Bora Group posts record NT 5 889m second quarter revenue

Bora Pharmaceutical's Q2 2026 financial results show a record NT$5,889 million in quarterly revenue, a 47.2% increase from the previous quarter. This growth is attributed to strong operational performance across the company's divisions. The CDMO division's revenue grew, site utilization rates increased, and there was significant growth in the rare disease and generics businesses.

The CDMO had a backlog of US$317 million at the end of Q2, another record high. The Pharma Sales division's rare disease franchise continued to see double-digit growth, and demand from government channels increased with stabilized pricing in DLS. The company also introduced Consumer Healthcare (CHC) as a new revenue segment, which posted a 354.4% increase in Q2 and contributed to 14% of the company's consolidated revenues.

Cash reserves reached an all-time high of NT$8,431 million, with the company preparing for the acquisition of MacroGenics Inc.'s Rockville facility. The company has initiated a group-wide AI in Manufacturing program and signed a partnership with Insilico Medicine for AI drug discovery. Despite some challenges in manufacturing delays and FDA audit observations, the company remains focused on execution and expects continued revenue growth, improved efficiencies, and consolidation of new revenues in the second half of the year.