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ISU Abxis Co (086890) Fair Value & Analysis

Healthcare · KR · Market cap 135B KRW

Price3,250 KRW
Fair Value3,129 KRW
Upside-3.7%
Quality95/100
Evidence: Low Range 2,305 KRW – 3,953 KRW

Fair value as of: Jun 24, 2026

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Analysis

ISU Abxis Co (086890) currently trades at 3,250 KRW, while our model-based Fair Value estimate is 3,129 KRW — implying the stock looks roughly 3.7% overvalued today. We read business quality at 95/100 (high quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: low).

About the company

ISU Abxis Co., Ltd., a biopharmaceutical company, develops and markets products for the treatment of cancer and rare diseases worldwide. The company offers Abcertin, an imiglucerase for injection that is used as long-term enzyme replacement therapy in patients with a confirmed diagnosis of Type 1 Gaucher disease; Fabagal, an agalsidase beta for injection, which is used as a long term enzyme replacement therapy in patients with a confirmed diagnosis of Fabry disease; and Clotinab, an abciximab that is used as an adjunct to percutaneous coronary intervention for the prevention of cardiac ischemic complications. It is also developing ISU104, a human antibody for the treatment of refractory cancer; ISU304, a modified recombinant factor IX protein for the treatment of Hemophilia B patients; and ISU305, an antibody biosimilar for paroxysmal nocturnal hemoglobinuria therapy. ISU Abxis Co., Ltd. is headquartered in Seongnam, South Korea.

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Frequently asked questions

Is ISU Abxis Co (086890) undervalued?
As of Jun 24, 2026, our model estimates a fair value of 3,129 KRW versus a price of 3,250 KRW — about −4% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 086890?
Our 21-model fair value for ISU Abxis Co is 3,129 KRW (as of Jun 24, 2026), built from audited fundamentals. The current price is 3,250 KRW.
What is the quality score of 086890?
ISU Abxis Co has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.