1. What’s Happening? Hanmi Pharmaceutical Seeks to Persuade Investors at NDR

Hanmi will present its Q2 2025 business performance and address investor questions at the NDR. However, this event carries more weight than a typical earnings announcement. With concerns lingering over the Q1 revenue decline, the company faces the challenge of alleviating investor anxieties and rebuilding trust.

2. Why? Revenue Decline, Macroeconomic Instability, and the Implications of the NDR

  • Causes of Revenue Decline: The specific reasons for the Q1 revenue drop remain unclear. Several factors may have contributed, including rising raw material prices, exchange rate fluctuations, and increased competition.
  • Macroeconomic Instability: Rising oil prices, interest rate hikes, and a slowdown in the Chinese economy pose macroeconomic risks that could negatively impact Hanmi’s performance.
  • The Context of the NDR: The fact that the NDR is hosted by Sangsangin Securities might suggest Hanmi’s need for fundraising. This could be perceived as a negative signal by investors.

3. So What? Key Points for Investors to Focus on at the NDR

Investors should pay close attention to the following during the NDR:

  • A clear explanation for the Q1 revenue decline
  • Q2 earnings outlook and future growth strategies
  • Updates on new drug development and licensing agreements
  • Strategies for mitigating macroeconomic risks

4. Investor Action Plan: Monitor Market Reaction Post-NDR, Make Investment Decisions with a Long-Term Perspective

Investors should make informed decisions based on post-NDR stock price movements and market analysis. It’s crucial to evaluate Hanmi’s long-term growth potential rather than reacting to short-term price fluctuations. Continuous monitoring of new drug development progress, competitive landscape changes, and macroeconomic indicators is essential.