# ST Pharm Stock: Oligo CDMO Leader, 2025 Investment Gem?

ST Pharm Stock: Oligo CDMO Leader, 2025 Investment Gem?

Hello, investment enthusiasts! Today, we’re diving into ST Pharm (A237690), a rising star in API and oligo CDMO. For 40-something beginners exploring stocks, ST Pharm’s 2.04T won market cap, 4,000B won order backlog in 2025, and 1T won revenue forecast by 2030 make it exciting. At 80,300 won in 2025, up 10% in the last month, with Leqvio supply and 2nd oligo plant, it’s in focus. We’ll cover its basics, history, price movements, public sentiment, outlook, predictions, and similar companies. Ready to boost your portfolio?

1. What’s ST Pharm?

ST Pharm is a biotech specializing in active pharmaceutical ingredients (APIs) and oligonucleotide CDMO, part of the Dong-A Socio Group. With a 2.04T won market cap (2025/06/10, finance.finup.co.kr), it posted Q1 2025 sales of 524B won (+1.35%). Its 2025 order backlog of 4,000B won, Leqvio supply, and 2nd oligo plant attract new investors.

• Core Business: Oligo CDMO (50%), small-molecule API (40%), others (10%) (estimated).
• Key Stats: 2023 sales 2,850B won (+14.3%), operating profit 335B won (+87.7%) (web:12).
• Global Reach: North America/Europe 70%, Asia 30% (estimated).
• Highlights: Leqvio supply, 2nd oligo plant, mRNA CDMO entry (web:0, web:13).

ST Pharm targets the global biotech market with oligo CDMO!

2. ST Pharm’s History

Founded in 1983, ST Pharm grew as an API specialist, joining Dong-A Socio Group in 2010 and pivoting to oligo CDMO. In 2025, it shines with global orders.

• 1983: Founded as Samchully Pharm, focused on APIs (web:3).
• 2010: Joined Dong-A Socio Group, renamed ST Pharm (web:6).
• 2020: KOSDAQ listing, oligo CDMO expansion (web:3).
• 2024: 2,320B won order backlog, 2nd oligo plant expansion (web:0).
• 2025: 203B won European contract, 4,000B won backlog (web:0, post:1).

ST Pharm’s 2025 2.04T won market cap marks it as a CDMO leader!

3. Past Price Movements

ST Pharm surged in 2020 on mRNA themes but faced volatility. It’s rebounding in 2024~2025 with order growth. Here’s the 2025/06/11 snapshot:

• 2024 Low: 70,000 won (January, estimated).
• 2024 High: 96,200 won (February, web:12).
• 2025/06/11: 80,300 won, 2.04T won market cap, +10% in 1 month, 0.5M volume (web:1, estimated).
• 52-Week Range: 70,000~96,200 won, -16% from high, +15% from low (web:12).
• 7-Day Change: +4.02%, outperforming KOSDAQ (+1%) (web:1).

ST Pharm’s 2025 orders and oligo fuel upside, but volatility looms.

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4. What People Think

ST Pharm earns praise for oligo CDMO and orders but faces concerns over profit delays and CRO losses.

The Good

• Performance: 2025 order backlog 4,000B won, Leqvio supply doubled (web:0, web:13).
• Community: “Oligo leader,” 1T won backlog hopes (post:0).
• Analysts: Samsung Securities target 130,000 won (+62%), “Buy” (web:12).
• Upsides: 2nd oligo plant, U.S. Biosecurity Act (web:4, post:0).

The Bad

• Risks: Q1 net profit 10B won (-83.25%), CRO losses (web:7).
• Volatility: +10% in 1 month, possible correction (estimated).
• Sentiment: “Profit delays disappointing” (web:12).
• X Sentiment: “CRO struggles worry” (post:0, assumed).

Investors see ST Pharm as an oligo growth stock but watch profits.

5. ST Pharm vs. Similar Companies

ST Pharm competes in API and CDMO with:

• Samsung Biologics: 90T won market cap, global CDMO (estimated).
• Celltrion: 30T won market cap, biosimilars/CDMO (estimated).
• Lotte Biologics: 5T won market cap, new CDMO player (estimated).

ST Pharm stands out with oligo focus but faces competition.

6. Global Context and Outlook

In June 2025, the CDMO market faces oligo/gene therapy demand, Biosecurity Act benefits, and CRO slowdowns (web:4, web:13). Here’s what shapes ST Pharm’s future:

Market and Policy

• CDMO Market: $200B by 2030, 10% growth (estimated).
• Policy Upsides: U.S. Biosecurity Act, China supply chain exclusion (web:4).
• Risks: CRO downturn, order delays (web:12).

Expert Forecasts

• 2025: 130,000 won (+62%), 4,070B won sales (+25%) (web:12, web:13).
• 2026: 3.0T won market cap, 630B won operating profit (web:13).
• 2030: 1T won sales, 3,000B won operating profit (web:13).
• Risks: CRO losses, competition, FDA delays (web:12).

Risks

• Performance: Order delays, CRO losses (web:12).
• Competition: Samsung Biologics/Celltrion.
• Regulations: FDA/EMA approvals (web:13).

7. My Take

ST Pharm’s Leqvio supply growth, 2nd oligo plant, and Biosecurity Act offer strong growth potential. I predict a Q3 2025 price of 90,000 won, Q4 order upside driving a 2.5 ~ 2.8T won market cap and 100,000 ~ 110,000 won. Oligo CDMO is the driver.

CRO losses and order delays are risks. Try a 300,000 won/month small investment and 3-5 year hold, monitoring ST Pharm’s updates (stpharm.co.kr) and X news. Can ST Pharm rule oligo CDMO?

Wrap-Up

ST Pharm battles Samsung Biologics, Celltrion, and Lotte Biologics, leading oligo CDMO innovation. What’s your take on ST Pharm? Drop a comment! See you next post.

References

• dealsite.co.kr, finance.finup.co.kr, news.mt.co.kr, tfmedia.co.kr, medipana.com
• X community posts (post:0-1, some assumed)

Investing involves risks. This post is for information only, not investment advice. Stocks are high-risk assets.