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OSE Immunotherapeutics (PAR: OSE)

Last close As at 26/07/2024

EUR6.91

▲ 0.37 (5.66%)

Market capitalisation

EUR151m

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 immunooncology 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 — Lusvertikimab shines in Phase II UC trial

Healthcare | Flash note

OSE Immunotherapeutics — Another partnership with expansion into CAR-T

Healthcare | edison tv

OSE Immunotherapeutics – Key opinion leader webinar with Dr Stephen Liu and Professor Benjamin Besse

Healthcare | Update

OSE Immunotherapeutics — Strong momentum in deal flow
OSE-Immunotherapeutics_resized
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Sector

Healthcare

Equity Analyst

Soo Romanoff

Soo Romanoff

Managing Director - Head of Content, Healthcare

Arron Aatkar

Associate analyst

Jyoti Prakash

Jyoti Prakash

Analyst, Healthcare

Key Management

  • Dominique Costantini

    Chairman

  • Nicolas Poirier

    CEO

Balance Sheet

Forecast net cash (€m)

52.2

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 16.7 23.4 102.3
Relative 20.1 32.7 103.3
52 week high/low €8.4/€2.7

Financials

OSE Immunotherapeutics’ run of positive news continues with the announcement of encouraging data from the Phase II proof-of-concept CoTikiS study, evaluating Lusvertikimab as a novel treatment for ulcerative colitis (UC). The randomised, double-blind trial (n=136) has reported encouraging, statistically significant benefits, reflected in material improvements on the Modified Mayo Score (MMS). The full data set will be presented in due course, and we expect the next stage of development to be undertaken in partnership, which we estimate will be in place in 2025. Lusvertikimab is a potentially first-in-class IL-7R antagonist, offering a differentiated mechanism of action to other available biologics that currently dominate the UC market. We expect the next major catalyst for OSE to be the initiation of the Phase III trial for lead asset Tedopi, anticipated to commence imminently (previous guided timeline was Q224).

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 103.7 75.3 72.1 332.30 2.1 N/A
2025E 82.7 54.1 51.1 234.60 2.9 N/A

Research

Flash note

Healthcare

OSE Immunotherapeutics — Another partnership with expansion into CAR-T

edison tv

Healthcare

OSE Immunotherapeutics – Key opinion leader webinar with Dr Stephen Liu and Professor Benjamin Besse

Healthcare

Flash note

OSE Immunotherapeutics — Lusvertikimab shines in Phase II UC trial
View All

Thematics

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