Lumosa Therapeutics Co (6535) Fair Value & Analysis
Healthcare · TW · Market cap 14.8B TWD
Fair value as of: Jul 23, 2026
From 1 valuation models · updated 17 days ago
Fair value updated Jul 23, 2026, revised from 158.25 TWD to 159.62 TWD (+0.9%) since Jul 12, 2026. Share price −8.9% over the past month.
A solid business, screening 75% undervalued on our models.
What matters now
- The price is below even our cautious bear case (105.23 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 (105.23 TWD to 199.45 TWD) 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 23, 2026.
How to read this chart
60‑month range 30.57 TWD – 387.00 TWD · fair‑value band 105.23 TWD – 199.45 TWD · the 91.10 TWD price screens below the 159.62 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.
Analysis
Lumosa Therapeutics Co (6535) currently trades at 91.10 TWD, while our model-based Fair Value estimate is 159.62 TWD, implying the stock looks roughly 75.2% undervalued today. The Quality Score stands at 51/100 (solid quality), in the Healthcare sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.
Trailing-twelve-month revenue stands at 31.4M TWD. Revenue declined 49.6% year over year. It earns a return on equity of -22.4%. The balance sheet holds a net cash position of 413M TWD. Fundamentals as of Jul 23, 2026
Our scenario range runs from 105.23 TWD (bear case) to 199.45 TWD (bull case); at 91.10 TWD, the current price sits below 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 72% below its 52-week high, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -43% fair-value upside, at 75%, 6535 screens cheaper 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 1 models by family
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 50 · Market factors (momentum, volatility) 19
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
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lumosa Therapeutics Co 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.
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Peer Group
Biotechnology · 603 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.
Valuation Multiples vs Biotechnology median · lower = cheaper
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.
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 Biotechnology stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Vertex Pharmaceuticals Incorporated VRTX | $486.03 | $278.78 | -43% |
| Regeneron Pharmaceuticals, Inc REGN | $664.45 | $594.40 | -11% |
| Samsung Biologics Co 207940 | 1,368,000 KRW | 1,091,384 KRW | -20% |
| Celltrion, Inc 068270 | 175,800 KRW | 76,325 KRW | -57% |
| WuXi Biologics (Cayman) Inc 2269 | HK$39.54 | HK$30.42 | -23% |
| Innovent Biologics, Inc 1801 | HK$86.70 | HK$19.66 | -77% |
| Sino Biopharmaceutical Limited 1177 | HK$5.26 | HK$3.36 | -36% |
| ALTEOGEN Inc 196170 | 276,500 KRW | 44,444 KRW | -84% |
| RemeGen Co 688331 | ¥134.02 | ¥26.99 | -80% |
| Biocon Limited BIOCON | ₹440.70 | ₹57.36 | -87% |
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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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