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Tag: Next Biomedical

  • Next Biomedical IR Analysis: September 8, 2025, Securing Growth Momentum?



    Next Biomedical IR Analysis: September 8, 2025, Securing Growth Momentum? 대표 차트 이미지






    1. Next Biomedical IR: What was discussed?

    Next Biomedical presented its key management status and business progress, followed by a Q&A session with investors on September 8, 2025. The core focus of this IR was Nexpowder™’s global market expansion strategy, Nexsphere™-F’s US FDA approval and market entry roadmap, and plans for profitability improvement.

    2. Key Analysis: Why is it important?

    • Continued Nexpowder™ Growth: Sales reached 6.544 billion KRW in the first half of 2025, a 20.98% increase year-over-year, with plans to accelerate global expansion through US FDA approval and the Medtronic partnership.
    • Nexsphere™-F FDA Approval Expectations: Expectations for US market entry are rising with the US FDA Breakthrough Device Designation and Medicare approval.
    • Profitability Improvement Challenges: Improving the deficit structure due to high R&D and SG&A expenses is urgent.

    3. Future Outlook and Investment Strategy: What should investors do?

    Next Biomedical possesses an innovative product portfolio, but securing profitability is a critical challenge. Investors should carefully review the feasibility of the profitability improvement strategies presented at the IR, the speed of Nexpowder™’s global market expansion, and the roadmap for Nexsphere™-F’s FDA approval and market entry.

    4. Action Plan for Investors

    • Analyze IR materials and management responses
    • Refer to securities firm reports (to be published)
    • Evaluate company value and make investment decisions


    Frequently Asked Questions

    What is Next Biomedical’s main product?

    Next Biomedical’s main product is Nexpowder™, an endoscopic hemostatic agent.

    What is Next Biomedical’s Nexsphere™-F?

    Nexsphere™-F is a vascular embolization microsphere and a fast-degradable pain embolization therapeutic agent. It has received the US FDA Breakthrough Device Designation and Medicare approval.

    What were Next Biomedical’s sales in the first half of 2025?

    Next Biomedical’s sales in the first half of 2025 were 7.745 billion KRW, a 50.93% increase year-over-year.

    What are the main risks for Next Biomedical?

    The main risks for Next Biomedical are the continuous deficit structure due to high R&D and SG&A expenses, and the history of unmet 2024 forecasts.









    Next Biomedical IR Analysis: September 8, 2025, Securing Growth Momentum? 관련 이미지
    Next Biomedical IR Analysis: September 8, 2025, Securing Growth Momentum? 관련 이미지




  • Next Biomedical’s Earnings Surprise: A Deep Dive into Investment Strategies

    1. What Happened?: Next Biomedical Achieves Earnings Surprise

    Next Biomedical reported an earnings surprise in its 2025 semi-annual report, exceeding the operating profit consensus by +8%. While the market anticipated an operating loss of -500 million KRW, the company achieved a turnaround to profitability with an operating profit of 20.6 billion KRW.

    2. Why?: Consistent R&D Investment and Global Market Expansion

    This impressive performance can be attributed to the global market expansion of their endoscopic hemostatic agent and consistent R&D investments. Sales increased by 94.9% year-on-year to 774.4 billion KRW, and the growth potential of ‘Nexsphere™-F,’ which received FDA Breakthrough Device Designation, is also significant. Continuous R&D investment reaches 50% of sales, representing a strategic investment to secure future growth engines.

    3. So What?: Increased Investment Attractiveness and Momentum for Stock Price Growth

    This earnings surprise has significantly enhanced Next Biomedical’s investment appeal. The successful turnaround to profitability boosts market confidence and is likely to act as a momentum for stock price increases. Furthermore, a stable financial structure (debt-to-equity ratio of 32%) and ample liquidity (cash and cash equivalents of 407 billion KRW) further strengthen investment security. Global partnerships with Medtronic and CMI also serve as strong factors supporting Next Biomedical’s growth.

    4. Investor Action Plan: BUY Recommendation, Continuous Monitoring Required

    Currently, Next Biomedical is highly attractive for investment, warranting a BUY recommendation. However, continuous monitoring of potential risks, such as fluctuations in exchange rates and interest rates, and management of the R&D pipeline, is necessary. It is essential to continuously review global macroeconomic indicators and R&D investment performance and adjust investment strategies accordingly.

    Q: What was Next Biomedical’s operating profit for the first half of 2025?

    A: It was 20.6 billion KRW, marking a successful return to profitability.

    Q: What are Next Biomedical’s main products?

    A: Their main products include endoscopic hemostatic agents and Nexsphere™-F.

    Q: Should I invest in Next Biomedical?

    A: Currently, a BUY recommendation is given, but investment decisions should be made carefully based on individual judgment.