MedPacto메드팩토

MedPacto remains deeply loss-making with no meaningful revenue, though its shares have rebounded over the past month after a 52-week slump.

MedPacto is an early-stage drug developer whose lead candidate, vactosertib, is in trials for solid tumors in the US and Korea. Trailing twelve-month revenue is about ₩5.0B against an operating loss of about ₩15.5B, and the company has cash of ₩6.5B against borrowings of ₩1.5B. The share price is ₩3,015, up 7.5% over one month but down 28.6% over one year.

What stands out

• Trailing twelve-month operating margin is -309.6%, and free cash flow was about -₩12.3B, so the business is consuming cash heavily.
• Revenue was ₩3.9B in 2025 and nil in 2021 to 2024, so the revenue base is small and recent.
• The discounted cash flow model in the data gives a base value of ₩532 per share, well below the current price of ₩3,015; the data does not explain the gap in detail.
• Foreign ownership fell from 5.2% to 4.7% over 60 days, while 20-day foreign net flows were slightly positive.
• In October 2026 the company announced FDA approval to add a mid-dose group to a Phase 2 trial of vactosertib, with trial news reported by Etoday and Edaily.

What to watch

• Whether cash of ₩6.5B covers the ongoing cash burn, since the data does not give a funding plan or runway.
• The number of 'major management matter' filings since July 2026, including a CEO change in May 2026; the data does not say what these matters are.
• Clinical updates from the Phase 2 vactosertib trial, which the data does not show results for yet.