Reported Earnings • May 13
First quarter 2026 earnings released: EPS: NT$0.95 (vs NT$0.71 in 1Q 2025) First quarter 2026 results: EPS: NT$0.95 (up from NT$0.71 in 1Q 2025). Revenue: NT$239.8m (up 28% from 1Q 2025). Net income: NT$137.2m (up 34% from 1Q 2025). Profit margin: 57% (up from 55% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. 공시 • May 05
Xtalpi and Pharmaengine Achieve Enrollment Milestone for Pep08 and Initiate Second Synthetic Lethality Program XtalPi (2228.HK), an AI- and robotics-powered innovation platform, announced dual breakthroughs in its strategic partnership with PharmaEngine (4162.TWO). PEP08, a next-generation PRMT5 inhibitor discovered via XtalPi's platform, has successfully begun enrollments in a Phase I solid tumor trial, achieving a new clinical milestone. Built upon the success of PEP08 at the drug discovery stage, the two companies initiated a second project, targeting a different undisclosed synthetic lethality mechanism. PEP08 received clinical clearance in June 2025 and is currently in Phase I evaluation for solid tumors in Australia and the Taiwan region. The enrollment milestone underscores XtalPi's ability to deliver differentiated molecules with strong drug-like properties, while demonstrating the program's steady clinical advancement. Leveraging XtalPi's integrated quantum physics-, AI-, and robotics-powered platform, PEP08 was designed to overcome the dose-limiting hematological toxicities seen with first-generation PRMT5 inhibitors. The molecule exploits an innovative MTA-cooperative binding mode to specifically target MTAP-deleted tumors—a genomic alteration found in 10-15% of all human cancers, with higher frequencies observed in NSCLC, pancreatic cancer, glioblastoma, and more. Preclinical data presented at 2025 AACR show PEP08 achieving superior efficacy compared to other clinical-stage MTA-cooperative PRMT5 inhibitors across multiple MTAP-deleted tumor models, supporting a potential best-in-class profile. Driven by the success of PEP08 at the drug discovery stage, the partnership expanded into a second project. By combining PharmaEngine's deep oncology expertise with XtalPi's AI and robotics molecular design engine, the duo aims to capture additional market share in the synthetic lethality space. Synthetic lethality is widely recognized as challenging yet highly promising frontier in oncology. According to Globocan and industry data, the global market is expected to grow from $4,200 million to $17,600 million by 2033, at a 17.3% CAGR. In recent years, several early-stage licensing deals in this space have exceeded $1,000 million, further underscoring the immense clinical value and commercial appetite for this category. The clinical advancement of PEP08 and the ongoing collaboration of the second project serve as a dual validation of XtalPi's AI+robotics discovery engine. By repeatedly meeting rigorous benchmarks in complex target spaces, XtalPi has built a reproducible innovation model that turns deep know-how into high-value clinical assets. Underpinned by a milestone-sharing structure, this model tightly aligns the platform's evolution with clinical success, quickly translating biological insights into tangible impact for partners and patients around the world. Reported Earnings • Mar 12
Full year 2025 earnings released: EPS: NT$2.70 (vs NT$12.19 in FY 2024) Full year 2025 results: EPS: NT$2.70 (down from NT$12.19 in FY 2024). Revenue: NT$911.4m (down 64% from FY 2024). Net income: NT$387.6m (down 78% from FY 2024). Profit margin: 43% (down from 69% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. 공시 • Mar 04
PharmaEngine, Inc., Annual General Meeting, May 26, 2026 PharmaEngine, Inc., Annual General Meeting, May 26, 2026. Location: b2 floor no,8, sec.3 min sheng e. rd., jhongshan district, taipei city Taiwan New Risk • Nov 12
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 89% 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 Risk Earnings are forecast to decline by an average of 89% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Nov 12
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: NT$0.95 (up from NT$0.64 in 3Q 2024). Revenue: NT$242.2m (up 11% from 3Q 2024). Net income: NT$136.5m (up 48% from 3Q 2024). Profit margin: 56% (up from 42% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is expected to decline by 63% p.a. on average during the next 2 years, while revenues in the Biotechs industry in Asia are expected to grow by 25%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. 
