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Yong Man Kim

Chief Scientific Officer at NKGen Biotech
Executive

About Yong Man Kim

Chief Scientific Officer of NKGen Biotech since September 2023; previously CSO of Legacy NKGen (January 2020–September 2023) and CSO of NKMAX (since September 2017) with a director role at NKMAX since March 2021. Age 57; education includes PhD in Cell Biology (Chungnam National University), post-doc in Immunology (KRIBB), Visiting Fellow at NIH/NINDS, and research professor at Wonkwang University School of Medicine . No company TSR/revenue/EBITDA performance metrics tied to his compensation are disclosed in proxy materials; equity incentives are primarily time-based options rather than performance-based PSUs .

Past Roles

OrganizationRoleYearsStrategic Impact
NKGen Biotech (Legacy NKGen)Chief Scientific OfficerJan 2020 – Sep 2023Not disclosed
NKMAX Co., Ltd.Chief Scientific OfficerSep 2017 – presentNot disclosed
NKMAX Co., Ltd.DirectorMar 2021 – presentNot disclosed
Wonkwang University School of MedicineResearch Professorn/aNot disclosed
NIH/NINDSVisiting Fellow (Genetic Pharmacology Unit)n/aNot disclosed
KRIBB (Korea Research Institute of Bioscience & Biotechnology)Post-Doc, Immunologyn/aNot disclosed

External Roles

OrganizationRoleYears
NKMAX Co., Ltd.DirectorMar 2021 – present
NIH/NINDSVisiting Fellown/a
KRIBBPost-Docn/a
Wonkwang University School of MedicineResearch Professorn/a

Fixed Compensation

Metric2023
Base Salary ($)$60,000
Target Bonus (%)Not disclosed
Actual Bonus Paid ($)$0 (no bonus in 2023)
401(k) Plan ParticipationEligible; no company match

Performance Compensation

Award TypeGrant DateShares/UnitsGrant-date Fair Value ($)Strike/TermsExpirationVesting
Stock Options (2019 Plan)2/3/2023133,450 (unexercisable as of 12/31/2023) $749,259 $6.67 per share 2/3/2033 25% one-year cliff; remaining 75% monthly over 36 months
  • No PSUs or performance-based metrics disclosed; equity is time-based options under the 2019 Plan. The company had no formal equity ownership guidelines pre-Closing; post-Closing the compensation committee has authority over equity and may establish guidelines and clawbacks .

Equity Ownership & Alignment

MetricAs of Jul 11, 2024 (Record Date)As of Jan 24, 2025 (Record Date)
Total Beneficial Ownership (shares)94,052 162,157
% of Shares Outstanding<1% <1%
Directly Owned Shares28,384 28,384
Options Exercisable within 60 Days65,668 133,773
Options Unexercisable133,450 (as of 12/31/2023) Not disclosed
Shares Pledged as CollateralNot disclosed
Ownership Guidelines (Execs)None pre-Closing; committee may establish post-Closing
Compliance with GuidelinesNot disclosed
  • Vesting cadence implies ongoing monthly unlocks after the one-year cliff: 75% of 133,450 over 36 months ≈ 2,780 options/month beginning after the cliff, which may contribute to incremental insider selling capacity as tranches vest .

Employment Terms

TermDetail
Employment Start (Legacy NKGen)Offer letter dated Dec 15, 2019; CSO role
Current RoleChief Scientific Officer, NKGen Biotech since Sep 2023
Contract Term/ExpirationNot disclosed
Base Salary$60,000 (part-time status reflected)
Target BonusNot disclosed
Severance (non-CIC)Generally ineligible; only CEO has severance protections
Change-in-ControlGenerally ineligible; only CEO has CIC protections
Non-Compete / Non-SolicitNot disclosed
Garden LeaveNot disclosed
Clawback PolicyCommittee authorized to approve/modify clawbacks
IndemnificationCompany provides indemnification agreements to directors/officers
Insider Trading PolicyAdopted; applies to directors/officers/employees

Compensation Structure Analysis

  • Shift toward equity: Dr. Kim’s 2023 pay was predominantly option value ($749k) vs minimal cash salary ($60k), indicating high at-risk pay linked to time-based vesting rather than performance metrics .
  • No disclosed performance metrics: Bonuses were discretionary for other executives; no specific revenue/EBITDA/TSR metrics tied to Dr. Kim’s pay .
  • Governance tooling present: Post-Closing compensation committee oversees equity plans, may institute ownership guidelines and clawbacks, but no executive-specific guideline disclosure for Dr. Kim .

Risk Indicators & Red Flags

  • Limited severance/CIC protection: As a non-CEO NEO, Dr. Kim has no severance/CIC benefits, which could elevate retention risk if market conditions or role expectations shift .
  • Liquidity/listing pressures: Company sought reverse stock split authority to address Nasdaq minimum bid price; Board approved a 1-for-6 split ratio, with options and RSUs subject to proportional adjustment, potentially impacting perceived dilution and option economics .
  • Related party dynamics: Ongoing affiliation with NKMAX (CSO and director), which has significant equity ties to NKGen and has undergone bankruptcy proceedings, increases complexity of alignment and governance across entities .

Investment Implications

  • Alignment: Dr. Kim’s meaningful option exposure and growing exercisable options suggest alignment with long-term equity value creation, though lack of performance-conditioned awards reduces pay-for-performance rigor .
  • Retention: Minimal cash compensation and absence of severance/CIC provisions heighten retention risk; continued vesting provides some retention tether but less downside protection relative to market norms .
  • Trading signals: Monthly vesting from the 2023 grant increases potential for incremental insider selling capacity; monitor Form 4 activity for actual selling behavior as tranches vest . Reverse split mechanics and proportional award adjustments may alter optical float and option strike/share counts, affecting execution and hedging dynamics .
  • Governance/complexity: Dual roles at NKMAX (and NKMAX’s stake and proceedings) warrant monitoring for related-party transactions and potential conflicts, though company maintains related party policies and audit oversight .