View Future GrowthOscotec 과거 순이익 실적과거 기준 점검 5/6Oscotec은 연평균 46.6%의 비율로 수입이 증가해 온 반면, Pharmaceuticals 산업은 수입이 12% 증가했습니다. 매출은 연평균 39.3%의 비율로 증가했습니다. Oscotec의 자기자본이익률은 31.3%이고 순이익률은 54.7%입니다.핵심 정보46.60%순이익 성장률49.00%주당순이익(EPS) 성장률Pharmaceuticals 산업 성장률11.32%매출 성장률39.34%자기자본이익률31.32%순이익률54.71%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트분석 기사 • Mar 30Oscotec's (KOSDAQ:039200) Earnings Are Weaker Than They SeemInvestors were disappointed with Oscotec Inc.'s ( KOSDAQ:039200 ) earnings, despite the strong profit numbers. Our...Reported Earnings • Nov 14Third quarter 2025 earnings released: ₩13.00 loss per share (vs ₩442 profit in 3Q 2024)Third quarter 2025 results: ₩13.00 loss per share (down from ₩442 profit in 3Q 2024). Revenue: ₩8.95b (down 69% from 3Q 2024). Net loss: ₩489.3m (down 103% from profit in 3Q 2024). Revenue is forecast to grow 85% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 21Full year 2023 earnings released: ₩635 loss per share (vs ₩763 loss in FY 2022)Full year 2023 results: ₩635 loss per share (improved from ₩763 loss in FY 2022). Net loss: ₩24.3b (flat on FY 2022). Revenue is forecast to grow 94% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: ₩866 loss per share (down from ₩145 loss in FY 2020). Revenue: ₩3.90b (down 91% from FY 2020). Net loss: ₩26.3b (loss widened ₩21.9b from FY 2020). Revenue missed analyst estimates by 7.2%. Over the next year, revenue is forecast to grow 14% compared to a 1.5% decline forecast for the pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Mar 11Full year 2020 earnings released: ₩155 loss per share (vs ₩801 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: ₩43.5b (up ₩39.1b from FY 2019). Net loss: ₩4.36b (loss narrowed 81% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩41,000, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 16x in the Pharmaceuticals industry in South Korea. Total returns to shareholders of 61% over the past three years.Major Estimate Revision • Apr 15Consensus EPS estimates increase by 32%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ₩639 to ₩841. Revenue forecast unchanged at ₩84.0m. Net income forecast to shrink 39% next year vs 8.3% growth forecast for Pharmaceuticals industry in South Korea . Consensus price target of ₩75,000 unchanged from last update. Share price rose 17% to ₩57,200 over the past week.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩55,200, the stock trades at a forward P/E ratio of 86x. Average forward P/E is 21x in the Pharmaceuticals industry in South Korea. Total returns to shareholders of 126% over the past three years.분석 기사 • Mar 30Oscotec's (KOSDAQ:039200) Earnings Are Weaker Than They SeemInvestors were disappointed with Oscotec Inc.'s ( KOSDAQ:039200 ) earnings, despite the strong profit numbers. Our...New Risk • Mar 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. High level of non-cash earnings (65% accrual ratio).공시 • Mar 13Oscotec Inc., Annual General Meeting, Mar 30, 2026Oscotec Inc., Annual General Meeting, Mar 30, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 700, daewangpangyo-ro, bundang-gu, gyeonggi-do, seongnam South KoreaReported Earnings • Nov 14Third quarter 2025 earnings released: ₩13.00 loss per share (vs ₩442 profit in 3Q 2024)Third quarter 2025 results: ₩13.00 loss per share (down from ₩442 profit in 3Q 2024). Revenue: ₩8.95b (down 69% from 3Q 2024). Net loss: ₩489.3m (down 103% from profit in 3Q 2024). Revenue is forecast to grow 85% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.New Risk • Sep 30New 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 7.4% 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. This is currently the only risk that has been identified for the company.분석 기사 • Sep 19Oscotec Inc.'s (KOSDAQ:039200) 32% Jump Shows Its Popularity With InvestorsOscotec Inc. ( KOSDAQ:039200 ) shares have continued their recent momentum with a 32% gain in the last month alone...분석 기사 • Aug 13Despite Lacking Profits Oscotec (KOSDAQ:039200) Seems To Be On Top Of Its DebtKOSDAQ:A039200 1 Year Share Price vs Fair Value Explore Oscotec's Fair Values from the Community and select yours...분석 기사 • Jul 03Oscotec Inc. (KOSDAQ:039200) Not Flying Under The RadarWhen you see that almost half of the companies in the Pharmaceuticals industry in Korea have price-to-sales ratios (or...분석 기사 • Mar 26Oscotec Inc. (KOSDAQ:039200) Looks Just Right With A 26% Price JumpOscotec Inc. ( KOSDAQ:039200 ) shares have continued their recent momentum with a 26% gain in the last month alone...공시 • Feb 27Oscotec Inc., Annual General Meeting, Mar 27, 2025Oscotec Inc., Annual General Meeting, Mar 27, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 700, daewangpangyo-ro, bundang-gu, gyeonggi-do, seongnam South Korea분석 기사 • Feb 16Rock star Growth Puts Oscotec (KOSDAQ:039200) In A Position To Use DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Nov 20With A 38% Price Drop For Oscotec Inc. (KOSDAQ:039200) You'll Still Get What You Pay ForThe Oscotec Inc. ( KOSDAQ:039200 ) share price has fared very poorly over the last month, falling by a substantial 38...New Risk • Sep 17New 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. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).분석 기사 • Aug 07Oscotec (KOSDAQ:039200) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Apr 26Is Oscotec (KOSDAQ:039200) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 21Full year 2023 earnings released: ₩635 loss per share (vs ₩763 loss in FY 2022)Full year 2023 results: ₩635 loss per share (improved from ₩763 loss in FY 2022). Net loss: ₩24.3b (flat on FY 2022). Revenue is forecast to grow 94% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Mar 07Now 23% undervaluedOver the last 90 days, the stock has risen 19% to ₩24,050. The fair value is estimated to be ₩31,314, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 76% over the last 3 years. Earnings per share has declined by 16%.공시 • Feb 23Oscotec/Adel Initiates First-In-Human Dosing in Ph1 of Anti-Mtbr Tau Antibody Adel-Y01 in Alzheimer's DiseaseOscotec Inc. and ADEL Inc. announced the dosing of the first healthy participant in its first-in-human study of ADEL-Y01 for the treatment of Alzheimer's disease. Oscotec and ADEL are jointly developing a novel disease-modifying immunotherapy agent (ADEL-Y01) targeting tau protein accumulation in the AD brain. ADEL-Y01 is uniquely designed to target tau protein acetylated at lysine-280 (acK280), inhibiting aggregation and propagation of toxic tau and thus may slow the course of the disease. This phase 1a/1b study in the U.S. is to evaluate the safety, tolerability, pharmacokinetics, and clinical activity of ADEL-Y01 in 40 healthy volunteers as well as in 33 participants with Mild Cognitive Impairment due to Alzheimer's disease or mild Alzheimer's disease. The preclinical results of ADEL-Y01 in animal models were published last year, demonstrating improvement in memory impairment, behavioral deficits through the inhibition of Tau seeding and propagation.Buying Opportunity • Dec 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be ₩28,990, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 76% over the last 3 years. Earnings per share has declined by 16%.Buying Opportunity • Oct 18Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be ₩27,229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 65% over the last 3 years. Earnings per share has declined by 23%.공시 • Sep 15Oscotec Inc. and ADEL Inc. Announce FDA Clearance of IND Application of ADEL-Y01 for the Treatment of Alzheimer's DiseaseOscotec Inc. and ADEL Inc. announced that the U.S. Food and Drug Administration (FDA) has cleared the investigational new drug (IND) application of ADEL-Y01 for the treatment of Alzheimer's disease (AD). Oscotec and ADEL are jointly developing a novel disease-modifying immunotherapy agent (ADEL-Y01) targeting tau protein accumulation in the AD brain. ADEL-Y01 is a recombinant IgG1 class type monoclonal humanized antibody that recognizes and binds to tau protein acetylated at lysine-280 (acK280) thus inhibiting aggregation and propagation of tau seeds and enhancing microglial tau clearance. Administration of ADEL-Y01 has ameliorated memory impairment, behavioral deficits, and tau pathology in preclinical models, which was published early this year ("Monoclonal antibody Y01 prevents tauopathy progression induced by lysine 280-acetylated tau in cell and mouse models" in The Journal of Clinical Investigation) This phase 1a/1b study is to evaluate the safety, tolerability, pharmacokinetics, and clinical activity of ADEL-Y01 in healthy volunteers as well as in participants with Mild Cognitive Impairment due to Alzheimer's disease or mild Alzheimer's disease.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. 3 experienced directors. No highly experienced directors. 1 independent director (2 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.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. 3 experienced directors. No highly experienced directors. 1 independent director (2 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.Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: ₩866 loss per share (down from ₩145 loss in FY 2020). Revenue: ₩3.90b (down 91% from FY 2020). Net loss: ₩26.3b (loss widened ₩21.9b from FY 2020). Revenue missed analyst estimates by 7.2%. Over the next year, revenue is forecast to grow 14% compared to a 1.5% decline forecast for the pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Mar 11Full year 2020 earnings released: ₩155 loss per share (vs ₩801 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: ₩43.5b (up ₩39.1b from FY 2019). Net loss: ₩4.36b (loss narrowed 81% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.공시 • Mar 03Oscotec Inc. and Beactica Therapeutics AB Announces License and Collaboration Agreement to Develop New Cancer DrugOscotec Inc. and Beactica Therapeutics AB announced a new research development and licensing agreement. Oscotec and Beactica will initially jointly collaborate concerning research and early preclinical development of novel anti-cancer drug candidates arising out of Beactica's LSD1 programme. Oscotec may thereafter opt to take full responsibility for clinical development and commercialization. Under the terms of the agreement, Oscotec is entitled to gain exclusive global rights for further development and commercialization of Beactica's programme. Beactica is eligible to receive up to EUR 149 million in potential preclinical, clinical and regulatory milestones, including an upfront and equity payment from Oscotec upon signing of the agreement. Furthermore, Beactica is eligible to receive double-digit royalties on commercial sales of the products resulting from the partnership. Beactica is also entitled to revenue shares from any related future licensing activities by Oscotec. Full financial details remain undisclosed.공시 • Feb 25Oscotec Inc., Annual General Meeting, Mar 25, 2021Oscotec Inc., Annual General Meeting, Mar 25, 2021, at 09:00 Korea Standard Time.분석 기사 • Feb 23Is Oscotec Inc.'s (KOSDAQ:039200) Shareholder Ownership Skewed Towards Insiders?Every investor in Oscotec Inc. ( KOSDAQ:039200 ) should be aware of the most powerful shareholder groups. Insiders...Is New 90 Day High Low • Feb 17New 90-day low: ₩36,100The company is down 37% from its price of ₩57,100 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 2.0% over the same period.Is New 90 Day High Low • Jan 28New 90-day low: ₩40,350The company is down 2.0% from its price of ₩41,150 on 30 October 2020. The South Korean market is up 32% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 13% over the same period.분석 기사 • Jan 19If You Had Bought Oscotec (KOSDAQ:039200) Shares Five Years Ago You'd Have Earned 353% ReturnsIt might be of some concern to shareholders to see the Oscotec Inc. ( KOSDAQ:039200 ) share price down 27% in the last...분석 기사 • Dec 15Is Oscotec (KOSDAQ:039200) Using Debt Sensibly?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Is New 90 Day High Low • Dec 07New 90-day high: ₩69,500The company is up 78% from its price of ₩39,050 on 08 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Nov 04New 90-day high: ₩51,400The company is up 70% from its price of ₩30,150 on 06 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Oct 07New 90-day high: ₩49,700The company is up 112% from its price of ₩23,450 on 09 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Sep 18New 90-day high: ₩44,250The company is up 54% from its price of ₩28,750 on 19 June 2020. The South Korean market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.매출 및 비용 세부 내역Oscotec가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이KOSDAQ:A039200 매출, 비용 및 순이익 (KRW Millions)날짜매출순이익일반관리비연구개발비31 Mar 26101,55055,55918,46928,44731 Dec 2599,83952,34315,98527,63730 Sep 2523,235-13,1399,30026,14030 Jun 2543,3454,25410,28025,04731 Mar 2534,88238511,63621,66631 Dec 2434,00887710,56021,42930 Sep 2431,977-4,88213,10220,01030 Jun 244,618-26,30511,63022,05331 Mar 244,864-24,4459,19724,47331 Dec 234,951-24,2808,46924,90730 Sep 236,019-18,2157,86022,19530 Jun 235,436-20,1667,01221,95931 Mar 235,180-22,0476,87121,64331 Dec 225,062-24,4306,21923,34330 Sep 224,848-25,2135,56622,64330 Jun 224,588-25,0625,47922,13731 Mar 224,039-24,3715,21321,36631 Dec 213,903-26,2635,54022,70930 Sep 2128,955-17,7346,09834,75430 Jun 2128,885-18,3025,90534,43231 Mar 2143,415-7,4675,99735,72431 Dec 2043,471-4,3575,70932,78730 Sep 2018,182-15,5015,41122,35230 Jun 2018,634-12,3465,57920,33331 Mar 204,221-24,5848,05917,48331 Dec 194,369-22,6017,91015,40930 Sep 1918,885-4,9097,15211,57930 Jun 1918,782-5,3936,50312,29231 Mar 1918,657-2583,16710,17131 Dec 1818,7033,3712,7066,97030 Sep 183,917-8,4152,7507,19130 Jun 183,809-5,5372,6854,45731 Mar 183,721-5,3612,7144,20531 Dec 173,908-5,8572,7934,82130 Sep 174,600-7,4652,4308,43730 Jun 174,343-7,0132,3047,73531 Mar 173,968-9,4852,7156,79531 Dec 163,554-8,8511,8236,54730 Sep 166,816-5,2562,5921,82330 Jun 1611,714-2,9853,4691,83031 Mar 1614,8952593,8562,34131 Dec 1518,3363955,0721,99830 Sep 1517,441-1,0635,5392,15930 Jun 1516,514-2,6155,5582,220양질의 수익: A039200의 비현금 수익 수준이 높습니다.이익 마진 증가: A039200의 현재 순 이익률 (54.7%)은 지난해 (1.1%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A039200는 지난 5년 동안 흑자전환하며 연평균 46.6%의 수익 성장을 기록했습니다.성장 가속화: 지난 1년간 A039200 의 수익 증가율(14328.1%)은 연간 평균(46.6%)을 초과합니다.수익 대 산업: A039200의 지난 1년 수익 증가율(14328.1%)은 Pharmaceuticals 업계의 25.5%를 상회했습니다.자기자본이익률높은 ROE: A039200의 자본 수익률(31.3%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YPharmaceuticals-biotech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 18:36종가2026/06/10 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Oscotec Inc.는 5명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Haesoon KwonEugene Investment & Securities Co Ltd.Sangsoo KimGoldman SachsWan KuiM Securities2명의 분석가 더 보기
분석 기사 • Mar 30Oscotec's (KOSDAQ:039200) Earnings Are Weaker Than They SeemInvestors were disappointed with Oscotec Inc.'s ( KOSDAQ:039200 ) earnings, despite the strong profit numbers. Our...
Reported Earnings • Nov 14Third quarter 2025 earnings released: ₩13.00 loss per share (vs ₩442 profit in 3Q 2024)Third quarter 2025 results: ₩13.00 loss per share (down from ₩442 profit in 3Q 2024). Revenue: ₩8.95b (down 69% from 3Q 2024). Net loss: ₩489.3m (down 103% from profit in 3Q 2024). Revenue is forecast to grow 85% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 21Full year 2023 earnings released: ₩635 loss per share (vs ₩763 loss in FY 2022)Full year 2023 results: ₩635 loss per share (improved from ₩763 loss in FY 2022). Net loss: ₩24.3b (flat on FY 2022). Revenue is forecast to grow 94% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: ₩866 loss per share (down from ₩145 loss in FY 2020). Revenue: ₩3.90b (down 91% from FY 2020). Net loss: ₩26.3b (loss widened ₩21.9b from FY 2020). Revenue missed analyst estimates by 7.2%. Over the next year, revenue is forecast to grow 14% compared to a 1.5% decline forecast for the pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 11Full year 2020 earnings released: ₩155 loss per share (vs ₩801 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: ₩43.5b (up ₩39.1b from FY 2019). Net loss: ₩4.36b (loss narrowed 81% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩41,000, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 16x in the Pharmaceuticals industry in South Korea. Total returns to shareholders of 61% over the past three years.
Major Estimate Revision • Apr 15Consensus EPS estimates increase by 32%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from ₩639 to ₩841. Revenue forecast unchanged at ₩84.0m. Net income forecast to shrink 39% next year vs 8.3% growth forecast for Pharmaceuticals industry in South Korea . Consensus price target of ₩75,000 unchanged from last update. Share price rose 17% to ₩57,200 over the past week.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩55,200, the stock trades at a forward P/E ratio of 86x. Average forward P/E is 21x in the Pharmaceuticals industry in South Korea. Total returns to shareholders of 126% over the past three years.
분석 기사 • Mar 30Oscotec's (KOSDAQ:039200) Earnings Are Weaker Than They SeemInvestors were disappointed with Oscotec Inc.'s ( KOSDAQ:039200 ) earnings, despite the strong profit numbers. Our...
New Risk • Mar 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. High level of non-cash earnings (65% accrual ratio).
공시 • Mar 13Oscotec Inc., Annual General Meeting, Mar 30, 2026Oscotec Inc., Annual General Meeting, Mar 30, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 700, daewangpangyo-ro, bundang-gu, gyeonggi-do, seongnam South Korea
Reported Earnings • Nov 14Third quarter 2025 earnings released: ₩13.00 loss per share (vs ₩442 profit in 3Q 2024)Third quarter 2025 results: ₩13.00 loss per share (down from ₩442 profit in 3Q 2024). Revenue: ₩8.95b (down 69% from 3Q 2024). Net loss: ₩489.3m (down 103% from profit in 3Q 2024). Revenue is forecast to grow 85% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 30New 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 7.4% 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. This is currently the only risk that has been identified for the company.
분석 기사 • Sep 19Oscotec Inc.'s (KOSDAQ:039200) 32% Jump Shows Its Popularity With InvestorsOscotec Inc. ( KOSDAQ:039200 ) shares have continued their recent momentum with a 32% gain in the last month alone...
분석 기사 • Aug 13Despite Lacking Profits Oscotec (KOSDAQ:039200) Seems To Be On Top Of Its DebtKOSDAQ:A039200 1 Year Share Price vs Fair Value Explore Oscotec's Fair Values from the Community and select yours...
분석 기사 • Jul 03Oscotec Inc. (KOSDAQ:039200) Not Flying Under The RadarWhen you see that almost half of the companies in the Pharmaceuticals industry in Korea have price-to-sales ratios (or...
분석 기사 • Mar 26Oscotec Inc. (KOSDAQ:039200) Looks Just Right With A 26% Price JumpOscotec Inc. ( KOSDAQ:039200 ) shares have continued their recent momentum with a 26% gain in the last month alone...
공시 • Feb 27Oscotec Inc., Annual General Meeting, Mar 27, 2025Oscotec Inc., Annual General Meeting, Mar 27, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 700, daewangpangyo-ro, bundang-gu, gyeonggi-do, seongnam South Korea
분석 기사 • Feb 16Rock star Growth Puts Oscotec (KOSDAQ:039200) In A Position To Use DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Nov 20With A 38% Price Drop For Oscotec Inc. (KOSDAQ:039200) You'll Still Get What You Pay ForThe Oscotec Inc. ( KOSDAQ:039200 ) share price has fared very poorly over the last month, falling by a substantial 38...
New Risk • Sep 17New 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. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
분석 기사 • Aug 07Oscotec (KOSDAQ:039200) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Apr 26Is Oscotec (KOSDAQ:039200) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 21Full year 2023 earnings released: ₩635 loss per share (vs ₩763 loss in FY 2022)Full year 2023 results: ₩635 loss per share (improved from ₩763 loss in FY 2022). Net loss: ₩24.3b (flat on FY 2022). Revenue is forecast to grow 94% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Mar 07Now 23% undervaluedOver the last 90 days, the stock has risen 19% to ₩24,050. The fair value is estimated to be ₩31,314, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 76% over the last 3 years. Earnings per share has declined by 16%.
공시 • Feb 23Oscotec/Adel Initiates First-In-Human Dosing in Ph1 of Anti-Mtbr Tau Antibody Adel-Y01 in Alzheimer's DiseaseOscotec Inc. and ADEL Inc. announced the dosing of the first healthy participant in its first-in-human study of ADEL-Y01 for the treatment of Alzheimer's disease. Oscotec and ADEL are jointly developing a novel disease-modifying immunotherapy agent (ADEL-Y01) targeting tau protein accumulation in the AD brain. ADEL-Y01 is uniquely designed to target tau protein acetylated at lysine-280 (acK280), inhibiting aggregation and propagation of toxic tau and thus may slow the course of the disease. This phase 1a/1b study in the U.S. is to evaluate the safety, tolerability, pharmacokinetics, and clinical activity of ADEL-Y01 in 40 healthy volunteers as well as in 33 participants with Mild Cognitive Impairment due to Alzheimer's disease or mild Alzheimer's disease. The preclinical results of ADEL-Y01 in animal models were published last year, demonstrating improvement in memory impairment, behavioral deficits through the inhibition of Tau seeding and propagation.
Buying Opportunity • Dec 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be ₩28,990, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 76% over the last 3 years. Earnings per share has declined by 16%.
Buying Opportunity • Oct 18Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be ₩27,229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 65% over the last 3 years. Earnings per share has declined by 23%.
공시 • Sep 15Oscotec Inc. and ADEL Inc. Announce FDA Clearance of IND Application of ADEL-Y01 for the Treatment of Alzheimer's DiseaseOscotec Inc. and ADEL Inc. announced that the U.S. Food and Drug Administration (FDA) has cleared the investigational new drug (IND) application of ADEL-Y01 for the treatment of Alzheimer's disease (AD). Oscotec and ADEL are jointly developing a novel disease-modifying immunotherapy agent (ADEL-Y01) targeting tau protein accumulation in the AD brain. ADEL-Y01 is a recombinant IgG1 class type monoclonal humanized antibody that recognizes and binds to tau protein acetylated at lysine-280 (acK280) thus inhibiting aggregation and propagation of tau seeds and enhancing microglial tau clearance. Administration of ADEL-Y01 has ameliorated memory impairment, behavioral deficits, and tau pathology in preclinical models, which was published early this year ("Monoclonal antibody Y01 prevents tauopathy progression induced by lysine 280-acetylated tau in cell and mouse models" in The Journal of Clinical Investigation) This phase 1a/1b study is to evaluate the safety, tolerability, pharmacokinetics, and clinical activity of ADEL-Y01 in healthy volunteers as well as in participants with Mild Cognitive Impairment due to Alzheimer's disease or mild Alzheimer's disease.
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. 3 experienced directors. No highly experienced directors. 1 independent director (2 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.
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. 3 experienced directors. No highly experienced directors. 1 independent director (2 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.
Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: ₩866 loss per share (down from ₩145 loss in FY 2020). Revenue: ₩3.90b (down 91% from FY 2020). Net loss: ₩26.3b (loss widened ₩21.9b from FY 2020). Revenue missed analyst estimates by 7.2%. Over the next year, revenue is forecast to grow 14% compared to a 1.5% decline forecast for the pharmaceuticals industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 11Full year 2020 earnings released: ₩155 loss per share (vs ₩801 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: ₩43.5b (up ₩39.1b from FY 2019). Net loss: ₩4.36b (loss narrowed 81% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
공시 • Mar 03Oscotec Inc. and Beactica Therapeutics AB Announces License and Collaboration Agreement to Develop New Cancer DrugOscotec Inc. and Beactica Therapeutics AB announced a new research development and licensing agreement. Oscotec and Beactica will initially jointly collaborate concerning research and early preclinical development of novel anti-cancer drug candidates arising out of Beactica's LSD1 programme. Oscotec may thereafter opt to take full responsibility for clinical development and commercialization. Under the terms of the agreement, Oscotec is entitled to gain exclusive global rights for further development and commercialization of Beactica's programme. Beactica is eligible to receive up to EUR 149 million in potential preclinical, clinical and regulatory milestones, including an upfront and equity payment from Oscotec upon signing of the agreement. Furthermore, Beactica is eligible to receive double-digit royalties on commercial sales of the products resulting from the partnership. Beactica is also entitled to revenue shares from any related future licensing activities by Oscotec. Full financial details remain undisclosed.
공시 • Feb 25Oscotec Inc., Annual General Meeting, Mar 25, 2021Oscotec Inc., Annual General Meeting, Mar 25, 2021, at 09:00 Korea Standard Time.
분석 기사 • Feb 23Is Oscotec Inc.'s (KOSDAQ:039200) Shareholder Ownership Skewed Towards Insiders?Every investor in Oscotec Inc. ( KOSDAQ:039200 ) should be aware of the most powerful shareholder groups. Insiders...
Is New 90 Day High Low • Feb 17New 90-day low: ₩36,100The company is down 37% from its price of ₩57,100 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Jan 28New 90-day low: ₩40,350The company is down 2.0% from its price of ₩41,150 on 30 October 2020. The South Korean market is up 32% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 13% over the same period.
분석 기사 • Jan 19If You Had Bought Oscotec (KOSDAQ:039200) Shares Five Years Ago You'd Have Earned 353% ReturnsIt might be of some concern to shareholders to see the Oscotec Inc. ( KOSDAQ:039200 ) share price down 27% in the last...
분석 기사 • Dec 15Is Oscotec (KOSDAQ:039200) Using Debt Sensibly?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Is New 90 Day High Low • Dec 07New 90-day high: ₩69,500The company is up 78% from its price of ₩39,050 on 08 September 2020. The South Korean market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Nov 04New 90-day high: ₩51,400The company is up 70% from its price of ₩30,150 on 06 August 2020. The South Korean market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Oct 07New 90-day high: ₩49,700The company is up 112% from its price of ₩23,450 on 09 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Sep 18New 90-day high: ₩44,250The company is up 54% from its price of ₩28,750 on 19 June 2020. The South Korean market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.