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6733

博晟生醫 Biotech & Healthcare As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation, no active signal today.

This page refreshes daily after the close. Add 博晟生醫 to your watchlist to track signal changes on your next visit.
Valuation 20Quality 9Growth 15Momentum 9Chips 75

Is 博晟生醫 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 6th market percentile. Latest quarterly ROE ≈ -1.9%.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 4.4% of volume (net buy).

Chip flow

Bullish +0.76
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 康和-內湖 holds 207 lots
  • sellers have 394 lots left, ~30 sessions to clear

Window from 2026-01-17 · Price -34% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 康和-內湖 has accumulated 207 lots since the start (sold 0%), still adding.
  • Main distributor 凱基-台北 peaked at 286 lots, has sold 46%, 155 left, ~20 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +3.10pp, mid holders +1, retail -3.52pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -71 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
康和-內湖(牛牛牛)亞-鑫豐台新-松江康和-高雄大展亞東-台中
Distributing
凱基-台北摩根大通美林新加坡商瑞銀群益金鼎-建成永豐金-敦南
Desks
own scale
永豐金-大園永豐金證券臺銀-臺中台新
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 康和-內湖 +207
    sold 0%· still adding
  • (牛牛牛)亞-鑫豐 +201
    sold 0%· still adding
  • 台新-松江 +181
    sold 0%
  • 康和-高雄 +170
    sold 0%· still adding
  • 大展 +153
    sold 0%
  • 亞東-台中 +149
    sold 0%· still adding

Distributing

  • 凱基-台北 155 left
    sold 46%· ~20 sessions to clear
  • 摩根大通 114 left
    sold 34%· ~19 sessions to clear
  • 美林 50 left
    sold 70%· paused recently
  • 新加坡商瑞銀 18 left
    sold 86%· ~30 sessions to clear
  • 群益金鼎-建成 22 left
    sold 54%· ~16 sessions to clear
  • 永豐金-敦南 5 left
    sold 86%· ~5 sessions to clear

Desks

  • 永豐金-大園 -472
    unclassified
  • 永豐金證券 -275
    unclassified
  • 臺銀-臺中 -155
    unclassified
  • 台新 -137
    unclassified
Still selling 394 lots ~30 sessions to bottom at most
Recent buy/sell force +507 absorbed / -220 sold buyers slightly ahead
Hedge-desk net short -34 lots potential cover-buying, not selling pressure
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Direction matches: big-holder share rose while retail share fell.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

252-day price high (breakout)

Pending

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

5 times historically; 60-day forward avg +8.26%, win rate 40%, beating the market by +2.02 pts on average.

Monthly revenue YoY ≥ 20% (from filing deadline)

Pending

Monthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).

55 times historically; 60-day forward avg +3.41%, win rate 38.2%, beating the market by -0.77 pts on average.

Foreign net buying for 5 straight days

Pending

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

13 times historically; 60-day forward avg +0.95%, win rate 23.1%, beating the market by -6.68 pts on average.

What does 博晟生醫 do? Company profile

生技醫療業 櫃買中心上櫃

Overview

博晟生醫股份有限公司成立於2016年7月7日，總部位於台北市南港區園區街3之2號4樓，統一編號42404010，英文簡稱BioGend。公司於2019年4月3日公開發行、2019年6月18日登錄興櫃，並於2021年1月28日以一般類股上櫃。董事長兼總經理為陳德禮。Goodinfo揭露之資本額為新台幣13.43億元、已發行普通股134,316,026股、每股面額10元；104人力銀行頁面揭露員工數約36人，但該員工數非公開資訊觀測站正式年報欄位，僅作參考。主要股東方面，公開市場資料顯示晟德大藥廠股份有限公司為最大法人股東，持股約45,232,243股；董事長陳德禮亦持有約3,840,000股。公司關係企業與投資包含日本Osteopharma Inc.，2025年合併財報列示博晟持有Osteopharma 46.73%，另2025年新增博晟醫藥股份有限公司100%持股，主要從事藥品研發與銷售。

Business

博晟生醫定位為高階骨科再生醫材與感染重症藥品公司，核心策略是「感染重症產品＋骨科再生產品」雙引擎。骨科再生線包含愛膝康RevoCart一次性自體軟骨修補系統、OIF骨生長因子相關生物性移植骨材、舒效切SoufCut軟組織處理系統等；感染重症線包含美諾幸Menocik凍晶注射劑100毫克與復抑諾Fluzole懸液用粉40毫克/毫升。公司官網說明愛膝康技術源自工研院與台大醫院合作研發並技轉，特色是不需體外培養軟骨細胞、以一次手術修補軟骨損傷；OIF源自日本Osteopharma授權，搭配骨填充物開發長骨與腰椎融合等硬骨再生產品；舒效切為脂肪組織濃縮萃取/軟組織處理醫材，已取得台灣第二等級醫療器材許可證。2025年合併財報揭露客戶合約收入222,337千元，較2024年167,648千元成長；地區別收入以台灣218,689千元為主，香港及中國2,223千元、馬來西亞1,425千元。財報並未公開按單一產品拆分之正式營收占比；市場法說整理提及美諾幸與愛膝康為兩大主力，但精確比例未能以官方財報確認。主要客戶依財報以代號匿名揭露，2025年兩名5%以上客戶合計占銷貨收入17%。商業模式包含醫材/藥品銷售、經銷通路、臨床與法規取證、國際授權，以及高階醫材CDMO/開發服務。

Outlook 2025–2028

2025年公司營收達約2.22億元，年增約32%至33%，毛利率約72%，營業虧損與稅後虧損較2024年收斂；2025年已出現單月損益轉盈紀錄。2026年公司公開展望聚焦三件事：一是推進愛膝康國際授權與歐洲取證，並擴大適應症與銷售渠道；二是推進OIF在日本與台灣的臨床三期/後續臨床開發與全球授權合作；三是擴大美諾幸產能與區域市場滲透，維持雙位數營收成長並力拚單季轉盈。2026年5月官網大事紀顯示愛膝康累積受惠患者突破1000例，2026年2月舒效切取得台灣第二等級醫療器材許可證，2025年則有OIF台美二期臨床試驗結果符合預期、愛膝康取得香港與新加坡醫療器械許可、公司通過歐盟MDR查廠等進展。2027至2028年展望屬推估：若愛膝康台灣醫院滲透率提高、東南亞/港澳/歐洲取證與經銷放量、OIF完成關鍵臨床並達成授權，營收可望持續擴大；MoneyDJ報導引述財務長說法，2027至2028年營收有機會站上3億元門檻，研發費用預計2028年達高峰後下降，最快2029年、最慢2030年正式轉虧為盈。主要風險包括：再生醫材臨床與法規時程延遲、醫院導入速度慢於預期、自費醫材支付意願與健保/自費政策變化、OIF授權或臨床結果不如預期、感染症產品價格與競爭壓力、現金增資與研發投入造成股本膨脹與短期虧損，以及海外經銷/取證執行不確定性。

Supply Chain

Upstream
  • 財團法人工業技術研究院 愛膝康兩相材料軟骨關節修復技術來源之一，屬未上市法人研究機構，與台大醫院共同研發後技術移轉予博晟。
  • 國立臺灣大學醫學院附設醫院 愛膝康技術共同研發來源之一，屬醫學中心/公立醫療機構，非台股掛牌公司。
  • Osteopharma Inc. 日本公司，OIF骨生長因子技術授權與研發核心來源；2025年合併財報列示博晟持股46.73%，非台股掛牌。
  • 晟德大藥廠股份有限公司 4123 最大法人股東與晟德集團資源來源，提供生技投資與產業網絡支持；其本身非直接原料供應商，關係屬股權與集團資源。
  • Exactech Inc. 美國骨科醫材公司；博晟2017年取得其台灣子公司美精技股權並納入骨科醫材技術/營運基礎，Exactech非台股掛牌。
Downstream
  • 台灣醫學中心與骨科醫療院所 愛膝康、舒效切及相關骨科再生產品的主要臨床採用與銷售終端，非單一公司；公司官網列示台灣醫療院所與北中南業務窗口。
  • Fujimoto Pharmaceutical Corp. 日本公司；Osteopharma於2023年與其簽訂OIF產品日本地區獨家授權合約，負責日本後續臨床、產品開發及銷售許可，非台股掛牌。
  • L&D PHARM CONSULTANT LIMITED 香港、澳門經銷商，負責愛膝康在港澳市場之通路/服務，非台股掛牌。
  • BIOGEND SDN. BHD. 馬來西亞經銷/關聯通路，負責愛膝康在馬來西亞市場之銷售資訊與服務，非台股掛牌。
  • 藥品批發商與醫療通路 2025年合併財報指出商品銷售於產品交付予批發商並移轉控制時認列收入，客戶名稱以代號匿名揭露，非可識別台股公司。

Competitors

Sources（17）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

Method and limitations

  • All returns use adjusted close (etl:adj_close), already adjusted for dividends and splits.
  • Excess return is measured against the TAIEX total-return index (dividends included).
  • Valuation regime and percentile stats use an expanding own-history window (no future data).
  • Revenue-signal event dates align to the first trading day after the filing deadline, avoiding look-ahead.
  • Event samples may overlap in time; stats describe historical distribution only and are less reliable when samples are few.

This page is historical statistics for educational purposes and is not investment advice. Investing involves risk; past performance does not indicate future results. Assess and bear the risk yourself before trading.