1. ISU Abxis IR: What Was Discussed?
ISU Abxis held an investor relations (IR) session on September 9, 2025, presenting the company’s current status and future strategies. Key topics included the stable growth of its existing pharmaceutical business, updates on its new drug pipeline development, and diversification strategy through new business ventures.
2. Why It Matters: Investment Opportunities vs. Risk Factors
- Opportunities: High growth potential of the rare disease treatment market, commercialization potential of the new drug pipeline, securing growth engines through business diversification.
- Risks: Uncertainties surrounding new business ventures, potential failure in new drug development, and potential equity dilution due to convertible bond issuance.
3. What’s Next?: Future Stock Price Outlook
Considering the information released during the IR and the current market conditions, ISU Abxis’s stock price is expected to experience increased volatility. The stock price is likely to react sensitively, particularly to news related to new drug development and new business ventures. The possibility of stock dilution due to convertible bond issuance is also a factor that investors should closely monitor.
4. Investor Action Plan: What Should You Do?
Investors should thoroughly analyze the IR materials and make investment decisions based on a comprehensive assessment of the company’s long-term growth potential and risk factors. Continuous monitoring of the progress of the new drug pipeline, concrete results of new businesses, and resolution of uncertainties related to convertible bonds are particularly crucial.