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688796.SS
STRONG SELLREMOVEBIOCYTOGEN PHARMACEUTICALS (BEI · Healthcare · China · $7.2B · Avg Vol: $27M/d
Biocytogen is a high-quality gene-editing and antibody discovery platform (Q: 67). However, it operates primarily as a pre-clinical CRO rather than a commercial-scale CDMO, meaning it does not benefit from the high-utilization manufacturing bottleneck theme. Given the current weak biotech funding environment and geopolitical risks for Chinese CROs, we prefer to stay on the sidelines.
COMPANY DESCRIPTION
Biocytogen Pharmaceuticals (Beijing) Co., Ltd. is a global biotechnology company providing gene-edited animal models and preclinical antibody drug discovery services. The company's competitive moat is anchored by its proprietary RenMice platform, which enables the efficient generation of fully human monoclonal, bispecific, and multispecific antibodies. It operates as a key partner to global pharmaceutical companies, accelerating their early-stage drug development pipelines.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 79M | 106M | 145M | 204M | 37.2% |
| EPS | -0.23 | -0.14 | 0.01 | 0.06 | 437.5% |
| Shares | 399M | 399M | 399M | 450M | +12.7% |
| Debt | 61M | 80M | 84M | 86M | 12.0% |
| Equity | 169M | 116M | 123M | 321M | 23.8% |
| Op CF | -45M | -11M | 31M | 55M | 75.3% |
| Inv CF | -23M | -15M | -20M | -27M | — |
| Fin CF | 87M | -6M | -14M | 145M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 688796.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688796.SS | BIOCYTOGEN PHARMACEUTICALS (BEI(you) | $7.2B | 13 | STRONG SELL |
| 603392.SS | Beijing Wantai Biological Pharmacy Enterprise Co., Ltd. | $6.5B | 22 | SELL |
| 300255.SZ | Hebei Changshan Biochemical Pharmaceutical Co., Ltd. | $5.6B | 6 | STRONG SELL |
| 688180.SS | Shanghai Junshi Biosciences Co., Ltd. | $5.2B | 25 | SELL |
| 688166.SS | BrightGene Bio-Medical Technology Co., Ltd. | $3.3B | 11 | STRONG SELL |
| 300122.SZ | Chongqing Zhifei Biological Products Co., Ltd. | $4.8B | 25 | SELL |
| 9606.HK | Duality Biotherapeutics, Inc. | $2.6B | 11 | STRONG SELL |
| 688520.SS | Sinocelltech Group Limited | $2.7B | 8 | STRONG SELL |
| 688266.SS | Suzhou Zelgen Biopharmaceuticals Co., Ltd. | $3.9B | 28 | SELL |
| 002252.SZ | Shanghai RAAS Blood Products Co., Ltd. | $5.2B | 34 | SELL |
Peer medians: ROE 4.7% · P/E 27.6x · Gross margin 53.0%