OSR Holdings, Inc. Stock Price, News & Analysis

OSR Holdings (NASDAQ: OSRH) subsidiary Vaximm AG updated a non-binding term sheet with BCM Europe AG to shorten the exclusivity period from six months to three months, with the parties aiming to finalize a definitive exclusive global licensing agreement for VXM01 within that three-month window ending February 2026. The contemplated financial terms remain unchanged: a $20 million upfront payment, up to $815 million in clinical, regulatory, and commercial milestone payments, and a pass-through of commercial royalties via a defined delta-recovery mechanism. Vaximm retains IP ownership of VXM01 until a definitive license is executed. The term sheet also preserves an optional blockchain-based royalty participation mechanism using TAC tokens.

OSR Holdings (NASDAQ: OSRH) announced that management will present a corporate overview at the Emerging Growth Conference on December 10, 2025 at 9:05 a.m. ET. The virtual presentation will cover OSR Holdings' diversified healthcare platforms and strategic growth initiatives. Attendees are encouraged to register in advance via the provided registration link. An archived webcast will be available on EmergingGrowth.com, the Emerging Growth YouTube Channel, and in the "Events & Presentations" section of the OSR Holdings website for those unable to attend live.

Vaximm (NASDAQ:OSRH) entered a non-binding term sheet with BCM Europe AG on Nov 21, 2025 to negotiate an exclusive global license for VXM01, Vaximm's oral cancer immunotherapy.

Under the contemplated terms Vaximm would receive a $20 million upfront payment, up to $815 million in clinical, regulatory and commercial milestones, and a pass-through of commercial royalties BCME may receive after a defined delta-recovery. The term sheet sets a six-month exclusivity window, is subject to due diligence and board approvals, and preserves Vaximm's ownership of VXM01 IP. An optional blockchain-based TAC token royalty mechanism is described if Vaximm uses BCM Royalty Fund capital.

OSR Holdings (NASDAQ: OSRH) appointed Dr. Andreas Niethammer as CEO of Vaximm AG, effective December 1, 2025. Dr. Niethammer is Vaximm's scientific co-founder and will lead the company’s oral T‑cell immunotherapy programs, including lead candidate VXM01, which advanced into first‑in‑human studies for pancreatic cancer and glioblastoma and established proof‑of‑concept for oral vector‑based targeting of tumor vasculature.

Under his leadership Vaximm will pursue a forthcoming strategic collaboration to combine its anti‑angiogenic immune activation platform with viral oncolysis technologies that have shown PoC in a completed U.S. FDA Phase 2a study, targeting renal cell carcinoma and other advanced solid tumors.

OSR Holdings (NASDAQ: OSRH) reported results from a company-sponsored pilot study (May 9–Sep 12, 2023) of Woori IO's Glucheck noninvasive glucose system, using 140 datasets versus a Beckman Coulter AU5800 reference. Key findings: >90% of measurements across both device models met ≥85% accuracy; repeatability showed 5% CV; correlation coefficients exceeded 0.900; all readings fell in Zones A/B of Clarke and Consensus Error Grids and met ISO 15197:2013 acceptance criteria. Both mouse and stick form factors produced comparable results. The study was exploratory (not MFDS-registered) and underpins ongoing PoC work with Samsung and a planned MFDS-compliant trial in H1 2026.

OSR Holdings (NASDAQ: OSRH) executed a definitive agreement to acquire Woori IO (WORIO), a developer of near-infrared spectroscopy (NIRS)-based noninvasive continuous glucose monitoring (NIGM).

WORIO shareholders will receive newly issued OSR Holdings Co., Ltd. (OSRK) shares valued at KRW15bn (~$10.5M); if OSRH reaches $10 per share within 3 years, OSRK shares may convert into OSRH common stock at a 12.96:1 ratio (≈1.09M new shares). WORIO has a partnership with a major global consumer electronics company and plans clinical trials in Seoul to support regional regulatory pathways.

OSR Holdings (NASDAQ:OSRH) has received a deficiency notice from Nasdaq for failing to maintain the minimum bid price requirement of $1.00 per share. The company has until March 4, 2026 to regain compliance, and its stock will continue trading on the Nasdaq Capital Market.

Despite share price volatility, OSR Holdings emphasizes its ongoing initiatives, including advancement of oral immunotherapies and regenerative medicine programs, development of its Digital Asset Treasury strategy, and due diligence on Woori IO's glucose monitoring technology. The company has identified unusual trading patterns and elevated fails-to-deliver data, suggesting possible manipulative short selling affecting its stock price.

OSR Holdings (NASDAQ: OSRH) will host a Virtual Investor Event on August 6, 2025, at 8:00 a.m. ET to provide comprehensive corporate updates and strategic direction. The event will feature presentations from senior executives including CEO Peter Hwang, CSO Dr. Constance Höfer, and Global IR Tim Smith.

Key agenda items include updates on subsidiary operations, R&D pipeline developments, capital allocation strategy, and the company's blockchain initiatives. Notable focus areas include Vaximm's T-cell immunotherapies, Darnatein's DRT101 DMOAD candidate, and the Woori IO acquisition for noninvasive CGM development.

The virtual event will be accessible via livestream, with registration opening on August 4 through the company's website. A replay will be available afterward on OSR Holdings' Investor Relations website.

OSR Holdings (NASDAQ: OSRH) has provided a detailed update on its equity financing instruments, particularly focusing on its Equity Line of Credit (ELOC) agreement with White Lion GBM Innovation Fund. The company has issued 2,308,382 total shares under structured financing, including 519,481 commitment shares, 745,193 convertible notes, and 276,208 warrant exercises.

Under the ELOC agreement, which has a registered share capacity of 9,500,000, only 767,500 shares have been issued since June 17, 2025, representing less than 10% utilization. The company emphasized that proceeds are being invested in their drug R&D pipeline, medical device initiatives, and digital asset ecosystems.

Additionally, OSRH revealed that Woori IO's clinical trial in Korea is being conducted in partnership with a major technology company in mobile and wearable devices, with the Stock Purchase Agreement expected to complete by October.