Lumosa Therapeutics Co. Ltd. (6535) fair value: what the stock is really worth
As of Sep 23, 2026: fair value of Lumosa Therapeutics Co. Ltd. TWD 157, price TWD 82.30, upside +90.7%, quality 51 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range 30.57 TWD – 387.00 TWD · fair‑value band 103.46 TWD – 196.09 TWD · the 82.30 TWD price screens below the 156.94 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
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Lumosa Therapeutics Co., Ltd., a clinical-stage pharmaceutical company, develops drugs for neurological and oncological diseases in Taiwan and the rest of Asia. The company offers Naldebain (LT-1001), an analgesic injection for postoperative pain.
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Lumosa Therapeutics Co., Ltd., a clinical-stage pharmaceutical company, develops drugs for neurological and oncological diseases in Taiwan and the rest of Asia. The company offers Naldebain (LT-1001), an analgesic injection for postoperative pain. It also develops LT3001, which has completed Phase 2b clinical trials for the treatment of acute ischemic stroke; LT6001, which is in pre-clinical trials for the treatment of neurological disorders; and CS028, which is in the pre-clinical stage for the treatment of solid tumors. In addition, the company engages in the investment, new drug development consulting, and service and transfer of techniques activities. The company was formerly known as SunTen Phytotech Co., Ltd. and changed its name to Lumosa Therapeutics Co., Ltd. in June 2014. Lumosa Therapeutics Co., Ltd. was incorporated in 2000 and is based in Taipei, Taiwan.
Stock analysis
Lumosa Therapeutics Co. Ltd. (6535) currently trades at 82.30 TWD, while our model-based Fair Value estimate is 156.94 TWD, implying the stock looks roughly 47.6% undervalued today.
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Valuation
How firm this estimate is: it rests on 1 models at a data quality of 94/100, which puts the evidence level at low.
Scenario range: 103.46 TWD (bear) to 196.09 TWD (bull), the price of 82.30 TWD sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 51/100 (solid quality), in the Healthcare sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Lumosa Therapeutics Co. Ltd. reported revenue of 35.8M TWD in FY2025 versus 17.4M TWD in FY2021, a compound +19.9%/yr. Reported net income was −341M TWD in FY2025.
Our AI-assisted moat analysis scores the competitive advantage at 29 out of 100 (medium confidence).
What moves the price
The share trades about 74% below its 52-week high and 10% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Healthcare peers we cover trades at −5% fair-value upside, at 91%, 6535 screens cheaper than that median.
Fair Value models
Bear 103.46 TWDFair Value 156.94 TWDBull 196.09 TWD
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.30/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
−8.5%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+10.4%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+10.6%
Start year 2020 (pandemic)
Revenue growth 6 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−23.0%
’19
’20
’21
’22
’23
’24
’25
Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−1,489.1% (2020) → −930.8% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
Compare Lumosa Therapeutics Co. Ltd. with another stock
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Biotechnology · 651 stocks
Beats the industry median on 3/6 measures
A mixed picture versus its industry peers.
Valuation
Quality Score50 · Above median
Fair Value upside+91% · Top 25%
Profitability
Return on assets−10% · Below median
Growth and dividend
Revenue growth−50% · Bottom 25%
Valuation Multiplesvs Biotechnology median · lower = cheaper
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Is Lumosa Therapeutics Co. Ltd. (6535) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of 156.94 TWD versus a price of 82.30 TWD, about +91% upside (undervalued).
What is the fair value of 6535?
Our model-based fair value for Lumosa Therapeutics Co. Ltd. is 156.94 TWD (as of Sep 24, 2026), built from audited fundamentals. The current price: 82.30 TWD.
What is the quality score of 6535?
Lumosa Therapeutics Co. Ltd. has a Quality Score of 51/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Lumosa Therapeutics Co. Ltd. (6535)?
Our model-based price target is the fair value of 156.94 TWD (as of Sep 24, 2026) from 1 valuation models. Cautious scenario 103.46 TWD, optimistic scenario 196.09 TWD. It is a calculation from audited fundamentals, not an analyst target.
What is the Lumosa Therapeutics Co. Ltd. stock forecast for 2026?
Our models put fair value at 156.94 TWD, about +91% upside versus a price of 82.30 TWD (undervalued). Cautious scenario 103.46 TWD, optimistic scenario 196.09 TWD. The calculation is refreshed regularly with new filings.
What is the revenue of Lumosa Therapeutics Co. Ltd. (6535)?
Lumosa Therapeutics Co. Ltd. reported trailing-twelve-month revenue of about 31.4M TWD (latest available figure, as of Sep 24, 2026).
What is the intrinsic value of Lumosa Therapeutics Co. Ltd. (6535)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Lumosa Therapeutics Co. Ltd. it is 156.94 TWD per share (as of Sep 24, 2026), against a price of 82.30 TWD. It is the blended result of 1 valuation models (cash flow, earnings, asset, dividend).
Is Lumosa Therapeutics Co. Ltd. stock overvalued or undervalued in 2026?
As of Sep 24, 2026, 6535 trades below its calculated fair value: price 82.30 TWD, fair value 156.94 TWD, a gap of about +91% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of 6535?
No. The price is what the market pays today (82.30 TWD); the fair value is what the company's own numbers justify (156.94 TWD). For Lumosa Therapeutics Co. Ltd. the two are 74.64 TWD per share apart. That gap is exactly why we show both numbers side by side.
How much is Lumosa Therapeutics Co. Ltd. worth?
The market values Lumosa Therapeutics Co. Ltd. at about 13.9B TWD (market capitalisation, as of Sep 24, 2026). Per share that is 82.30 TWD; our models calculate a fair value of 156.94 TWD per share.
What do the bullish and bearish scenarios say about 6535?
Our models span a range for Lumosa Therapeutics Co. Ltd.: cautious scenario 103.46 TWD, base 156.94 TWD, optimistic 196.09 TWD per share (as of Sep 24, 2026, price 82.30 TWD). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of Lumosa Therapeutics Co. Ltd. (6535)?
Balance-sheet figures for Lumosa Therapeutics Co. Ltd. (as of Sep 24, 2026): return on equity −22.4%. They feed the Quality Score of 51/100, which measures business quality independently of the share price.
How far is 6535 from its 52-week high?
Lumosa Therapeutics Co. Ltd. trades at 82.30 TWD, about 74% below its 52-week high of 319.00 TWD and 10% above the low of 74.60 TWD (as of Sep 23, 2026). Distance from the high says nothing about value: that is what the fair value of 156.94 TWD is for.
Which stocks are comparable to Lumosa Therapeutics Co. Ltd.?
From the same area (Healthcare) we also value Vertex Pharmaceuticals Incorporated, Regeneron Pharmaceuticals, Inc, argenx SE, Samsung Biologics Co, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Lumosa Therapeutics Co. Ltd. stock attractive at the current price?
The data as of Sep 24, 2026: price 82.30 TWD, calculated fair value 156.94 TWD (+91%), Quality Score 51/100, from 1 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of 6535 calculated?
We run Lumosa Therapeutics Co. Ltd. through 1 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 156.94 TWD, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.1 % above its aggregate fair value. Lumosa Therapeutics Co. Ltd. currently trades 91 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Lumosa Therapeutics Co. Ltd. (6535)?
The closing price on Sep 23, 2026 was 82.30 TWD. Our model-based fair value is 156.94 TWD, about +91% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Lumosa Therapeutics Co. Ltd. right now?
The price is below even our cautious bear case (103.46 TWD). The market is more pessimistic than our downside scenario. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution. Solid quality (51/100) at a price below fair value, the discount is the argument here, not the business quality. A fairly wide model range (103.46 TWD to 196.09 TWD) leaves room in how you read the outcome.
Key figures of Lumosa Therapeutics Co. Ltd.
How large is the market capitalisation of Lumosa Therapeutics Co. Ltd. (6535)?
The market capitalisation of Lumosa Therapeutics Co. Ltd. is 13.9B TWD (≈ $435M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What are the earnings per share of Lumosa Therapeutics Co. Ltd. (6535)?
Earnings per share at Lumosa Therapeutics Co. Ltd. are −2.14 TWD. Earnings per share over the last twelve months: total profit spread across every single share.
What is the return on equity of Lumosa Therapeutics Co. Ltd. (6535)?
The return on equity (ROE) of Lumosa Therapeutics Co. Ltd. is −22.4% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Lumosa Therapeutics Co. Ltd. (6535)?
On an EBIT basis the return on assets of Lumosa Therapeutics Co. Ltd. is −14.9% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Lumosa Therapeutics Co. Ltd. (6535)?
The operating margin of Lumosa Therapeutics Co. Ltd. is −1,483% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Lumosa Therapeutics Co. Ltd. (6535)?
Revenue at Lumosa Therapeutics Co. Ltd. is growing −49.6% versus a year earlier (3y avg +10.4%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much free cash flow does Lumosa Therapeutics Co. Ltd. (6535) generate?
The free cash flow of Lumosa Therapeutics Co. Ltd. is −361M TWD (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net cash does Lumosa Therapeutics Co. Ltd. (6535) hold?
Lumosa Therapeutics Co. Ltd. holds more cash than debt, 413M TWD net (fiscal year 2023). The company holds more cash than debt, a safety cushion.
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