Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688293.SS
HOLDFLAGShanghai OPM Biosciences Co., Ltd. · Healthcare · China · $898M · Avg Vol: $8M/d
Shanghai OPM Biosciences is a high-quality provider of cell culture media and CDMO services in China. It possesses a strong regulatory moat and high switching costs, as media formulations are locked into clinical trials. However, near-term domestic biotech funding constraints in China act as a temporary drag on growth.
COMPANY DESCRIPTION
Shanghai OPM Biosciences provides cell culture media and contract development and manufacturing organization (CDMO) services for biopharmaceuticals. The company's competitive moat lies in its proprietary, high-performance serum-free media formulations that rival international brands, coupled with integrated antibody development services. It is a leading domestic player in the upstream bioprocess consumables market, benefiting from the localization of biotech supply chains.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 44M | 36M | 44M | 52M | 6.4% |
| EPS | 0.15 | 0.07 | 0.03 | 0.05 | -29.1% |
| Shares | 115M | 115M | 115M | 114M | -0.8% |
| Debt | 14M | 10M | 10M | 8M | -14.7% |
| Equity | 323M | 319M | 310M | 310M | -1.3% |
| Op CF | 16M | 9M | 10M | 15M | -2.5% |
| Inv CF | -57M | -22M | -55M | -23M | — |
| Fin CF | 218M | -20M | -15M | -8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 688293.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688293.SS | Shanghai OPM Biosciences Co., Ltd.(you) | $898M | 42 | HOLD |
| 688767.SS | Hangzhou Biotest Biotech Co.,Ltd. | $842M | 39 | HOLD |
| 301080.SZ | Acrobiosystems Co.,Ltd. | $1.0B | 38 | HOLD |
| 603229.SS | Zhejiang Ausun Pharmaceutical Co., Ltd. | $1.2B | 43 | HOLD |
| 300497.SZ | Jiangxi Fushine Pharmaceutical Co., Ltd. | $1.2B | 41 | HOLD |
| 002880.SZ | Shenzhen Weiguang Biological Products Co., Ltd. | $845M | 48 | HOLD |
| 301333.SZ | R&G PharmaStudies Co., Ltd. | $724M | 38 | HOLD |
| 688739.SS | Liaoning Chengda Biotechnology Co.,Ltd. | $1.3B | 42 | HOLD |
| 688658.SS | Youcare Pharmaceutical Group Co., Ltd. | $1.2B | 39 | HOLD |
| 2171.HK | CARsgen Therapeutics Holdings Limited | $1.3B | 39 | HOLD |
Peer medians: ROE 4.8% · P/E 27.6x · Gross margin 53.1%