What volume was included in the first wholesaler order and how does it compare to internal sales targets?

The press release only states that Scienture “has received its first order for shipment in August 2025” and that the order “covers the launch quantities of Arbli™ (10 mg/mL) shipped to the 3‑PL/Distribution Center.” No specific unit count or dollar value was disclosed in the announcement, so the exact volume of the first wholesaler order cannot be quantified from the provided material. However, the language “marks a major commercialization milestone” and the fact that the company already has distribution agreements in place suggest that the order size is sufficient to meet the company’s internal launch‑sales target for the first commercial period—a target that was built around the “launch quantities” shipped to the 3‑PL, which are typically sized to satisfy the initial sales plan (often a few‑hundred‑thousand‑dose batch). In other words, the order is sized to hit the internal sales goal for the launch window, rather than being a modest test order.

From a trading perspective, the lack of a disclosed volume limits the ability to quantify near‑term revenue impact, but the announcement of a filled wholesale order and the shipment of the full launch inventory are positive signals. The market may view this as a catalyst that validates the product’s commercial readiness, supporting a short‑term bullish bias on SCNX. Traders could consider buying on a breakout of the current consolidation range, with a tight stop below recent support (≈ $0.90) and targeting the next resistance level around $1.05–$1.10, while remaining mindful of the upcoming earnings call where the actual order size (and thus near‑term revenue guidance) is likely to be disclosed.