OSE Immunotherapeutics S.A. (ORPOF) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
OSE Immunotherapeutics S.A. (ORPOF) trades at $4.43. OSE Immunotherapeutics SA is a biotechnology company focused on developing immunotherapies for immuno-oncology and autoimmune diseases. Market cap: $105M, Sector: Healthcare.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for ORPOF: ORPOF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ORPOF against Healthcare peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ORPOF: 2/2 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →OSE Immunotherapeutics S.A. (ORPOF) Healthcare & Pipeline Overview
OSE Immunotherapeutics SA, based in France, develops immunotherapies targeting immune activation and regulation for oncology and autoimmune diseases. Its pipeline features Tedopi in Phase III trials for non-small cell lung cancer, alongside other candidates in earlier stages targeting solid tumors and autoimmune disorders. The company collaborates with firms like Boehringer Ingelheim.
What Is the Investment Thesis for ORPOF?
OSE Immunotherapeutics presents a compelling investment case based on its diversified pipeline of immunotherapies and strategic partnerships. Tedopi's Phase III trial results in non-small cell lung cancer represent a significant near-term catalyst. Success in this trial could lead to regulatory approval and subsequent commercialization, driving substantial revenue growth. The company's BiCKI platform also holds promise, targeting PD-1 and innovative targets to overcome resistance mechanisms in cancer. However, the company faces risks associated with clinical trial outcomes, regulatory hurdles, and competition from established pharmaceutical companies. The relatively small market capitalization of $105M also introduces volatility. Investors should closely monitor clinical trial data and partnership developments to assess the company's progress and potential for long-term value creation.
Based on FMP financials and quantitative analysis
ORPOF Key Highlights
Tedopi is in Phase III clinical trials for non-small cell lung cancer, representing a potential near-term revenue driver.
- The company has a market capitalization of $105M, indicating potential for growth but also increased volatility.
- OSE Immunotherapeutics collaborates with established pharmaceutical companies like Boehringer Ingelheim, validating its technology and providing financial support.
- The company's pipeline includes multiple assets in Phase I and Phase II clinical trials, diversifying its risk profile.
- OSE Immunotherapeutics has a beta of 0.47, suggesting lower volatility compared to the overall market.
Who Are ORPOF's Competitors?
ORPOF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AAPGV Ascentage Pharma Group International | $17.38 | +0.75% | $127M | 46 |
| ADOCY Adocia S.A. | $11.80 | +0.00% | $170M | 56 |
| ADOIF Adocia S.A. | $8.87 | +0.00% | $104M | 52 |
| AMGXF AnGes, Inc. | $0.36 | +0.00% | $143M | 59 |
| BRNHF Broncus Holding Corporation | $0.08 | +0.00% | $42.1M | 50 |
| JNCE Jounce Therapeutics, Inc. | $1.88 | +0.00% | $99.0M | 71 |
| ICCC ImmuCell Corporation | $10.09 | -0.39% | $91.3M | 77 |
| RLYB Rallybio Corporation | $16.60 | -2.35% | $88.1M | 81 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ORPOF's Key Strengths?
Diverse pipeline of immunotherapeutic candidates.
- Strategic partnerships with established pharmaceutical companies.
- Proprietary technology platforms.
- Experienced management team.
What Are ORPOF's Weaknesses?
Reliance on clinical trial outcomes.
- Limited financial resources compared to larger pharmaceutical companies.
- High attrition rate in drug development.
- OTC market listing
What Could Drive ORPOF Stock Higher?
Tedopi Phase III clinical trial results for non-small cell lung cancer.
- Potential regulatory approval of Tedopi in Europe and the United States.
- Development of the BiCKI bispecific checkpoint inhibitor platform.
- Progress of OSE-127 in Phase II clinical trials for ulcerative colitis and Sjögren's Syndrome.
- Advancement of FR104 in Phase I clinical trials for rheumatoid arthritis.
What Are the Key Risks for ORPOF?
Negative return on equity (-96.7%) — the business is not currently generating profit on shareholder capital.
- Unfavorable clinical trial results for Tedopi or other drug candidates.
- Regulatory delays or rejection of marketing applications.
- Competition from established pharmaceutical companies with greater resources.
- Dependence on strategic partnerships for funding and development.
- Risks associated with operating in the highly regulated biotechnology industry.
What Are the Growth Opportunities for ORPOF?
- Tedopi Commercialization: Successful completion of the Phase III trial for Tedopi in non-small cell lung cancer could lead to regulatory approval and commercialization. The market for lung cancer therapeutics is substantial, with a global market size estimated at billions of dollars. A successful launch of Tedopi would provide OSE Immunotherapeutics with a significant revenue stream and establish its presence in the oncology market. Timeline: 2027-2028.
- BiCKI Platform Expansion: The BiCKI bispecific checkpoint inhibitor platform offers the potential to develop novel immunotherapies targeting multiple cancer types. By targeting PD-1 and other innovative targets, BiCKI aims to overcome resistance mechanisms and improve treatment outcomes. Expanding the BiCKI platform to additional cancer indications could significantly broaden OSE Immunotherapeutics' market reach. Timeline: Ongoing clinical trials and future development.
- OSE-127 Development in Autoimmune Diseases: OSE-127, a humanized monoclonal antibody, is currently in Phase II clinical trials for the treatment of ulcerative colitis and Sjögren's Syndrome. The market for autoimmune disease therapies is large and growing, driven by the increasing prevalence of these conditions. Positive results from the Phase II trials could pave the way for Phase III development and eventual commercialization. Timeline: 2028-2030.
- Strategic Partnerships: OSE Immunotherapeutics has a history of establishing strategic partnerships with pharmaceutical companies and research institutions. These partnerships provide access to funding, expertise, and resources, accelerating the development and commercialization of its therapeutic candidates. Continued collaboration with partners like Boehringer Ingelheim and Servier will be crucial for the company's long-term growth. Timeline: Ongoing.
- Expansion into New Therapeutic Areas: OSE Immunotherapeutics could explore opportunities to expand its pipeline into new therapeutic areas beyond immuno-oncology and autoimmune diseases. This could involve developing therapies for other immune-related disorders or exploring new modalities such as cell therapy or gene therapy. Diversifying its pipeline would reduce the company's reliance on its existing assets and create new avenues for growth. Timeline: Long-term, dependent on research and development efforts.
What Are ORPOF's Competitive Advantages?
- Proprietary immunotherapy platforms, such as BiCKI, that are difficult to replicate.
- Strong intellectual property portfolio protecting its drug candidates.
- Established partnerships with leading pharmaceutical companies.
- Deep expertise in immuno-oncology and autoimmune disease research.
What Does ORPOF Do?
OSE Immunotherapeutics SA, formerly OSE Pharma SA, was founded with the mission of developing innovative immunotherapies to address significant unmet medical needs in immuno-oncology and autoimmune diseases. The company's core focus lies in harnessing the power of the immune system to fight cancer and modulate immune responses in autoimmune disorders. Its lead product, Tedopi, is currently in Phase III clinical trials for the treatment of non-small cell lung cancer and Phase II trials for pancreatic and ovarian cancer. Beyond Tedopi, OSE Immunotherapeutics boasts a diverse pipeline of novel immunotherapeutic agents. These include CoVepiT, a prophylactic vaccine against the SARS-CoV-2 virus; BI 765063, in Phase I trials for solid tumors; and BiCKI, a bispecific checkpoint inhibitor platform. The company is also developing OSE-127, a humanized monoclonal antibody in Phase II trials for ulcerative colitis and Sjögren's Syndrome; FR104, in Phase I trials for rheumatoid arthritis; and OSE-230, an agonist antibody against ChemR23 to resolve chronic inflammation. OSE Immunotherapeutics operates primarily from its headquarters in Nantes, France, and collaborates with various pharmaceutical companies and research institutions, including GERCOR, Boehringer Ingelheim, Servier, and Chong Kun Dang Pharmaceutical Corporation. These partnerships are crucial for advancing the development and commercialization of its therapeutic candidates.
What Products and Services Does ORPOF Offer?
- Develop immunotherapies for cancer and autoimmune diseases.
- Conduct clinical trials to evaluate the safety and efficacy of its drug candidates.
- Partner with pharmaceutical companies to advance the development and commercialization of its products.
- Focus on immune activation and regulation to treat various diseases.
- Develop novel bispecific checkpoint inhibitors.
- Create prophylactic vaccines against viruses like SARS-CoV-2.
- Research and develop agonist antibodies to resolve chronic inflammation.
How Does ORPOF Make Money?
- Develops and patents novel immunotherapeutic drug candidates.
- Out-licenses or co-develops its drug candidates with larger pharmaceutical companies.
- Generates revenue through milestone payments, royalties on sales, and upfront licensing fees.
- Secures funding through venture capital, public offerings, and government grants.
What Industry Does ORPOF Operate In?
The biotechnology industry is characterized by high growth potential and significant investment in research and development. Immunotherapy, in particular, has emerged as a promising approach to treating cancer and autoimmune diseases. OSE Immunotherapeutics operates in a competitive landscape that includes both large pharmaceutical companies and smaller biotech firms. The success of companies like OSE Immunotherapeutics depends on their ability to develop innovative therapies, secure regulatory approvals, and establish strategic partnerships.
Who Are ORPOF's Key Customers?
- Pharmaceutical companies seeking to expand their oncology and immunology portfolios.
- Patients suffering from cancer and autoimmune diseases.
- Healthcare providers prescribing immunotherapies.
- Research institutions collaborating on drug development.
Company Profile
OSE Immunotherapeutics S.A. operates in the Biotechnology industry within the Healthcare sector. It is headquartered in Nantes, FR. The company is led by CEO Marc Le Bozec. ORPOF has traded publicly since 2019.
How OSE Immunotherapeutics S.A. Is Valued
OSE Immunotherapeutics S.A. carries a market capitalization of $105M, placing it in the micro-cap category.
Key Financial Metrics
Return on equity for OSE Immunotherapeutics S.A. stands at -96.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -48.1%, showing how much profit it generates from its asset base. Its free cash flow yield is -48.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.28 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -54.5%, the inverse of the P/E and a quick read on earnings relative to price.
ORPOF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Diverse pipeline of immunotherapeutic candidates.
- Strategic partnerships with established pharmaceutical companies.
- Proprietary technology platforms.
- Experienced management team.
Bear Case
- Reliance on clinical trial outcomes.
- Limited financial resources compared to larger pharmaceutical companies.
- High attrition rate in drug development.
- OTC market listing
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
ORPOF Latest News
No recent news available for ORPOF.
ORPOF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ORPOF.
Price Targets
Wall Street price target analysis for ORPOF.
ORPOF MoonshotScore
What does this score mean?
The MoonshotScore rates ORPOF 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Dominique Costantini
Chief Executive Officer
Dominique Costantini has extensive experience in the pharmaceutical and biotechnology industries. Prior to joining OSE Immunotherapeutics, she held various leadership positions at Sanofi and other pharmaceutical companies. She has a strong background in drug development, commercialization, and business development. Her expertise spans across multiple therapeutic areas, including oncology and immunology. She is responsible for managing 60 employees.
Track Record: Under Dominique Costantini's leadership, OSE Immunotherapeutics has advanced its pipeline of immunotherapeutic candidates and established strategic partnerships with leading pharmaceutical companies. She has overseen the progression of Tedopi into Phase III clinical trials and the expansion of the company's BiCKI platform. Her strategic decisions have positioned OSE Immunotherapeutics as a key player in the immunotherapy field.
ORPOF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that OSE Immunotherapeutics may not meet the minimum financial reporting standards required for higher tiers like OTCQX or OTCQB. Companies on this tier may have limited or no financial disclosure, which increases the risk for investors. Unlike companies listed on major exchanges like the NYSE or NASDAQ, OTC Other companies are not subject to the same rigorous listing requirements, leading to greater potential for fraud and manipulation. Investors should exercise extreme caution when considering investments in OTC Other companies.
- OTC Tier: OTC Other
- Limited financial disclosure increases the risk of investing in ORPOF.
- Lower liquidity on the OTC market can lead to price volatility and difficulty in trading shares.
- Lack of regulatory oversight on the OTC Other tier increases the potential for fraud and manipulation.
- The company may not meet the minimum financial standards required for listing on major exchanges.
- Delays in clinical trials or regulatory approvals could significantly impact the company's stock price.
- Verify the company's financial statements and SEC filings (if any).
- Research the management team and their track record.
- Assess the company's intellectual property portfolio and competitive landscape.
- Evaluate the company's clinical trial data and regulatory pathway.
- Determine the company's cash runway and funding needs.
- Consult with a financial advisor before investing.
- Understand the risks associated with investing in OTC stocks.
- Strategic partnerships with established pharmaceutical companies (e.g., Boehringer Ingelheim).
- Advancement of drug candidates into Phase III clinical trials.
- Presence of experienced management team.
- Focus on innovative immunotherapies.
- Market capitalization above $200 million.
ORPOF Healthcare Stock FAQ
What does OSE Immunotherapeutics S.A. do?
OSE Immunotherapeutics SA is a biotechnology company that specializes in the research and development of immunotherapies. These therapies are designed to modulate the immune system to fight cancer and autoimmune diseases. The company's pipeline includes several drug candidates in various stages of clinical development, targeting indications such as non-small cell lung cancer, ulcerative colitis, and rheumatoid arthritis. OSE Immunotherapeutics aims to improve patient outcomes by developing innovative immunotherapeutic solutions.
What are the main risks for ORPOF?
The main risks for OSE Immunotherapeutics include the inherent uncertainties of clinical trial outcomes, regulatory hurdles, and competition from larger pharmaceutical companies. Failure to achieve positive results in clinical trials or delays in regulatory approvals could significantly impact the company's stock price.
What are the key factors to evaluate for ORPOF?
Evaluate ORPOF on fundamentals, analyst consensus, and risk factors. OSE Immunotherapeutics presents a compelling investment case based on its diversified pipeline of immunotherapies and strategic partnerships. Not financial advice.
How frequently does ORPOF data refresh on this page?
ORPOF's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven ORPOF's recent stock price performance?
OSE Immunotherapeutics S.A. (ORPOF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diverse pipeline of immunotherapeutic candidates. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ORPOF overvalued or undervalued right now?
OSE Immunotherapeutics S.A. (ORPOF) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research ORPOF before investing?
Before investing in OSE Immunotherapeutics S.A. (ORPOF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding ORPOF to a portfolio?
Key strength of OSE Immunotherapeutics S.A. (ORPOF): Diverse pipeline of immunotherapeutic candidates. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data as of March 16, 2026.
- AI analysis is pending for ORPOF.