[Click eStock] "JLKE, Highlighted for Developing OpenAI Medical ChatGPT"

Hanyang Securities diagnosed on the 5th that JLKE is gaining attention as a related stock following the news that OpenAI CEO Sam Altman visited Korea the day before to review the development of a medical ChatGPT.

Lee Joon-seok, a researcher at Hanyang Securities, analyzed in a report on the same day, “Medical AI companies experienced a correction due to a lack of revenue visibility after reaching their stock price peak in 2023, but medical AI technology is expected to continue growing as a field leading medical innovation by analyzing medical data, diagnosing diseases, and supporting treatment plans.”

In particular, since AI emerged as a major topic at CES 2025 recently, the news of OpenAI’s development of a medical ChatGPT is expected to be a significant momentum aligned with the timing of domestic medical AI companies’ full-scale transition to profitability. Among them, JLKE is attracting attention as a company that is actively pursuing approval procedures with the US FDA and Japan’s PMDA and is implementing rapid strategies in the commercialization process.

JLKE is a medical AI-based stroke solution specialist company that possesses 12 solutions supporting the entire process of stroke patients’ hospitalization, treatment, discharge, and rehabilitation. So far, it has obtained 4 approvals in the US and 2 in Japan, holding the record for the most approvals among domestic medical AI companies, and it is expected to acquire more than two additional approvals each in the US and Japan this year.

He explained, “The number of approvals from each country’s regulatory agencies is an important indicator proving the technological capability of medical AI companies, suggesting that JLKE’s solutions have sufficient technological competence. The stroke medical AI fees in the US and Japan are $1,040 and 3,400 yen respectively, which are significantly higher than the 18,100 KRW in Korea, making JLKE’s entry into the US and Japanese markets essential, with the core in the US market being insurance listing.”

Since JLKE has multiple solutions that have completed FDA approval, it is currently preparing to obtain Medicare insurance fees. To this end, it is collaborating with global insurance consulting firms such as Horgan Lovells, McDermott+, and MCRA to proceed with the approval process, employing multiple consulting firms to shorten the time required to obtain insurance fees and increase the success rate. JLKE expects meaningful sales in the US market in the second half of this year through this strategy.

He forecasted, “JLKE completed capital raising last October to enter the US and Japanese markets, and based on this, it will record sales of 8.5 billion KRW in the US market and 6.5 billion KRW in the Japanese market in 2025, achieving total sales of 20 billion KRW.”