Yuhan

Yuhan

000100.KS
Seoul, South Korea· Est.
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000100.KS · Stock Price

KRW 88,000-21,800 (-19.85%)
Market Cap: $4.5B

Historical price data

Market Cap: $4.5BPipeline: 118 drugs (12 Phase 3)Patents: 20Founded: 1926Employees: 3000-5000HQ: Seoul, South Korea

Overview

Yuhan's mission is to develop innovative medicines that improve human and animal health, guided by its founder's revolutionary principle that corporate profits are a public trust. Its landmark achievement is the global success of 'Lecraza' (lazertinib), a third-generation EGFR-TKI for NSCLC, developed in partnership with Janssen, which has transformed it into a recognized oncology innovator. The company's strategy leverages deep internal R&D in small molecules, biologics, and drug delivery, amplified by a proactive open innovation model to in-license and co-develop high-potential candidates. This approach, combined with its robust commercial infrastructure, positions Yuhan for sustained growth across Asia and global markets.

OncologyMetabolic DiseasesRespiratory Diseases

Technology Platform

Yuhan leverages a multi-modal R&D engine combining deep small molecule chemistry, a proprietary next-generation Antibody-Drug Conjugate (ADC) platform focused on novel linker-payloads, and advanced drug delivery systems, all accelerated through a strategic open innovation model for in-licensing and co-development.

Pipeline

118
118 drugs in pipeline12 in Phase 3
DrugIndicationStageWatch
YMC026 + PlaceboRespiratory DiseaseApproved
generic formulation of atorvastatin (Atorva®) + branded form...HypercholesterolemiaApproved
Rosuvamibe + MonorovaAtherosclerotic Cardiovascular DiseaseApproved
Pregabalin 150mg + Alpha-lipoic acid 480mg + Pregabalin 150m...Diabetic Peripheral NeuropathyApproved
Anplag Tab. 100mg bid + Anplag Tab. 100mg tidPeripheral Artery Disease, PADApproved

Opportunities

Yuhan is poised to capture significant value from the global expansion and lifecycle management of Lecraza, particularly in adjuvant NSCLC, and from the clinical validation of its proprietary next-generation ADC platform.
The growing Asian pharmaceutical market, where Yuhan has deep commercial roots, provides a high-growth launchpad for its innovative pipeline.

Risk Factors

Key risks include pipeline concentration on Lecraza, clinical failure of high-priority mid-stage assets like its lead ADC and gout drug, intense competition in core oncology markets, and dependency on partner Janssen for global commercialization.
Macro risks include Korean pricing reforms and currency fluctuations.

Competitive Landscape

Yuhan competes directly with global oncology leaders like AstraZeneca in the EGFR inhibitor market and faces off against ADC pioneers like Daiichi Sankyo. Domestically, it vies with Korean giants Celltrion and Dong-A ST. Its competitive edge lies in its integrated R&D platforms, agile open innovation model, and powerful commercial foundation in Korea.