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← CockpitCompetitor Analysis › 347850.KS D&D Pharmatech Co., Ltd.Open in the cockpit ↗

D&D Pharmatech Co., Ltd.347850.KSCompetitor analysis, valuation and peers

South Korea · KRW·Health Care›Pharmaceuticals: Major

Korean peptide-drug developer with a GLP-1/glucagon obesity and MASH pipeline, several candidates licensed to global partners.

Momentum weak 20
Mkt cap
$1.28B
US dollars, full cap
Free float
65%
of shares outstanding
$/day
$15.6M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-36.5 pp
WACC 7.8%
Hurdle
n/a
no reverse DCF
Close · KRW₩37,750
1D-6.9%
1W-7.6%
1M-18.1%
3M-41.7%
6M-49.1%
YTD-58.9%
1Y-21.9%
ATR %8.9%
52w lowhigh67.6% off high

What D&D Pharmatech does

Korean peptide-drug developer with a GLP-1/glucagon obesity and MASH pipeline, several candidates licensed to global partners.

Earns little from sales of its own; its value comes from licensing peptide candidates to bigger partners for upfront and milestone payments, and from equity stakes in those partners, notably Metsera, a US obesity-drug developer built partly on its licensed assets.

Products and services

  • DD01 (GLP-1/glucagon dual agonist, MASH)
  • Obesity/GLP-1 pipeline
  • Neurodegenerative-disease pipeline

Customers

  • Global pharma licensing partners (Metsera and othe

Where it sits in the supply chain

  • Biotechnology
  • Peptide-based drug development
  • Global pharma licensing

What could go right

  • GLP-1/obesity licensing deals and milestones
  • DD01 clinical progress

What could go wrong

  • Clinical-trial failure risk
  • Reliance on partner licensing milestones

Moat: narrow (IP / patents). Peptide-delivery platform behind several GLP-1 obesity candidates already licensed to global partners.

Headquarters: Seoul, South Korea · Founded: 2014 · Employees: 22

Named competitors

D&D Pharmatech at a glance

Size D&D Pharmatech (347850.KS) is a South Korea Health Care company (Pharmaceuticals: Major) with a market value of $1.28B, the 199th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩37,750 on 6 Nov 2026.

Performance Over six months the shares fell 49.1%, against -10.9% for the median peer and -24.5% for the South Korea market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue fell 70.5% over the last twelve months (peer median +15.6%); the operating margin is -1,367.9% (peer median 2.8%).

Valuation It trades at 617.6× enterprise value to sales against a peer median of 5.0× (most expensive of 18).

Capital Return on invested capital runs 36.5 points below its cost of capital (7.8% WACC).

Relative performance

5010015011 May 202611 Aug 20266 Nov 2026Peer median 88347850.KS 50
Six months, rebased to 100: D&D Pharmatech against the median of its 20 peers (local-currency closes).

D&D Pharmatech financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩2.75B₩4.30B₩11.4B₩18.7B₩611M
Revenue growth—-62%-39%+2,959%—
Gross profit-₩2.91B-₩1.23B₩5.91B₩14.2B-₩13.1B
EBITDA-₩32.0B-₩28.5B-₩19.5B-₩9.06B-₩54.9B
Net income-₩21.6B-₩23.6B-₩28.6B₩3.93B-₩136B
Free cash flow-₩24.9B-₩21.2B-₩22.2B-₩9.16B-₩53.8B
Capital expenditure₩41.3M₩64.4M₩416M₩45.2M₩719M
Total debt₩115B₩6.24B₩9.78B₩8.13B₩27.2B

Quarterly statements and history in the cockpit →

D&D Pharmatech competitor charts

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.

Performance: 6-month against 1-month return

-60%-40%-20%0%+20%-20%0%GHRSPYCNKTR068760AVLN226950MNKD310210688076000950OMER0094201795IDIA002332688443PAHC688293347850.KS6-month return →1-month return →
Up and to the right = strong over both horizons. D&D Pharmatech is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%0×200×400×600×NKTR068760226950MNKD31021000095017956884431952688293347850.KSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. D&D Pharmatech is the large dot.

D&D Pharmatech competitors and peer comparison

Head to head with its named competitors (347850.KS vs 128940.KS vs NOVO-B.CO)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
D&D Pharmatech 347850.KS$1.28B-49%-71%-1,368%617.6×n/a
HanmiPharm 128940.KS$4.36B+2%+14%16%3.5×5.0%
Novo Nordisk A/S NOVO-B.CO$190B-7%+6%48%4.0×0.1%

How D&D Pharmatech compares with its peers

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.

D&D Pharmatech against its 20 peers (data as of 6 Nov 2026)
Measure347850.KSPeer medianRank in peer set
1-month return-18.1%-6.2%5th lowest of 21
6-month return-49.1%-10.9%4th lowest of 21
Distance from 52-week high-67.6%-40.5%2nd lowest of 21
Revenue growth (TTM)-70.5%+15.6%lowest of 17
Operating margin-1,367.9%2.8%2nd lowest of 18
EV / Sales617.6×5.0×most expensive of 18
ROIC minus cost of capital-36.5 pp-5.1 pp6th lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
D&D Pharmatech 347850.KSSouth Korea$1.28B-49%-71%-1,368%617.6×n/an/a
GH Research GHRSUnited States$1.28B-13%n/an/an/an/an/a
PYC Therapeutics PYC.AXAustralia$1.28B+31%n/an/an/an/an/a
Nektar Therapeutics NKTRUnited States$1.27B-54%-27%-239%13.3×n/an/a
Celltrion Pharm 068760.KSSouth Korea$1.27B-29%+14%11%3.0×11.7%+18.1%
Avalyn Pharma AVLNUnited States$1.29B+7%n/an/an/an/an/a
OliX Pharmaceuticals 226950.KSSouth Korea$1.26B-57%+81%-305%111.4×n/an/a
MannKind MNKDUnited States$1.25B+11%+30%3%4.0×n/an/a
Voronoi 310210.KSSouth Korea$1.31B-66%+24%-1,947%417.6×n/an/a
Sinopep-Allsino Bio Pharmaceutical 688076.SSChina$1.31B-7%+14%19%5.0×4.0%+27.9%
C.Q. Pharmaceutical 000950.SZChina$1.32B-12%-3%1%0.5×n/an/a
Tianjin Chase Sun Pharmaceutical 300026.SZChina$1.32B-6%-29%3%2.0×8.5%-5.3%
Omeros OMERUnited States$1.22B+14%n/a-190%36.2×n/an/a
Hanall Biopharma 009420.KSSouth Korea$1.34B-25%+5%3%11.2×n/an/a
Lotus Pharmaceutical 1795.TWTaiwan$1.34B-26%+49%24%3.4×-2.4%+13.8%
Idorsia IDIA.SWSwitzerland$1.34B-5%-5%-70%10.7×n/an/a
Zhejiang Xianju Pharmaceutical 002332.SZChina$1.34B+2%+8%11%2.1×0.3%-1.3%
Chongqing Genrix Biopharmaceutical 688443.SSChina$1.34B-10%+256%-27%10.0×n/an/a
Phibro Animal Health PAHCUnited States$1.34B-18%+17%13%1.4×-7.4%+12.7%
Everest Medicines 1952.HKHong Kong$1.22B-20%+193%-5%3.5×n/an/a
Shanghai OPM Biosciences 688293.SSChina$1.35B+26%+133%11%9.8×26.1%+23.1%

Questions

Who are D&D Pharmatech's main competitors?
Named competitors: HanmiPharm (128940.KS), Novo Nordisk (NOVO-B.CO). The cockpit's measured peer set (industry) also includes GH Research (GHRS), PYC Therapeutics (PYC.AX), Nektar Therapeutics (NKTR), Celltrion Pharm (068760.KS), Avalyn Pharma (AVLN), OliX Pharmaceuticals (226950.KS).
Is D&D Pharmatech expensive compared with its peers?
On ev / sales it trades at 617.6× against a peer median of 5.0×, most expensive of 18 in its peer set.
How has D&D Pharmatech stock performed?
Over six months to 6 Nov 2026 the shares returned -49.1% against -10.9% for the median peer; over one year -21.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.