Narrative Update • Jul 09

In the last week, the Pharma industry is up 1.2%, with Caliway Biopharmaceuticals up 7.8%. However, the industry is down 7.4% over the past year. As for the next few years, earnings are expected to grow by 86% per annum.
Has the Taiwanese Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | NT$634.4b | NT$123.1b | NT$18.9b | 18.4x | 33.5x | 5.2x |
| Tue, 09 Jun 2026 | NT$579.8b | NT$123.1b | NT$19.0b | 18.2x | 30.5x | 4.7x |
| Thu, 07 May 2026 | NT$615.4b | NT$119.4b | NT$20.6b | 15.1x | 29.9x | 5.2x |
| Sat, 04 Apr 2026 | NT$609.8b | NT$119.2b | NT$20.7b | 15x | 29.4x | 5.1x |
| Mon, 02 Mar 2026 | NT$762.9b | NT$119.4b | NT$12.4b | 17x | 61.4x | 6.4x |
| Wed, 28 Jan 2026 | NT$812.6b | NT$119.3b | NT$12.4b | 17.8x | 65.4x | 6.8x |
| Fri, 26 Dec 2025 | NT$742.3b | NT$118.0b | NT$12.3b | 16.7x | 60.3x | 6.3x |
| Sun, 23 Nov 2025 | NT$675.9b | NT$118.0b | NT$12.1b | 16.1x | 55.8x | 5.7x |
| Tue, 21 Oct 2025 | NT$794.0b | NT$118.3b | NT$9.6b | 15.6x | 82.6x | 6.7x |
| Thu, 18 Sep 2025 | NT$829.7b | NT$118.4b | NT$10.2b | 16.4x | 81.2x | 7x |
| Sat, 16 Aug 2025 | NT$724.6b | NT$117.7b | NT$11.5b | 18.9x | 63x | 6.2x |
| Mon, 14 Jul 2025 | NT$655.0b | NT$116.0b | NT$14.3b | 18.5x | 45.8x | 5.6x |
| Wed, 11 Jun 2025 | NT$625.2b | NT$115.9b | NT$14.3b | 19.3x | 43.8x | 5.4x |
| Fri, 09 May 2025 | NT$567.7b | NT$113.4b | NT$10.5b | 20.3x | 54.2x | 5x |
| Sun, 06 Apr 2025 | NT$596.0b | NT$112.8b | NT$10.8b | 18.3x | 55.1x | 5.3x |
| Tue, 04 Mar 2025 | NT$672.4b | NT$109.3b | NT$11.4b | 23.4x | 58.8x | 6.2x |
| Thu, 30 Jan 2025 | NT$612.0b | NT$109.3b | NT$11.4b | 21.7x | 53.5x | 5.6x |
| Sat, 28 Dec 2024 | NT$599.4b | NT$109.3b | NT$11.4b | 22.2x | 52.4x | 5.5x |
| Mon, 25 Nov 2024 | NT$629.2b | NT$109.2b | NT$11.5b | 23x | 54.8x | 5.8x |
| Wed, 23 Oct 2024 | NT$625.9b | NT$104.7b | NT$8.9b | 26.8x | 70x | 6x |
| Fri, 20 Sep 2024 | NT$630.3b | NT$104.7b | NT$8.9b | 25.1x | 70.5x | 6x |
| Sun, 18 Aug 2024 | NT$659.5b | NT$104.7b | NT$9.0b | 27.9x | 73.5x | 6.3x |
| Tue, 16 Jul 2024 | NT$699.7b | NT$100.5b | NT$6.8b | 32.3x | 102.5x | 7x |
| Thu, 13 Jun 2024 | NT$638.8b | NT$100.4b | NT$7.1b | 30.4x | 89.4x | 6.4x |
| Sat, 11 May 2024 | NT$613.8b | NT$101.9b | NT$9.4b | 27x | 65.6x | 6x |
| Mon, 08 Apr 2024 | NT$700.0b | NT$101.5b | NT$9.2b | 26.7x | 76x | 6.9x |
| Wed, 06 Mar 2024 | NT$659.1b | NT$102.0b | NT$8.7b | 24.3x | 76.2x | 6.5x |
| Fri, 02 Feb 2024 | NT$595.8b | NT$101.9b | NT$7.8b | 23.8x | 76.5x | 5.8x |
| Sun, 31 Dec 2023 | NT$580.1b | NT$101.9b | NT$7.8b | 23.9x | 74.4x | 5.7x |
| Tue, 28 Nov 2023 | NT$581.3b | NT$101.6b | NT$7.7b | 24x | 76x | 5.7x |
| Thu, 26 Oct 2023 | NT$540.4b | NT$101.7b | NT$9.6b | 20.8x | 56.2x | 5.3x |
| Sat, 23 Sep 2023 | NT$544.5b | NT$101.7b | NT$9.6b | 22x | 56.6x | 5.4x |
| Mon, 21 Aug 2023 | NT$543.8b | NT$101.7b | NT$9.6b | 21.5x | 56.4x | 5.3x |
| Wed, 19 Jul 2023 | NT$575.1b | NT$98.7b | NT$10.1b | 16.9x | 57.1x | 5.8x |
57.1x
Which industries have driven the changes within the Taiwanese Healthcare industry?
| TW Market | -3.15% | |
| Healthcare | 2.62% | |
| Pharma | 1.16% | |
| Pharma | 1.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6919 Caliway Biopharmaceuticals | NT$107.50 | 7.8% +NT$12.1b | -11.5% | PS4398.4x | |
| 1795 Lotus Pharmaceutical | NT$204.00 | 2.3% +NT$1.2b | -5.1% | PE13.9x | |
| 4114 Synmosa Biopharma | NT$33.35 | 4.9% +NT$774.6m | -2.2% | PE20.7x | |
| 6467 Taho Pharmaceuticals | NT$116.50 | 7.4% +NT$419.0m | 138.2% | PS1125.5x | |
| 4166 Orient Pharma | NT$27.25 | 7.3% +NT$412.6m | -24.3% | PE30.9x |