EQUITY RESEARCH MEMO
OSE Immunotherapeutics (OSE.PA)
Generated 5/11/2026
Executive Summary
Conviction (model self-assessment)75/100
OSE Immunotherapeutics is a clinical-stage French biotech developing first-in-class immunotherapies for cancer and autoimmune diseases. Its lead candidate, Tedopi® (OSE2101), is a T-cell epitope-based vaccine in a pivotal Phase 3 trial (ARTEMIA) for non-small cell lung cancer (NSCLC) in patients with prior checkpoint inhibitor failure. The company also advances OSE-127, a monoclonal antibody targeting CD127, which completed a Phase 2 trial in ulcerative colitis, and OSE-279, an anti-PD-1 antibody, in a Phase 1/2 study for solid tumors. With a diversified pipeline and a focus on neoantigen-based approaches, OSE is positioned to address high unmet needs in oncology and inflammation.
Upcoming Catalysts (preview)
- H2 2026Tedopi® Phase 3 NSCLC interim analysis40% success
- Q2 2026OSE-127 Phase 2 ulcerative colitis data readout60% success
- H1 2026OSE-279 Phase 1/2 initial efficacy and safety data55% success
Locked sections
- · Pipeline Analysis
- · Competitive Landscape
- · Catalyst Calendar (full 12-month)
- · Bull Case
- · Bear Case
- · Counterfactual Scenarios
- · Valuation Notes
- · SEC Filing Highlights
- · Insider Activity
- · Literature Watch
- · Patent Landscape
- · Mechanism Cluster Map
- · Audio Briefing (5 min)