ISU Abxis Co (086890) Fair Value & Analysis
Healthcare · KR · Market cap 126B KRW
Fair value as of: Jul 22, 2026
From 6 valuation models · updated 19 days ago
Share price +2.4% over the past month.
Below-average quality, and screening another 86% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (648.35 KRW). The favourable scenario is already priced in.
- Weak quality (18/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- A fairly wide model range (350.65 KRW to 648.35 KRW) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.
How to read this chart
60‑month range 2,975 KRW – 22,450 KRW · fair‑value band 350.65 KRW – 648.35 KRW · the 3,555 KRW price screens above the 499.49 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.
Analysis
ISU Abxis Co (086890) currently trades at 3,555 KRW, while our model-based Fair Value estimate is 499.49 KRW, implying the stock looks roughly 86.0% overvalued today. The Quality Score stands at 18/100 (below-average 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).
Over the trailing twelve months, ISU Abxis Co generated revenue of 39.6B KRW at a net margin of 0.8%. Revenue grew 86.4% year over year. Net debt stands at 4.5B KRW. Fundamentals as of Jul 22, 2026
Our scenario range runs from 350.65 KRW (bear case) to 648.35 KRW (bull case); at 3,555 KRW, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 44% below its 52-week high and 18% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -20% fair-value upside, at -86%, 086890 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 6 models by family
Widest divergence: Asset-Based (1,933 KRW) versus Earnings-Based (982.82 KRW). Highest evidence: ROIC Compounder (72).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 24 · Market factors (momentum, volatility) 18
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
ISU Abxis Co., Ltd., a biopharmaceutical company, develops and markets products for the treatment of cancer and rare diseases worldwide.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
ISU Abxis Co reported revenue of 56.7B KRW in FY2025 versus 28.0B KRW in FY2021, a compound +19.3%/yr. Reported net income was −10.7B KRW in FY2025.
086890 screens 86% overvalued. Compare with GlaxoSmithKline Pharmaceuticals Limited →
Peer Group
Pharmaceuticals · 25 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Pharmaceuticals stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| GlaxoSmithKline Pharmaceuticals Limited 500660 | ₹2,653 | ₹1,471 | -45% |
| Caregen Co 214370 | 62,700 KRW | 7,277 KRW | -88% |
| ST Pharm Co 237690 | 123,600 KRW | 50,110 KRW | -59% |
| Oscotec Inc 039200 | 31,050 KRW | 25,062 KRW | -19% |
| DongKook Pharmaceutical Co 086450 | 18,350 KRW | 32,142 KRW | +75% |
| Kolon Life Science Inc 102940 | 30,100 KRW | 37,195 KRW | +24% |
| Huons Global Co 084110 | 23,800 KRW | 58,482 KRW | +146% |
| BINEX Co 053030 | 6,350 KRW | 1,844 KRW | -71% |
| Anterogen.Co.,Ltd., a bio-venture company, 065660 | 16,810 KRW | 4,741 KRW | -72% |
| EURO EURO | 1.09 PHP | 0.8700 PHP | -20% |
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Frequently asked questions
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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.
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