1. Pharmcell and Doosan’s $39M Deal: What Happened?

Pharmcell inked a contract with Doosan Electronics BG to supply electronic materials worth $39 million. The contract period runs from September 23, 2025, to December 31, 2025, representing 6.01% of Pharmcell’s 2024 revenue.

2. Why is This Contract Significant?

This contract directly relates to Pharmcell’s bio-chemical business, specifically the supply of electronic materials. This aligns with the rapid growth of the IT and semiconductor industries, particularly the market for low dielectric constant materials for AI accelerators, highlighting Pharmcell’s future growth engine. The contract with a major corporation like Doosan validates Pharmcell’s technology and market competitiveness, increasing the likelihood of future orders.

3. Pharmcell’s Future After the Contract?

This contract is expected to positively impact Pharmcell’s performance in 2025. While a short-term agreement, it can lead to increased sales, customer diversification, and enhanced credibility. However, the short three-month contract period and the ongoing deficit in the bio-medical business division are factors to consider.

4. What Should Investors Do?

This contract could positively influence Pharmcell’s stock price in the short term. However, caution is advised. Investment decisions should be made considering the limitations of the short-term contract, the potential for continued losses in the bio-medical business, and macroeconomic volatility. A long-term investment perspective should consider the company’s sustainable growth potential and the potential value of its bio-medical business.