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Korean biotech developing kinase-inhibitor cancer drugs, with a subsidiary that licensed a leukemia drug candidate to a global partner.
Korean biotech developing kinase-inhibitor cancer drugs, with a subsidiary that licensed a leukemia drug candidate to a global partner.
Has no marketed product of its own, so it relies on milestone payments from licensing partners and on share sales while candidates move through trials. Kinase inhibitors, the drug class it works in, block enzymes that tumours depend on.
Moat: narrow (IP / patents). Kinase-inhibitor drug-discovery platform validated by an out-licensed leukemia candidate.
Headquarters: Seongnam, South Korea · Founded: 1998 · Employees: 57
Size Oscotec (039200.KS) is a South Korea Health Care company (Pharmaceuticals: Major) with a market value of $1.02B, the 229th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩36,300 on 6 Nov 2026.
Performance Over six months the shares fell 30.2%, against -13.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — 4th lowest of 20 in its peer set.
Growth Revenue grew 232.6% over the last twelve months (peer median +4.7%); the operating margin is 62.3% (peer median 7.4%).
Valuation It trades at 56.8× forward earnings against a peer median of 17.7× (most expensive of 12).
Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -28 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 162.0 points above its cost of capital (5.5% WACC).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩144B | ₩99.8B | ₩34.0B | ₩4.95B | ₩5.06B |
| Revenue growth | — | +194% | +587% | -2% | — |
| Gross profit | ₩141B | ₩96.5B | ₩30.2B | ₩1.23B | ₩1.57B |
| EBITDA | ₩91.2B | ₩53.7B | -₩795M | -₩30.8B | -₩26.9B |
| Net income | ₩94.3B | ₩52.6B | ₩877M | -₩24.3B | -₩24.4B |
| Free cash flow | ₩89.7B | ₩7.52B | -₩26.7B | -₩22.6B | -₩27.7B |
| Capital expenditure | ₩953M | ₩780M | ₩692M | ₩581M | ₩1.25B |
| Total debt | ₩17.8B | ₩15.6B | ₩13.8B | ₩24.6B | ₩10.1B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Oscotec 039200.KS | $1.02B | -30% | +233% | 62% | 56.8× | -9.5% |
| Voronoi 310210.KS | $1.31B | -66% | +24% | -1,947% | n/a | n/a |
| HanmiPharm 128940.KS | $4.36B | +2% | +14% | 16% | 16.8× | 5.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 039200.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.6% | -1.4% | 6th lowest of 21 |
| 6-month return | -30.2% | -13.0% | 4th lowest of 20 |
| Distance from 52-week high | -45.0% | -32.2% | 6th lowest of 21 |
| Revenue growth (TTM) | +232.6% | +4.7% | highest of 18 |
| Operating margin | 62.3% | 7.4% | highest of 18 |
| Forward P/E | 56.8× | 17.7× | most expensive of 12 |
| Growth the price implies (Req g, 7 yrs) | -9.5% | 6.1% | least demanding of 13 |
| Growth delivered (Del g) | +18.1% | +0.7% | 3rd highest of 13 |
| Hurdle (Req g minus delivered) | -27.6 pp | +2.1 pp | least demanding of 13 |
| ROIC minus cost of capital | +162.0 pp | -1.7 pp | highest of 16 |
| EV / EBITDA | 13.2× | 12.3× | 4th most expensive of 8 |
| Net debt / EBITDA | -2.1× | 2.1× | 2nd least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Oscotec 039200.KS | South Korea | $1.02B | -30% | +233% | 62% | 56.8× | -9.5% | +18.1% |
| Guangxi Wuzhou Zhongheng 600252.SS | China | $1.03B | -11% | -43% | -42% | n/a | 11.9% | -13.7% |
| Symbiotec Pharmalab SYMBIOTEC.NS | India | $1.03B | n/a | n/a | n/a | n/a | n/a | n/a |
| SAWAI 4887.T | Japan | $1.03B | -22% | +11% | 9% | 10.9× | n/a | n/a |
| Towa Pharmaceutical 4553.T | Japan | $1.03B | -16% | +7% | 9% | 7.0× | 1.5% | +12.1% |
| Harrow HROW | United States | $1.01B | -30% | +21% | 2% | 21.9× | 51.8% | +41.0% |
| KPC Pharmaceuticals 600422.SS | China | $1.00B | -7% | -41% | -10% | n/a | n/a | n/a |
| Sunflower Pharmaceutical 002737.SZ | China | $1.04B | -13% | +31% | -7% | 4.8× | -6.4% | -7.7% |
| Harbin Gloria Pharmaceuticals 002437.SZ | China | $999M | -15% | -16% | 13% | n/a | 8.8% | -6.9% |
| Jiangsu Kanion Pharmaceutical 600557.SS | China | $1.05B | -6% | +8% | 7% | 21.0× | 3.4% | +1.8% |
| Savara SVRA | United States | $992M | -8% | n/a | n/a | n/a | n/a | n/a |
| SSY 2005.HK | Hong Kong | $990M | +10% | -4% | 12% | 13.0× | 2.1% | -0.5% |
| Renhe Pharmacy 000650.SZ | China | $1.06B | -10% | -7% | 14% | 17.7× | -9.4% | -7.0% |
| China Resources Boya Bio-pharmaceutical 300294.SZ | China | $1.06B | -18% | -27% | -19% | 23.8× | n/a | n/a |
| Zhejiang Garden Biopharmaceutical 300401.SZ | China | $983M | -7% | +2% | 24% | 24.4× | 10.2% | +13.4% |
| MoonLake Immunotherapeutics MLTX | United States | $981M | -32% | n/a | n/a | n/a | n/a | n/a |
| Genfleet Therapeutics (Shanghai) 2595.HK | Hong Kong | $1.07B | -47% | -55% | -457% | n/a | n/a | n/a |
| Basilea Pharmaceutica BSLN.SW | Switzerland | $1.07B | +27% | +5% | 24% | 12.4× | -5.7% | +12.7% |
| Viyash Scientific VIYASH.NS | India | $1.07B | +3% | +96% | 13% | 30.3× | 38.6% | +20.4% |
| CStone Pharmaceuticals 2616.HK | Hong Kong | $1.07B | -38% | +117% | -89% | n/a | n/a | n/a |
| Sichuan Huiyu Pharmaceutical 688553.SS | China | $1.07B | -15% | +8% | 7% | n/a | 34.1% | -6.0% |