1. What Happened at Optus Pharma in H1 2025?

Optus Pharma experienced a slight decrease in revenue compared to H1 2024, but saw a rebound in Q2 2025. Strong sales of key products and new CMO/CDMO contracts drove this growth. Notably, the introduction of the presbyopia treatment ‘QLOSI™’ in Korea raises expectations for future sales increases. Operating and net profits improved significantly year-over-year, largely due to increased production efficiency from the new plant.

2. What are the Opportunities and Risks?

Opportunities:

  • – Stable sales of core products
  • – CMO/CDMO business expansion potential
  • – Strengthened drug pipeline (‘QLOSI™’ launch)
  • – Increased production capacity (Osong Plant 2)
  • – R&D pipeline development (glaucoma and anti-allergy treatments)
  • – Solid financial health

Risks:

  • – Generic drug price reevaluation
  • – Increased competition
  • – Exchange rate fluctuations
  • – Uncertainties in new drug development

3. What’s the Outlook for Optus Pharma?

Optus Pharma is expected to maintain steady growth based on its current business structure. Successful market entry of new pipeline products, efficient cost management, and overseas expansion will further accelerate growth. However, flexible responses to the rapidly changing market environment and regulatory changes are crucial.

4. Investment Action Plan

Investors considering Optus Pharma should focus on:

  • – Clinical progress and market entry strategies for new pipeline products
  • – CMO/CDMO contract wins
  • – Overseas market expansion performance
  • – Competitive strategies against competitors

Continuous monitoring is essential to manage investment risks and make informed long-term investment decisions.