PharmaEssentia’s Board of Directors on the 4th approved the company’s third-quarter financial results, reporting quarterly operating profit of NT$1.165 billion, a 58.7% year-on-year increase; after-tax net income of NT$1.473 billion, up 104%; and earnings per share (EPS) of NT$3.99—all three metrics reaching historic highs. Cumulatively, after-tax net income for the first three quarters totaled NT$3.568 billion, rising 106% from last year, with EPS at NT$9.66, bringing profits close to the equivalent of one full share of capital.
PharmaEssentia will present its third-quarter performance and future outlook at an investor conference on the 6th. The company recently announced September revenue of NT$1.32 billion, setting a new monthly record. Revenue for the first three quarters reached NT$10.75 billion, up 61.1% year-on-year—marking its first time surpassing NT$10 billion and already exceeding last year’s full-year revenue, establishing a major operational milestone. Investors are now watching for October revenue figures, which are expected to remain strong.
PharmaEssentia noted that revenue through September mainly came from its rare blood cancer therapy Ropeginterferon alfa-2b (Ropeg). In the U.S., monthly shipment volume in September again reached a new high, reflecting rising demand. Ropeg is currently approved in nearly 50 countries for polycythemia vera (PV) and is commercially available in those markets. Mexico is expected to grant approval before the end of the year.
The company added that its sales teams in the U.S. and Japan have completed expansion and training, and are expected to begin delivering results starting in the fourth quarter, providing momentum for next year’s revenue.
On new indications, regulatory submissions for essential thrombocythemia (ET) are progressing rapidly. This year, PharmaEssentia completed filings in mainland China, Taiwan, and Japan, and recently submitted the application for the new indication to the U.S. FDA. Approval is expected in the second half of 2026, targeting the approximately 150,000 ET patients in the U.S., positioning ET as the company’s second major growth driver after PV.
PharmaEssentia also announced it has submitted a supplemental Biologics License Application (sBLA) to the FDA for the Ropeg prefilled pen injector (Pen Device). Since the FDA classifies the device as a new product, the company may pursue new pricing, creating an additional revenue opportunity. The Ropeg pen injector has completed commercial-scale production preparations and is expected to receive approval and launch as early as February next year, becoming another engine for revenue growth.
The company highlighted that the Ropeg pen injector is designed for single-use to eliminate risks associated with reuse. The design enhances patient safety, simplifies administration, and improves ease of use—particularly benefiting older patients—thereby significantly improving treatment compliance.
Resource: 藥華藥第3季財報 營利、淨利及 EPS 三創新高 前三季獲利近一個股本
