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OSE Immunotherapeutics (OSE) investor relations material
OSE Immunotherapeutics Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary10 Dec, 2025
Strategic plan and value creation opportunities
A new CEO and management team developed a strategy within six weeks, focusing on clarity, value creation, and stock market alignment.
Four key opportunities: Tedopi Phase 3 completion, new rare/specialty indications for Lusvertikimab, subcutaneous Lusvertikimab for UC, and maintaining scientific leadership through innovation and IP optimization.
Tedopi Phase 3 in NSCLC is on track, with a futility analysis in Q3 2026, full read-out in Q1 2028, and significant revenue potential if successful.
Lusvertikimab's subcutaneous formulation is prioritized for market demand, with new studies in rare diseases planned for early 2026 and a focus on bioequivalence and biomarker validation.
The research team will enhance Lusvertikimab's profile, validate biomarkers, and advance proprietary assets in preclinical development at limited cost.
Financial strategy and partnerships
Operational cash burn is projected at EUR 30 million per year over three years, with total funding needs around EUR 90 million and financial visibility to early Q4 2026.
Financing will be anchored by a capital increase, complemented by debt restructuring, new debt, partnership milestones, and expected receivables.
A EUR 17.5m milestone from Boehringer Ingelheim and additional revenue from compassionate use and previous asset sales may reduce financing needs.
Attracting key institutional investors and securing new strategic partnerships are priorities to strengthen the shareholder base and maximize opportunities.
The company is currently financed through early Q4 next year, with plans to improve financial stability and limit shareholder dilution.
Clinical and operational updates
No changes are planned to the Tedopi phase 3 protocol; enrollment is on track, with a futility analysis before final readout.
Lusvertikimab phase 2b will not be self-funded; instead, smaller studies in rare indications will be pursued, each costing EUR 10–15 million.
Subcutaneous and oral formulations for Lusvertikimab are prioritized to align with market and partner expectations.
Active discussions are ongoing with potential partners for both advanced and early-stage assets.
A webcast is scheduled for December 10, 2025, to discuss the strategic plan and answer shareholder questions.
Tedopi's limited cost impact on financing needs
Lusvertikimab SC biomarker data impact on partnering
Status of Boehringer Ingelheim milestone payment
What market feedback drove Lusvertikimab's SC form?
How will new institutional investors be secured?
What is the rationale for Lusvertikimab's small indication focus?
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Next OSE Immunotherapeutics earnings date
H2 202525 Mar, 2026
Next OSE Immunotherapeutics earnings date
H2 202525 Mar, 2026
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Frequently asked questions
OSE Immunotherapeutics SA is a French biotechnology company focused on developing immunotherapies for cancer, autoimmune diseases, and infectious diseases. The company’s pipeline includes innovative treatments aimed at modulating the immune system, including checkpoint inhibitors, therapeutic vaccines, and monoclonal antibodies. OSE Immunotherapeutics leverages proprietary technology platforms to design therapies that target specific immune pathways, with the goal of improving patient outcomes in conditions where immune response plays a critical role. The company collaborates with research institutions and pharmaceutical companies to advance its clinical programs. The company is headquartered in Nantes, France, and its shares are listed on Euronext Paris.
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