1. Oncocross H1 2025 Performance: What Happened?
Oncocross reported revenue of KRW 20 billion (down 14.6% YoY) and an operating loss of KRW 42.55 billion (up 36.6% YoY) in H1 2025. Increased R&D investment (KRW 17.87 billion, +38.6%) and higher SG&A expenses were the primary drivers.
2. Reasons for Underperformance: Why These Results?
Oncocross is aggressively investing in enhancing its AI drug discovery platform. While impacting short-term profitability, this investment is crucial for securing long-term growth. Additionally, the inherent nature of drug development means performance can fluctuate significantly depending on clinical trial outcomes and technology licensing agreements.
3. Oncocross’s Future: What’s Next?
Leveraging its proprietary AI platforms – RAPTOR AI™, ONCO-RAPTOR AI™, and ONCOfind AI™ – Oncocross is building a diverse drug pipeline. Partnerships with prominent Korean pharmaceutical companies like Hanall Biopharma, Jeil Pharmaceutical, Daewoong Pharmaceutical, Dongwha Pharm, and JW Pharmaceutical validate its technology, and future revenue growth is anticipated through licensing agreements and successful clinical trials. However, the uncertainties of drug development and intensifying competition remain ongoing risks.
4. Investor Action Plan: What Should Investors Do?
Investing in Oncocross requires a long-term perspective. The growth potential of AI drug discovery and the company’s technological prowess offer the possibility of high returns, but also entail significant risk. Before investing, carefully monitor the company’s progress, including clinical trial developments, partnerships, and licensing agreements. Thoroughly assess risk factors, including financial stability.