #SeoulEconomicDaily #WANIFRA

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00:27다음 영상에서 만나요
00:57다음 영상에서 만나요
01:04다음 영상에서 만나요
01:06A DC deal count actually fell from 8 to 7
01:10The value went the other way from $3.5 billion to $12.1 billion, a 246% jump
01:18RNA moved from 11 deals worth $6.2 billion to 13 worth $13.1 billion
01:25Fewer deals, much larger checks
01:28Korea is not in that market
01:30Contrast that with an ANU, a paper packaging startup founded in 2021
01:36Its water-soluble coating lets pulp mold containers hold oil and heat and still be sorted as paper
01:44Revenue goes from $600 million won last year to about $1.3 billion this year, roughly a million dollars
01:50And more than 98% of it is business to business
01:54The sales channel is a website, corporate buyers find it through search and make the first contact
02:01Market Curly, Gobin Chicken and Hyundai Department Store each get coating specified to their contents
02:07Nanu is now co-developing phone packaging with Samsung Electronics and paper cosmetic containers
02:12With Amore Pacific and L'Oreal
02:15On the demand side, APR's Metacube was the top-selling brand on U.S. TikTok shop over the past 30
02:21days at $16.77 million
02:25Torrid and Ryu's creator videos that had already converted
02:28And its consideration audience nearly tripled to $3.19 million
02:33Capital is also opening up outside Seoul
02:36The Ministry of SMEs and Startups will select 10,000 first-round entrants
02:42With about 5,600 of the 8,000 general and technology slots reserved for non-capital regions
02:48Top prize is $500,000,001, roughly $370,000
02:54So, what should founders act on this week?
02:57The licensing data tells you where the money is going and the zero tells you who is not there
03:03Nanu shows the other route, inbound demand through search, specification work per client
03:08And unit costs brought down through overseas licensing rather than new plants
03:13One caution on the AI side
03:15SK Chairman Che Tai Wan said the boom has to reach a structure where AI earns and reinvests
03:21And OpenAI has now delayed its IPO on safety grounds
03:25Three dates
03:26Applications for the startup program close September 17th at 4pm
03:31Nanu targets year-end for its by-product baseline
03:34And TikTok Shop is preparing a Korea launch
03:37That's today's AI Prism Founders
03:41This episode was produced with AI assistance based on Seoul Economic Daily reporting
03:46And reviewed by a human editor
03:48AI Prism is a WANIFRA award-winning series
03:52We'll be back tomorrow
03:54You've been listening to AI Prism from Seoul Economic Daily
03:58With AI Prism Founders
03:59environment
03:59In the room
03:59of Bakery
03:59In the room
03:59The
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