OSE Immunotherapeutics

OSE Immunotherapeutics

OSE.PA
Nantes, France· Est.

OSE Immunotherapeutics is an integrated biotechnology company focused on controlling the immune system for therapeutic benefit in cancer and inflammatory diseases. The company's strategy is built on three proprietary research platforms that generate novel candidates in immuno-oncology and immuno-inflammation. Its most advanced program, Tedopi®, has received positive recommendations from an independent data monitoring committee in its pivotal Phase 3 ARTEMIA trial. OSE aims to accelerate development through strategic partnerships with premier international pharmaceutical, clinical, and academic collaborators.

OSE.PA · Stock Price

EUR 3.19-2.96 (-48.10%)
Market Cap: $78.4M

Historical price data

AI Company Overview

OSE Immunotherapeutics is an integrated biotechnology company focused on controlling the immune system for therapeutic benefit in cancer and inflammatory diseases. The company's strategy is built on three proprietary research platforms that generate novel candidates in immuno-oncology and immuno-inflammation. Its most advanced program, Tedopi®, has received positive recommendations from an independent data monitoring committee in its pivotal Phase 3 ARTEMIA trial. OSE aims to accelerate development through strategic partnerships with premier international pharmaceutical, clinical, and academic collaborators.

OncologyImmunologyInflammation

Technology Platform

Three proprietary platforms: 1) T-cell activation via neo-epitopes for cancer vaccines, 2) Reprogramming suppressive cells in the tumor microenvironment, and 3) Modulating T-effector and regulatory T-cells for immune tolerance in inflammatory diseases.

Pipeline

10
10 drugs in pipeline2 in Phase 3
DrugIndicationStageWatch
OSE2101 + DocetaxelPatients With Non-Small Cell Lung CancerPhase 3
OSE2101 + Docetaxel + PemetrexedNon Small Cell Lung CancerPhase 3
OSE-127 + PlaceboUlcerative ColitisPhase 2
FOLFIRI + OSE2101Pancreatic Ductal AdenocarcinomaPhase 2
FR104Kidney TransplantationPhase 1/2

Funding History

3
Total raised:$45M
Grant$10M
PIPE$20M
IPO$15M

Opportunities

The primary opportunity is the successful approval and commercialization of Tedopi® for NSCLC, addressing a clear unmet medical need.
Additionally, the company's proprietary platforms offer multiple shots on goal to generate new first-in-class candidates in both oncology and inflammation, which can be leveraged through lucrative partnership deals.

Risk Factors

Key risks include clinical failure of the Phase 3 Tedopi® trial, financial constraints requiring dilutive fundraising, and intense competition in both the NSCLC and immuno-inflammation markets that could hinder commercial success even with approval.

Competitive Landscape

In NSCLC, Tedopi® competes with other late-line therapies including chemotherapy, targeted agents, and other immunotherapies. Its differentiation is as an off-the-shelf, multi-neoepitope vaccine. In immuno-inflammation, it would face entrenched biologics from large pharma; its novel T-cell modulation approach aims to offer a differentiated mechanism of action.