6712 Ever Supreme Bio Technology Co., Ltd. 2024 Taiwan Industry Summit Presentation
Company Overview
- Company Name: Ever Supreme Bio Technology Co., Ltd. (長聖國際生技股份有限公司)
- Ticker: 6712
- Founded: December 2016
- IPO: January 2021
- Capital: NT$ 875,969 thousand
- Chairman: Shu-Chi Liu (劉銖淇)
- Employees: 89 (approx. 70% hold advanced degrees in medicine or biology)
- Key Facility: Ever Supreme Factory in Central Taiwan Science Park (CTSP)
Products, Services & Technology
Four Core Technology Platforms
- Stem Cell Culture & Proliferation
- Special Immune Cell Culture
- Nanoparticle Drug Manufacturing
- Exosome Culture Technology
Immune Cell Technology Platform
- Products:
- CAR-T: CAR.BITE-γδT
- CIK: Cytokine Induced Killer Cell
- DC-CIK(WT1): Dendritic Cell Cytokine Induced Killer Cell (WT1)
- γδT Cell: Gamma-Delta T Cell
- DC: Dendritic Cell
Stem Cell Technology Platform
- Products:
- UMSC: Umbilical Cord Mesenchymal Stem Cell
- BMSC: Bone Marrow Mesenchymal Stem Cell
- CAR-MSC: Gene-modified MSCs
- ADSC: Adipose-Derived Stem Cell
- cRBC: Cultured Red Blood Cell
Nanoparticle Drug Manufacturing Platform
- Nano Products:
- Peptide, Nucleic Acid, Small Molecule, Antibody Nanoparticles
- Applications: Chemotherapy drugs, Innovative Docetaxel (reduced toxicity)
Exosome Technology Platform
- Products:
- Exosome01 & Exosome02
- Exosomes targeted with microRNA for cardiac repair (Exosome with microRNA for AMI).
Business Model
- Dual Model:
- New Drug Development (IND)
- Contract Development and Manufacturing Organization (CDMO)
- Development Stages:
Drug Discovery → Preclinical Research → Phase I → Phase II → Phase III → Regulatory Approval → Marketing Authorization
CDMO Services
- Immune Cell Services: DC, DC-CIK, Gamma Delta-T for different cancers
- Stem Cell Services: BMSC for orthopedic cases like arthritis
Partnerships
Collaborations with hospitals across Taiwan (North: NTU, Veterans General; Central: Tzu Chi, CMUH; South: KMUH, Chi Mei; East: Hualien TC).
New Drug R&D Pipeline & Clinical Trials
CAR001 (CAR-T)
- Focus: Solid Tumors
- Advantages: Allogeneic (from healthy donors), applicable for 90% of solid tumors, cost-effective.
- Mechanisms:
- Targeting HLA-G for tumor killing.
- BiTE to activate T cells.
- γδT innate killing (immune-agnostic).
Preclinical & Manufacturing Highlights
- Over 100 doses per batch, reducing cost by up to five times.
- FDA requires 15-year safety monitoring post-treatment.
Clinical Trial Updates
- Phase I: Completed in cohorts for safety dosage testing.
- Phase IIa: Planned for Q2/2026, targeting TNBC, NSCLC, CRC, GBM indications.
Case Study (Cohort 2 – Subject #5 Summary)
- Patient: 54-year-old Asian female, transverse colon adenocarcinoma.
- Results: Partial response (PR) achieved with significant tumor reduction (72.89% shrinkage).
UMSC01 (Umbilical Cord Mesenchymal Stem Cell)
- Target: Myocardial Infarction (AMI), Stroke, Multiple sclerosis.
- Progress:
- AMI Phase IIa Trial: Testing VO2 consumption during exercise as primary endpoint.
- Stroke Phase I Trial: Modified Rankin Scale for functional recovery.
- OA Treatment: Successful cases documented, with reduced VAS pain scores and improved mobility.
Clinical Data for OA Treatment
- 54 patients tracked, showing significant improvement in physical function post-treatment.
Financial Highlights
Revenues & Net Income (USD Millions)
| Year | Revenues | Net Income |
|---|---|---|
| 2021 | 14 | 12 |
| 2022 | 20 | 6 |
| 2023 | 24 | 17 |
| 2024 | 29 | 12 |
EPS & Dividends (NTD)
| Year | EPS | Dividend |
|---|---|---|
| 2021 | 4.5 | 6 |
| 2022 | 2.44 | 2.9895 |
| 2023 | 6.58 | 7 |
| 2024 | 4.55 | 6 |
- Commitment: Sharing profits through dividends consistently with investors.
Recent Performance & Results
- 2024 Revenue: NT$ 933 million (+22.9% YoY).
- EPS: NT$ 4.55 (includes NT$ 1 stock + NT$ 5 cash dividend).
Future Outlook & Guidance
- Vision: Global leadership in regenerative medicine with affordable, mass-producible cell therapies.
- Opportunities:
- Regenerative Medicine Act extensions for broader market access.
- Conditional drug approval for Phase II clinical products.
Strategic Initiatives
- Global Expansion: Partnering for licensing, M&A, and market penetration.
- Milestone Goals:
- Phase I/IIa completion (2026).
- Licensing approval forecast (2028).
Conclusion
Ever Supreme Bio Technology is focused on innovative cell-based treatments, expanding its global reach while leveraging Taiwan’s R&D base. Through sustained R&D, strategic collaborations, and cutting-edge technologies, the firm is poised for growth and aims to redefine regenerative therapies globally.