OSE Immunotherapeutics: management transactions · France · AMF

About OSE Immunotherapeutics

OSE Immunotherapeutics is a French biotechnology company focused on the discovery, development and commercialization of innovative immunotherapy-based treatments. Listed on Euronext Paris under the ticker OSE and ISIN FR0012127173, the company is headquartered in Nantes and Paris and relies on an international network of scientific, clinical and industrial experts. Its business model combines proprietary clinical-stage programs, strategic alliances with major pharmaceutical companies and academic collaborations, aiming to generate value while managing the inherent risk of drug development. The company’s history dates back to the creation of OSE Pharma in 2012 by Dominique Costantini and Émile Loria. OSE Pharma was listed on Euronext Paris in 2015 with Tedopi®, a therapeutic cancer vaccine, as its lead asset. The company then expanded significantly through the merger of OSE Pharma and Effimune, completed on May 31, 2016, which formed OSE Immunotherapeutics and broadened its focus toward both immuno-oncology and immuno-inflammation. OSE’s portfolio is structured around two main therapeutic areas. In immuno-oncology, Tedopi® remains the most advanced asset: it is an off-the-shelf, neoepitope-based immunotherapy mainly developed for non-small cell lung cancer. In 2024, the company launched ARTEMIA, its pivotal international Phase 3 study in this indication. In immuno-inflammation, Lusvertikimab (OSE-127) is a first-in-class monoclonal antibody targeting IL-7R, being developed primarily in ulcerative colitis and other chronic inflammatory diseases. The pipeline is complemented by partnered and preclinical assets, including programs with AbbVie, Boehringer Ingelheim and Memorial Sloan Kettering. OSE Immunotherapeutics’ competitive position is built on a focused strategy centered on next-generation immune mechanisms, a high R&D intensity and exposure to areas of substantial unmet medical need. The company differentiates itself through a translational research platform and a strong network of scientific partnerships. Its 2024 industrial agreements materially strengthened the balance sheet and improved financing visibility, with recent company disclosures indicating cash visibility through 2027. Beyond France, OSE maintains an international footprint through multicenter clinical trials, global partnerships and engagement with leading pharmaceutical players. Notable facts include public funding support from France 2030 for Tedopi®, the licensing agreement with AbbVie for ABBV-230 and the expanded collaboration with Boehringer Ingelheim across several immuno-oncology assets. Overall, OSE Immunotherapeutics stands out as a specialty biotech stock centered on clinical innovation and long-term value creation.