OSE Immunotherapeutics Earnings Call Transcripts
Fiscal Year 2026
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Lusvertikimab, an anti-IL-7 receptor antibody, showed robust efficacy and safety in phase II ulcerative colitis trials, with significant clinical, endoscopic, and histological improvements. Its mechanism and promising results support ongoing development in pouchitis, addressing a major unmet need.
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Tedopi, a neoepitope-based immunotherapy, demonstrated improved survival and safety over docetaxel in NSCLC and showed a 50% reduction in progression risk when combined with pembrolizumab in platinum-sensitive ovarian cancer. Rapid adoption is anticipated if phase III results are positive, with further combination strategies under consideration.
Fiscal Year 2025
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A new management team has launched a strategic plan focused on maximizing value from Tedopi and Lusvertikimab, with four key levers and a balanced financial strategy targeting EUR 90 million over three years. Clinical progress and partnership discussions are ongoing, with a focus on market-driven formulations and rare disease indications.