Perspectiva 2026 de Daewoong Co. (003090), la sociedad HOLDING coreana que controla Daewoong Pharmaceutical. Analizamos el descuento sobre el NAV, el valor de Nabota y Fexuclue, dividendos y regalías, por qué 003090 no es 069620, riesgos y métricas clave.
A 2026 outlook on Daewoong Co. (003090), the Korean HOLDING company that controls Daewoong Pharmaceutical. We cover NAV holding discount, Nabota and Fexuclue drug value, dividends and royalties, why 003090 is not 069620, key risks, and metrics to watch.
A deep, qualitative 2026 outlook on Daewoong Pharmaceutical (KRX 069620): the Nabota botulinum toxin (sold as Jeuveau in the US), the winding down of the Medytox litigation, the P-CAB reflux drug Fexuclue, the SGLT-2 diabetes drug Envlo, overseas license-out royalties, the pipeline, and the R&D cost burden for global investors.