[Click eStock] "Caregen Stands Out as the Only Company Able to Supply Peptides Legally Amid U.S. Peptide Craze"

There is an analysis suggesting that Caregen could secure a differentiated position amid the rapid growth of the peptide market in the United States. Hanyang Securities highlighted Caregen's ability to supply peptides legally and its high profitability as key strengths.

Byungyong Oh, a researcher at Hanyang Securities, stated, "The United States is currently experiencing a peptide craze. The U.S. peptide market is expanding rapidly, and the distribution of unauthorized peptide supplements such as 'BPC-157' and 'semaglutide mimics' in the gray market has made it a massive industry." He added, "Americans already perceive peptides as premium ingredients that provide pharmaceutical-level effects."

However, the current market is in a regulatory vacuum. Researcher Oh pointed out, "These peptides are outside of regulatory oversight, and their quality and safety cannot be guaranteed. In the United States, there are strong opposing views regarding unauthorized peptides, and depending on the regulatory direction, there is always a risk that sales could be suspended."

In this context, Caregen's differentiation is being highlighted. Researcher Oh explained, "Caregen has independently developed three new synthetic peptide supplements that did not previously exist and has successfully registered all of them as New Dietary Ingredients (NDI) in the United States. The significance of NDI is simple: it means they can be sold legally." He further emphasized, "Caregen products are the only synthetic peptide ingredients registered as NDIs, making Caregen the only company capable of supplying legal peptides in the U.S. market."

The possibility of business expansion was also mentioned. Researcher Oh reported, "Caregen's CEO, Dr. Jeong Yongji, is negotiating product supply with multinational companies in the United States and has stated that they are willing to grant exclusive distribution rights for certain sales channels." He analyzed, "While the demand for peptide supplements in the U.S. is explosive, legal supply is extremely limited. Given the limited number of suppliers, bargaining power is likely to be in favor of the suppliers."

Fundamentals were cited as another strength. Researcher Oh explained, "Caregen is not a company engaged in vague development, but rather generates annual sales of KRW 70 billion to KRW 80 billion through its independently developed innovative products, maintaining an operating margin of about 30% to 50%." He added, "Approximately 97% of sales come from overseas exports, and Caregen is among the very few bio companies that distribute most of their net income as dividends."

Future stock price momentum is also anticipated. Researcher Oh stated, "With the government's KOSDAQ value-up policy, the process of distinguishing quality bio stocks may begin, and Caregen will stand out in terms of performance, shareholder returns, and original technology." He further emphasized, "Momentum from entry into the U.S. market could serve as a short-term stock price catalyst, and if peptide supplements successfully establish themselves and go viral in the U.S. market, Caregen's corporate value ceiling could be raised significantly."

This content was produced with the assistance of AI translation services.