Ever Supreme announced on the 3rd that its consolidated revenue for October reached NT$111.13 million, marking a 22% increase from September and a 12% rise compared to the same month last year, setting a record high for the period. This reflects continued momentum in the company’s operations. Cumulative revenue for the first ten months of the year reached NT$773 million, representing a 12.3% year-on-year increase.
The company will hold a board meeting on November 10 to release its Q3 financial results. Analysts estimate that Ever Supreme’s earnings per share (EPS) for the first three quarters could reach NT$3.7, up 91% from NT$1.94 in the same period in 2024, marking a historical high. Both operational and profitability performance are strong. With the “Regenerative Medicine Act” and “Regenerative Medicinal Products Regulation” set to take effect on January 1, 2026, Ever Supreme is well-positioned to benefit from policy incentives and market growth opportunities in cell and exosome therapies, with full-year profits expected to reach new peaks.
Ever Supreme stated that under the new regulations, if a therapy targets life-threatening or severely disabling diseases and has completed Phase II clinical trials demonstrating safety and preliminary efficacy, it can apply for a five-year “Temporary Drug License”, allowing early market entry. All three of the company’s core product lines fall within the scope of this regulatory benefit.
Firstly, CAR001 is the world’s first allogeneic, non-viral mRNA-edited dual-target CAR.BiTE-γδT cell therapy, aimed at hard-to-treat solid tumors including MSS-type colorectal cancer, glioblastoma, triple-negative breast cancer, and non-small cell lung cancer. Clinical data show tumor shrinkage of 72.89% in MSS colorectal cancer patients and approximately 37% in glioblastoma patients, with good safety profiles, positioning CAR001 as a potential candidate for the first applications of the Temporary Drug License.
Secondly, UMSC01, a umbilical cord mesenchymal stem cell therapy, is currently in Phase IIa trials for multiple sclerosis (MS) and acute myocardial infarction (AMI). Both indications are considered life-threatening or severely disabling, making them eligible under the new regulations to apply for temporary licensing, accelerating clinical translation and patient access.
Thirdly, the exosome platform (dEV/iEV) is the world’s first exosome-based therapeutic platform with neuro-targeting capability that can cross the blood-brain barrier (BBB), aimed at neurodegenerative diseases such as Parkinson’s and Alzheimer’s. This platform also qualifies as a therapy for severely disabling diseases and may apply for a five-year temporary license under the new regulations, expediting clinical and commercial development.
Ever Supreme emphasized that the implementation of the Regenerative Medicine Act and related regulations will bring structural benefits to Taiwan’s regenerative medicine industry, boosting clinical development, investment momentum, and industry chain upgrading. Leveraging its three core pillars—non-viral mRNA-edited CAR-T cell therapy, UMSC01 stem cell therapy, and neuro-targeted exosome technology—Ever Supreme is executing a “Cell + Exosome” dual-core strategy fully aligned with the new regulatory framework.
Resource: 長聖10月營收1.1億元 月增22%、年增12%創歷史同期新高
