[Click e-Stock] "WSI Expected to Enter Medical Robot Market with 'U-BOT' in 2026"

On December 2, Leading Investment & Securities analyzed that WSI is expected to enter the market with its medical robot "U-BOT" in 2026.

WSI has primarily focused on the distribution of pharmaceuticals such as local hemostatic agents and medical devices for the spine and joints. However, due to growth limitations, the company has been expanding into new businesses by acquiring the medical robot company EasyMediBot in 2022 and the formulation technology company IntroBioPharma in 2024.

Han Jeyoon, a researcher at Leading Investment & Securities, stated, "EasyMediBot, a subsidiary of WSI, has developed U-BOT, which assists in surgeries for patients with uterine fibroids." He explained, "Rather than competing with surgical robots, this product is expected to see rapidly increasing demand as a supplementary device within hospitals." The robot is scheduled to begin the approval process with the Ministry of Food and Drug Safety within this year, and it could be launched as early as 2026. He especially emphasized, "The company has a high potential for market entry, as it can leverage its long-established sales network in the pharmaceutical and medical device distribution business."

The revenue structure is also noteworthy. Han pointed out, "Robots used in surgery inevitably have high consumable usage, so the key is recurring revenue from consumables." He added, "If U-BOT successfully enters the market, dramatic growth in performance is expected to follow."

The momentum for new businesses does not end with medical robots. IntroBioPharma, acquired by WSI in 2024, possesses the formulation platform "IMULPASS," which improves oral drug absorption rates. Regarding this, Han commented, "There is potential for future momentum such as joint development of substances with global pharmaceutical companies or technology transfer." The company is currently developing a generic version of Novo Nordisk's obesity and diabetes treatments based on this platform.

Han concluded, "The company is focusing on securing mid- to long-term growth drivers," and analyzed that WSI's business structure transformation is now in full swing.