What Happened?

Adbiotech issued ₩5 billion worth of BW through a private placement on July 25, 2025. The investor is Orion Valueup Investment Partnership No. 2, with an exercise price of ₩2,879 and a maturity rate of 3.0%. The exercise period is from August 22, 2026, to July 22, 2030.

Why the BW Issuance?

Adbiotech recorded an operating loss in the first quarter of 2025, and its financial situation worsened with a decrease in capital. The funds secured through this BW issuance are expected to be used for operating funds and debt repayment. This is analyzed as a choice to secure short-term financial stability and continue research and development activities.

So What Happens Now?

  • Positive aspect: Improved financial structure and increased sustainability of R&D through short-term funding.
  • Negative aspect: Potential stock dilution due to the exercise price being lower than the current stock price.

Future stock prices are expected to fluctuate depending on the BW exercise rate, transparency of fund usage plans, and Adbiotech’s business performance and fundamental improvements.

What Should Investors Do?

Before making an investment decision, carefully review the changes in financial statements and future business strategies due to the BW issuance. It is particularly important to check information on the specific use plan for the raised funds and the cause of the sluggish performance in the first quarter and solutions to overcome it. Pay close attention to changes in macroeconomic indicators such as US and Korean base interest rates, exchange rates, and raw material prices.