ScinoPharm Taiwan Actively Responds to Government Pharmaceutical Policy, Strengthening Local Supply Chain Resilience

ScinoPharm Taiwan (TWSE: 1789) held its investor conference today to present its 2025 operating results and business progress. Consolidated revenue for the year reached NT$3.163 billion, with net profit after tax of NT$137 million and earnings per share (EPS) of NT$0.17. Through ongoing product mix optimization and cost control, the Company maintained a stable gross margin. However, amid heightened global uncertainties and significant exchange rate fluctuations, the appreciation of the New Taiwan Dollar against the U.S. Dollar resulted in foreign exchange losses for ScinoPharm Taiwan, whose business is primarily export-oriented, and was one of the key factors contributing to the decline in profitability in 2025.

ScinoPharm Taiwan highlighted key achievements across its three core business segments in 2025. Shipments of its proprietary APIs maintained double-digit growth. During the year, the Company obtained approvals for three proprietary drug products, including U.S. FDA approvals for Clofarabine (for acute lymphoblastic leukemia) and Glatiramer Acetate (for multiple sclerosis), as well as Taiwan TFDA approval for Bortezomib, a treatment for multiple myeloma. Notably, this marks ScinoPharm Taiwan’s first oncology drug approval in Taiwan, demonstrating its commitment to strengthening local pharmaceutical supply chain resilience. Meanwhile, the CDMO business continued its steady growth, reaching a revenue scale of NT$1 billion in 2025, with a compound annual growth rate (CAGR) of approximately 14% over the past five years.

Focusing on Three Core Business Strategies: Proprietary APIs, Finished Dosage Products, and CDMO Services

In 2026, ScinoPharm Taiwan will continue to focus on these three core business segments to build a resilient and growth-driven operating structure. For its proprietary API business, the Company will maintain a healthy balance between pricing and volume to reinforce its existing foundation, while further optimizing production, sales, and capacity allocation. This approach will enhance flexibility in responding to market price competition, strengthen its position within the supply chain, and support the strategic expansion into new markets and customer segments. 

For its finished dosage business, ScinoPharm Taiwan will progressively focus on high-value drug-device combination products, targeting therapeutic areas such as oncology, hematology, metabolic diseases, and central nervous system disorders. The Company continues to advance multiple pipeline products toward regulatory approval. In early 2026, it completed the U.S. regulatory submission for an additional weight management drug, bringing the total number of pending applications to four. In parallel, registration activities in various high-potential markets are underway as planned, alongside active engagement with potential local partners to leverage complementary strengths and establish favorable commercialization conditions.

For approved products, ScinoPharm Taiwan will implement market entry strategies based on individual commercial value, while strengthening supply reliability to support long-term sales growth. In the area of value-added (505(b)(2)) products, the Company will further deepen strategic partnerships and expand its participation in development programs to unlock additional growth opportunities.

In its CDMO business, ScinoPharm Taiwan will focus on high-value product segments such as peptides, steroids, and cytotoxic compounds. By leveraging its manufacturing capacity and technical strengths, the Company will continue to enhance its R&D and production capabilities. At the same time, it will actively expand its business reach by pursuing collaboration opportunities with innovative pharmaceutical companies, broadening its CDMO portfolio, and diversifying its customer base to deliver more comprehensive one-stop integrated services.

Strengthening Taiwan Market Presence in Alignment with National Pharmaceutical Policy

Amid the ongoing restructuring of global pharmaceutical supply chains, rising geopolitical risks, and increasing demand for treatments for major diseases, ScinoPharm Taiwan, as a domestic company with global regulatory certifications and advanced pharmaceutical capabilities, has established a fully integrated manufacturing chain in Taiwan spanning from APIs to finished dosage products. This enables the Company to deliver stable and highly integrated local supply advantages.

ScinoPharm Taiwan is also actively advancing multiple regulatory submissions in Taiwan, aligning with government policies aimed at strengthening domestic pharmaceutical supply chain resilience, and positioning itself as a key local partner in ensuring stable drug supply. 

Looking ahead, ScinoPharm Taiwan will further focus on addressing long-term healthcare needs in major disease areas in Taiwan, with priority placed on oncology, diabetes, and metabolic diseases. The Company aims to gradually introduce a portfolio of products with strong clinical and market value.

In addition, ScinoPharm Taiwan seeks to deepen collaboration with domestic pharmaceutical companies, healthcare systems, and industry partners, leveraging complementary expertise to collectively enhance Taiwan’s pharmaceutical capabilities and supply chain resilience, and ultimately create meaningful and sustainable value for patients.