Seegene（A096530）株式概要Seegene社は、分子診断製品を世界中で製造・販売している。 詳細A096530 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績2/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より47.2%で取引されている 収益は年間29.28%増加すると予測されています 今年は黒字化を達成 リスク分析2.53%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るA096530 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₩Current Price₩31.60k21.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-9b1t2016201920222025202620282031Revenue ₩852.9bEarnings ₩86.8bAdvancedSet Fair ValueView all narrativesSeegene, Inc. 競合他社Onconic TherapeuticsSymbol: KOSDAQ:A476060Market cap: ₩938.2bMedy-ToxSymbol: KOSDAQ:A086900Market cap: ₩671.3bHugelSymbol: KOSDAQ:A145020Market cap: ₩2.9tEuBiologicsSymbol: KOSDAQ:A206650Market cap: ₩412.0b価格と性能株価の高値、安値、推移の概要Seegene過去の株価現在の株価₩31,600.0052週高値₩35,700.0052週安値₩21,700.00ベータ0.771ヶ月の変化26.40%3ヶ月変化17.04%1年変化-1.86%3年間の変化30.58%5年間の変化-53.73%IPOからの変化651.19%最新ニュースお知らせ • 21hSeegene Launches Allplex MDRO Assay Under IVDRSeegene announced the European launch of its new antimicrobial resistance (AMR) testing product, Allplex MDRO Assay, which is CE marked under the EU In Vitro Diagnostic Regulation (IVDR). The assay is designed to support the detection of multidrug-resistant organisms (MDROs) associated with healthcare-associated infections (HAIs). The assay is designed to identify key multidrug-resistant pathogens and associated resistance genes in a single run, enabling rapid simultaneous detection across a broader range of MDRO targets. It also supports rapid first-line screening before the availability of culture-based results, helping enable timely infection prevention and control (IPC) responses in hospital settings. The launch reflects Seegene's strategy to expand its AMR testing capabilities in response to evolving infectious disease trends. As antimicrobial resistance continues to rise globally, the burden of healthcare-associated infections is increasing, driving demand for faster and more comprehensive diagnostic approaches. Public health agencies, including the U.S. Centers for Disease Control and Prevention (CDC), have continued to emphasize the importance of strengthened infection surveillance and control capabilities in healthcare settings. The Allplex MDRO Assay complements Seegene's existing Allplex Entero-DR Assay, enabling a combined testing approach that covers both antimicrobial-resistant enteric bacteria and additional high-risk MDRO targets. This combined approach can support broader infection-control efforts against antimicrobial-resistant organisms, while strengthening Seegene's overall AMR testing portfolio. The assay enables simultaneous detection of multiple resistance genes and can support same-day reporting depending on laboratory workflow. This can provide timely information to support infection-control responses and complement conventional culture-based workflows. It may also help support more efficient laboratory workflows in appropriate clinical settings. Seegene plans to further strengthen its diagnostic capabilities for healthcare-associated infections and advance its strategy in line with growing demand for enhanced infection surveillance and control. Product availability may vary by country and is subject to local regulatory requirements. The company is also developing the Allplex MRSA Assay for detection of methicillin-resistant Staphylococcus aureus (MRSA), which is targeted for launch next year as part of its broader AMR testing portfolio expansion strategy.Major Estimate Revision • May 14Consensus EPS estimates increase by 52%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩532.0m to ₩517.8m. EPS estimate rose from ₩1,116 to ₩1,697. Net income forecast to grow 84% next year vs 27% growth forecast for Biotechs industry in South Korea. Consensus price target of ₩39,500 unchanged from last update. Share price rose 33% to ₩32,000 over the past week.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩28,250, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Biotechs industry in South Korea. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩53,224 per share.分析記事 • Mar 27Seegene's (KOSDAQ:096530) Performance Is Even Better Than Its Earnings SuggestEven though Seegene, Inc.'s ( KOSDAQ:096530 ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • Mar 24Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩1,047 (up from ₩190 loss in FY 2024). Revenue: ₩474.2b (up 14% from FY 2024). Net income: ₩48.3b (up ₩57.0b from FY 2024). Profit margin: 10% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Biotechs industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Mar 13Seegene, Inc., Annual General Meeting, Mar 27, 2026Seegene, Inc., Annual General Meeting, Mar 27, 2026, at 10:00 Tokyo Standard Time. Location: auditorium, 5, baekjegobun-ro 42-gil, songpa-gu, seoul South Korea最新情報をもっと見るRecent updatesお知らせ • 21hSeegene Launches Allplex MDRO Assay Under IVDRSeegene announced the European launch of its new antimicrobial resistance (AMR) testing product, Allplex MDRO Assay, which is CE marked under the EU In Vitro Diagnostic Regulation (IVDR). The assay is designed to support the detection of multidrug-resistant organisms (MDROs) associated with healthcare-associated infections (HAIs). The assay is designed to identify key multidrug-resistant pathogens and associated resistance genes in a single run, enabling rapid simultaneous detection across a broader range of MDRO targets. It also supports rapid first-line screening before the availability of culture-based results, helping enable timely infection prevention and control (IPC) responses in hospital settings. The launch reflects Seegene's strategy to expand its AMR testing capabilities in response to evolving infectious disease trends. As antimicrobial resistance continues to rise globally, the burden of healthcare-associated infections is increasing, driving demand for faster and more comprehensive diagnostic approaches. Public health agencies, including the U.S. Centers for Disease Control and Prevention (CDC), have continued to emphasize the importance of strengthened infection surveillance and control capabilities in healthcare settings. The Allplex MDRO Assay complements Seegene's existing Allplex Entero-DR Assay, enabling a combined testing approach that covers both antimicrobial-resistant enteric bacteria and additional high-risk MDRO targets. This combined approach can support broader infection-control efforts against antimicrobial-resistant organisms, while strengthening Seegene's overall AMR testing portfolio. The assay enables simultaneous detection of multiple resistance genes and can support same-day reporting depending on laboratory workflow. This can provide timely information to support infection-control responses and complement conventional culture-based workflows. It may also help support more efficient laboratory workflows in appropriate clinical settings. Seegene plans to further strengthen its diagnostic capabilities for healthcare-associated infections and advance its strategy in line with growing demand for enhanced infection surveillance and control. Product availability may vary by country and is subject to local regulatory requirements. The company is also developing the Allplex MRSA Assay for detection of methicillin-resistant Staphylococcus aureus (MRSA), which is targeted for launch next year as part of its broader AMR testing portfolio expansion strategy.Major Estimate Revision • May 14Consensus EPS estimates increase by 52%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩532.0m to ₩517.8m. EPS estimate rose from ₩1,116 to ₩1,697. Net income forecast to grow 84% next year vs 27% growth forecast for Biotechs industry in South Korea. Consensus price target of ₩39,500 unchanged from last update. Share price rose 33% to ₩32,000 over the past week.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩28,250, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Biotechs industry in South Korea. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩53,224 per share.分析記事 • Mar 27Seegene's (KOSDAQ:096530) Performance Is Even Better Than Its Earnings SuggestEven though Seegene, Inc.'s ( KOSDAQ:096530 ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • Mar 24Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩1,047 (up from ₩190 loss in FY 2024). Revenue: ₩474.2b (up 14% from FY 2024). Net income: ₩48.3b (up ₩57.0b from FY 2024). Profit margin: 10% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Biotechs industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Mar 13Seegene, Inc., Annual General Meeting, Mar 27, 2026Seegene, Inc., Annual General Meeting, Mar 27, 2026, at 10:00 Tokyo Standard Time. Location: auditorium, 5, baekjegobun-ro 42-gil, songpa-gu, seoul South KoreaPrice Target Changed • Mar 03Price target decreased by 8.1% to ₩39,500Down from ₩43,000, the current price target is an average from 2 analysts. New target price is 56% above last closing price of ₩25,250. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of ₩1,098 next year compared to a net loss per share of ₩441 last year.お知らせ • Feb 20Seegene, Inc. to Report Q4, 2025 Results on Feb 25, 2026Seegene, Inc. announced that they will report Q4, 2025 results on Feb 25, 2026Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 April 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.3%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.6%).分析記事 • Nov 25Seegene (KOSDAQ:096530) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Aug 15Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,547 to ₩1,021 per share. Revenue forecast steady at ₩482.1m. Net income forecast to grow 486% next year vs 58% growth forecast for Biotechs industry in South Korea. Consensus price target reaffirmed at ₩43,000. Share price fell 7.2% to ₩27,900 over the past week.お知らせ • Aug 08Seegene Inc. Unveils CURECA™? and STAgora™? At ADLM 2025, Advancing the Next Stage of DiagnosticsSeegene Inc. unveiled two new technologies at ADLM 2025 in Chicago (July 29-31) designed to advance laboratory automation and data-driven infectious disease monitoring. The company introduced CURECA™?, world's first fully unattended PCR automation system, and STAgora™?, a real-time data analytics platform intended to support earlier detection and precision care. most molecular testing systems remain only partially automated, dependent on skilled personnel for repetitive manual steps and fixed workflows that limit efficiency and scalability. Seegene notes that achieving true full automation in diagnostics requires three key conditions: operation without highly trained professionals, continuous 24-hour processing, and uninterrupted specimen input. CURECA™? is designed to meet all three. Its dedicated module, CURECA™? Prep, processes a wide range of specimen types such as urine, blood, sputum, andool, addressing one of the most persistent barriers to automation. With the module handling diverse specimen pre-treatment, the full CURECA™? system completes the entire PCR workflow from sample loading through nucleic acid extraction, amplification, and result analysis without manual intervention. The system is engineered for continuous 24-hour operation, aiming to minimize human error, improve workflow efficiency, and allow laboratories to allocate skilled staff to higher-value activities. Full automation has long been a challenge in diagnostics due to specimen variability and the reliance on trained personnel for repetitive pre-processing tasks. CURECA™? are intended to help laboratories overcome these challenges by providing a scalable and adaptable system that can be configured to fit different lab sizes and workflows. CURECA™? Prep could also potentially extend to other testing fields, such as clinical chemistry and immunodiagnostics, as Seegene continues to explore broader automation solutions. STAgora™? is Seegene's latest platform, designed to collect and analyze PCR testing data in real time, providing laboratories with broader context to inform diagnostic workflows. The platform includes more than 40 analytical tools, offering functions such as infection trend tracking, hospital-level positivity monitoring, and multi-pathogen co-infection pattern analysis. Rather than serving as a simple data repository, STAgora™? is built as an integrated platform intended to help laboratories derive meaningful, aggregated insights from testing data. Today, individual test results often provide limited information without broader reference points. STAgora™? are designed to address this by enabling hospitals to build their own statistical datasets and compare aggregated data across institutions, helping them detect infection patterns faster and support more informed decision-making. The data shared through the platform is de-identified and formatted according to each institution's requirements, supporting secure, real-time exchange at local, national, or global levels.分析記事 • Jul 24Does Seegene (KOSDAQ:096530) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Upcoming Dividend • Jun 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.4%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.6%).Price Target Changed • May 18Price target increased by 8.9% to ₩43,000Up from ₩39,500, the current price target is an average from 2 analysts. New target price is 39% above last closing price of ₩30,950. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₩1,547 next year compared to a net loss per share of ₩441 last year.分析記事 • May 13Seegene, Inc. (KOSDAQ:096530) Shares Fly 25% But Investors Aren't Buying For GrowthSeegene, Inc. ( KOSDAQ:096530 ) shareholders have had their patience rewarded with a 25% share price jump in the last...お知らせ • Apr 09Seegene Inc. Announces Development of CURECA, A Next-Generation Fully Automated PCR Solution Featuring Customizable Pre- Treatment AutomationSeegene Inc. is advancing its vision for innovation in laboratory automation with the development of CURECA™? -- a next-generation system currently under development, designed to streamline automation in Polymerase Chainaction (PCR) testing and laboratory environments. The company announced that it will showcase a conceptual video introducing the CURECA™? system at the European Society of Clinical Microbiology and Infectious Diseases (ESCMID Global 2025), held April 11-15 in Vienna, Austria. The video will outline the system's design goals and envisioned workflow. A physical demonstration of the system is expected to take place in July 2025 at the Association for Diagnostics & Laboratory Medicine (ADLM 2025) in Chicago. CURECA™? -- short for Continuous Unlimited Random access Expandable and Customizable full Automation -- is Seegene's envisioned PCR testing solution, intended to enable full automation of the PCR testing workflow. The system is expected to include two core components: the Customizable Pre-treatment System (CPS), responsible for sample loading and pre-treatment processing; and Customizable and Expandable Full Automation (CEFA), which would carry out sample loading and preparation for nucleic acid extraction, PCR setup, gene amplification, and result analysis. The pre-treatment stage in MDx requires careful handling of various specimen types -- such as stool, urine, blood, and sputum -- as well as sorting different container formats. Traditionally, this process has relied heavily on manual labor by trained laboratory professionals. Seegene aims to lead innovation in automating pre-treatment processing for all PCR specimen types through the development of CPS. The system is designed to automate key steps such as sample sorting, centrifugation,ortexing and heat treatment. CPS may also operate independently of the full CURECA™? system and be applied to other laboratory testing areas such as hematology, biochemistry, and immunodiagnostics -- broadening its potential utility in clinical laboratory workflows. The modular design of CURECA™? is intended to provide laboratories with flexibility to configure the system according to their operational needs. By supporting automation across the full workflow, the system aims to help reduce the risk of human error and enable continuous, high-throughput PCR testing 24 hours a day, seven days a week. At ESCMID Global 2025, Seegene will present a conceptual video simulating the full PCR automation workflow -- from sample loading and pre-treatment Processing to nucleic acid extraction, PCR structure, gene amplification, and result analyses. The presentation will further highlight the system's adaptability across different laboratory environments and testing capacities.お知らせ • Mar 13Seegene, Inc., Annual General Meeting, Mar 28, 2025Seegene, Inc., Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 91, ogeum-ro, songpa-gu, seoul South KoreaNew Risk • Feb 27New major risk - Revenue and earnings growthEarnings have declined by 23% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (219% payout ratio). Large one-off items impacting financial results.分析記事 • Jan 08Seegene, Inc. (KOSDAQ:096530) Stock Catapults 27% Though Its Price And Business Still Lag The IndustrySeegene, Inc. ( KOSDAQ:096530 ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩27,850, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 27x in the Biotechs industry in South Korea. Total loss to shareholders of 47% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.5%).New Risk • Dec 09New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.分析記事 • Nov 22Investors Shouldn't Be Too Comfortable With Seegene's (KOSDAQ:096530) EarningsDespite posting some strong earnings, the market for Seegene, Inc.'s ( KOSDAQ:096530 ) stock hasn't moved much. Our...Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩36.00 (vs ₩101 loss in 3Q 2023)Third quarter 2024 results: EPS: ₩36.00 (up from ₩101 loss in 3Q 2023). Revenue: ₩108.8b (up 18% from 3Q 2023). Net income: ₩1.67b (up ₩6.34b from 3Q 2023). Profit margin: 1.5% (up from net loss in 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 34% growth forecast for the Biotechs industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.分析記事 • Nov 12Is Seegene (KOSDAQ:096530) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Sep 23Seegene, Inc.(KOSDAQ:A096530) dropped from FTSE All-World Index (USD)Seegene, Inc.(KOSDAQ:A096530) dropped from FTSE All-World Index (USD)Upcoming Dividend • Sep 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.8%). Higher than average of industry peers (0.5%).Valuation Update With 7 Day Price Move • Aug 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩25,950, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 24x in the Biotechs industry in South Korea. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩18,843 per share.お知らせ • Aug 26Seegene, Inc. Develops mpox PCR Test Assays following the WHO Global Health Emergency DeclarationSeegene, Inc. announced that it has developed its PCR test assays in response to the public health emergency of international concern (PHEIC) declared by the World Health Organization's (WHO) on the global spread of mpox. The products, which are intended for research use only (RUO), include Novaplex™ MPXV/OPXV Assay (RUO) and Novaplex™ HSV-1&2/VZV/MPXV Assay (RUO). In particular, Novaplex™ HSV-1&2/VZV/MPXV Assay (RUO) is designed to detect four viruses including mpox virus and other key STI-causing pathogens. Seegene previously developed Novaplex MPXV (RUO) in 2022 using its advanced Seegene Digitalized Development System (SGDDS), which was developed based on Seegene's expertise to rapidly create and deploy new assays. There are growing calls to ensure access to medicines for developing countries as mpox, once an endemic disease in Africa, poses a global threat. Seegene's development of assays aims to curb the global outbreak of mpox and advance its vision of a "world free from all diseases." NovaplexTM MPXV/OPXV Assay (RUO) is designed to detect pathogens caused by Orthopox-viruses, including Clades 1 and 2 of the mpox virus. It enables early differentiation of mpox, which has a long incubation period of up to 21 days. NovaplexTM HSV-1&2/VZV/MPXV Assay (RUO) is designed to detect Clade 1 and Clade 2 of the mpox virus, while also distinguishing between Clade 2 of the mpox virus. If the test results are negative for Clade 2, researchers can infer the presence of Clade 1. This assay provides reliable test results with broad coverage, detecting type 1 and type 2 of herpes simplex virus (HSV), as well as varicella-zoster virus (VZV) that exhibit symptoms similar to the mpox virus using the multiplex PCR testing. Both assays feature dual internal controls (Endogenous Internal Control, Exogenous Internal Control) within the same tube. These controls validate the integrity of the sample and verify the entire testing process, ensuring highly reliable results.New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (11% average weekly change).分析記事 • Aug 10Seegene, Inc.'s (KOSDAQ:096530) Share Price Boosted 44% But Its Business Prospects Need A Lift TooSeegene, Inc. ( KOSDAQ:096530 ) shareholders would be excited to see that the share price has had a great month...Buy Or Sell Opportunity • Aug 05Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 2.9% to ₩22,800. The fair value is estimated to be ₩17,763, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 48% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Jun 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 29 August 2024. The company is not currently making a profit and its cash payout ratio is 87%. Trailing yield: 3.8%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.6%).Buy Or Sell Opportunity • May 10Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to ₩22,600. The fair value is estimated to be ₩18,797, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 38% over the last 3 years. Earnings per share has declined by 73%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 7,179% in the next 2 years.Upcoming Dividend • Mar 21Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 30 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.5%).Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₩14.00 (down from ₩3,586 in FY 2022). Revenue: ₩367.4b (down 57% from FY 2022). Net income: ₩669.0m (down 100% from FY 2022). Profit margin: 0.2% (down from 21% in FY 2022). Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Biotechs industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.分析記事 • Mar 07A Look At The Fair Value Of Seegene, Inc. (KOSDAQ:096530)Key Insights Seegene's estimated fair value is ₩22,248 based on 2 Stage Free Cash Flow to Equity Current share price of...New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (9.6% average weekly change).Buy Or Sell Opportunity • Jan 29Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to ₩29,000. The fair value is estimated to be ₩22,744, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per share at 3.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.5%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.7%).Price Target Changed • Oct 03Price target decreased by 8.8% to ₩25,000Down from ₩27,400, the current price target is provided by 1 analyst. New target price is 17% above last closing price of ₩21,350. Stock is down 22% over the past year. The company is forecast to post a net loss per share of ₩18.00 compared to earnings per share of ₩3,586 last year.New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 97% Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).Upcoming Dividend • Sep 19Upcoming dividend of ₩200 per share at 3.7% yieldEligible shareholders must have bought the stock before 26 September 2023. Payment date: 28 November 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.7%. Within top quartile of South Korean dividend payers (3.4%). Higher than average of industry peers (0.7%).Major Estimate Revision • Aug 19Consensus EPS estimates fall from profit to ₩18.00 lossThe consensus outlook for fiscal year 2023 has been updated. Expected to report loss instead of -₩18.00 instead of ₩329 per share profit previously forecast. Revenue forecast unchanged at ₩354.3m Biotechs industry in South Korea expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at ₩27,000. Share price fell 5.6% to ₩20,900 over the past week.New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 267% Cash payout ratio: 110% Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (3.8% net profit margin).Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩25,300, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 37x in the Biotechs industry in South Korea. Total loss to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,648 per share.お知らせ • Aug 01Seegene Inc. Unveils Solutions to Popularize Molecular Diagnostics At 2023 AACCSeegene Inc. took part in the 2023 American Association of Clinical Chemistry (AACC) Annual Scientific Meeting & Clinical Lab Expo in California between July 25-27. Segene showcased its " unique syndromic quantitative PCR assays and automated PCR solution 'STARlet AIOS™? (All-in-One System). Meanwhile, an in-depth discussion was conducted in the symposium sessions on the usefulness of PCR testing in diagnosing gastrointestinal diseases. This symposium reaffirmed Seegene's position as an important contributor to improving gastrointestinal testing, where the availability of skilled technicians for microscopy is decreasing. A panel of experts presented research results demonstrating that PCR testing provides more efficient and accurate results than traditional microscopic stool sample tests for diagnosing gastrointestinal diseases. Conventional testing methods for these pathogens are characterized by long processing times and require significant expertise to interpret the microscopy results. In addition, Kim Seong-youl, the head of Seegene's Global Marketing Center, participated in a presentation event for major Korean in-vitro diagnostic companies organized by the Korea Health Industry Development Institute (KHIDI) and announced Seegene's unique competitive edge and future vision. Using syndromic quantitative PCR assay for comprehensive and accurate testing: Seegene captivated visitors at the exhibition booth by showcasing comprehensive and accurate testing using syndromic quantitative PCR assayed. As it provides a ' hands-free' PCR workflow where the results are produced just by inserting a sample, it can be operated by those with minimal PCR experience. Furthermore, by not involving human hands, the likelihood of testing errors due to contamination or mistakes (human error) can be minimized. The STARlet AIOS™? is compatible with a wide range of Seegene's syndromic assays that can simultaneously test for multiple targets within a single tube. It organically links existing devices, such as nucleic acid extraction instruments, PCR setups, and PCR thermal cyclers, to make the system easy to use, manage, and integrate into existing lab infrastructures. Participants in the world's world's world's only simultaneous multiplex molecular diagnostic technology based on real-time PCR. The core feature of Seegene's syndro PCR technologies is the ability to simultaneously test 14 pathogens that cause similar symptoms in a single tube and provide quantitative information on the infectivity profile to correlate with the severity of illness. The syndromic quantitative PCR technology can accurately reveal the pathogen responsible for a patient's symptoms, the complexity of infections, the severity of infection, and can determine the priority of treatment depending on the degree of infection. It also allows for efficient high-volume testing, which is more cost-effective and saves time in identifying the cause of the disease. PCR testing that does not require an expert using STARlet AIOS™?. First unveiled at the 2021 AACC, Seegene's STARlet AIOS™? are a molecular diagnostic testing system that fully automated (sample in - result out) the entire process of PCR, from nucleic acid extraction to gene amplification and result analysis. As it provides a 'hands-free' PCR workflow where The results are produced just by inserting an sample, it can be operated By-free PCR workflow where the results are produce just by inserting a sample, It can be operated by those with minimum PCR experience. Furthermore, by Not involving human hands, the likelihood to testing errors due to contamination or errors (human error) can be minimize. The STARlet AIOS®? is compatible with a wide wide range of Seegene' syndromic assays that will simultaneously test for multiple targets within an single tube. It organically link existing devices, such as nucleIC acid extraction instruments, PCR setups and PCR thermal cyclers, To make the system easy to use and integrate into existing lab inf infrastructures. Participants of the world's world's global lab infrastructures.お知らせ • Jul 14Seegene, Inc. (KOSDAQ:A096530) announces an Equity Buyback for KRW 30,000 million worth of its shares.Seegene, Inc. (KOSDAQ:A096530) announces a share repurchase program. Under the program, the company will repurchase up to KRW 30,000 million worth of its shares pursuant to the contract with Samsung Securities. The purpose of the program is stock price stability and shareholder value enhancement. The program will expire on July 15, 2024. As of July 12, 2023, the company had 5,618,778 and 5,195 treasury stock holdings in acquisition within the scope of allotment and through other acquisition, respectively.Upcoming Dividend • Jun 22Upcoming dividend of ₩200 per share at 3.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 August 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.7%. Within top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (0.6%).Upcoming Dividend • Mar 23Upcoming dividend of ₩200 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (0.7%).Reported Earnings • Mar 22Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩3,586 (down from ₩10,359 in FY 2021). Revenue: ₩853.6b (down 38% from FY 2021). Net income: ₩182.1b (down 66% from FY 2021). Profit margin: 21% (down from 39% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is expected to decline by 29% p.a. on average during the next 2 years, while revenues in the Biotechs industry in South Korea are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Major Estimate Revision • Feb 22Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩558.7m to ₩440.0m. EPS estimate fell from ₩2,245 to ₩1,002 per share. Net income forecast to shrink 73% next year vs 29% growth forecast for Biotechs industry in South Korea . Consensus price target down from ₩36,000 to ₩32,667. Share price was steady at ₩26,200 over the past week.Upcoming Dividend • Dec 21Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (0.7%).Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩28,100, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Biotechs industry in South Korea. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩19,309 per share.Price Target Changed • Nov 22Price target decreased to ₩38,667Down from ₩42,200, the current price target is an average from 3 analysts. New target price is 20% above last closing price of ₩32,100. Stock is down 49% over the past year. The company is forecast to post earnings per share of ₩3,917 for next year compared to ₩10,359 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Sep 29Seegene, Inc. (KOSDAQ:A096530) announces an Equity Buyback for KRW 50,000 million worth of its shares.Seegene, Inc. (KOSDAQ:A096530) announces a share repurchase program. Under the program, the company will repurchase up to $50,000 million worth of its shares according to the contract with SAMSUNG SECURITIES CO., LTD. The purpose of the program is stock price stability and shareholder value enhancement. The program will expire on March 28, 2023. As of September 27, 2022, the company had 1,791,816 and 5,195 treasury stock holdings in acquisition within the scope of allotment and through other acquisition, respectively.Upcoming Dividend • Sep 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of South Korean dividend payers (3.1%). Higher than average of industry peers (0.7%).Major Estimate Revision • Aug 18Consensus revenue estimates fall by 24%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.13b to ₩866.5m. EPS estimate fell from ₩7,105 to ₩4,697 per share. Net income forecast to shrink 56% next year vs 7.7% growth forecast for Biotechs industry in South Korea . Consensus price target down from ₩55,667 to ₩47,700. Share price fell 12% to ₩34,700 over the past week.Buying Opportunity • Aug 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₩48,881, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 76% over the last 3 years. Earnings per share has grown by 79%. Revenue is forecast to decline by 52% in 2 years. Earnings is forecast to decline by 66% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩43,250, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 25x in the Biotechs industry in South Korea. Total returns to shareholders of 245% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩46,579 per share.お知らせ • Jun 30+ 1 more updateSeegene, Inc. to Pave Way for PCR Testing At Local Clinics with EU-Approved Multiplex Test and Fully Automated PCR SolutionSeegene Inc. has obtained EU approval for its Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay that is compatible with the company's fully automated 'AIOS' (All-in-One System). This is expected to help small hospitals, local clinics, and public health centers effectively identify COVID-19, influenza A and B and respiratory syncytial virus (RSV). Syndromic assay for four respiratory viruses: The Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay can detect six targets associated with the four respiratory viruses. The targets include three distinct COVID-19 genes (S, RdRp, N) to reliably identify positive cases even as new variants emerge. The test also includes two internal controls for proper sampling and testing validation. The product can deliver results within two hours when extraction-free, making it both time and cost-efficient. AIOS, which will be released in July, supports "hands-free" PCR workflows – from nucleic acid extraction to PCR setup, gene amplification and results analysis. As AIOS is a fully automated (sample in – result out) system, it can be operated by those without PCR experience. AIOS is also compact in size and has over 30 compatible assays for syndromic testing to boost efficiency and utility, in contrast to conventional automated PCR solutions in the market that are bigger and have fewer applicable assays that detect only one to three specific targets. AIOS is the world's first fully automated and "assembled" solution that composes independent and detachable instruments required for PCR, unlike other solutions that operate as a single unit. This makes AIOS convenient to use and maintain, while authorization procedures will be easier as existing instruments and assays can be applied. Such features are expected to allow small hospitals, local clinics, and public health centers to integrate AIOS into their workflows for PCR tests, which had been limited before due to lack of instruments or specialists to operate PCR solutions. Healthcare specialists have warned of a resurgence of COVID-19 as early as summer – alongside an increase in flu and cold cases – as immunity from COVID-19 vaccines wane and virus-prevention measures are eased. In response to these concerns, Seegene recently launched the 'In-life PCR' initiative to embed PCR tests into routine by increasing affordability and accessibility. It is aimed at detecting viruses especially among asymptomatic people to help end the COVID-19 outbreak as well as curb widespread transmission to prevent new pandemics. Using the Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay and AIOS, Seegene hopes to establish the foundation for routine testing.お知らせ • Jun 29Seegene Inc. Develops PCR Test to Detect Monkeypox VirusSeegene Inc. announced that it has developed a PCR test to detect the monkeypox virus. The Novaplex™ MPXV Assay, which specifically targets the monkeypox virus, was swiftly developed using the company's AI-based automated test development system, known as SGDDS (Seegene Digitalized Development System), and technologies refined over 20 years of MDx expertise. As with many infectious diseases, accurate diagnosis is crucial as treatments are more effective in the early stages of infection. This makes timely PCR testing vital, especially for individuals with a suspected case, as the incubation period for the monkeypox infection ranges between five to 21 days. The Novaplex™ MPXV Assay can identify positive cases of the monkeypox virus in 90 minutes. The company swiftly developed the product to help curb the worldwide spread. Seegene plans to provide the assays to countries that have detected the virus.Upcoming Dividend • Jun 22Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 03 August 2022. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (0.7%).Buying Opportunity • Jun 13Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be ₩52,625, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 76% over the last 3 years. Earnings per share has grown by 79%. Revenue is forecast to decline by 52% in 2 years. Earnings is forecast to decline by 66% in the next 2 years.Price Target Changed • May 18Price target decreased to ₩71,500Down from ₩81,500, the current price target is an average from 2 analysts. New target price is 77% above last closing price of ₩40,500. Stock is down 49% over the past year. The company is forecast to post earnings per share of ₩7,565 for next year compared to ₩10,359 last year.お知らせ • Apr 27Seegene, Inc. Unveils World's First Commercialized '3 Ct' PCR AssaySeegene, Inc. announced the development of the world's first commercialized PCR assay applying '3 Ct' technology. The 'Allplex™ HPV HR Detection' was showcased at the 2022 European Congress of Clinical Microbiology and Infectious Diseases held April 23-26 in Lisbon, Portugal. In a polymerase chain reaction, the cycle threshold value is used to quantify the concentration of a viral DNA sequence . Due to technological limitations, the conventional real-time PCR technique finds the Ct value of one target in one channel. But Seegene's '3 Ct' technology can provide the Ct value of three targets in one channel without compromising sensitivity and specificity. The successful development is based on Seegene's 20-year expertise and combines 19 different patented technologies, including DPO™, TOCE™, and MuDT™. Using five channels in a single tube, Seegene can provide quantitative data for a total of 15 targets. '3 Ct' has been dubbed the "dream MDx technology." The company plans to apply '3 Ct' technology to its entire product line-up, including respiratory virus, sexually transmitted infection, gastrointestinal infection, and urinary tract infection assays. Seegene expects '3 Ct' technology to take syndromic testing to another level. By detecting the causative pathogen, level of infection, and potential of co-infection, it will help determine the priority of treatment and enhance patient management. '3 Ct' technology also increases testing capacity. Such features are expected to improve the service and cost-structure of the medical sector once '3 Ct' technology is widely utilized. Seegene's first '3 Ct' technology applied product, Allplex™ HPV HR Detection, is designed to detect 14 high-risk human papillomavirus types that can cause cervical cancer . It also provides the individual Ct value of each of the types allowing quantitative analysis regarding infection level. Early detection of HPV contributes to the prevention and management of cervical cancer. HPV products from other industry players provide individual Ct values for two high-risk types, HPV 16 and 18. The Allplex™ HPV HR Detection, planned to be launched within the first half of this year, will come with a significant cost advantage compared to existing HPV products to increase accessibility to PCR testing, which had been difficult previously due to high costs. The product will also be compatible with Seegene's fully automated AIOS . The company plans to introduce the industry's first 'fully automated, mass, syndromic testing system,' to lay the foundation for testing anywhere, including large hospitals, C-Labs, and even small and medium-sized clinics, and make PCR testing part of everyday life.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩41,600, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 26x in the Biotechs industry in South Korea. Total returns to shareholders of 257% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩56,467 per share.Buying Opportunity • Apr 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be ₩56,563, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 85% over the last 3 years. Earnings per share has grown by 92%. Revenue is forecast to decline by 30% in 2 years. Earnings is forecast to decline by 43% in the next 2 years.お知らせ • Apr 07Seegene's Allplex™ RV Master Assay Receives Australian TGA ApprovalSeegene Inc. announced that its Allplex™ RV Master Assay has received approval from Australia's Therapeutic Goods Administration. Therapeutic goods must be entered in the Australian Register of Therapeutic Goods before they can be supplied in the country. The company's Allplex™ RV Master Assay can distinguish 21 targets for 19 different respiratory viruses, including COVID-19, flu, and common colds. Specifically, the assay can identify three genes of COVID-19, Flu A, Flu B, metapneumovirus, two types of respiratory syncytial virus, four types of parainfluenza virus, six types of adenovirus and three types of human rhinovirus. The Allplex™ RV Master Assay was developed based on the company's decades-long know-how and applies patent technologies, like DPO™, TOCE™ and MuDT™. The syndromic test allows medical specialists to swiftly find out which viruses are making the patient sick with a single sample. The company's independent clinical test recently conducted in Europe using the Allplex™ RV Master Assay on 1,928 people also found that 16.5% (318 people) tested positive for respiratory viruses, excluding COVID-19. Of that figure, 6.9% (22 people) had contracted two or more viruses.Reported Earnings • Mar 11Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ₩10,359 (up from ₩9,662 in FY 2020). Revenue: ₩1.37t (up 22% from FY 2020). Net income: ₩536.6b (up 6.8% from FY 2020). Profit margin: 39% (down from 45% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is expected to shrink by 3.6% compared to a 55% growth forecast for the pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Seegene Inc. Unveils New Assay Optimized for On-Site Testing in 'Living with Covid-19' EraSeegene Inc. announced the CE-IVD marking of its Allplex™ SARS-CoV-2 fast MDx Assay. This new assay is optimized for the 'living with COVID-19' era, where mass, swift and cost-efficient testing is vital. The test can deliver results within 30 minutes, the fastest among diagnostics assays developed by Seegene, while matching the accuracy of RT-PCR tests. Thanks to its cost efficiency, the assay is expected to allow wide-spread access and can be easily used at airports, schools and other large-scale facilities. Faster Turnaround Times: The new test uses an isothermal amplification method that does not require a thermal cycler used during the amplification process, thereby reducing the turnaround time. Seegene advanced the isothermal amplification method by utilizing its AI-based assay design system, to specifically target the genes of SARS-CoV-2. By combining such method and Seegene's applied TOCE™ technology, Allplex™ SARS-CoV-2 fast MDx Assay delivers highly accurate results within 30 minutes. Greater Testing Capacity: Faster turnaround times lead to greater lab testing capacity of up to five times with existing Seegene's PCR instruments. Increased testing is critical as countries ease Covid-19 restrictions. Mass testing can be the most effective tool for large-scale events and venues such as concerts, airports, schools and stadiums. High Accuracy: The assay can deliver accurate results near RT-PCR tests, even detecting COVID-19 viruses from asymptomatic patients. In a recent experiment, Seegene's new assay results agreed with positive results generated through conventional RT-PCR. Rapid antigen tests have been the go-to solution for timely, point-of-care testing. However, its accuracy has been questioned as, in some cases, it can give false-negative results, especially for transmissible but asymptomatic patients. In the coming months, Seegene will allow laboratories to process Allplex™ SARS-CoV-2 fast MDx Assay using its fully automated MDx system, AIOS. The combination of these two will offer a 'hands-free' workflow from extraction to the interpretation of results without manual intervention. This will increase the access to testing at venues where they need fast, accurate and large-scale testing. This assay's price will also be more economical than standard RT-PCR assays.Major Estimate Revision • Feb 21Consensus revenue estimates increase by 13%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ₩1.17b to ₩1.32b. EPS estimate increased from ₩7,682 to ₩8,799 per share. Net income forecast to shrink 14% next year vs 4.4% growth forecast for Biotechs industry in South Korea . Consensus price target of ₩81,500 unchanged from last update. Share price rose 6.7% to ₩51,800 over the past week.Major Estimate Revision • Jan 26Consensus revenue estimates increase by 10%The consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from ₩1.26b to ₩1.39b. EPS estimate increased from ₩8,892 to ₩10,333 per share. Net income forecast to shrink 22% next year vs 9.8% growth forecast for Biotechs industry in South Korea . Consensus price target up from ₩79,000 to ₩81,500. Share price rose 3.5% to ₩56,100 over the past week.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩62,800, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 25x in the Biotechs industry in South Korea. Total returns to shareholders of 616% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩34,771 per share.お知らせ • Jan 20Seegene Inc. to Launch New COVID-19 PCR Test with a Reduced Turnaround Time Optimized for Mass TestingSeegene Inc. announced the upcoming launch of the Allplex™ SARS-CoV-2 Fast PCR Assay, which can deliver PCR results in just 60 minutes. The company says that this assay is expected to reduce the total turnaround time to a third and expand testing capacity up to 3 times for hospitals and laboratories without additional instruments or compromise on accuracy. Reduction of the turnaround time was attributable to two primary reasons: 1) the application of a novel enzyme developed by Seegene, which reduces PCR process time to half. 2) Seegene's innovative extraction-free method, which can let Allplex™ SARS-CoV-2 Fast PCR Assay be available without the extraction of the sample preparation in PCR-based tests. This drastically reduces the total turnaround time for each result. As such, the new assay lessens the amount of hands-on processing time required, allowing facilities to triple their testing capacity in the same hour. The Allplex™ SARS-CoV-2 Fast PCR Assay targets three COVID-19 genes––E, RdRP, and N–– to reliably detect COVID-19 regardless of the variants. According to clinical research conducted by 17 laboratories in seven countries, this assay showed the same or better accuracy for the COVID-19 detection as other diagnostic tests available in the market.お知らせ • Jan 18Seegene Inc. Announces Allplex Sars Cov-2 FluA/FluB/RSV Assay Approved Under Health Canada's Interim OrderSeegene Inc. announced it has received approval of its Allplex SARS CoV-2 FluA/FluB/RSV Assay under Health Canada's Interim Order on January 11. Seegene's Allplex SARS CoV-2 FluA/FluB/RSV Assay is a multiplex real-time PCR assay that enables simultaneous amplification and differentiation of respiratory symptoms. In a single test, it can distinguish among Influenza A, B, RSV, and COVID-19. This assay expected to play a crucial role in responding against the potential 'twindemic' as the country is forecasting a surge in both flu patients and COVID-19 patients. To support Canada experiencing surging demand for COVID-19 tests, Seegene delivered 340,000 COVID-19 tests to Canada by a charter flight on January 13.お知らせ • Dec 10Seegene Inc. Unveils Another Series of Diagnostic Test that Detects the Ever-Changing COVID-19 Variant LandscapeSeegene Inc. unveiled another series of diagnostic test that detects the ever-changing COVID-19 variant landscape. The Novaplex™ SARS-CoV-2 Variants VII assay addresses Omicron and its stealth version, as well as other variants. The company believes the new PCR test will be effective in helping governments and health authorities to fight current variants. Immediately after the World Health Organization (WHO) announced a discovery of the Omicron variant, the company implemented its AI-based in-silico system to conclude this development within a week. In a single tube, the new RT-PCR test targets a total of five analytes including the RdRP gene, which confirms positive COVID-19 cases, and three key Omicron S-gene mutations: E484A, N501Y, HV69/70 deletion. And it also targets Endo IC, which serves as a control to verify specimen validity. The assay was validated using variable nucleic acid of COVID-19 samples including Alpha, Beta, Gamma, Delta, and Omicron cases. This latest test can differentiate between the Omicron variant and its 'stealth' version. The newly emerging stealth version lacks certain features (HV69/70 deletion) that are being targeted by other PCR tests to identify the Omicron variant. Company's proprietary mTOCE technology makes it possible to target multiple genetic mutations in S-gene so this test can accurately distinguish the new Stealth variant from standard Omicron.お知らせ • Dec 01Seegene's High Multiplex Pcr Assay Capable of Detecting New Omicron VariantSeegene Inc. confirmed that its Allplex™ SARS-CoV-2 Master Assay is capable of detecting the Omicron's unique pattern of mutations. The well-established PCR-based test recognizes four SARS-CoV-2 genes and five notable mutations on the spike protein, all in a single test tube. This provides accurate results on whether a person is positive for COVID-19 and if they have the Omicron variant within 4 hours. To maximize its use, Seegene will support countries in need of tests, so they can rapidly detect cases of Omicron without the labor and equipment required for full genomic sequencing. The Allplex™ SARS-CoV-2 Master Assay simultaneously detects four wild-type SARS-CoV-2 genes (E gene, RdRP gene, N gene, and S gene) and five notable S-gene mutations: HV69/70 deletion, Y144 deletion, E484K, N501Y, and P681H. Since the latest variant Omicron contains HV69/70 deletion, N501Y, and P681H mutations, this CE-IVD marked test can detect Omicron. The first Omicron (B.1.1.529) case was reported to the World Health Organization (WHO) on November 24. Just two days later, the WHO designated the variant a Variant of Concern (VOC), based on its unusually large number of mutations and early evidence of its spread. Despite a series of rapidly implemented travel bans, it has now been reported in Africa, many European countries, and a few in Asian countries. The process for identifying novel variants typically involves next-generation sequencing of the isolated virus, which would take a few days to get the complete result. For more rapid detection, Seegene's Allplex™ SARS-CoV-2 Master Assay can detect the variant in the very first stage of screening. Public health officials can then rapidly isolate and contact trace people who are infected with this variant of concern.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩62,700, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Biotechs industry in South Korea. Total returns to shareholders of 611% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩33,148 per share.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩50,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 23x in the Biotechs industry in South Korea. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩37,196 per share.お知らせ • Sep 29Seegene Inc. Unveils Fully Automated Molecular Testing System At the 2021 AACCSeegene Inc. is unveiling a fully automated PCR testing (MDx) system at the 2021 AACC Annual Scientific Meeting & Clinical Lab Expo to be held on September 26-30, 2021, in Atlanta, GA, USA. The AACC is a premier exposition for clinical laboratory products and services with 73 years of history. This global event invites players of major laboratory medicine community including 700 global IVD companies. Seegene also has participated in this event since 2007 along with other global IVD companies. During this event, Seegene will be unveiling AIOS - its first fully automated MDx system. AIOS provides high-throughput real-time PCR workflow starting from nucleic acid extraction, then, real-time PCR, and finally result interpretation. AIOS is fully automated syndromic MDx system designed in a modular concept while it compiles Seegene's cutting-edge high multiplex real-time PCR technologies. A noteworthy feature of AIOS is that its MDx system is composed of independent and detachable modules together with its proprietary SW architecture. Unlike others' single-body system, AIOS is designed with an extraction/liquid handler and PCR instrument being integrated with an in-house developed robotic arm module. Hospitals and laboratories can either purchase the full package of 'AIOS' system or integrate their existing instruments on site if they already have Seegene's liquid handler and real-time PCR instrument. Some of the other highlights include: 'high-throughput automated syndromic MDx system'. It also adopts a variety of Seegene's assays, that are currently available on the market, which allows for symptom-based tests. And finally, it can identify the exact cause of a specific symptom with a single tube, which will enable both cost- and time- effective tests. Therefore, Seegene added that AIOS will be affordable to small-to-medium sized hospitals due to its unique modular and assay features.Price Target Changed • Sep 08Price target decreased to ₩89,000Down from ₩116,750, the current price target is provided by 1 analyst. New target price is 41% above last closing price of ₩63,000. Stock is down 48% over the past year.Major Estimate Revision • Aug 19Consensus EPS estimates increase to ₩9,305The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₩1.23b to ₩1.24b. EPS estimate increased from ₩7,365 to ₩9,305 per share. Net income forecast to shrink 28% next year vs 21% growth forecast for Biotechs industry in South Korea . Consensus price target down from ₩116,750 to ₩112,000. Share price fell 11% to ₩65,500 over the past week.お知らせ • Jul 15Seegene Introduces New SARS-CoV-2 Variants Detection Test That Can Screen Six Virus Variants Including the Delta and Delta PlusSeegene Inc. has announced the launch of a new SARS-CoV-2 variant diagnostic test capable of screening newly emerging virus variants including the Delta and the Delta Plus that have become the dominant version of the virus circulating around the world. The company announced on June 30 that it has received the CE-IVD mark for its 'Allplex™ SARS-CoV-2 Variants II Assay,' a new lineup of the company's variant detection kits capable of detecting the key genetic mutations of SARS-CoV-2 variants such as L452R, W152C, K417T and K417N. In a single reaction, the variants diagnostic kit identifies a total of six COVID-19 variants that are known to be originated from India such as Delta, Delta Plus, and Kappa, and Gamma(Brazil), Beta(South Africa), and Epsilon(California). While the number of daily new infections is growing exponentially, the launch of the new assay is expected to play an essential role in monitoring the spread of the Delta and Delta Plus variants that have been largely blamed for the bulk of new infections. Earlier this year, the World Health Organization (WHO) classified the Delta variant as the 'Variant of Concern' as the variant is expected to rapidly outcompete other variants. Also, the emergence of a new mutation on the spike protein of the Delta known as K417N has raised alarm globally, as it is known to be more contagious than the Delta and exhibit vaccine resistance. These super-contagious variants recently have become a global threat. In countries like the UK and Indonesia Delta is the dominant strain accounting for around 90% of new cases. Also, in other countries like the United States, although the variant only made up about 20% of infections, the number appears to be doubling every two weeks. Under such circumstances, the introduction of the 'Allplex™ SARS-CoV-2 Variants II Assay' is receiving much attention from around the world as the assay can screen both Delta and the Delta Plus variant as well as other major COVID-19 variants. The company also announced that it has successfully developed a research-use-only diagnostic tests, 'Allplex™ SARS-CoV-2/P681R Assay,' to precisely target the Delta and Delta Plus variants. According to the company, the conjunction use of the two assays will allow researchers to accurately distinguish the Delta and Delta Plus variants from other genetic mutations.お知らせ • Jun 30Seegene Inc. Introduces its New Deployable Container Laboratory "Mobile Station", at the Medlab Middle East 2021Seegene Inc. introduced its new deployable container laboratory "MOBILE STATION", at the Medlab Middle East 2021, the medical laboratory and In Vitro Diagnostic exhibition which is taking place in Dubai from June 21 to 24. Seegene's MOBILE STATION, an innovative laboratory-on-wheels facility, is designed to deploy the gold standard PCR testing solution to anywhere community-based testing is needed. While many countries around the world are planning to re-open their borders, schools, and public-use facilities, MOBILE STATION is considered an ideal option for conducting mass PCR testing in such locations. Also, MOBILE STATION can be mobilized anytime, allowing more people to utilize molecular diagnostics when needed. MOBILE STATION sets the new bar of PCR lab setting with its ability to deliver effective testing solutions to anywhere testing is needed. PCR testing has been normally conducted only at fixed space due to concerns of cross-contamination. However, MOBILE STATION, with Seegene's technology and know-how gained through operation of South Korea's large reference laboratory, has already minimized the overall risks of aerosol contamination posed in PCR process by installing Class 2 (A2) Bio-Safety Cabinet and negative pressure room. From sample collection to automated interpretation of results, it offers streamlined and automated workflow backed by the company's All-in-One platform thereby allowing equitable access to health care for the public. Seegene'sAll-in-One platform, when fully utilized, can conduct up to 7500 tests per day with a turnaround time of 3.5 hours. Seegene's pioneering concept of the mobile laboratory is expected to play a significant role in stopping the current pandemic since Seegene offers unparalleled PCR testing solution with its exclusive multiplex assays including Allplex SARS-CoV-2 Master Assay, a kit that simultaneously detects COVID-19 and multiple virus variants and Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay, a kit differentiates 8 target genes including Flu A, Flu B, RSV A/B and three different target genes of COVID-19. MOBILE STATION is also fully compatible with Seegene's more than 150 multiplex assay menus including tests for respiratory infectious pathogens, HPV, STI, and GI. Seegene also introduced 'Combo Swab', a self-administrable sample collection device. In comparison to nasopharyngeal swab, typically used in sampling for COVID-19 PCR testing, in which health care providers collect samples by inserting a swab deep inside nostrils, Combo Swab allows individuals to simply collect samples with two individual swabs through swirling around their nasal and oral cavity by two individual swabs without any discomfort. In addition, Combo Swab with dual sample collection showed the same accuracy compared to nasopharyngeal swab. Self-sample collection availability of Combo Swab along with provisional space scalability of MOBILE STATION enables mass testing to be proceed in a quicker time and more efficient manner than the conventional process.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩74,700, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 37x in the Biotechs industry in South Korea. Total returns to shareholders of 394% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩31,727 per share.Price Target Changed • Jun 11Price target decreased to ₩116,750Down from ₩145,800, the current price target is an average from 2 analysts. New target price is 89% above last closing price of ₩61,900. Stock is up 11% over the past year.お知らせ • May 24Seegene, Inc. Introduces an Exclusive Diagnostic System for Diagnosing Covid-19 VariantsSeegene Inc. announced that against the backdrop of Seegene's 'Full Screening Solution' are the company's latest variant diagnostic tests, the AllplexTM SARS-CoV-2 Master Assay and AllplexTM SARS-CoV-2 Variants I Assay. The AllplexTM SARS-CoV-2 Master is an ideal way of screening for the COVID-19, as it provides results of whether a person is positive of the COVID-19 or even its variants. After an initial round of testing, Seegene's AllplexTM SARS-CoV-2 Variants I Assay will help identify multiple mutant variations in a single reaction. The AllplexTM SARS-CoV-2 Master Assay can detect a total of 10 targets including four coronavirus genes (E gene, RdRP gene, N gene and S gene) as well as five defined virus variants notably spotted in the most recognized lineages including B1.1.7, B.1.351, P.1 and B.1.1.207. Seegene's variant diagnostic test is the first such kind to simultaneously detect multiple coronavirus genes and differentiate virus variations, including those found to be more contagious and fatal. It's an ideal and an economic way of screening coronavirus genes as the pandemic continues to rage with both the wildtype and its virus variants.分析記事 • May 06Is Seegene, Inc. (KOSDAQ:096530) Trading At A 32% Discount?Does the May share price for Seegene, Inc. ( KOSDAQ:096530 ) reflect what it's really worth? Today, we will estimate...Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩83,400, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 32x in the Biotechs industry in South Korea. Total returns to shareholders of 423% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩117,790 per share.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₩169,200, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 30x in the Biotechs industry in South Korea. Total returns to shareholders of 360% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩226,835 per share.Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩19,324 (vs ₩1,026 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩1.13t (up ₩1.00t from FY 2019). Net income: ₩502.3b (up ₩475.6b from FY 2019). Profit margin: 45% (up from 22% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 133% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 15I Ran A Stock Scan For Earnings Growth And Seegene (KOSDAQ:096530) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Mar 03Seegene Announces Submission to U.S. FDA for Emergency Use Authorization of Its AllplexTM SARS-CoV-2/FluA/FluB/RSV AssaySeegene Inc. has submitted its Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay to the U.S. Food and Drug Administration for Emergency Use Authorization (EUA). Seegene's Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay is a real-time RT-PCR assay that can simultaneously detect and differentiate eight target genes, including Flu A, Flu B, RSV A/B and three different target genes of COVID-19 (S gene, RdRP gene and N gene). The assay also includes dual targets for internal control (endogenous and exogenous respectively) in the same reaction tube, also Seegene’s unique channel of allowing for verification of the whole test process, as well as proper sampling, without having to compromise the accuracy of test results. The Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay is currently available in Europe and elsewhere around the world.株主還元A096530KR BiotechsKR 市場7D1.8%0.3%4.6%1Y-1.9%33.1%186.6%株主還元を見る業界別リターン: A096530過去 1 年間で33.1 % の収益を上げたKR Biotechs業界を下回りました。リターン対市場: A096530は、過去 1 年間で186.6 % のリターンを上げたKR市場を下回りました。価格変動Is A096530's price volatile compared to industry and market?A096530 volatilityA096530 Average Weekly Movement9.6%Biotechs Industry Average Movement11.6%Market Average Movement9.4%10% most volatile stocks in KR Market16.6%10% least volatile stocks in KR Market4.9%安定した株価: A096530 、 KR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: A096530の 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2000n/aJong-Yoon Chunwww.seegene.comSeegene, Inc.は分子診断薬を製造し、世界中で販売している。呼吸器感染症用の呼吸器疾患検出製品、消化器感染症用の消化器疾患検出製品、ヒトパピローマウイルス検出製品、性感染症の原因病原体検出製品、結核検出製品、薬剤耐性製品、敗血症の原因病原体を検出・同定するためのMagicplex敗血症リアルタイム検査、髄膜炎検出製品などのIVD製品を提供している。その他、第II因子、第V因子、MTHFR遺伝子のSNP検出用製品も提供している。同社はWerfen社とシンドロミックqPCRアッセイの共同開発で提携している。Seegene社は2000年に設立され、本社は韓国のソウルにある。もっと見るSeegene, Inc. 基礎のまとめSeegene の収益と売上を時価総額と比較するとどうか。A096530 基礎統計学時価総額₩1.46t収益（TTM）₩48.27b売上高(TTM)₩474.23b30.2xPER（株価収益率3.1xP/SレシオA096530 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計A096530 損益計算書（TTM）収益₩474.23b売上原価₩170.37b売上総利益₩303.86bその他の費用₩255.59b収益₩48.27b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）1.05kグロス・マージン64.08%純利益率10.18%有利子負債／自己資本比率7.5%A096530 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.5%現在の配当利回り-10,112%配当性向A096530 配当は確実ですか？A096530 配当履歴とベンチマークを見るA096530 、いつまでに購入すれば配当金を受け取れますか？Seegene 配当日配当落ち日Jun 29 2026配当支払日Aug 14 2026配当落ちまでの日数36 days配当支払日までの日数82 daysA096530 配当は確実ですか？A096530 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 06:44終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Seegene, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関David LeeCLSAJonghyun ParkDAOL Investment & Securities Co., Ltd.Jinhee KwakEugene Investment & Securities Co Ltd.12 その他のアナリストを表示
お知らせ • 21hSeegene Launches Allplex MDRO Assay Under IVDRSeegene announced the European launch of its new antimicrobial resistance (AMR) testing product, Allplex MDRO Assay, which is CE marked under the EU In Vitro Diagnostic Regulation (IVDR). The assay is designed to support the detection of multidrug-resistant organisms (MDROs) associated with healthcare-associated infections (HAIs). The assay is designed to identify key multidrug-resistant pathogens and associated resistance genes in a single run, enabling rapid simultaneous detection across a broader range of MDRO targets. It also supports rapid first-line screening before the availability of culture-based results, helping enable timely infection prevention and control (IPC) responses in hospital settings. The launch reflects Seegene's strategy to expand its AMR testing capabilities in response to evolving infectious disease trends. As antimicrobial resistance continues to rise globally, the burden of healthcare-associated infections is increasing, driving demand for faster and more comprehensive diagnostic approaches. Public health agencies, including the U.S. Centers for Disease Control and Prevention (CDC), have continued to emphasize the importance of strengthened infection surveillance and control capabilities in healthcare settings. The Allplex MDRO Assay complements Seegene's existing Allplex Entero-DR Assay, enabling a combined testing approach that covers both antimicrobial-resistant enteric bacteria and additional high-risk MDRO targets. This combined approach can support broader infection-control efforts against antimicrobial-resistant organisms, while strengthening Seegene's overall AMR testing portfolio. The assay enables simultaneous detection of multiple resistance genes and can support same-day reporting depending on laboratory workflow. This can provide timely information to support infection-control responses and complement conventional culture-based workflows. It may also help support more efficient laboratory workflows in appropriate clinical settings. Seegene plans to further strengthen its diagnostic capabilities for healthcare-associated infections and advance its strategy in line with growing demand for enhanced infection surveillance and control. Product availability may vary by country and is subject to local regulatory requirements. The company is also developing the Allplex MRSA Assay for detection of methicillin-resistant Staphylococcus aureus (MRSA), which is targeted for launch next year as part of its broader AMR testing portfolio expansion strategy.
Major Estimate Revision • May 14Consensus EPS estimates increase by 52%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩532.0m to ₩517.8m. EPS estimate rose from ₩1,116 to ₩1,697. Net income forecast to grow 84% next year vs 27% growth forecast for Biotechs industry in South Korea. Consensus price target of ₩39,500 unchanged from last update. Share price rose 33% to ₩32,000 over the past week.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩28,250, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Biotechs industry in South Korea. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩53,224 per share.
分析記事 • Mar 27Seegene's (KOSDAQ:096530) Performance Is Even Better Than Its Earnings SuggestEven though Seegene, Inc.'s ( KOSDAQ:096530 ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • Mar 24Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩1,047 (up from ₩190 loss in FY 2024). Revenue: ₩474.2b (up 14% from FY 2024). Net income: ₩48.3b (up ₩57.0b from FY 2024). Profit margin: 10% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Biotechs industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 13Seegene, Inc., Annual General Meeting, Mar 27, 2026Seegene, Inc., Annual General Meeting, Mar 27, 2026, at 10:00 Tokyo Standard Time. Location: auditorium, 5, baekjegobun-ro 42-gil, songpa-gu, seoul South Korea
お知らせ • 21hSeegene Launches Allplex MDRO Assay Under IVDRSeegene announced the European launch of its new antimicrobial resistance (AMR) testing product, Allplex MDRO Assay, which is CE marked under the EU In Vitro Diagnostic Regulation (IVDR). The assay is designed to support the detection of multidrug-resistant organisms (MDROs) associated with healthcare-associated infections (HAIs). The assay is designed to identify key multidrug-resistant pathogens and associated resistance genes in a single run, enabling rapid simultaneous detection across a broader range of MDRO targets. It also supports rapid first-line screening before the availability of culture-based results, helping enable timely infection prevention and control (IPC) responses in hospital settings. The launch reflects Seegene's strategy to expand its AMR testing capabilities in response to evolving infectious disease trends. As antimicrobial resistance continues to rise globally, the burden of healthcare-associated infections is increasing, driving demand for faster and more comprehensive diagnostic approaches. Public health agencies, including the U.S. Centers for Disease Control and Prevention (CDC), have continued to emphasize the importance of strengthened infection surveillance and control capabilities in healthcare settings. The Allplex MDRO Assay complements Seegene's existing Allplex Entero-DR Assay, enabling a combined testing approach that covers both antimicrobial-resistant enteric bacteria and additional high-risk MDRO targets. This combined approach can support broader infection-control efforts against antimicrobial-resistant organisms, while strengthening Seegene's overall AMR testing portfolio. The assay enables simultaneous detection of multiple resistance genes and can support same-day reporting depending on laboratory workflow. This can provide timely information to support infection-control responses and complement conventional culture-based workflows. It may also help support more efficient laboratory workflows in appropriate clinical settings. Seegene plans to further strengthen its diagnostic capabilities for healthcare-associated infections and advance its strategy in line with growing demand for enhanced infection surveillance and control. Product availability may vary by country and is subject to local regulatory requirements. The company is also developing the Allplex MRSA Assay for detection of methicillin-resistant Staphylococcus aureus (MRSA), which is targeted for launch next year as part of its broader AMR testing portfolio expansion strategy.
Major Estimate Revision • May 14Consensus EPS estimates increase by 52%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from ₩532.0m to ₩517.8m. EPS estimate rose from ₩1,116 to ₩1,697. Net income forecast to grow 84% next year vs 27% growth forecast for Biotechs industry in South Korea. Consensus price target of ₩39,500 unchanged from last update. Share price rose 33% to ₩32,000 over the past week.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩28,250, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Biotechs industry in South Korea. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩53,224 per share.
分析記事 • Mar 27Seegene's (KOSDAQ:096530) Performance Is Even Better Than Its Earnings SuggestEven though Seegene, Inc.'s ( KOSDAQ:096530 ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • Mar 24Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩1,047 (up from ₩190 loss in FY 2024). Revenue: ₩474.2b (up 14% from FY 2024). Net income: ₩48.3b (up ₩57.0b from FY 2024). Profit margin: 10% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Biotechs industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 13Seegene, Inc., Annual General Meeting, Mar 27, 2026Seegene, Inc., Annual General Meeting, Mar 27, 2026, at 10:00 Tokyo Standard Time. Location: auditorium, 5, baekjegobun-ro 42-gil, songpa-gu, seoul South Korea
Price Target Changed • Mar 03Price target decreased by 8.1% to ₩39,500Down from ₩43,000, the current price target is an average from 2 analysts. New target price is 56% above last closing price of ₩25,250. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of ₩1,098 next year compared to a net loss per share of ₩441 last year.
お知らせ • Feb 20Seegene, Inc. to Report Q4, 2025 Results on Feb 25, 2026Seegene, Inc. announced that they will report Q4, 2025 results on Feb 25, 2026
Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 April 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.3%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.6%).
分析記事 • Nov 25Seegene (KOSDAQ:096530) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩1,547 to ₩1,021 per share. Revenue forecast steady at ₩482.1m. Net income forecast to grow 486% next year vs 58% growth forecast for Biotechs industry in South Korea. Consensus price target reaffirmed at ₩43,000. Share price fell 7.2% to ₩27,900 over the past week.
お知らせ • Aug 08Seegene Inc. Unveils CURECA™? and STAgora™? At ADLM 2025, Advancing the Next Stage of DiagnosticsSeegene Inc. unveiled two new technologies at ADLM 2025 in Chicago (July 29-31) designed to advance laboratory automation and data-driven infectious disease monitoring. The company introduced CURECA™?, world's first fully unattended PCR automation system, and STAgora™?, a real-time data analytics platform intended to support earlier detection and precision care. most molecular testing systems remain only partially automated, dependent on skilled personnel for repetitive manual steps and fixed workflows that limit efficiency and scalability. Seegene notes that achieving true full automation in diagnostics requires three key conditions: operation without highly trained professionals, continuous 24-hour processing, and uninterrupted specimen input. CURECA™? is designed to meet all three. Its dedicated module, CURECA™? Prep, processes a wide range of specimen types such as urine, blood, sputum, andool, addressing one of the most persistent barriers to automation. With the module handling diverse specimen pre-treatment, the full CURECA™? system completes the entire PCR workflow from sample loading through nucleic acid extraction, amplification, and result analysis without manual intervention. The system is engineered for continuous 24-hour operation, aiming to minimize human error, improve workflow efficiency, and allow laboratories to allocate skilled staff to higher-value activities. Full automation has long been a challenge in diagnostics due to specimen variability and the reliance on trained personnel for repetitive pre-processing tasks. CURECA™? are intended to help laboratories overcome these challenges by providing a scalable and adaptable system that can be configured to fit different lab sizes and workflows. CURECA™? Prep could also potentially extend to other testing fields, such as clinical chemistry and immunodiagnostics, as Seegene continues to explore broader automation solutions. STAgora™? is Seegene's latest platform, designed to collect and analyze PCR testing data in real time, providing laboratories with broader context to inform diagnostic workflows. The platform includes more than 40 analytical tools, offering functions such as infection trend tracking, hospital-level positivity monitoring, and multi-pathogen co-infection pattern analysis. Rather than serving as a simple data repository, STAgora™? is built as an integrated platform intended to help laboratories derive meaningful, aggregated insights from testing data. Today, individual test results often provide limited information without broader reference points. STAgora™? are designed to address this by enabling hospitals to build their own statistical datasets and compare aggregated data across institutions, helping them detect infection patterns faster and support more informed decision-making. The data shared through the platform is de-identified and formatted according to each institution's requirements, supporting secure, real-time exchange at local, national, or global levels.
分析記事 • Jul 24Does Seegene (KOSDAQ:096530) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Upcoming Dividend • Jun 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.4%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.6%).
Price Target Changed • May 18Price target increased by 8.9% to ₩43,000Up from ₩39,500, the current price target is an average from 2 analysts. New target price is 39% above last closing price of ₩30,950. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₩1,547 next year compared to a net loss per share of ₩441 last year.
分析記事 • May 13Seegene, Inc. (KOSDAQ:096530) Shares Fly 25% But Investors Aren't Buying For GrowthSeegene, Inc. ( KOSDAQ:096530 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
お知らせ • Apr 09Seegene Inc. Announces Development of CURECA, A Next-Generation Fully Automated PCR Solution Featuring Customizable Pre- Treatment AutomationSeegene Inc. is advancing its vision for innovation in laboratory automation with the development of CURECA™? -- a next-generation system currently under development, designed to streamline automation in Polymerase Chainaction (PCR) testing and laboratory environments. The company announced that it will showcase a conceptual video introducing the CURECA™? system at the European Society of Clinical Microbiology and Infectious Diseases (ESCMID Global 2025), held April 11-15 in Vienna, Austria. The video will outline the system's design goals and envisioned workflow. A physical demonstration of the system is expected to take place in July 2025 at the Association for Diagnostics & Laboratory Medicine (ADLM 2025) in Chicago. CURECA™? -- short for Continuous Unlimited Random access Expandable and Customizable full Automation -- is Seegene's envisioned PCR testing solution, intended to enable full automation of the PCR testing workflow. The system is expected to include two core components: the Customizable Pre-treatment System (CPS), responsible for sample loading and pre-treatment processing; and Customizable and Expandable Full Automation (CEFA), which would carry out sample loading and preparation for nucleic acid extraction, PCR setup, gene amplification, and result analysis. The pre-treatment stage in MDx requires careful handling of various specimen types -- such as stool, urine, blood, and sputum -- as well as sorting different container formats. Traditionally, this process has relied heavily on manual labor by trained laboratory professionals. Seegene aims to lead innovation in automating pre-treatment processing for all PCR specimen types through the development of CPS. The system is designed to automate key steps such as sample sorting, centrifugation,ortexing and heat treatment. CPS may also operate independently of the full CURECA™? system and be applied to other laboratory testing areas such as hematology, biochemistry, and immunodiagnostics -- broadening its potential utility in clinical laboratory workflows. The modular design of CURECA™? is intended to provide laboratories with flexibility to configure the system according to their operational needs. By supporting automation across the full workflow, the system aims to help reduce the risk of human error and enable continuous, high-throughput PCR testing 24 hours a day, seven days a week. At ESCMID Global 2025, Seegene will present a conceptual video simulating the full PCR automation workflow -- from sample loading and pre-treatment Processing to nucleic acid extraction, PCR structure, gene amplification, and result analyses. The presentation will further highlight the system's adaptability across different laboratory environments and testing capacities.
お知らせ • Mar 13Seegene, Inc., Annual General Meeting, Mar 28, 2025Seegene, Inc., Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 91, ogeum-ro, songpa-gu, seoul South Korea
New Risk • Feb 27New major risk - Revenue and earnings growthEarnings have declined by 23% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (219% payout ratio). Large one-off items impacting financial results.
分析記事 • Jan 08Seegene, Inc. (KOSDAQ:096530) Stock Catapults 27% Though Its Price And Business Still Lag The IndustrySeegene, Inc. ( KOSDAQ:096530 ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₩27,850, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 27x in the Biotechs industry in South Korea. Total loss to shareholders of 47% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 21 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.5%).
New Risk • Dec 09New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
分析記事 • Nov 22Investors Shouldn't Be Too Comfortable With Seegene's (KOSDAQ:096530) EarningsDespite posting some strong earnings, the market for Seegene, Inc.'s ( KOSDAQ:096530 ) stock hasn't moved much. Our...
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩36.00 (vs ₩101 loss in 3Q 2023)Third quarter 2024 results: EPS: ₩36.00 (up from ₩101 loss in 3Q 2023). Revenue: ₩108.8b (up 18% from 3Q 2023). Net income: ₩1.67b (up ₩6.34b from 3Q 2023). Profit margin: 1.5% (up from net loss in 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 34% growth forecast for the Biotechs industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 12Is Seegene (KOSDAQ:096530) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Sep 23Seegene, Inc.(KOSDAQ:A096530) dropped from FTSE All-World Index (USD)Seegene, Inc.(KOSDAQ:A096530) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Sep 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.8%). Higher than average of industry peers (0.5%).
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩25,950, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 24x in the Biotechs industry in South Korea. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩18,843 per share.
お知らせ • Aug 26Seegene, Inc. Develops mpox PCR Test Assays following the WHO Global Health Emergency DeclarationSeegene, Inc. announced that it has developed its PCR test assays in response to the public health emergency of international concern (PHEIC) declared by the World Health Organization's (WHO) on the global spread of mpox. The products, which are intended for research use only (RUO), include Novaplex™ MPXV/OPXV Assay (RUO) and Novaplex™ HSV-1&2/VZV/MPXV Assay (RUO). In particular, Novaplex™ HSV-1&2/VZV/MPXV Assay (RUO) is designed to detect four viruses including mpox virus and other key STI-causing pathogens. Seegene previously developed Novaplex MPXV (RUO) in 2022 using its advanced Seegene Digitalized Development System (SGDDS), which was developed based on Seegene's expertise to rapidly create and deploy new assays. There are growing calls to ensure access to medicines for developing countries as mpox, once an endemic disease in Africa, poses a global threat. Seegene's development of assays aims to curb the global outbreak of mpox and advance its vision of a "world free from all diseases." NovaplexTM MPXV/OPXV Assay (RUO) is designed to detect pathogens caused by Orthopox-viruses, including Clades 1 and 2 of the mpox virus. It enables early differentiation of mpox, which has a long incubation period of up to 21 days. NovaplexTM HSV-1&2/VZV/MPXV Assay (RUO) is designed to detect Clade 1 and Clade 2 of the mpox virus, while also distinguishing between Clade 2 of the mpox virus. If the test results are negative for Clade 2, researchers can infer the presence of Clade 1. This assay provides reliable test results with broad coverage, detecting type 1 and type 2 of herpes simplex virus (HSV), as well as varicella-zoster virus (VZV) that exhibit symptoms similar to the mpox virus using the multiplex PCR testing. Both assays feature dual internal controls (Endogenous Internal Control, Exogenous Internal Control) within the same tube. These controls validate the integrity of the sample and verify the entire testing process, ensuring highly reliable results.
New Risk • Aug 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (11% average weekly change).
分析記事 • Aug 10Seegene, Inc.'s (KOSDAQ:096530) Share Price Boosted 44% But Its Business Prospects Need A Lift TooSeegene, Inc. ( KOSDAQ:096530 ) shareholders would be excited to see that the share price has had a great month...
Buy Or Sell Opportunity • Aug 05Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 2.9% to ₩22,800. The fair value is estimated to be ₩17,763, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 48% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Jun 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 29 August 2024. The company is not currently making a profit and its cash payout ratio is 87%. Trailing yield: 3.8%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.6%).
Buy Or Sell Opportunity • May 10Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to ₩22,600. The fair value is estimated to be ₩18,797, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 38% over the last 3 years. Earnings per share has declined by 73%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 7,179% in the next 2 years.
Upcoming Dividend • Mar 21Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 30 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.5%).
Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₩14.00 (down from ₩3,586 in FY 2022). Revenue: ₩367.4b (down 57% from FY 2022). Net income: ₩669.0m (down 100% from FY 2022). Profit margin: 0.2% (down from 21% in FY 2022). Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Biotechs industry in South Korea. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 07A Look At The Fair Value Of Seegene, Inc. (KOSDAQ:096530)Key Insights Seegene's estimated fair value is ₩22,248 based on 2 Stage Free Cash Flow to Equity Current share price of...
New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (9.6% average weekly change).
Buy Or Sell Opportunity • Jan 29Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to ₩29,000. The fair value is estimated to be ₩22,744, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per share at 3.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 22 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.5%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (0.7%).
Price Target Changed • Oct 03Price target decreased by 8.8% to ₩25,000Down from ₩27,400, the current price target is provided by 1 analyst. New target price is 17% above last closing price of ₩21,350. Stock is down 22% over the past year. The company is forecast to post a net loss per share of ₩18.00 compared to earnings per share of ₩3,586 last year.
New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 97% Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).
Upcoming Dividend • Sep 19Upcoming dividend of ₩200 per share at 3.7% yieldEligible shareholders must have bought the stock before 26 September 2023. Payment date: 28 November 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.7%. Within top quartile of South Korean dividend payers (3.4%). Higher than average of industry peers (0.7%).
Major Estimate Revision • Aug 19Consensus EPS estimates fall from profit to ₩18.00 lossThe consensus outlook for fiscal year 2023 has been updated. Expected to report loss instead of -₩18.00 instead of ₩329 per share profit previously forecast. Revenue forecast unchanged at ₩354.3m Biotechs industry in South Korea expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at ₩27,000. Share price fell 5.6% to ₩20,900 over the past week.
New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 267% Cash payout ratio: 110% Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (3.8% net profit margin).
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩25,300, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 37x in the Biotechs industry in South Korea. Total loss to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,648 per share.
お知らせ • Aug 01Seegene Inc. Unveils Solutions to Popularize Molecular Diagnostics At 2023 AACCSeegene Inc. took part in the 2023 American Association of Clinical Chemistry (AACC) Annual Scientific Meeting & Clinical Lab Expo in California between July 25-27. Segene showcased its " unique syndromic quantitative PCR assays and automated PCR solution 'STARlet AIOS™? (All-in-One System). Meanwhile, an in-depth discussion was conducted in the symposium sessions on the usefulness of PCR testing in diagnosing gastrointestinal diseases. This symposium reaffirmed Seegene's position as an important contributor to improving gastrointestinal testing, where the availability of skilled technicians for microscopy is decreasing. A panel of experts presented research results demonstrating that PCR testing provides more efficient and accurate results than traditional microscopic stool sample tests for diagnosing gastrointestinal diseases. Conventional testing methods for these pathogens are characterized by long processing times and require significant expertise to interpret the microscopy results. In addition, Kim Seong-youl, the head of Seegene's Global Marketing Center, participated in a presentation event for major Korean in-vitro diagnostic companies organized by the Korea Health Industry Development Institute (KHIDI) and announced Seegene's unique competitive edge and future vision. Using syndromic quantitative PCR assay for comprehensive and accurate testing: Seegene captivated visitors at the exhibition booth by showcasing comprehensive and accurate testing using syndromic quantitative PCR assayed. As it provides a ' hands-free' PCR workflow where the results are produced just by inserting a sample, it can be operated by those with minimal PCR experience. Furthermore, by not involving human hands, the likelihood of testing errors due to contamination or mistakes (human error) can be minimized. The STARlet AIOS™? is compatible with a wide range of Seegene's syndromic assays that can simultaneously test for multiple targets within a single tube. It organically links existing devices, such as nucleic acid extraction instruments, PCR setups, and PCR thermal cyclers, to make the system easy to use, manage, and integrate into existing lab infrastructures. Participants in the world's world's world's only simultaneous multiplex molecular diagnostic technology based on real-time PCR. The core feature of Seegene's syndro PCR technologies is the ability to simultaneously test 14 pathogens that cause similar symptoms in a single tube and provide quantitative information on the infectivity profile to correlate with the severity of illness. The syndromic quantitative PCR technology can accurately reveal the pathogen responsible for a patient's symptoms, the complexity of infections, the severity of infection, and can determine the priority of treatment depending on the degree of infection. It also allows for efficient high-volume testing, which is more cost-effective and saves time in identifying the cause of the disease. PCR testing that does not require an expert using STARlet AIOS™?. First unveiled at the 2021 AACC, Seegene's STARlet AIOS™? are a molecular diagnostic testing system that fully automated (sample in - result out) the entire process of PCR, from nucleic acid extraction to gene amplification and result analysis. As it provides a 'hands-free' PCR workflow where The results are produced just by inserting an sample, it can be operated By-free PCR workflow where the results are produce just by inserting a sample, It can be operated by those with minimum PCR experience. Furthermore, by Not involving human hands, the likelihood to testing errors due to contamination or errors (human error) can be minimize. The STARlet AIOS®? is compatible with a wide wide range of Seegene' syndromic assays that will simultaneously test for multiple targets within an single tube. It organically link existing devices, such as nucleIC acid extraction instruments, PCR setups and PCR thermal cyclers, To make the system easy to use and integrate into existing lab inf infrastructures. Participants of the world's world's global lab infrastructures.
お知らせ • Jul 14Seegene, Inc. (KOSDAQ:A096530) announces an Equity Buyback for KRW 30,000 million worth of its shares.Seegene, Inc. (KOSDAQ:A096530) announces a share repurchase program. Under the program, the company will repurchase up to KRW 30,000 million worth of its shares pursuant to the contract with Samsung Securities. The purpose of the program is stock price stability and shareholder value enhancement. The program will expire on July 15, 2024. As of July 12, 2023, the company had 5,618,778 and 5,195 treasury stock holdings in acquisition within the scope of allotment and through other acquisition, respectively.
Upcoming Dividend • Jun 22Upcoming dividend of ₩200 per share at 3.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 August 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.7%. Within top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (0.6%).
Upcoming Dividend • Mar 23Upcoming dividend of ₩200 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (0.7%).
Reported Earnings • Mar 22Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₩3,586 (down from ₩10,359 in FY 2021). Revenue: ₩853.6b (down 38% from FY 2021). Net income: ₩182.1b (down 66% from FY 2021). Profit margin: 21% (down from 39% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is expected to decline by 29% p.a. on average during the next 2 years, while revenues in the Biotechs industry in South Korea are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Feb 22Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩558.7m to ₩440.0m. EPS estimate fell from ₩2,245 to ₩1,002 per share. Net income forecast to shrink 73% next year vs 29% growth forecast for Biotechs industry in South Korea . Consensus price target down from ₩36,000 to ₩32,667. Share price was steady at ₩26,200 over the past week.
Upcoming Dividend • Dec 21Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (0.7%).
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩28,100, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Biotechs industry in South Korea. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩19,309 per share.
Price Target Changed • Nov 22Price target decreased to ₩38,667Down from ₩42,200, the current price target is an average from 3 analysts. New target price is 20% above last closing price of ₩32,100. Stock is down 49% over the past year. The company is forecast to post earnings per share of ₩3,917 for next year compared to ₩10,359 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Sep 29Seegene, Inc. (KOSDAQ:A096530) announces an Equity Buyback for KRW 50,000 million worth of its shares.Seegene, Inc. (KOSDAQ:A096530) announces a share repurchase program. Under the program, the company will repurchase up to $50,000 million worth of its shares according to the contract with SAMSUNG SECURITIES CO., LTD. The purpose of the program is stock price stability and shareholder value enhancement. The program will expire on March 28, 2023. As of September 27, 2022, the company had 1,791,816 and 5,195 treasury stock holdings in acquisition within the scope of allotment and through other acquisition, respectively.
Upcoming Dividend • Sep 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of South Korean dividend payers (3.1%). Higher than average of industry peers (0.7%).
Major Estimate Revision • Aug 18Consensus revenue estimates fall by 24%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from ₩1.13b to ₩866.5m. EPS estimate fell from ₩7,105 to ₩4,697 per share. Net income forecast to shrink 56% next year vs 7.7% growth forecast for Biotechs industry in South Korea . Consensus price target down from ₩55,667 to ₩47,700. Share price fell 12% to ₩34,700 over the past week.
Buying Opportunity • Aug 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₩48,881, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 76% over the last 3 years. Earnings per share has grown by 79%. Revenue is forecast to decline by 52% in 2 years. Earnings is forecast to decline by 66% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₩43,250, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 25x in the Biotechs industry in South Korea. Total returns to shareholders of 245% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩46,579 per share.
お知らせ • Jun 30+ 1 more updateSeegene, Inc. to Pave Way for PCR Testing At Local Clinics with EU-Approved Multiplex Test and Fully Automated PCR SolutionSeegene Inc. has obtained EU approval for its Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay that is compatible with the company's fully automated 'AIOS' (All-in-One System). This is expected to help small hospitals, local clinics, and public health centers effectively identify COVID-19, influenza A and B and respiratory syncytial virus (RSV). Syndromic assay for four respiratory viruses: The Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay can detect six targets associated with the four respiratory viruses. The targets include three distinct COVID-19 genes (S, RdRp, N) to reliably identify positive cases even as new variants emerge. The test also includes two internal controls for proper sampling and testing validation. The product can deliver results within two hours when extraction-free, making it both time and cost-efficient. AIOS, which will be released in July, supports "hands-free" PCR workflows – from nucleic acid extraction to PCR setup, gene amplification and results analysis. As AIOS is a fully automated (sample in – result out) system, it can be operated by those without PCR experience. AIOS is also compact in size and has over 30 compatible assays for syndromic testing to boost efficiency and utility, in contrast to conventional automated PCR solutions in the market that are bigger and have fewer applicable assays that detect only one to three specific targets. AIOS is the world's first fully automated and "assembled" solution that composes independent and detachable instruments required for PCR, unlike other solutions that operate as a single unit. This makes AIOS convenient to use and maintain, while authorization procedures will be easier as existing instruments and assays can be applied. Such features are expected to allow small hospitals, local clinics, and public health centers to integrate AIOS into their workflows for PCR tests, which had been limited before due to lack of instruments or specialists to operate PCR solutions. Healthcare specialists have warned of a resurgence of COVID-19 as early as summer – alongside an increase in flu and cold cases – as immunity from COVID-19 vaccines wane and virus-prevention measures are eased. In response to these concerns, Seegene recently launched the 'In-life PCR' initiative to embed PCR tests into routine by increasing affordability and accessibility. It is aimed at detecting viruses especially among asymptomatic people to help end the COVID-19 outbreak as well as curb widespread transmission to prevent new pandemics. Using the Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay and AIOS, Seegene hopes to establish the foundation for routine testing.
お知らせ • Jun 29Seegene Inc. Develops PCR Test to Detect Monkeypox VirusSeegene Inc. announced that it has developed a PCR test to detect the monkeypox virus. The Novaplex™ MPXV Assay, which specifically targets the monkeypox virus, was swiftly developed using the company's AI-based automated test development system, known as SGDDS (Seegene Digitalized Development System), and technologies refined over 20 years of MDx expertise. As with many infectious diseases, accurate diagnosis is crucial as treatments are more effective in the early stages of infection. This makes timely PCR testing vital, especially for individuals with a suspected case, as the incubation period for the monkeypox infection ranges between five to 21 days. The Novaplex™ MPXV Assay can identify positive cases of the monkeypox virus in 90 minutes. The company swiftly developed the product to help curb the worldwide spread. Seegene plans to provide the assays to countries that have detected the virus.
Upcoming Dividend • Jun 22Upcoming dividend of ₩400 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 03 August 2022. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of South Korean dividend payers (3.2%). Higher than average of industry peers (0.7%).
Buying Opportunity • Jun 13Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be ₩52,625, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 76% over the last 3 years. Earnings per share has grown by 79%. Revenue is forecast to decline by 52% in 2 years. Earnings is forecast to decline by 66% in the next 2 years.
Price Target Changed • May 18Price target decreased to ₩71,500Down from ₩81,500, the current price target is an average from 2 analysts. New target price is 77% above last closing price of ₩40,500. Stock is down 49% over the past year. The company is forecast to post earnings per share of ₩7,565 for next year compared to ₩10,359 last year.
お知らせ • Apr 27Seegene, Inc. Unveils World's First Commercialized '3 Ct' PCR AssaySeegene, Inc. announced the development of the world's first commercialized PCR assay applying '3 Ct' technology. The 'Allplex™ HPV HR Detection' was showcased at the 2022 European Congress of Clinical Microbiology and Infectious Diseases held April 23-26 in Lisbon, Portugal. In a polymerase chain reaction, the cycle threshold value is used to quantify the concentration of a viral DNA sequence . Due to technological limitations, the conventional real-time PCR technique finds the Ct value of one target in one channel. But Seegene's '3 Ct' technology can provide the Ct value of three targets in one channel without compromising sensitivity and specificity. The successful development is based on Seegene's 20-year expertise and combines 19 different patented technologies, including DPO™, TOCE™, and MuDT™. Using five channels in a single tube, Seegene can provide quantitative data for a total of 15 targets. '3 Ct' has been dubbed the "dream MDx technology." The company plans to apply '3 Ct' technology to its entire product line-up, including respiratory virus, sexually transmitted infection, gastrointestinal infection, and urinary tract infection assays. Seegene expects '3 Ct' technology to take syndromic testing to another level. By detecting the causative pathogen, level of infection, and potential of co-infection, it will help determine the priority of treatment and enhance patient management. '3 Ct' technology also increases testing capacity. Such features are expected to improve the service and cost-structure of the medical sector once '3 Ct' technology is widely utilized. Seegene's first '3 Ct' technology applied product, Allplex™ HPV HR Detection, is designed to detect 14 high-risk human papillomavirus types that can cause cervical cancer . It also provides the individual Ct value of each of the types allowing quantitative analysis regarding infection level. Early detection of HPV contributes to the prevention and management of cervical cancer. HPV products from other industry players provide individual Ct values for two high-risk types, HPV 16 and 18. The Allplex™ HPV HR Detection, planned to be launched within the first half of this year, will come with a significant cost advantage compared to existing HPV products to increase accessibility to PCR testing, which had been difficult previously due to high costs. The product will also be compatible with Seegene's fully automated AIOS . The company plans to introduce the industry's first 'fully automated, mass, syndromic testing system,' to lay the foundation for testing anywhere, including large hospitals, C-Labs, and even small and medium-sized clinics, and make PCR testing part of everyday life.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩41,600, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 26x in the Biotechs industry in South Korea. Total returns to shareholders of 257% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩56,467 per share.
Buying Opportunity • Apr 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be ₩56,563, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 85% over the last 3 years. Earnings per share has grown by 92%. Revenue is forecast to decline by 30% in 2 years. Earnings is forecast to decline by 43% in the next 2 years.
お知らせ • Apr 07Seegene's Allplex™ RV Master Assay Receives Australian TGA ApprovalSeegene Inc. announced that its Allplex™ RV Master Assay has received approval from Australia's Therapeutic Goods Administration. Therapeutic goods must be entered in the Australian Register of Therapeutic Goods before they can be supplied in the country. The company's Allplex™ RV Master Assay can distinguish 21 targets for 19 different respiratory viruses, including COVID-19, flu, and common colds. Specifically, the assay can identify three genes of COVID-19, Flu A, Flu B, metapneumovirus, two types of respiratory syncytial virus, four types of parainfluenza virus, six types of adenovirus and three types of human rhinovirus. The Allplex™ RV Master Assay was developed based on the company's decades-long know-how and applies patent technologies, like DPO™, TOCE™ and MuDT™. The syndromic test allows medical specialists to swiftly find out which viruses are making the patient sick with a single sample. The company's independent clinical test recently conducted in Europe using the Allplex™ RV Master Assay on 1,928 people also found that 16.5% (318 people) tested positive for respiratory viruses, excluding COVID-19. Of that figure, 6.9% (22 people) had contracted two or more viruses.
Reported Earnings • Mar 11Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ₩10,359 (up from ₩9,662 in FY 2020). Revenue: ₩1.37t (up 22% from FY 2020). Net income: ₩536.6b (up 6.8% from FY 2020). Profit margin: 39% (down from 45% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is expected to shrink by 3.6% compared to a 55% growth forecast for the pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Seegene Inc. Unveils New Assay Optimized for On-Site Testing in 'Living with Covid-19' EraSeegene Inc. announced the CE-IVD marking of its Allplex™ SARS-CoV-2 fast MDx Assay. This new assay is optimized for the 'living with COVID-19' era, where mass, swift and cost-efficient testing is vital. The test can deliver results within 30 minutes, the fastest among diagnostics assays developed by Seegene, while matching the accuracy of RT-PCR tests. Thanks to its cost efficiency, the assay is expected to allow wide-spread access and can be easily used at airports, schools and other large-scale facilities. Faster Turnaround Times: The new test uses an isothermal amplification method that does not require a thermal cycler used during the amplification process, thereby reducing the turnaround time. Seegene advanced the isothermal amplification method by utilizing its AI-based assay design system, to specifically target the genes of SARS-CoV-2. By combining such method and Seegene's applied TOCE™ technology, Allplex™ SARS-CoV-2 fast MDx Assay delivers highly accurate results within 30 minutes. Greater Testing Capacity: Faster turnaround times lead to greater lab testing capacity of up to five times with existing Seegene's PCR instruments. Increased testing is critical as countries ease Covid-19 restrictions. Mass testing can be the most effective tool for large-scale events and venues such as concerts, airports, schools and stadiums. High Accuracy: The assay can deliver accurate results near RT-PCR tests, even detecting COVID-19 viruses from asymptomatic patients. In a recent experiment, Seegene's new assay results agreed with positive results generated through conventional RT-PCR. Rapid antigen tests have been the go-to solution for timely, point-of-care testing. However, its accuracy has been questioned as, in some cases, it can give false-negative results, especially for transmissible but asymptomatic patients. In the coming months, Seegene will allow laboratories to process Allplex™ SARS-CoV-2 fast MDx Assay using its fully automated MDx system, AIOS. The combination of these two will offer a 'hands-free' workflow from extraction to the interpretation of results without manual intervention. This will increase the access to testing at venues where they need fast, accurate and large-scale testing. This assay's price will also be more economical than standard RT-PCR assays.
Major Estimate Revision • Feb 21Consensus revenue estimates increase by 13%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ₩1.17b to ₩1.32b. EPS estimate increased from ₩7,682 to ₩8,799 per share. Net income forecast to shrink 14% next year vs 4.4% growth forecast for Biotechs industry in South Korea . Consensus price target of ₩81,500 unchanged from last update. Share price rose 6.7% to ₩51,800 over the past week.
Major Estimate Revision • Jan 26Consensus revenue estimates increase by 10%The consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from ₩1.26b to ₩1.39b. EPS estimate increased from ₩8,892 to ₩10,333 per share. Net income forecast to shrink 22% next year vs 9.8% growth forecast for Biotechs industry in South Korea . Consensus price target up from ₩79,000 to ₩81,500. Share price rose 3.5% to ₩56,100 over the past week.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩62,800, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 25x in the Biotechs industry in South Korea. Total returns to shareholders of 616% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩34,771 per share.
お知らせ • Jan 20Seegene Inc. to Launch New COVID-19 PCR Test with a Reduced Turnaround Time Optimized for Mass TestingSeegene Inc. announced the upcoming launch of the Allplex™ SARS-CoV-2 Fast PCR Assay, which can deliver PCR results in just 60 minutes. The company says that this assay is expected to reduce the total turnaround time to a third and expand testing capacity up to 3 times for hospitals and laboratories without additional instruments or compromise on accuracy. Reduction of the turnaround time was attributable to two primary reasons: 1) the application of a novel enzyme developed by Seegene, which reduces PCR process time to half. 2) Seegene's innovative extraction-free method, which can let Allplex™ SARS-CoV-2 Fast PCR Assay be available without the extraction of the sample preparation in PCR-based tests. This drastically reduces the total turnaround time for each result. As such, the new assay lessens the amount of hands-on processing time required, allowing facilities to triple their testing capacity in the same hour. The Allplex™ SARS-CoV-2 Fast PCR Assay targets three COVID-19 genes––E, RdRP, and N–– to reliably detect COVID-19 regardless of the variants. According to clinical research conducted by 17 laboratories in seven countries, this assay showed the same or better accuracy for the COVID-19 detection as other diagnostic tests available in the market.
お知らせ • Jan 18Seegene Inc. Announces Allplex Sars Cov-2 FluA/FluB/RSV Assay Approved Under Health Canada's Interim OrderSeegene Inc. announced it has received approval of its Allplex SARS CoV-2 FluA/FluB/RSV Assay under Health Canada's Interim Order on January 11. Seegene's Allplex SARS CoV-2 FluA/FluB/RSV Assay is a multiplex real-time PCR assay that enables simultaneous amplification and differentiation of respiratory symptoms. In a single test, it can distinguish among Influenza A, B, RSV, and COVID-19. This assay expected to play a crucial role in responding against the potential 'twindemic' as the country is forecasting a surge in both flu patients and COVID-19 patients. To support Canada experiencing surging demand for COVID-19 tests, Seegene delivered 340,000 COVID-19 tests to Canada by a charter flight on January 13.
お知らせ • Dec 10Seegene Inc. Unveils Another Series of Diagnostic Test that Detects the Ever-Changing COVID-19 Variant LandscapeSeegene Inc. unveiled another series of diagnostic test that detects the ever-changing COVID-19 variant landscape. The Novaplex™ SARS-CoV-2 Variants VII assay addresses Omicron and its stealth version, as well as other variants. The company believes the new PCR test will be effective in helping governments and health authorities to fight current variants. Immediately after the World Health Organization (WHO) announced a discovery of the Omicron variant, the company implemented its AI-based in-silico system to conclude this development within a week. In a single tube, the new RT-PCR test targets a total of five analytes including the RdRP gene, which confirms positive COVID-19 cases, and three key Omicron S-gene mutations: E484A, N501Y, HV69/70 deletion. And it also targets Endo IC, which serves as a control to verify specimen validity. The assay was validated using variable nucleic acid of COVID-19 samples including Alpha, Beta, Gamma, Delta, and Omicron cases. This latest test can differentiate between the Omicron variant and its 'stealth' version. The newly emerging stealth version lacks certain features (HV69/70 deletion) that are being targeted by other PCR tests to identify the Omicron variant. Company's proprietary mTOCE technology makes it possible to target multiple genetic mutations in S-gene so this test can accurately distinguish the new Stealth variant from standard Omicron.
お知らせ • Dec 01Seegene's High Multiplex Pcr Assay Capable of Detecting New Omicron VariantSeegene Inc. confirmed that its Allplex™ SARS-CoV-2 Master Assay is capable of detecting the Omicron's unique pattern of mutations. The well-established PCR-based test recognizes four SARS-CoV-2 genes and five notable mutations on the spike protein, all in a single test tube. This provides accurate results on whether a person is positive for COVID-19 and if they have the Omicron variant within 4 hours. To maximize its use, Seegene will support countries in need of tests, so they can rapidly detect cases of Omicron without the labor and equipment required for full genomic sequencing. The Allplex™ SARS-CoV-2 Master Assay simultaneously detects four wild-type SARS-CoV-2 genes (E gene, RdRP gene, N gene, and S gene) and five notable S-gene mutations: HV69/70 deletion, Y144 deletion, E484K, N501Y, and P681H. Since the latest variant Omicron contains HV69/70 deletion, N501Y, and P681H mutations, this CE-IVD marked test can detect Omicron. The first Omicron (B.1.1.529) case was reported to the World Health Organization (WHO) on November 24. Just two days later, the WHO designated the variant a Variant of Concern (VOC), based on its unusually large number of mutations and early evidence of its spread. Despite a series of rapidly implemented travel bans, it has now been reported in Africa, many European countries, and a few in Asian countries. The process for identifying novel variants typically involves next-generation sequencing of the isolated virus, which would take a few days to get the complete result. For more rapid detection, Seegene's Allplex™ SARS-CoV-2 Master Assay can detect the variant in the very first stage of screening. Public health officials can then rapidly isolate and contact trace people who are infected with this variant of concern.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩62,700, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Biotechs industry in South Korea. Total returns to shareholders of 611% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩33,148 per share.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩50,000, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 23x in the Biotechs industry in South Korea. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩37,196 per share.
お知らせ • Sep 29Seegene Inc. Unveils Fully Automated Molecular Testing System At the 2021 AACCSeegene Inc. is unveiling a fully automated PCR testing (MDx) system at the 2021 AACC Annual Scientific Meeting & Clinical Lab Expo to be held on September 26-30, 2021, in Atlanta, GA, USA. The AACC is a premier exposition for clinical laboratory products and services with 73 years of history. This global event invites players of major laboratory medicine community including 700 global IVD companies. Seegene also has participated in this event since 2007 along with other global IVD companies. During this event, Seegene will be unveiling AIOS - its first fully automated MDx system. AIOS provides high-throughput real-time PCR workflow starting from nucleic acid extraction, then, real-time PCR, and finally result interpretation. AIOS is fully automated syndromic MDx system designed in a modular concept while it compiles Seegene's cutting-edge high multiplex real-time PCR technologies. A noteworthy feature of AIOS is that its MDx system is composed of independent and detachable modules together with its proprietary SW architecture. Unlike others' single-body system, AIOS is designed with an extraction/liquid handler and PCR instrument being integrated with an in-house developed robotic arm module. Hospitals and laboratories can either purchase the full package of 'AIOS' system or integrate their existing instruments on site if they already have Seegene's liquid handler and real-time PCR instrument. Some of the other highlights include: 'high-throughput automated syndromic MDx system'. It also adopts a variety of Seegene's assays, that are currently available on the market, which allows for symptom-based tests. And finally, it can identify the exact cause of a specific symptom with a single tube, which will enable both cost- and time- effective tests. Therefore, Seegene added that AIOS will be affordable to small-to-medium sized hospitals due to its unique modular and assay features.
Price Target Changed • Sep 08Price target decreased to ₩89,000Down from ₩116,750, the current price target is provided by 1 analyst. New target price is 41% above last closing price of ₩63,000. Stock is down 48% over the past year.
Major Estimate Revision • Aug 19Consensus EPS estimates increase to ₩9,305The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₩1.23b to ₩1.24b. EPS estimate increased from ₩7,365 to ₩9,305 per share. Net income forecast to shrink 28% next year vs 21% growth forecast for Biotechs industry in South Korea . Consensus price target down from ₩116,750 to ₩112,000. Share price fell 11% to ₩65,500 over the past week.
お知らせ • Jul 15Seegene Introduces New SARS-CoV-2 Variants Detection Test That Can Screen Six Virus Variants Including the Delta and Delta PlusSeegene Inc. has announced the launch of a new SARS-CoV-2 variant diagnostic test capable of screening newly emerging virus variants including the Delta and the Delta Plus that have become the dominant version of the virus circulating around the world. The company announced on June 30 that it has received the CE-IVD mark for its 'Allplex™ SARS-CoV-2 Variants II Assay,' a new lineup of the company's variant detection kits capable of detecting the key genetic mutations of SARS-CoV-2 variants such as L452R, W152C, K417T and K417N. In a single reaction, the variants diagnostic kit identifies a total of six COVID-19 variants that are known to be originated from India such as Delta, Delta Plus, and Kappa, and Gamma(Brazil), Beta(South Africa), and Epsilon(California). While the number of daily new infections is growing exponentially, the launch of the new assay is expected to play an essential role in monitoring the spread of the Delta and Delta Plus variants that have been largely blamed for the bulk of new infections. Earlier this year, the World Health Organization (WHO) classified the Delta variant as the 'Variant of Concern' as the variant is expected to rapidly outcompete other variants. Also, the emergence of a new mutation on the spike protein of the Delta known as K417N has raised alarm globally, as it is known to be more contagious than the Delta and exhibit vaccine resistance. These super-contagious variants recently have become a global threat. In countries like the UK and Indonesia Delta is the dominant strain accounting for around 90% of new cases. Also, in other countries like the United States, although the variant only made up about 20% of infections, the number appears to be doubling every two weeks. Under such circumstances, the introduction of the 'Allplex™ SARS-CoV-2 Variants II Assay' is receiving much attention from around the world as the assay can screen both Delta and the Delta Plus variant as well as other major COVID-19 variants. The company also announced that it has successfully developed a research-use-only diagnostic tests, 'Allplex™ SARS-CoV-2/P681R Assay,' to precisely target the Delta and Delta Plus variants. According to the company, the conjunction use of the two assays will allow researchers to accurately distinguish the Delta and Delta Plus variants from other genetic mutations.
お知らせ • Jun 30Seegene Inc. Introduces its New Deployable Container Laboratory "Mobile Station", at the Medlab Middle East 2021Seegene Inc. introduced its new deployable container laboratory "MOBILE STATION", at the Medlab Middle East 2021, the medical laboratory and In Vitro Diagnostic exhibition which is taking place in Dubai from June 21 to 24. Seegene's MOBILE STATION, an innovative laboratory-on-wheels facility, is designed to deploy the gold standard PCR testing solution to anywhere community-based testing is needed. While many countries around the world are planning to re-open their borders, schools, and public-use facilities, MOBILE STATION is considered an ideal option for conducting mass PCR testing in such locations. Also, MOBILE STATION can be mobilized anytime, allowing more people to utilize molecular diagnostics when needed. MOBILE STATION sets the new bar of PCR lab setting with its ability to deliver effective testing solutions to anywhere testing is needed. PCR testing has been normally conducted only at fixed space due to concerns of cross-contamination. However, MOBILE STATION, with Seegene's technology and know-how gained through operation of South Korea's large reference laboratory, has already minimized the overall risks of aerosol contamination posed in PCR process by installing Class 2 (A2) Bio-Safety Cabinet and negative pressure room. From sample collection to automated interpretation of results, it offers streamlined and automated workflow backed by the company's All-in-One platform thereby allowing equitable access to health care for the public. Seegene'sAll-in-One platform, when fully utilized, can conduct up to 7500 tests per day with a turnaround time of 3.5 hours. Seegene's pioneering concept of the mobile laboratory is expected to play a significant role in stopping the current pandemic since Seegene offers unparalleled PCR testing solution with its exclusive multiplex assays including Allplex SARS-CoV-2 Master Assay, a kit that simultaneously detects COVID-19 and multiple virus variants and Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay, a kit differentiates 8 target genes including Flu A, Flu B, RSV A/B and three different target genes of COVID-19. MOBILE STATION is also fully compatible with Seegene's more than 150 multiplex assay menus including tests for respiratory infectious pathogens, HPV, STI, and GI. Seegene also introduced 'Combo Swab', a self-administrable sample collection device. In comparison to nasopharyngeal swab, typically used in sampling for COVID-19 PCR testing, in which health care providers collect samples by inserting a swab deep inside nostrils, Combo Swab allows individuals to simply collect samples with two individual swabs through swirling around their nasal and oral cavity by two individual swabs without any discomfort. In addition, Combo Swab with dual sample collection showed the same accuracy compared to nasopharyngeal swab. Self-sample collection availability of Combo Swab along with provisional space scalability of MOBILE STATION enables mass testing to be proceed in a quicker time and more efficient manner than the conventional process.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩74,700, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 37x in the Biotechs industry in South Korea. Total returns to shareholders of 394% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩31,727 per share.
Price Target Changed • Jun 11Price target decreased to ₩116,750Down from ₩145,800, the current price target is an average from 2 analysts. New target price is 89% above last closing price of ₩61,900. Stock is up 11% over the past year.
お知らせ • May 24Seegene, Inc. Introduces an Exclusive Diagnostic System for Diagnosing Covid-19 VariantsSeegene Inc. announced that against the backdrop of Seegene's 'Full Screening Solution' are the company's latest variant diagnostic tests, the AllplexTM SARS-CoV-2 Master Assay and AllplexTM SARS-CoV-2 Variants I Assay. The AllplexTM SARS-CoV-2 Master is an ideal way of screening for the COVID-19, as it provides results of whether a person is positive of the COVID-19 or even its variants. After an initial round of testing, Seegene's AllplexTM SARS-CoV-2 Variants I Assay will help identify multiple mutant variations in a single reaction. The AllplexTM SARS-CoV-2 Master Assay can detect a total of 10 targets including four coronavirus genes (E gene, RdRP gene, N gene and S gene) as well as five defined virus variants notably spotted in the most recognized lineages including B1.1.7, B.1.351, P.1 and B.1.1.207. Seegene's variant diagnostic test is the first such kind to simultaneously detect multiple coronavirus genes and differentiate virus variations, including those found to be more contagious and fatal. It's an ideal and an economic way of screening coronavirus genes as the pandemic continues to rage with both the wildtype and its virus variants.
分析記事 • May 06Is Seegene, Inc. (KOSDAQ:096530) Trading At A 32% Discount?Does the May share price for Seegene, Inc. ( KOSDAQ:096530 ) reflect what it's really worth? Today, we will estimate...
Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩83,400, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 32x in the Biotechs industry in South Korea. Total returns to shareholders of 423% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩117,790 per share.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₩169,200, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 30x in the Biotechs industry in South Korea. Total returns to shareholders of 360% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩226,835 per share.
Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₩19,324 (vs ₩1,026 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₩1.13t (up ₩1.00t from FY 2019). Net income: ₩502.3b (up ₩475.6b from FY 2019). Profit margin: 45% (up from 22% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 133% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 15I Ran A Stock Scan For Earnings Growth And Seegene (KOSDAQ:096530) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Mar 03Seegene Announces Submission to U.S. FDA for Emergency Use Authorization of Its AllplexTM SARS-CoV-2/FluA/FluB/RSV AssaySeegene Inc. has submitted its Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay to the U.S. Food and Drug Administration for Emergency Use Authorization (EUA). Seegene's Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay is a real-time RT-PCR assay that can simultaneously detect and differentiate eight target genes, including Flu A, Flu B, RSV A/B and three different target genes of COVID-19 (S gene, RdRP gene and N gene). The assay also includes dual targets for internal control (endogenous and exogenous respectively) in the same reaction tube, also Seegene’s unique channel of allowing for verification of the whole test process, as well as proper sampling, without having to compromise the accuracy of test results. The Allplex™ SARS-CoV-2/FluA/FluB/RSV Assay is currently available in Europe and elsewhere around the world.
