Ose (OSE) | News Based Sentiment Analysis

• On September 4, 2025, Ose Immunotherapeutics reaffirmed its strategic commitment to value creation, focusing on developing innovative therapies in immuno-oncology and immuno-inflammation. This includes continued development of Tedopi® (currently in Phase 3, launched September 2024) and Lusvertikimab, aiming for a balanced pipeline of partnered and proprietary products. This strategic focus is crucial as the company navigates a challenging financing environment.
• Recent clinical data for Lusvertikimab, detailed on September 1, 2025, showed promising results in a Phase II trial completed in late 2024. Specifically, 30% of patients with a positive biomarker experienced a 59% clinical remission rate, exceeding the typical 25-30% therapeutic ceiling, highlighting potential efficacy.
• OSE Immunotherapeutics is targeting major clinical milestones for both Tedopi® and Lusvertikimab in 2026, 2027, and 2028. However, the company cautioned on September 4, 2025, that financial visibility could be compromised as early as 2026 without a credible strategic financing alternative.
• The company’s half-year results, as of September 7, 2025, revealed a net income of -19.73 M EUR, a significant -134.51% change from the 57.17 M EUR reported in the prior period. Despite this, EBITDA remained positive at 28.31 M EUR with a margin of 40.58%, indicating underlying operational strength.
• Analysts currently forecast a -43.7% decrease in revenue this year to 47M EUR, followed by a +20.8% increase to 56.7M EUR next year, as of September 4, 2025. EPS is expected to decline -74.7% this year to 0.4, and then -23.2% next year to 0.3, reflecting near-term challenges.
• Investor sentiment has shifted positively, with a consensus “Buy” recommendation from 9 analysts (1 hold, 6 buy, 2 strong buy) and an average 12-month stock forecast of 17.72 EUR (+186.54%), as of September 2025. However, technical analysis on September 7, 2025, signaled a “sell” based on Moving Averages.
• Ahead of the September 30, 2025 AGM, OSE Immunotherapeutics is actively addressing a “misinformation campaign” from minority shareholders, publishing a Q&A document on August 29, 2025. A decision regarding a shareholder action declaration is expected from the Nantes Commercial Court on September 23, 2025.

The Investment Story: September was a month of strategic reaffirmation and mixed signals for OSE Immunotherapeutics, with promising clinical data for Lusvertikimab overshadowed by financial concerns and ongoing shareholder disputes leading up to a critical AGM.

What It Means for Investors: The company’s future hinges on securing financing and navigating the AGM successfully. While clinical progress is encouraging, the negative financial performance and shareholder activism create significant risks. The positive analyst outlook offers some counterbalance, but investors should closely monitor the outcome of the shareholder dispute and the company’s funding strategy.

Looking Ahead: Investors should pay close attention to the September 23, 2025 court decision, the September 30, 2025 AGM outcome, and the half-year results release on September 25, 2025. The company’s ability to secure funding and resolve shareholder conflicts will be critical in the coming months.

The Bottom Line: OSE Immunotherapeutics remains a high-risk, high-reward investment. The company’s innovative pipeline and positive clinical data are compelling, but significant financial and governance challenges must be overcome to unlock its full potential.