View ValuationPenetrium Bioscience 将来の成長Future 基準チェック /06現在、 Penetrium Bioscienceの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Life Sciences 収益成長24.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Apr 18Penetrium Bioscience Unveils Breakthrough Mechanism for Targeted Cancer TherapyPenetrium Bioscience announced compelling new scientific evidence demonstrating, for the first time at the cellular level, the underlying mechanism behind the long-standing "Seed & Soil" theory originally proposed by Stephen Paget in 1889. The findings reveal how pathological tumor microenvironments ("soil") fundamentally limit the efficacy of targeted therapies—and how Penetrium's novel approach overcomes this barrier. The data, presented ahead of the company's participation at AACR 2026, introduce a paradigm-shifting mechanism that directly addresses the long-standing challenge of sub-lethal drug exposure, a key driver of therapeutic resistance in oncology. Penetrium's mechanism directly targets this barrier. By modulating pathological macrophages and cancer-associated fibroblasts (CAFs), the therapy disrupts the tumor's protective ecosystem, enabling co-administered therapies to achieve full lethal concentrations at the tumor site. This approach not only enhances therapeutic efficacy but also prevents the emergence of adaptive resistance at its source. The findings were independently validated through collaborative studies conducted by Seoul National University Hospital and KAIST (Korea Advanced Institute of Science and Technology). These studies confirmed that Penetrium's observed effects in pathological models are fully consistent with prior RNA sequencing (RNA-seq) data derived from pancreatic cancer organoids. This alignment provides strong evidence that Penetrium's mechanism is not limited to a specific tumor type, but rather represents a broadly applicable platform for microenvironment normalization across multiple cancers. A critical implication of this research is the resolution of the "sub-lethal dose" dilemma—where insufficient drug exposure leads to incomplete tumor killing and subsequent resistance. By dismantling the tumor's physical and biological defense systems, Penetrium enables therapies to reach effective lethal concentrations, thereby: Eliminating the conditions that foster adaptive resistance; Enhancing the durability of existing targeted therapies; Potentially restoring efficacy to blockbuster drugs limited by resistance. The company is actively pursuing strategic collaborations with global biopharma partners to integrate Penetrium into combination therapy regimens across oncology indications. Penetrium Bioscience will present its full dataset and global clinical development roadmap at AACR 2026 Annual Meeting in San Diego, engaging with leading oncology experts and multinational pharmaceutical companies. The company aims to position Penetrium as a first-in-class microenvironment-normalizing platform capable of redefining therapeutic strategies across oncology and beyond.New Risk • Mar 13New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2024. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2024 fiscal period end). Share price has been highly volatile over the past 3 months (27% average weekly change). Revenue has declined by 29% over the past year. Minor Risk Shareholders have been diluted in the past year (30% increase in shares outstanding).お知らせ • Feb 20Hyundai ADM Bio Inc., Annual General Meeting, Mar 06, 2026Hyundai ADM Bio Inc., Annual General Meeting, Mar 06, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 166, magokdong-ro, gangseo-gu, seoul South KoreaNew Risk • Jan 03New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 32% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Revenue has declined by 29% over the past year. Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (₩136.4b market cap, or US$94.5m).お知らせ • Dec 16Hyundai ADM Bio Inc. has completed a Follow-on Equity Offering in the amount of KRW 3.579999 billion.Hyundai ADM Bio Inc. has completed a Follow-on Equity Offering in the amount of KRW 3.579999 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,390,831 Price\Range: KRW 2574 Transaction Features: Subsequent Direct Listingお知らせ • Dec 06Hyundai ADM Bio Inc. has filed a Follow-on Equity Offering in the amount of KRW 3.579999 billion.Hyundai ADM Bio Inc. has filed a Follow-on Equity Offering in the amount of KRW 3.579999 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,390,831 Price\Range: KRW 2574New Risk • Sep 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 88% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (₩118.4b market cap, or US$84.0m).New Risk • Sep 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 88% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (₩119.9b market cap, or US$86.9m).New Risk • Jul 07New 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 12% 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 Earnings have declined by 88% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (₩64.4b market cap, or US$47.1m).お知らせ • Jun 26Hyundai ADM Bio Inc. announced that it has received KRW 3.981 billion in funding from CnPharm Co., Ltd. and another investorOn June 25, 2025, Hyundai ADM Bio Inc. closed the transaction.お知らせ • Jun 17Hyundai ADM Bio Inc. announced that it expects to receive KRW 3.981 billion in funding from CnPharm Co., Ltd. and another investorHyundai ADM Bio Inc. announced a private placement to issue 3,000,000 common shares at an issue price of KRW 1,327 for gross proceeds of KRW 3,981,000,000 on June 16, 2025. The transaction will include participation from new and returning investors CnPharm Co., Ltd. for 2,000,000 shares and Kim Yeonjin for 2,000,000 shares. The transaction has been approved by shareholders, restricted to a hold period and is expected to close on June 25, 2025.お知らせ • May 14Hyundai ADM Bio Voluntary Withdraws IND for Clinical Study of Docetaxel Combination Cancer Therapy to Focus on Immunotherapy StrategyHyundai ADM Bio announced the voluntary withdrawal of its Investigational New Drug (IND) application for Phase 1 clinical trial evaluating Penetrium™ in combination with docetaxel, as part of a strategic redirection to focus on immunotherapy-based combinations. The company plans to resubmit an IND application within this month for a new trial combining its ECM-targeting agent, Penetrium™, with immune checkpoint inhibitors. This decision reflects not merely the termination of a single trial, but a forward-looking repositioning aligned with the structural transformation of the global oncology landscape and a refined scientific understanding of tumor microenvironment dynamics. Merck's immune checkpoint inhibitor Keytruda® has been investigated in over 1,600 combination trials worldwide. With key patents scheduled to expire starting in 2028, major biopharmaceutical companies such as Celltrion and Samsung Bioepis are accelerating efforts to secure biosimilar pipelines and manufacturing infrastructure. At the American Association for Cancer Research (AACR) Annual Meeting 2025, key themes that emerged across presentations and investor discussions included the expanded access to immunotherapy, diversification of combination approaches, and competitive advancement of next-generation oncology pipelines. Despite the ongoing democratization of immunotherapy, one of the most persistent clinical challenges remains the extracellular matrix (ECM) barrier in tumors--particularly in so-called "cold tumors." When surrounded by stiff, fibrotic ECM, tumors can effectively block the infiltration of T cells and antibody-based therapies, rendering immune checkpoint inhibitors ineffective. Hyundai ADM has termed this phenomenon as "pseudo-resistance" and has positioned ECM reprogramming as the core of its oncology strategy to overcome this structural and immunological blockade. Penetrium™?, a novel ECM-modifying therapeutic developed by Hyundai ADM, works by softening fibrotic tumor matrices, thereby enabling deeper penetration of immune cells and therapeutic antibodies. Preclinical data announced at AACR 2025 demonstrated that in triple-negative breast cancer (TNBC) in vivo models, the combination of Penetrium™ and anti-PD-1 therapy reduced tumor volume by 48.3% compared to monotherapy. Moreover, while lung metastases were observed in monotherapy groups, no such metastases were detected in the combination treatment group. Industry observers have described Penetrium™ as the most clinically advanced ECM-based immunotherapy combination candidate to date, with the potential to serve as a backbone in post-patent immuno-oncology strategies.分析記事 • Apr 15Hyundai ADM Bio (KOSDAQ:187660) Is Carrying A Fair Bit Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Mar 27Hyundai ADM Bio Demonstrates Anti-Metastatic Effect of 'PenetriumTM' in TNBC Preclinical StudyHyundai ADM Bio announced on the 24th that its first-in-class pseudo-resistance-targeting agent, PenetriumTM, showed significant anti-metastatic efficacy in a preclinical study on triple-negative breast cancer (TNBC). Detailed results will be presented at the 2025 American Association for Cancer Research (AACR) Annual Meeting in Chicago, starting April 25. In the study conducted by the specialized preclinical CRO NodCure using 7-week-old female C57BL/6 mice, paclitaxel monotherapy achieved only a 4.55% tumor reduction compared to untreated controls, while metastasis increased by 115.13% (P).Reported Earnings • Mar 15Full year 2024 earnings released: ₩424 loss per share (vs ₩33.90 loss in FY 2023)Full year 2024 results: ₩424 loss per share (further deteriorated from ₩33.90 loss in FY 2023). Revenue: ₩9.74b (down 29% from FY 2023). Net loss: ₩17.9b (loss widened ₩16.5b from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.お知らせ • Mar 06Hyundai ADM Bio Inc., Annual General Meeting, Mar 20, 2025Hyundai ADM Bio Inc., Annual General Meeting, Mar 20, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 166, magokdong-ro, gangseo-gu, seoul South Koreaお知らせ • Jan 22Hyundai ADM Bio Unveils A New Paradigm in Cancer TreatmentHyundai ADM Bio announced the results of its preclinical study on the oral anti-cancer drug OTX-M, developed from the well-known injectable chemotherapy drug docetaxel, at the "Biotech Showcase 2025" held in San Francisco from January 13 to 15. The company introduced a "new paradigm in cancer treatment," shifting from intravenous chemotherapy to patient-centered oral chemotherapy. OTX-M was developed using the patented organic-inorganic hybrid oral drug delivery technology of Hyundai ADM's affiliated company, CNPharm. Unlike other oral anti-cancer drugs that failed to address drug-drug interaction issues, OTX-M enhances the bioavailability of docetaxel by more than 1,600 times without relying on metabolic inhibitors such as P-gp inhibitors or ritonavir. This breakthrough effectively resolves the challenge of low bioavailability while eliminating concerns about drug interactions. Preclinical Study Results Identify the Optimal Regimen as One Daily Dose at a Moderate Dosage: The preclinical study systematically evaluated the effects of varying dosages (low, moderate, and high) and dosing frequencies, assessing anti-tumor efficacy and safety, as measured by weight changes. Low doses administered twice daily showed a tumor inhibition rate of 61.4%, with minimal side effects and stable weight maintenance. moderate doses administered once daily achieved a tumor inhibition rate of 82.83%, demonstrating the best balance between anti-tumor efficacy & weight stability. High doses administered four times per week achieved the highest tumor inhibition rate of 92.81%. However, weight loss and increased risk of side effects made this approach unsuitable for long-term cancer treatment. The study demonstrated the dose-dependent anti-tumor efficacy of OTX-M, highlighting its excellent safety profile and low risk of side effects. Research by Rutgers University and Chung-Ang University suggests that oral anti-cancer therapies can reduce treatment costs by 59.9% compared to injectable chemotherapies. This cost-effectiveness makes them an ideal solution for underdeveloped regions with limited medical resources. Additionally, the ability for patients to self-administer the medication at home, without the need for hospital visits, provides significant benefits for both patients and healthcare systems.分析記事 • Dec 19Hyundai ADM Bio (KOSDAQ:187660) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...New Risk • Nov 28New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩15b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩15b free cash flow). Earnings have declined by 92% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩72.8b market cap, or US$52.2m).分析記事 • Sep 02Is ADM Korea (KOSDAQ:187660) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jul 12ADM Korea Announces Niclosamide-Based Metabolic Anticancer Drug's First Clinical Trial Target as 'Prostate Cancer Patients Resistant to Hormone Therapy'ADM Korea announced on the 8th that the first clinical trial target population for its niclosamide-based oral metabolic anticancer drug will be 'prostate cancer patients resistant to hormone therapy.' Metabolic anticancer drugs regulate the metabolic pathways of cancer cells to induce their death. The niclosamide-based metabolic anticancer drug not only regulates the metabolic pathways of cancer cells To induce their death but also blocks the signaling pathways of cancer cells that avoid anticancer effects, thus inhibiting drug resistance. Currently used anticancer drugs, including hormone therapies, chemotherapies, targeted therapies, and immunotherapies, all fail to resolve the issue of cancer cell drug resistance that arises with long-term treatment. In a triple-negative breast cancer model animal study conducted by CNPharm, the combination treatment of the chemotherapy agent docetaxel and the niclosamide-based metabolism anticancer drug showed 67% greater anticancer effects compared to the docetaxel-only treatment group. Additionally, in a three-month animal toxicity study of the oral niclosamide-based metabolic antiancer drug, the blood concentration at the NOAEL (No Observable Adverse Effect Level) of niclosamide was 7,888 ng/mL, and cancer cell proliferation was found to be reduced by 50% at a concentration of less than one-tenth of NOAEL level (65~654 ng/mL) in vitro study, confirming the drug's safety. The niclosamide- based drug is an oral medication offering convenience and ease of administration. ADM Korea plans to conduct clinical trials combining existing treatments with the oral niclosamide- based metabolic anticancer drug for all terminal cancer patients who have developed resistance to existing anticancer drugs. Initially, in August, ADM Korea will submit an IND to the Ministry of Food and Drug Safety of the Republic of Korea for a clinical study combining hormone therapy and the niclosamide- based metabolic antiancer drug in prostate cancer patients resistant to hormone therapy. ADM Korea received a proposal for this combination therapy clinical study from a domestic prostate cancer expert in mid-May. ADM Korea decided to conduct the clinical trial on prostate cancer patients first, as the number of prostate cancer patients is steadily increasing, there is no suitable treatment for patients resistant to hormone therapy, the clinical trial period for prostate cancer is relatively shorter (taking about four weeks), and higher therapeutic effects compared to other cancers can be expected. According to a recent paper published in the Lancet, the number of prostate cancer patients worldwide is expected to more than double from 1.4 million in 2020 to 2.9 million in 2040. The global prostate cancer market is predicted to reach approximately 29.8 trillion KRW by 2025. Combining niclosamide with existing anticancer treatments is expected to solve the problem of drug resistance, significantly enhancing the effectiveness of anticancer therapy compared to single-agent treatments, and drastically improving the quality of life for cancer patients.お知らせ • May 21Hyundai Bioscience Co., Ltd. (KOSDAQ:A048410), CnPharm Co., Ltd. and Yeonjin Kim completed the acquisition of 34.91% stake in ADM Korea Inc. (KOSDAQ:A187660) from Mobiis Co., Ltd. (KOSDAQ:A250060).Hyundai Bioscience Co., Ltd. (KOSDAQ:A048410), CnPharm Co., Ltd. and Yeonjin Kim agreed to acquire 34.91% stake in ADM Korea Inc. (KOSDAQ:A187660) from Mobiis Co., Ltd. (KOSDAQ:A250060) for KRW 31 billion on March 11, 2024. As of May 16, 2024, the agreement was revised and under the revised terms Hyundai Bioscience will now acquire 30.33% stake, CnPharm will acquire 2.89% stake and Yeonjin Kim will acquire 1.69% stake in ADM Korea. Transaction is expected to May 20, 2024. Hyundai Bioscience Co., Ltd. (KOSDAQ:A048410), CnPharm Co., Ltd. and Yeonjin Kim completed the acquisition of 34.91% stake in ADM Korea Inc. (KOSDAQ:A187660) from Mobiis Co., Ltd. (KOSDAQ:A250060) on May 20, 2024.分析記事 • Mar 21Optimistic Investors Push ADM Korea Inc. (KOSDAQ:187660) Shares Up 36% But Growth Is LackingADM Korea Inc. ( KOSDAQ:187660 ) shares have continued their recent momentum with a 36% gain in the last month alone...分析記事 • Mar 21Revenues Not Telling The Story For ADM Korea Inc. (KOSDAQ:187660) After Shares Rise 36%ADM Korea Inc. ( KOSDAQ:187660 ) shares have continued their recent momentum with a 36% gain in the last month alone...Reported Earnings • Mar 21Full year 2023 earnings released: ₩140 loss per share (vs ₩12.00 profit in FY 2022)Full year 2023 results: ₩140 loss per share (down from ₩12.00 profit in FY 2022). Revenue: ₩13.8b (down 7.3% from FY 2022). Net loss: ₩2.97b (down ₩3.24b from profit in FY 2022).New Risk • Nov 30New major risk - Revenue and earnings growthRevenue has declined by 5.3% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Revenue has declined by 5.3% over the past year. Minor Risks Shareholders have been diluted in the past year (7.8% increase in shares outstanding). Market cap is less than US$100m (₩49.0b market cap, or US$37.8m).New Risk • Nov 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (7.8% increase in shares outstanding). Market cap is less than US$100m (₩52.2b market cap, or US$39.5m).New Risk • Nov 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 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 Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (₩63.0b market cap, or US$48.0m).New Risk • Jun 28New 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 Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (₩63.8b market cap, or US$49.1m).Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩12.00 (vs ₩96.00 in FY 2021)Full year 2022 results: EPS: ₩12.00 (down from ₩96.00 in FY 2021). Revenue: ₩14.9b (up 6.5% from FY 2021). Net income: ₩266.5m (down 86% from FY 2021). Profit margin: 1.8% (down from 14% in FY 2021).Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩2,550, the stock trades at a trailing P/E ratio of 50.6x. Average trailing P/E is 20x in the Life Sciences industry in South Korea. Total loss to shareholders of 60% over the past year.Buying Opportunity • Nov 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be ₩2,649, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last year. Earnings per share has declined by 78%.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Director Myung-Hee Lee was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Nov 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₩2,654, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last year. Earnings per share has declined by 78%.Buying Opportunity • Sep 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ₩3,221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last year. Earnings per share has declined by 78%.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩3,330, the stock trades at a trailing P/E ratio of 51.3x. Average trailing P/E is 29x in the Life Sciences industry in South Korea. Total loss to shareholders of 55% over the past year.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩2,945, the stock trades at a trailing P/E ratio of 45.3x. Average trailing P/E is 27x in the Life Sciences industry in South Korea. Total loss to shareholders of 54% over the past year.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Director Myung-Hee Lee was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 23ADM Korea Inc. (KOSDAQ:A187660) announces an Equity Buyback for KRW 3,000 million worth of its shares.ADM Korea Inc. (KOSDAQ:A187660) announces a share repurchase program. Under the program, the company will repurchase shares for KRW 3,000 million under the contract with NH Investment & Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will be valid until October 21, 2022. As of April 21, 2022, the company had 0 shares in treasury under the dividend capacity and 0 shares in treasury under other capacities.お知らせ • Apr 21ADM Korea Inc. announced that it has received KRW 9.9999584 billion in funding from Hanyang Securities Co. Ltd., Mirae Asset Securities Co., Ltd.On April 20, 2022, ADM Korea Inc. closed the transaction.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩5,460, the stock trades at a trailing P/E ratio of 62x. Average trailing P/E is 25x in the Life Sciences industry in South Korea.お知らせ • Apr 13ADM Korea Inc. announced that it expects to receive KRW 9.9999584 billion in funding from Hanyang Securities Co. Ltd., Mirae Asset Securities Co., Ltd. and other investorsADM Korea Inc. announced a private placement of 1,644,730 common shares at a price of KRW 6,080 for gross proceeds of KRW 9,999,958,400? on April 12, 2022. The transaction is through third party allotment method. The transaction will include participation from new investors Hanyang Securities Co. Ltd. for 328,947 shares, Mirae Asset Securities Co., Ltd. for 164,473 shares, C Square The banks 3 General Private Equity Investment Trust for 328,947 shares, JC Asset KOSDAQ Venture General Private Equity Trust No.11 for 164,473 shares, JC Asset KOSDAQ Venture General Private Equity Trust No. 3 for 82,236 shares, JC Asset KOSDAQ Venture General Private Equity Trust No.2 for 82,236 shares, Orion Luxury KOSDAQ Venture General Private Equity Trust No. 53 for 131,578 shares, Orion Luxury KOSDAQ Venture General Private Equity Trust No. 67 for 82,236 shares, Orion Luxury KOSDAQ Venture General Private Equity Trust No. 65 for 197,368 shares and Orion Mezzanine KOSDAQ Venture General Private Equity Trust No. 64 for 82,236 shares. The transaction has been approved by the board of directors. The scheduled delivery date of new share certificates is May 10, 2022 and payment date is April 20, 2022.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩6,490, the stock trades at a trailing P/E ratio of 73.7x. Average trailing P/E is 24x in the Life Sciences industry in South Korea.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩7,710, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 30x in the Life Sciences industry in South Korea. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Penetrium Bioscience は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測KOSDAQ:A187660 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20249,745-17,929-14,389-14,292N/A9/30/202410,350-18,633-14,751-14,606N/A6/30/202411,561-15,872-2,976-2,869N/A3/31/202413,116-3,801-14,577-2,377N/A12/31/202313,790-1,438-15,561-3,078N/A9/30/202314,557-2,086-12,134774N/A6/30/202315,320-1,294-14,044-389N/A3/31/202315,096-493-2,528-744N/A12/31/202214,883267-668904N/A9/30/202215,3751,1496752,291N/A6/30/202214,3749638062,202N/A3/31/202214,0051,4183321,546N/A12/31/202113,9781,923-413689N/A9/30/202113,4152,923-127460N/A6/30/202113,1993,5042,7672,885N/A3/31/202113,0493,5644,4674,538N/A12/31/202013,1203,7755,2395,323N/A12/31/201910,2067641,2021,267N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A187660の予測収益成長が 貯蓄率 ( 3.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: A187660の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: A187660の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: A187660の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: A187660の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A187660の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance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2026/05/21 10:08終値2026/05/21 00:00収益2024/12/31年間収益2024/12/31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Penetrium Bioscience Inc. 0 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。0
お知らせ • Apr 18Penetrium Bioscience Unveils Breakthrough Mechanism for Targeted Cancer TherapyPenetrium Bioscience announced compelling new scientific evidence demonstrating, for the first time at the cellular level, the underlying mechanism behind the long-standing "Seed & Soil" theory originally proposed by Stephen Paget in 1889. The findings reveal how pathological tumor microenvironments ("soil") fundamentally limit the efficacy of targeted therapies—and how Penetrium's novel approach overcomes this barrier. The data, presented ahead of the company's participation at AACR 2026, introduce a paradigm-shifting mechanism that directly addresses the long-standing challenge of sub-lethal drug exposure, a key driver of therapeutic resistance in oncology. Penetrium's mechanism directly targets this barrier. By modulating pathological macrophages and cancer-associated fibroblasts (CAFs), the therapy disrupts the tumor's protective ecosystem, enabling co-administered therapies to achieve full lethal concentrations at the tumor site. This approach not only enhances therapeutic efficacy but also prevents the emergence of adaptive resistance at its source. The findings were independently validated through collaborative studies conducted by Seoul National University Hospital and KAIST (Korea Advanced Institute of Science and Technology). These studies confirmed that Penetrium's observed effects in pathological models are fully consistent with prior RNA sequencing (RNA-seq) data derived from pancreatic cancer organoids. This alignment provides strong evidence that Penetrium's mechanism is not limited to a specific tumor type, but rather represents a broadly applicable platform for microenvironment normalization across multiple cancers. A critical implication of this research is the resolution of the "sub-lethal dose" dilemma—where insufficient drug exposure leads to incomplete tumor killing and subsequent resistance. By dismantling the tumor's physical and biological defense systems, Penetrium enables therapies to reach effective lethal concentrations, thereby: Eliminating the conditions that foster adaptive resistance; Enhancing the durability of existing targeted therapies; Potentially restoring efficacy to blockbuster drugs limited by resistance. The company is actively pursuing strategic collaborations with global biopharma partners to integrate Penetrium into combination therapy regimens across oncology indications. Penetrium Bioscience will present its full dataset and global clinical development roadmap at AACR 2026 Annual Meeting in San Diego, engaging with leading oncology experts and multinational pharmaceutical companies. The company aims to position Penetrium as a first-in-class microenvironment-normalizing platform capable of redefining therapeutic strategies across oncology and beyond.
New Risk • Mar 13New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2024. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2024 fiscal period end). Share price has been highly volatile over the past 3 months (27% average weekly change). Revenue has declined by 29% over the past year. Minor Risk Shareholders have been diluted in the past year (30% increase in shares outstanding).
お知らせ • Feb 20Hyundai ADM Bio Inc., Annual General Meeting, Mar 06, 2026Hyundai ADM Bio Inc., Annual General Meeting, Mar 06, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 166, magokdong-ro, gangseo-gu, seoul South Korea
New Risk • Jan 03New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 32% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Revenue has declined by 29% over the past year. Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (₩136.4b market cap, or US$94.5m).
お知らせ • Dec 16Hyundai ADM Bio Inc. has completed a Follow-on Equity Offering in the amount of KRW 3.579999 billion.Hyundai ADM Bio Inc. has completed a Follow-on Equity Offering in the amount of KRW 3.579999 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,390,831 Price\Range: KRW 2574 Transaction Features: Subsequent Direct Listing
お知らせ • Dec 06Hyundai ADM Bio Inc. has filed a Follow-on Equity Offering in the amount of KRW 3.579999 billion.Hyundai ADM Bio Inc. has filed a Follow-on Equity Offering in the amount of KRW 3.579999 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,390,831 Price\Range: KRW 2574
New Risk • Sep 28New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 88% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (₩118.4b market cap, or US$84.0m).
New Risk • Sep 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 88% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (₩119.9b market cap, or US$86.9m).
New Risk • Jul 07New 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 12% 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 Earnings have declined by 88% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (₩64.4b market cap, or US$47.1m).
お知らせ • Jun 26Hyundai ADM Bio Inc. announced that it has received KRW 3.981 billion in funding from CnPharm Co., Ltd. and another investorOn June 25, 2025, Hyundai ADM Bio Inc. closed the transaction.
お知らせ • Jun 17Hyundai ADM Bio Inc. announced that it expects to receive KRW 3.981 billion in funding from CnPharm Co., Ltd. and another investorHyundai ADM Bio Inc. announced a private placement to issue 3,000,000 common shares at an issue price of KRW 1,327 for gross proceeds of KRW 3,981,000,000 on June 16, 2025. The transaction will include participation from new and returning investors CnPharm Co., Ltd. for 2,000,000 shares and Kim Yeonjin for 2,000,000 shares. The transaction has been approved by shareholders, restricted to a hold period and is expected to close on June 25, 2025.
お知らせ • May 14Hyundai ADM Bio Voluntary Withdraws IND for Clinical Study of Docetaxel Combination Cancer Therapy to Focus on Immunotherapy StrategyHyundai ADM Bio announced the voluntary withdrawal of its Investigational New Drug (IND) application for Phase 1 clinical trial evaluating Penetrium™ in combination with docetaxel, as part of a strategic redirection to focus on immunotherapy-based combinations. The company plans to resubmit an IND application within this month for a new trial combining its ECM-targeting agent, Penetrium™, with immune checkpoint inhibitors. This decision reflects not merely the termination of a single trial, but a forward-looking repositioning aligned with the structural transformation of the global oncology landscape and a refined scientific understanding of tumor microenvironment dynamics. Merck's immune checkpoint inhibitor Keytruda® has been investigated in over 1,600 combination trials worldwide. With key patents scheduled to expire starting in 2028, major biopharmaceutical companies such as Celltrion and Samsung Bioepis are accelerating efforts to secure biosimilar pipelines and manufacturing infrastructure. At the American Association for Cancer Research (AACR) Annual Meeting 2025, key themes that emerged across presentations and investor discussions included the expanded access to immunotherapy, diversification of combination approaches, and competitive advancement of next-generation oncology pipelines. Despite the ongoing democratization of immunotherapy, one of the most persistent clinical challenges remains the extracellular matrix (ECM) barrier in tumors--particularly in so-called "cold tumors." When surrounded by stiff, fibrotic ECM, tumors can effectively block the infiltration of T cells and antibody-based therapies, rendering immune checkpoint inhibitors ineffective. Hyundai ADM has termed this phenomenon as "pseudo-resistance" and has positioned ECM reprogramming as the core of its oncology strategy to overcome this structural and immunological blockade. Penetrium™?, a novel ECM-modifying therapeutic developed by Hyundai ADM, works by softening fibrotic tumor matrices, thereby enabling deeper penetration of immune cells and therapeutic antibodies. Preclinical data announced at AACR 2025 demonstrated that in triple-negative breast cancer (TNBC) in vivo models, the combination of Penetrium™ and anti-PD-1 therapy reduced tumor volume by 48.3% compared to monotherapy. Moreover, while lung metastases were observed in monotherapy groups, no such metastases were detected in the combination treatment group. Industry observers have described Penetrium™ as the most clinically advanced ECM-based immunotherapy combination candidate to date, with the potential to serve as a backbone in post-patent immuno-oncology strategies.
分析記事 • Apr 15Hyundai ADM Bio (KOSDAQ:187660) Is Carrying A Fair Bit Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Mar 27Hyundai ADM Bio Demonstrates Anti-Metastatic Effect of 'PenetriumTM' in TNBC Preclinical StudyHyundai ADM Bio announced on the 24th that its first-in-class pseudo-resistance-targeting agent, PenetriumTM, showed significant anti-metastatic efficacy in a preclinical study on triple-negative breast cancer (TNBC). Detailed results will be presented at the 2025 American Association for Cancer Research (AACR) Annual Meeting in Chicago, starting April 25. In the study conducted by the specialized preclinical CRO NodCure using 7-week-old female C57BL/6 mice, paclitaxel monotherapy achieved only a 4.55% tumor reduction compared to untreated controls, while metastasis increased by 115.13% (P).
Reported Earnings • Mar 15Full year 2024 earnings released: ₩424 loss per share (vs ₩33.90 loss in FY 2023)Full year 2024 results: ₩424 loss per share (further deteriorated from ₩33.90 loss in FY 2023). Revenue: ₩9.74b (down 29% from FY 2023). Net loss: ₩17.9b (loss widened ₩16.5b from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 06Hyundai ADM Bio Inc., Annual General Meeting, Mar 20, 2025Hyundai ADM Bio Inc., Annual General Meeting, Mar 20, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 166, magokdong-ro, gangseo-gu, seoul South Korea
お知らせ • Jan 22Hyundai ADM Bio Unveils A New Paradigm in Cancer TreatmentHyundai ADM Bio announced the results of its preclinical study on the oral anti-cancer drug OTX-M, developed from the well-known injectable chemotherapy drug docetaxel, at the "Biotech Showcase 2025" held in San Francisco from January 13 to 15. The company introduced a "new paradigm in cancer treatment," shifting from intravenous chemotherapy to patient-centered oral chemotherapy. OTX-M was developed using the patented organic-inorganic hybrid oral drug delivery technology of Hyundai ADM's affiliated company, CNPharm. Unlike other oral anti-cancer drugs that failed to address drug-drug interaction issues, OTX-M enhances the bioavailability of docetaxel by more than 1,600 times without relying on metabolic inhibitors such as P-gp inhibitors or ritonavir. This breakthrough effectively resolves the challenge of low bioavailability while eliminating concerns about drug interactions. Preclinical Study Results Identify the Optimal Regimen as One Daily Dose at a Moderate Dosage: The preclinical study systematically evaluated the effects of varying dosages (low, moderate, and high) and dosing frequencies, assessing anti-tumor efficacy and safety, as measured by weight changes. Low doses administered twice daily showed a tumor inhibition rate of 61.4%, with minimal side effects and stable weight maintenance. moderate doses administered once daily achieved a tumor inhibition rate of 82.83%, demonstrating the best balance between anti-tumor efficacy & weight stability. High doses administered four times per week achieved the highest tumor inhibition rate of 92.81%. However, weight loss and increased risk of side effects made this approach unsuitable for long-term cancer treatment. The study demonstrated the dose-dependent anti-tumor efficacy of OTX-M, highlighting its excellent safety profile and low risk of side effects. Research by Rutgers University and Chung-Ang University suggests that oral anti-cancer therapies can reduce treatment costs by 59.9% compared to injectable chemotherapies. This cost-effectiveness makes them an ideal solution for underdeveloped regions with limited medical resources. Additionally, the ability for patients to self-administer the medication at home, without the need for hospital visits, provides significant benefits for both patients and healthcare systems.
分析記事 • Dec 19Hyundai ADM Bio (KOSDAQ:187660) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
New Risk • Nov 28New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₩15b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₩15b free cash flow). Earnings have declined by 92% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩72.8b market cap, or US$52.2m).
分析記事 • Sep 02Is ADM Korea (KOSDAQ:187660) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jul 12ADM Korea Announces Niclosamide-Based Metabolic Anticancer Drug's First Clinical Trial Target as 'Prostate Cancer Patients Resistant to Hormone Therapy'ADM Korea announced on the 8th that the first clinical trial target population for its niclosamide-based oral metabolic anticancer drug will be 'prostate cancer patients resistant to hormone therapy.' Metabolic anticancer drugs regulate the metabolic pathways of cancer cells to induce their death. The niclosamide-based metabolic anticancer drug not only regulates the metabolic pathways of cancer cells To induce their death but also blocks the signaling pathways of cancer cells that avoid anticancer effects, thus inhibiting drug resistance. Currently used anticancer drugs, including hormone therapies, chemotherapies, targeted therapies, and immunotherapies, all fail to resolve the issue of cancer cell drug resistance that arises with long-term treatment. In a triple-negative breast cancer model animal study conducted by CNPharm, the combination treatment of the chemotherapy agent docetaxel and the niclosamide-based metabolism anticancer drug showed 67% greater anticancer effects compared to the docetaxel-only treatment group. Additionally, in a three-month animal toxicity study of the oral niclosamide-based metabolic antiancer drug, the blood concentration at the NOAEL (No Observable Adverse Effect Level) of niclosamide was 7,888 ng/mL, and cancer cell proliferation was found to be reduced by 50% at a concentration of less than one-tenth of NOAEL level (65~654 ng/mL) in vitro study, confirming the drug's safety. The niclosamide- based drug is an oral medication offering convenience and ease of administration. ADM Korea plans to conduct clinical trials combining existing treatments with the oral niclosamide- based metabolic anticancer drug for all terminal cancer patients who have developed resistance to existing anticancer drugs. Initially, in August, ADM Korea will submit an IND to the Ministry of Food and Drug Safety of the Republic of Korea for a clinical study combining hormone therapy and the niclosamide- based metabolic antiancer drug in prostate cancer patients resistant to hormone therapy. ADM Korea received a proposal for this combination therapy clinical study from a domestic prostate cancer expert in mid-May. ADM Korea decided to conduct the clinical trial on prostate cancer patients first, as the number of prostate cancer patients is steadily increasing, there is no suitable treatment for patients resistant to hormone therapy, the clinical trial period for prostate cancer is relatively shorter (taking about four weeks), and higher therapeutic effects compared to other cancers can be expected. According to a recent paper published in the Lancet, the number of prostate cancer patients worldwide is expected to more than double from 1.4 million in 2020 to 2.9 million in 2040. The global prostate cancer market is predicted to reach approximately 29.8 trillion KRW by 2025. Combining niclosamide with existing anticancer treatments is expected to solve the problem of drug resistance, significantly enhancing the effectiveness of anticancer therapy compared to single-agent treatments, and drastically improving the quality of life for cancer patients.
お知らせ • May 21Hyundai Bioscience Co., Ltd. (KOSDAQ:A048410), CnPharm Co., Ltd. and Yeonjin Kim completed the acquisition of 34.91% stake in ADM Korea Inc. (KOSDAQ:A187660) from Mobiis Co., Ltd. (KOSDAQ:A250060).Hyundai Bioscience Co., Ltd. (KOSDAQ:A048410), CnPharm Co., Ltd. and Yeonjin Kim agreed to acquire 34.91% stake in ADM Korea Inc. (KOSDAQ:A187660) from Mobiis Co., Ltd. (KOSDAQ:A250060) for KRW 31 billion on March 11, 2024. As of May 16, 2024, the agreement was revised and under the revised terms Hyundai Bioscience will now acquire 30.33% stake, CnPharm will acquire 2.89% stake and Yeonjin Kim will acquire 1.69% stake in ADM Korea. Transaction is expected to May 20, 2024. Hyundai Bioscience Co., Ltd. (KOSDAQ:A048410), CnPharm Co., Ltd. and Yeonjin Kim completed the acquisition of 34.91% stake in ADM Korea Inc. (KOSDAQ:A187660) from Mobiis Co., Ltd. (KOSDAQ:A250060) on May 20, 2024.
分析記事 • Mar 21Optimistic Investors Push ADM Korea Inc. (KOSDAQ:187660) Shares Up 36% But Growth Is LackingADM Korea Inc. ( KOSDAQ:187660 ) shares have continued their recent momentum with a 36% gain in the last month alone...
分析記事 • Mar 21Revenues Not Telling The Story For ADM Korea Inc. (KOSDAQ:187660) After Shares Rise 36%ADM Korea Inc. ( KOSDAQ:187660 ) shares have continued their recent momentum with a 36% gain in the last month alone...
Reported Earnings • Mar 21Full year 2023 earnings released: ₩140 loss per share (vs ₩12.00 profit in FY 2022)Full year 2023 results: ₩140 loss per share (down from ₩12.00 profit in FY 2022). Revenue: ₩13.8b (down 7.3% from FY 2022). Net loss: ₩2.97b (down ₩3.24b from profit in FY 2022).
New Risk • Nov 30New major risk - Revenue and earnings growthRevenue has declined by 5.3% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Revenue has declined by 5.3% over the past year. Minor Risks Shareholders have been diluted in the past year (7.8% increase in shares outstanding). Market cap is less than US$100m (₩49.0b market cap, or US$37.8m).
New Risk • Nov 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (7.8% increase in shares outstanding). Market cap is less than US$100m (₩52.2b market cap, or US$39.5m).
New Risk • Nov 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 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 Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (₩63.0b market cap, or US$48.0m).
New Risk • Jun 28New 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 Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (₩63.8b market cap, or US$49.1m).
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩12.00 (vs ₩96.00 in FY 2021)Full year 2022 results: EPS: ₩12.00 (down from ₩96.00 in FY 2021). Revenue: ₩14.9b (up 6.5% from FY 2021). Net income: ₩266.5m (down 86% from FY 2021). Profit margin: 1.8% (down from 14% in FY 2021).
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩2,550, the stock trades at a trailing P/E ratio of 50.6x. Average trailing P/E is 20x in the Life Sciences industry in South Korea. Total loss to shareholders of 60% over the past year.
Buying Opportunity • Nov 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be ₩2,649, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last year. Earnings per share has declined by 78%.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Director Myung-Hee Lee was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Nov 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₩2,654, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last year. Earnings per share has declined by 78%.
Buying Opportunity • Sep 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ₩3,221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last year. Earnings per share has declined by 78%.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₩3,330, the stock trades at a trailing P/E ratio of 51.3x. Average trailing P/E is 29x in the Life Sciences industry in South Korea. Total loss to shareholders of 55% over the past year.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩2,945, the stock trades at a trailing P/E ratio of 45.3x. Average trailing P/E is 27x in the Life Sciences industry in South Korea. Total loss to shareholders of 54% over the past year.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Director Myung-Hee Lee was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 23ADM Korea Inc. (KOSDAQ:A187660) announces an Equity Buyback for KRW 3,000 million worth of its shares.ADM Korea Inc. (KOSDAQ:A187660) announces a share repurchase program. Under the program, the company will repurchase shares for KRW 3,000 million under the contract with NH Investment & Securities. The purpose of the program is to improve shareholder value and to stabilize stock price. The program will be valid until October 21, 2022. As of April 21, 2022, the company had 0 shares in treasury under the dividend capacity and 0 shares in treasury under other capacities.
お知らせ • Apr 21ADM Korea Inc. announced that it has received KRW 9.9999584 billion in funding from Hanyang Securities Co. Ltd., Mirae Asset Securities Co., Ltd.On April 20, 2022, ADM Korea Inc. closed the transaction.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₩5,460, the stock trades at a trailing P/E ratio of 62x. Average trailing P/E is 25x in the Life Sciences industry in South Korea.
お知らせ • Apr 13ADM Korea Inc. announced that it expects to receive KRW 9.9999584 billion in funding from Hanyang Securities Co. Ltd., Mirae Asset Securities Co., Ltd. and other investorsADM Korea Inc. announced a private placement of 1,644,730 common shares at a price of KRW 6,080 for gross proceeds of KRW 9,999,958,400? on April 12, 2022. The transaction is through third party allotment method. The transaction will include participation from new investors Hanyang Securities Co. Ltd. for 328,947 shares, Mirae Asset Securities Co., Ltd. for 164,473 shares, C Square The banks 3 General Private Equity Investment Trust for 328,947 shares, JC Asset KOSDAQ Venture General Private Equity Trust No.11 for 164,473 shares, JC Asset KOSDAQ Venture General Private Equity Trust No. 3 for 82,236 shares, JC Asset KOSDAQ Venture General Private Equity Trust No.2 for 82,236 shares, Orion Luxury KOSDAQ Venture General Private Equity Trust No. 53 for 131,578 shares, Orion Luxury KOSDAQ Venture General Private Equity Trust No. 67 for 82,236 shares, Orion Luxury KOSDAQ Venture General Private Equity Trust No. 65 for 197,368 shares and Orion Mezzanine KOSDAQ Venture General Private Equity Trust No. 64 for 82,236 shares. The transaction has been approved by the board of directors. The scheduled delivery date of new share certificates is May 10, 2022 and payment date is April 20, 2022.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩6,490, the stock trades at a trailing P/E ratio of 73.7x. Average trailing P/E is 24x in the Life Sciences industry in South Korea.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₩7,710, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 30x in the Life Sciences industry in South Korea.