증권사 리포트&코멘트
[Reseach Note] ENCell (456070, KOSDAQ) — KRW 124.1bn ( $82.3mn)
✅ [Reseach Note] ENCell (456070, KOSDAQ) — KRW 124.1bn (~$82.3mn)
🔥 Re-Rating Drivers: CDMO Recovery, Japan Expansion,
and EN001 Phase 2
📌 Investment Highlights
- Korea-based CGT CDMO with end-to-end cell and gene therapy manufacturing capabilities
- Operates the only hospital-based GMP facility in Korea, enabling integrated autologous cell therapy production
- Expanding into high-margin Japanese regenerative medicine and aesthetics markets
- Key pipeline: EN001 for Charcot-Marie-Tooth (CMT) disease entering Phase 2a; potential conditional approval could accelerate commercialization
📊 2026E: OP Loss improving toward normalized levels | Potential inflection from regenerative medicine contribution
#KoreanStocks #Biotech #CDMO #CellTherapy #RegenerativeMedicine #ENCell
✅ Korean Independent Research: Growth Research
https://t.me/growthresearch
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그로쓰리서치(Growth Research) [독립리서치]
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