[Edaily Reporter YU JIN-HEE ] On the 7th, while the domestic stock market showed mixed trends, companies in the pharmaceutical and biotech sectors that demonstrated clear earnings growth and solid momentum stood out. Moving away from past patterns that relied on technical uncertainties or mere expectations, it appears that actual revenue generation in global markets and the results of structural improvements are emerging as key indicators driving stock prices.

DAE HWA PHARM CO., LTD: Rapid Growth of ‘Liporacel’ in China... Raising Expectations for Improved Profitability

According to KG Zeroin MP Doctor (MP DOCTOR), the leading pharmaceutical and biotech companies that made the “Top 30” list for daily percentage gains today are DAE HWA PHARM CO., LTD(067080), LabGenomics. Co., Ltd.(084650), and NeoImmuneTech, Inc.(950220). The stock prices of these companies surged by 13.05% (closing price: 10,740 won), 12.50% (882 won), and 12.01% (1,529 won), respectively, compared to the previous day, drawing significant market attention.

DAE HWA PHARM CO., LTD’s upward trend is attributed to overseas sales, particularly in the Chinese market. The company’s quarterly results clearly demonstrate that it has finally begun to reap tangible rewards in the global market.

DAE HWA PHARM CO., LTD reported consolidated revenue for the second quarter of this year of 41.3 billion won, a 15% increase from the same period last year (36.0 billion won). What stands out is the dramatic improvement in the company’s fundamentals. During the same period, operating profit surged approximately 11.7-fold, from 300 million won to 3.3 billion won. The operating profit margin also jumped from 0.8% to 8.1%, and net income reached 2 billion won, marking a return to profitability compared to the same period last year (a loss of 500 million won).

The key driver behind these strong results was the full-scale supply of “Liporacel Solution,” a new oral paclitaxel anticancer drug, to the Chinese market. In accordance with a supply agreement with its Chinese partner, RMX Biopharma, DAE HWA PHARM CO., LTD supplied 9.7 billion won worth of Liporacel to the Chinese market in the first half of the year alone. After receiving marketing approval in China in September 2024 as a treatment for gastric cancer, Liporacel was included in the National Reimbursement Drug List (NRDL) in December 2025, and full reimbursement coverage began in January of this year.

As a result, DAE HWA PHARM CO., LTD’s sales in China for the first half of this year reached 10.1 billion won, surging more than fivefold compared to the same period last year (1.8 billion won). Total consolidated exports for the first half also reached 17.4 billion won, already easily surpassing last year’s total annual exports (16.6 billion won).

The key going forward is whether the expansion of Liporacel prescriptions in China will continue to translate into substantial additional orders. Furthermore, as ENCell Co., Ltd. obtained an additional indication from the Korean Ministry of Food and Drug Safety last May for “first-line treatment of recurrent or metastatic HER2-negative breast cancer,” the expansion of its therapeutic scope into the breast cancer market—following its success in the gastric cancer market—and the results of global clinical trials are expected to be key drivers of the stock price in the future.

An official from DAE HWA PHARM CO., LTD stated, “Liporacel solution is rapidly establishing itself not only in Korea but also overseas,” adding, “We will continue to drive patient-centered treatment innovation through future indication expansions and global development.”

LabGenomics. Co., Ltd. Accelerates ‘Global Diagnostics’ Through U.S. Business Integration and License Agreements

The key factor driving the rise in the stock price of LabGenomics. Co., Ltd., a company specializing in genomic molecular diagnostics, is the signing of an exclusive U.S. licensing agreement in the field of cancer diagnostics with Dxome, a liquid biopsy specialist, through its U.S. subsidiary (LabGenomics). Through this agreement, LabGenomics. Co., Ltd. will exclusively supply three high-value-added testing services to the U.S. market: Dxome’s blood cancer panel (Hema655), minimal residual disease (MRD) analysis panel (MRD30), and lymphoma circulating tumor DNA (Lymphoma-ctDNA) panel.

In particular, Dxome’s proprietary liquid biopsy platform “PiSeq”—developed by researchers from the Department of Laboratory Medicine at Severance Hospital—is a technology that prevents data loss during the analysis process and dramatically improves the accuracy of detecting minute mutations. By combining this liquid biopsy technology with its existing cellular and genetic diagnostic capabilities, LabGenomics. Co., Ltd. has completed a comprehensive diagnostic portfolio for blood cancers that spans “cells–chromosomes–genes–follow-up.” As the company already possesses a testing network covering 27 U.S. states and distribution channels through major integrated delivery networks (IDNs) such as Sutter Health, commercialization is expected to proceed at a very rapid pace.

In addition, the company’s major overhaul of its local sales network has had a positive impact on its stock price. LabGenomics. Co., Ltd. completed the acquisition of two U.S. Clinical Laboratory Improvement Amendments (CLIA)-certified laboratories—QDx in 2023 and IMD in 2024—and recently consolidated them under a single brand (LabGenomics).

On the 4th, the company held a “National Sales Meeting” at its New Jersey laboratory, bringing together its nationwide sales force and doubling the size of its sales organization compared to previous levels. Furthermore, the company made a surprise hire of Vice President Tim Murray, a diagnostic testing sales expert with 20 years of experience, to spearhead cross-selling efforts and the reorganization of its sales network across the entire U.S.

Market observers anticipate that cost efficiencies resulting from reduced duplicate infrastructure investments and the revenue rebound effect from brand integration will become fully visible starting in the second half of the year. Whether the revenue growth of the U.S. subsidiary will directly translate into expanded scale and improved profitability for LabGenomics. Co., Ltd. will be a key indicator determining the future direction of the stock price.

LabGenomics. Co., Ltd. stated, “We will be able to provide differentiated blood cancer diagnostic services to the U.S. market,” adding, “We will increase profitability based on a diagnostic system that integrates cell analysis, genetic testing, and follow-up monitoring.”

NeoImmuneTech, Inc. Seeks Rebound Amid Emphasis on Securing New Revenue Streams and Financial Stability

NeoImmuneTech, Inc.’s efforts to turn the company around after its stock fell to penny stock status have garnered a positive response from the market. Previously, NeoImmuneTech, Inc. announced that it was voluntarily withdrawing its Phase 2 trial (NIT-119) for non-small cell lung cancer related to its core pipeline candidate, “NT-I7” (long-acting interleukin-7). This decision resulted from a combination of factors, including delays in patient recruitment and the termination of a co-administration support agreement with Roche. It is true that market confidence had previously declined as numerous in-house clinical trials—for glioblastoma, skin cancer, and stomach cancer, among others—were either suspended or quietly wound down through periodic reports. Currently, the clinical trials led by NeoImmuneTech, Inc. are limited to a U.S. Phase 1b/2a trial targeting solid tumors and a study on acute radiation syndrome (ARS).

Amid this ongoing uncertainty in its core business, the company attempted to turn the tide during an investor briefing last July by presenting plans to secure at least one technology transfer deal within the year and achieve financial stability through new revenue streams.

The aspect that drew the most attention was the U.S. sales of “Endari,” a treatment for sickle cell disease. After securing a drug sales license in Maryland in May, NeoImmuneTech, Inc. began full-scale distribution of Endari. The company aims to generate stable annual revenue of over $8 million (approximately 11.3 billion won) through Endari, which is distributed via the three major U.S. pharmaceutical wholesale networks (McKesson, SENKO Co.,Ltd., and Cardinal Health). The plan is to use this revenue as a pillar to supplement R&D expenses and to repurpose the wholesale and insurance network established through Endari as the commercialization infrastructure for NT-I7 in the future.

Furthermore, the company announced that its available cash stood at approximately 45 billion won as of the end of June, stating that if it maintains its current development plans, it can operate until 2027 without the need for additional fundraising or dilution of shareholder value (capital increase). The company is also striving to improve its financial health by significantly reducing operating expenses from 55.6 billion won in 2023 to 25.3 billion won in 2025 and 6.7 billion won in the first quarter of 2026.

NeoImmuneTech, Inc.’s future stock revaluation depends on whether it actually achieves annual sales of 12 billion won through Endari, the success of an early technology transfer for the investigator-initiated CAR-T combination clinical trial (NIT-126)—for which patient dosing recently began—and the progress of its collaboration with the U.S. government (BARDA) as well as the timeline for ARS treatment approval.

A NeoImmuneTech, Inc. official stated, “We expect to secure final data for the ARS treatment as early as the end of this year,” adding, “However, the timing of securing the final data may vary depending on the results of other priority projects.”