1. Telminuvo Approval: What’s Important?
Telminuvo, developed by Chong Kun Dang, is a combination drug of telmisartan and esamlodipine besylate dihydrate at low doses, expected to be effective in treating essential hypertension. Scheduled for domestic launch in the second half of 2025, this drug has the potential to strengthen Chong Kun Dang’s product portfolio and generate new sales. However, considering Chong Kun Dang’s recent poor performance, the short-term impact may be limited.
2. Chong Kun Dang’s Fundamentals: A Closer Look
Chong Kun Dang is currently facing challenges due to sluggish sales of major products, rising cost of goods sold, and increased R&D expenses. While the large-scale technology export contract is positive, risks remain, including exchange rate and interest rate fluctuations, poor performance of subsidiaries, and the cholinergic lawsuit.
3. Telminuvo Approval: Investment Strategy
While the approval of Telminuvo suggests long-term growth potential, short-term profitability improvement is uncertain. Therefore, investors need a cautious approach and should closely monitor Telminuvo’s sales performance after launch, sales recovery of major products, profitability improvement efforts, progress of technology exports, and the outcome of the cholinergic lawsuit. A conservative investment perspective should be maintained in the short term, while a long-term perspective requires comprehensive consideration of the R&D pipeline and the turnaround of existing businesses.
4. Key Checklist for Investors
- Telminuvo Market Share
- Sales Recovery of Major Products
- Profitability Improvement Strategies
- Technology Export Milestone Achievement
- Cholinergic Lawsuit Progress
Frequently Asked Questions
When will Telminuvo be released?
It is scheduled to be released domestically in the second half of 2025.
Will Telminuvo’s approval positively affect Chong Kun Dang’s stock price?
It may be positive in the long term, but the short-term impact may be limited. Recent poor performance and increased market competition should be considered.
What precautions should be taken when investing in Chong Kun Dang?
Risks such as the recent decline in sales and operating profit, exchange rate and interest rate volatility, and the cholinergic lawsuit should be considered.
