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← CockpitCompetitor Analysis › 6535.TWO Lumosa Therapeutics Co LtdOpen in the cockpit ↗

Lumosa Therapeutics Co Ltd6535.TWOCompetitor analysis, valuation and peers

Taiwan · TWD·Health Care›Pharmaceuticals: Major
Momentum laggard 17
Mkt cap
$356M
US dollars, full cap
Free float
64%
of shares outstanding
$/day
$371,455
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-44.0 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Next earnings
115 days
1 Mar 2027
Close · TWDNT$70.20
1D+0.4%
1W+2.6%
1M-17.4%
3M-19.9%
6M-49.3%
YTD-63.9%
1Y-78.0%
ATR %4.8%
52w lowhigh77.8% off high

What Lumosa Therapeutics does

Employees: 39

Lumosa Therapeutics at a glance

Size Lumosa Therapeutics (6535.TWO) is a Taiwan Health Care company (Pharmaceuticals: Major) with a market value of $356M, the 580th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$70.20 on 6 Nov 2026.

Performance Over six months the shares fell 49.3%, against -21.5% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd lowest of 19 in its peer set.

Growth Revenue fell 7.7% over the last twelve months (peer median +2.7%); the operating margin is -882.8% (peer median -16.3%).

Valuation It trades at 324.5× enterprise value to sales against a peer median of 4.3× (most expensive of 16).

Capital Return on invested capital runs 44.0 points below its cost of capital (5.0% WACC).

Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 796535.TWO 52
Six months, rebased to 100: Lumosa Therapeutics against the median of its 20 peers (local-currency closes).

Lumosa Therapeutics financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$34.4MNT$35.8MNT$39.2MNT$56.9MNT$26.6M
Revenue growth—-8%-31%+114%—
Gross profitNT$16.8MNT$21.8MNT$17.6MNT$24.8M-NT$2.08M
EBITDA-NT$292M-NT$322M-NT$349M-NT$352M-NT$284M
Net income-NT$370M-NT$341M-NT$425M-NT$238M-NT$495M
Free cash flow-NT$258M-NT$357M-NT$293M-NT$335M-NT$303M
Capital expenditureNT$0NT$668,000NT$450,000NT$15.0MNT$2.29M
Total debtNT$3.48MNT$6.92MNT$8.48MNT$12.6MNT$4.69M

Quarterly statements and history in the cockpit →

Lumosa Therapeutics 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

-75%-50%-25%0%+25%-40%-20%0%0056904569605177IRD688302AVIR301509657618754886AVTXAUTLUNICHEMLABRZLT6005940007906535.TWO6-month return →1-month return →
Up and to the right = strong over both horizons. Lumosa Therapeutics is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×100×200×300×0056904569605177IRD68830265761875SHUKRAPHARAUTL0007906535.TWORevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lumosa Therapeutics is the large dot.

Lumosa Therapeutics competitors and peer comparison

How Lumosa Therapeutics 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.

Lumosa Therapeutics against its 20 peers (data as of 6 Nov 2026)
Measure6535.TWOPeer medianRank in peer set
1-month return-17.4%-10.9%6th lowest of 20
6-month return-49.3%-21.5%3rd lowest of 19
Distance from 52-week high-77.8%-33.3%lowest of 21
Revenue growth (TTM)-7.7%+2.7%8th lowest of 19
Operating margin-882.8%-16.3%2nd lowest of 17
EV / Sales324.5×4.3×most expensive of 16
ROIC minus cost of capital-44.0 pp-11.5 pp5th lowest of 16

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Lumosa Therapeutics 6535.TWOTaiwan$356M-49%-8%-883%324.5×n/an/a
Pharmicell 005690.KSSouth Korea$352M-56%+51%32%3.2×-6.6%+24.8%
KYORIN Pharmaceutical 4569.TJapan$362M-30%-5%2%0.5×10.5%+4.2%
TRex Bio TRXBUnited States$364Mn/a-100%n/an/an/an/a
Zhejiang East Asia Pharmaceutical 605177.SSChina$348M-3%+3%-17%3.1×n/an/a
Opus Genetics IRDUnited States$348M-19%-36%-513%29.9×n/an/a
Hinova Pharmaceuticals 688302.SSChina$366M-24%+251%-195%22.0×n/an/a
Atea Pharmaceuticals AVIRUnited States$346M-21%n/an/an/an/an/a
Kingchem (Liaoning) Life Science 301509.SZChina$368M-25%+3%6%1.8×13.2%+6.5%
Foresee Pharmaceuticals 6576.TWOTaiwan$343M-9%+6%-104%22.9×n/an/a
BioDlink International 1875.HKHong Kong$342M-29%-51%-31%4.9×n/an/a
ASKA Pharmaceutical 4886.TJapan$342M-31%+11%n/an/an/an/a
Shukra Pharmaceuticals SHUKRAPHAR.NSIndia$372Mn/a+115%57%46.9×n/an/a
Avalo Therapeutics AVTXUnited States$372M-68%-87%-154,844%n/an/an/a
Anhui Fengyuan Pharmaceutical 000153.SZChina$372M-17%-24%3%1.1×4.2%+3.1%
Autolus Therapeutics Plc Sponsored ADR AUTLUnited States$341M-18%+288%-211%4.3×n/an/a
Chongqing Hifuture Information Technology 002168.SZChina$372M-23%+2%-6%8.3×16.3%-14.0%
Unichem Laboratories UNICHEMLAB.NSIndia$373M+28%+9%5%1.5×n/an/a
Rezolute RZLTUnited States$375M+21%n/an/an/an/an/a
Guizhou Yibai Pharmaceutical 600594.SSChina$376M-21%-26%-15%2.0×9.0%-11.3%
Chengdu Huasun Technology 000790.SZChina$333M-22%-36%-57%5.9×28.5%-6.4%

Questions

Which companies are Lumosa Therapeutics's closest peers?
The cockpit's peer set: Pharmicell (005690.KS), KYORIN Pharmaceutical (4569.T), TRex Bio (TRXB), Zhejiang East Asia Pharmaceutical (605177.SS), Opus Genetics (IRD), Hinova Pharmaceuticals (688302.SS), Atea Pharmaceuticals (AVIR), Kingchem (Liaoning) Life Science (301509.SZ).
Is Lumosa Therapeutics expensive compared with its peers?
On ev / sales it trades at 324.5× against a peer median of 4.3×, most expensive of 16 in its peer set.
How has Lumosa Therapeutics stock performed?
Over six months to 6 Nov 2026 the shares returned -49.3% against -21.5% for the median peer; over one year -78.0%.

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.