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OSE Immunotherapeutics (PAR: OSE)

Last close As at 01/05/2024

EUR5.64

▲ 0.12 (2.17%)

Market capitalisation

EUR123m

OSE Immunotherapeutics (OSE) is based in Nantes and Paris in France and is listed on the Euronext Paris exchange. It is developing immunotherapies for the treatment of solid tumours and autoimmune diseases and has established several partnerships with large pharma companies.

OSE has products in development for both immunoncology and immuno-inflammation indications. As a result, the R&D pipeline is diversified and the outlook does not depend on developments in any specific subsector.

Latest Insights

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Healthcare | Flash note

OSE Immunotherapeutics — AbbVie deal clears antitrust hurdle

Healthcare | Flash note

OSE Immunotherapeutics — Funding accelerates Tedopi clinical development

Healthcare | Update

OSE Immunotherapeutics — Pipeline momentum builds into FY24

Healthcare | Flash note

OSE Immunotherapeutics — One step closer to key data readouts
OSE-Immunotherapeutics_resized
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Sector

Healthcare

Equity Analyst

Soo Romanoff

Soo Romanoff

Managing Director - Head of Content, Healthcare

Nidhi Singh

Nidhi Singh

Analyst

Arron Aatkar

Associate analyst

Jyoti Prakash

Jyoti Prakash

Analyst, Healthcare

Key Management

  • Dominique Costantini

    Chairman

  • Nicolas Poirier

    CEO

Balance Sheet

Forecast net cash (€m)

5.4

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 16.0 44.1 39.3
Relative 19.2 38.5 31.7
52 week high/low €6.2/€2.7

Financials

OSE and its pharma partners have made progress with all clinical and preclinical assets. The final analysis of the data from the most advanced trial in OSE’s pipeline, the Phase III ATALANTE-1 study investigating lung cancer vaccine Tedopi, revealed a potential path to market and OSE is on track to begin a confirmatory pivotal Phase III trial from Q224. Also in clinical development is the IL-7R-targeting antibody therapy Lusvertikimab for the treatment of ulcerative colitis; results from the ongoing Phase II study are expected in mid-2024. OSE is also focused on the clinical development of OSE-279, an anti-PD1 blocking monoclonal antibody being investigated for the treatment of advanced solid tumours or lymphomas. OSE has shared initial positive signs of safety and efficacy from a Phase I/II trial and we expect further readouts in 2024. The three partnered programmes – BI 765063/BI 7770371, FR104/VEL-101 and OSE-230 – are at different stages of clinical development and generate relatively steady licensing fee income.

Y/E Dec Revenue (€m) EBITDA (€m) PBT (€m) EPS (c) P/E (x) P/CF (x)
2022A 18.3 (15.0) (18.0) (97.28) N/A N/A
2023A 2.2 (19.6) (23.2) (118.70) N/A N/A
2024E 56.9 28.6 25.3 114.54 4.9 4.9
2025E 65.5 36.9 33.7 149.02 3.8 3.8

Research

Flash note

Healthcare

OSE Immunotherapeutics — Funding accelerates Tedopi clinical development

Update

Healthcare

OSE Immunotherapeutics — Pipeline momentum builds into FY24

Healthcare

Flash note

OSE Immunotherapeutics — AbbVie deal clears antitrust hurdle
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Thematics

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