The biotech industry faced widespread profit declines in the first half of the year due to foreign exchange losses. However, 15 companies—including Bora Pharmaceuticals, Sunmax Biotechnology, PharmaEssentia, Visco Vision, and Ever Supreme Bio Technology—defied the trend and posted record-high profits for the same period. Notably, Bioray Biotech and 3D GLOBAL BIOTECH turned losses into gains.

PharmaEssentia, whose profits doubled year-on-year, reported a first-half EPS of NT$6.30. Analysts are optimistic that the company could earn more than its entire share capital for the year, setting another record high in profitability.

PharmaEssentia’s new drug, Ropeg, indicated for polycythemia vera (PV), has already been approved and launched in nearly 50 countries. In the second quarter, it received regulatory approval in Argentina and submitted applications in Vietnam and Canada, with plans to secure Mexican approval as soon as possible this year, accelerating its global expansion. Additionally, Japan and South Korea could obtain health insurance pricing approvals in the third quarter. Ropeg’s global applications for the new indication essential thrombocythemia (ET) aim for market approval by 2026, becoming the company’s second growth engine.

Sunmax Biotechnology benefits from strong demand for its collagen implant products, with an annual production capacity of 300,000 units. The company has built a new facility expected to begin production as early as Q1 2027. In recent years, Sunmax has actively expanded into ASEAN markets. Various formulations of its collagen implants have obtained regulatory approvals in the Philippines, Singapore, Malaysia, Thailand, and Vietnam, and are currently on sale in Singapore, the Philippines, and Malaysia.

3D GLOBAL BIOTECH, invested by DIAMOND BIOFUND, focuses on 3D bioprinting and personalized regenerative medicine applications. In recent years, the company has also invested in daily disposable contact lenses, artificial tears, and the SuMei Olo oral care product line designed specifically for cancer patients. Animal studies have been completed, and human clinical trials are planned to start this year to further validate product efficacy and accelerate market introduction. The company has secured commissioned orders exceeding NT$200 million and is actively promoting international licensing collaborations for its cardiovascular stent systems.

Resource: 匯損海嘯沖倒生技業 有15檔乘風破浪 法人看好這檔全年賺逾一股本