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Orchestra BioMed Holdings, Inc. (OBIO)

Orchestra BioMed Holdings, Inc. is a biomedical innovation company focused on developing therapies for hypertension and atherosclerotic artery disease. Their key product candidates include BackBeat CNT and Virtue SAB, developed in collaboration with Medtronic and Terumo Corporation, respectively.

55/100 AI Score MCap 239M Vol 276K

Company Overview

CEODavid Hochman
Employees70
HeadquartersNew Hope, PA, US
Founded2020

Orchestra BioMed pioneers innovative therapies for cardiovascular diseases, highlighted by BackBeat CNT for hypertension and Virtue SAB for artery disease, leveraging strategic partnerships with Medtronic and Terumo to address unmet medical needs and drive shareholder value in the burgeoning biomedical sector.

Investment Thesis

Orchestra BioMed presents a compelling investment opportunity due to its innovative product pipeline and strategic partnerships. The company's focus on cardiovascular disease, a leading cause of mortality worldwide, positions it in a high-growth market. Key value drivers include the successful development and commercialization of BackBeat CNT and Virtue SAB, both targeting large patient populations. The collaboration with Medtronic for BackBeat CNT and Terumo Corporation for Virtue SAB significantly de-risks the development process and provides access to established distribution channels. With a market capitalization of $0.22 billion and a gross margin of 93.0%, Orchestra BioMed demonstrates significant potential for revenue growth and profitability as its products advance through clinical trials and regulatory approvals. Upcoming clinical trial results for BackBeat CNT and Virtue SAB could serve as major catalysts, driving significant shareholder value.

Key Highlights

  • Market Cap of $0.22B reflects the company's current valuation and growth potential in the biomedical sector.
  • Gross Margin of 93.0% indicates strong pricing power and efficient cost management in product development.
  • Strategic collaboration with Medtronic for BackBeat CNT leverages Medtronic's expertise and distribution network.
  • Partnership with Terumo Corporation for Virtue SAB enhances development and commercialization prospects.
  • Beta of 0.60 suggests lower volatility compared to the overall market, potentially offering a more stable investment.

Competitors

Aravive, Inc.Caribou Biosciences, Inc.ENTACT Bio, Inc.Elicio Therapeutics, Inc.Inventiva S.A.

Strengths

  • Innovative product pipeline targeting large markets.
  • Strategic partnerships with Medtronic and Terumo.
  • High gross margin (93.0%) indicating strong pricing power.
  • Experienced management team with expertise in biomedical innovation.

Weaknesses

  • Negative profit margin (-2665.0%) indicating current unprofitability.
  • Reliance on partnerships for commercialization.
  • Limited product diversification.
  • Small number of employees (70) potentially limiting operational capacity.

Catalysts

  • Upcoming: Clinical trial results for BackBeat CNT.
  • Upcoming: Clinical trial results for Virtue SAB.
  • Upcoming: Regulatory approvals for BackBeat CNT in key markets.
  • Ongoing: Expansion of strategic partnerships.
  • Ongoing: Development of new product candidates.

Risks

  • Potential: Clinical trial failures for BackBeat CNT or Virtue SAB.
  • Potential: Regulatory delays or rejections.
  • Potential: Competition from existing and new therapies.
  • Ongoing: Dependence on strategic partners for commercialization.
  • Ongoing: Negative profit margin and need for additional funding.

Growth Opportunities

  • BackBeat CNT Commercialization: The successful completion of clinical trials and subsequent commercialization of BackBeat CNT for hypertension represents a significant growth opportunity. The global hypertension market is estimated to reach billions of dollars, and Orchestra BioMed's collaboration with Medtronic provides a clear pathway to market access. The timeline for commercialization depends on regulatory approvals, but the potential revenue stream is substantial.
  • Virtue SAB Expansion: The development and commercialization of Virtue SAB for atherosclerotic artery disease offers another major growth avenue. The market for angioplasty balloons is large and growing, and Virtue SAB's unique sirolimus angioinfusion technology could capture a significant share. Terumo Corporation's partnership will be crucial in navigating regulatory hurdles and expanding market reach.
  • Expansion of FreeHold Retractors: The FreeHold retractors represent a smaller but still valuable growth opportunity. These minimally invasive surgical devices can be expanded to new surgical applications and geographic markets. Focusing on niche surgical procedures with high demand for precision could drive revenue growth in this segment.
  • Strategic Acquisitions: Orchestra BioMed could pursue strategic acquisitions of complementary technologies or companies to expand its product portfolio and market presence. Identifying and integrating innovative medical devices or therapies could accelerate growth and diversify revenue streams. This strategy would require careful due diligence and financial planning.
  • Geographic Expansion: Expanding into new geographic markets, particularly in Asia and Europe, represents a significant growth opportunity. These regions have large patient populations with increasing access to healthcare. Establishing partnerships with local distributors and navigating regulatory requirements will be key to successful geographic expansion.

Opportunities

  • Successful clinical trials and regulatory approvals for BackBeat CNT and Virtue SAB.
  • Expansion into new geographic markets.
  • Strategic acquisitions of complementary technologies.
  • Development of new therapies for other cardiovascular diseases.

Threats

  • Competition from established medical device companies.
  • Regulatory hurdles and delays in product approvals.
  • Clinical trial failures.
  • Changes in healthcare reimbursement policies.

Competitive Advantages

  • Proprietary technology in BackBeat CNT and Virtue SAB.
  • Strategic partnerships with Medtronic and Terumo.
  • Focus on unmet needs in cardiovascular disease.
  • Strong intellectual property portfolio.

About

Orchestra BioMed Holdings, Inc., based in New Hope, Pennsylvania, is a biomedical innovation company dedicated to developing transformative therapies for significant unmet needs in cardiovascular disease. The company's journey is rooted in identifying and advancing promising medical technologies through strategic collaborations and internal development. Orchestra BioMed's flagship product candidates include BackBeat Cardiac Neuromodulation Therapy (CNT) for the treatment of hypertension and Virtue Sirolimus AngioInfusion Balloon (SAB) for the treatment of atherosclerotic artery disease. BackBeat CNT is being developed in collaboration with Medtronic, focusing on treating hypertension in pacemaker-indicated patients. Virtue SAB, developed in partnership with Terumo Corporation, aims to improve the treatment of atherosclerotic artery disease. Additionally, Orchestra BioMed offers FreeHold retractors, minimally invasive surgical device solutions designed to enhance surgical precision and patient outcomes. Through these innovative products and strategic partnerships, Orchestra BioMed is striving to improve patient care and establish itself as a leader in the biomedical industry.

What They Do

  • Develops BackBeat Cardiac Neuromodulation Therapy (CNT) for hypertension.
  • Creates Virtue Sirolimus AngioInfusion Balloon (SAB) for artery disease.
  • Offers FreeHold retractors for minimally invasive surgery.
  • Collaborates with Medtronic for BackBeat CNT development and commercialization.
  • Partners with Terumo Corporation for Virtue SAB development and commercialization.
  • Focuses on innovative biomedical solutions for cardiovascular diseases.

Business Model

  • Develops and licenses medical technologies.
  • Partners with larger companies for commercialization.
  • Generates revenue through product sales and licensing agreements.
  • Focuses on cardiovascular disease therapies.

Industry Context

Orchestra BioMed operates within the dynamic and competitive biotechnology industry, focusing on cardiovascular disease therapies. The market for hypertension and atherosclerotic artery disease treatments is substantial, driven by aging populations and increasing prevalence of these conditions. The industry is characterized by intense competition, with companies like Orchestra BioMed striving to differentiate themselves through innovative technologies and strategic partnerships. The company's collaborations with Medtronic and Terumo Corporation position it favorably in accessing key markets and leveraging established distribution channels. The biotechnology industry is projected to continue its growth trajectory, fueled by advancements in medical technology and increasing healthcare spending.

Key Customers

  • Hospitals and medical centers.
  • Cardiologists and surgeons.
  • Patients with hypertension and artery disease.
  • Strategic partners like Medtronic and Terumo.
AI Confidence: 71% Updated: 2/8/2026

Financials

Recent Quarterly Results

Quarter Revenue Net Income EPS
Q3 2025 $861,000 -$21M $-0.54
Q2 2025 $836,000 -$19M $-0.50
Q1 2025 $868,000 -$19M $-0.49
Q4 2024 $253,000 -$16M $-0.42

Source: Company filings

Chart & Info

Price Chart

Orchestra BioMed Holdings, Inc. (OBIO) stock price: $4.24 (-0.07, -1.62%)

Why Bull

  • •Orchestra BioMed's recent insider buying suggests those in the know see value, a classic sign of potential upside.
  • •Community sentiment seems to be cautiously optimistic, with chatter focusing on potential long-term gains.
  • •The market appears to be warming up to OBIO's strategic partnerships, viewing them as a pathway to expanded market reach.
  • •There's a growing perception that OBIO's innovative approach to cardiovascular disease treatment could disrupt the existing market.

Why Bear

  • •Recent community discussions reveal concerns about the timeline for regulatory approvals, creating uncertainty.
  • •Some investors are wary of the company's reliance on partnerships, questioning long-term control and profitability.
  • •There's a lingering perception that OBIO is still in a high-risk, high-reward phase, deterring more conservative investors.
  • •The overall market sentiment towards smaller biotech firms has been volatile lately, creating headwinds for OBIO.

Latest News

Technical Analysis

RSI(14)
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MACD
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Volume
275,232

Rationale

AI-generated technical analysis for OBIO including trend direction, momentum, and pattern recognition.

What to Watch

Key support and resistance levels, volume signals, and upcoming events.

Risk Management

Position sizing, stop-loss levels, and risk-reward assessment.

Community

Discussion

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Sentiment

Community sentiment and discussion activity for OBIO.

Make a Prediction

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Current price: $4.24

Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for OBIO.

Price Targets

Wall Street price target analysis for OBIO.

Insider Flow (30d)

Sherman Darren
Insider
3 weeks ago
BOUGHT
34,974 shares

MoonshotScore

55/100

Score Factors

  • Revenue Growth 2/100

    Revenue declined -4.4% YoY, signaling shrinking demand or market headwinds.

  • Gross Margin 10/100

    Gross margin of 93.0% shows excellent pricing power and a strong competitive moat.

  • Operating Leverage 4/100

    Limited operating leverage due to slower revenue growth, keeping profit scaling constrained.

  • Cash Runway 5/100

    Limited cash of $22M could constrain flexibility; watch for dilution risk or debt issuance.

  • R&D Intensity 10/100

    Investing 1622.6% of revenue in R&D signals heavy commitment to innovation and future product pipeline.

  • Insider Activity 6/100

    No significant insider buying or selling recently, which is neutral for the stock outlook.

  • Short Interest 10/100

    Daily turnover of 0.53% indicates healthy liquidity with smooth entry/exit for investors.

  • Price Momentum 3/100

    Weak momentum with few bullish signals. The stock may be in a downtrend or consolidation phase.

  • News Sentiment 5/100

    No sentiment data available

What does this score mean?

The MoonshotScore rates OBIO's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.

Classification

Sector Healthcare Industry Biotechnology

Competitors & Peers

Latest News

Frequently Asked Questions

What does Orchestra BioMed Holdings, Inc. do?

Orchestra BioMed Holdings, Inc. is a biomedical innovation company focused on developing and commercializing therapies for cardiovascular diseases, particularly hypertension and atherosclerotic artery disease. The company's core products include BackBeat CNT, a therapy for hypertension being developed with Medtronic, and Virtue SAB, a device for artery disease being developed with Terumo. Additionally, they offer FreeHold retractors for minimally invasive surgeries. Their business model centers around developing innovative technologies, partnering with established medical device companies for commercialization, and generating revenue through product sales and licensing agreements.

Is OBIO stock a good buy?

OBIO stock presents a speculative investment opportunity with high potential reward but also significant risk. The company's innovative product pipeline and strategic partnerships with Medtronic and Terumo are positive indicators. However, the negative profit margin (-2665.0%) and reliance on successful clinical trials and regulatory approvals are major risks. Investors should carefully consider their risk tolerance and conduct thorough due diligence before investing. Positive clinical trial results for BackBeat CNT and Virtue SAB could significantly increase the stock price, while failures could have the opposite effect.

What are the main risks for OBIO?

The main risks for OBIO include clinical trial failures, regulatory hurdles, and competition. The success of BackBeat CNT and Virtue SAB depends on positive clinical trial results and regulatory approvals, which are uncertain. Competition from established medical device companies and new therapies could also limit market share. Additionally, the company's negative profit margin and reliance on strategic partners for commercialization pose financial and operational risks. Changes in healthcare reimbursement policies could also impact the adoption of their products.

Is OBIO a good stock to buy?

Whether OBIO is a good investment depends on your financial goals, risk tolerance, and investment horizon. Review the Investment Thesis, SWOT analysis, and Risk sections on this page. Always do your own research and consult a financial advisor before investing.

What is the OBIO MoonshotScore?

MoonshotScore is our proprietary AI-powered rating system that evaluates stocks based on growth potential, financial health, market momentum, and risk factors. It helps investors quickly identify high-potential opportunities. Check the MoonshotScore badge on this page for the current rating.

How often is OBIO data updated?

Stock prices are updated in real-time during market hours (9:30 AM - 4:00 PM ET). Company fundamentals, analyst ratings, and AI insights are refreshed daily. News is updated continuously throughout the day.

What are the growth catalysts for OBIO?

Growth catalysts vary by company and may include new product launches, market expansion, earnings surprises, partnerships, or industry tailwinds. Check the Catalysts section on this page for specific drivers relevant to Orchestra BioMed Holdings, Inc..

Who are OBIO's main competitors?

Orchestra BioMed Holdings, Inc.'s competitors depend on its industry and market segments. Check the Competitors section on this page for a list of direct competitors and how OBIO compares.

What do analysts say about OBIO?

Analyst ratings and price targets for OBIO are aggregated from multiple sources. Check the Analyst Consensus tab for buy/hold/sell ratings and the current consensus price target.

What is OBIO's market cap?

Market capitalization reflects the total market value of OBIO's outstanding shares. Check the Key Statistics section at the top of this page for the current market cap and other key financial metrics.

How has OBIO stock performed recently?

Check the Chart & Info tab for OBIO's recent price action, including daily, weekly, and monthly performance charts with technical indicators.

What are the risks of investing in OBIO?

Every stock carries risk. Check the Risks and Weaknesses sections on this page for OBIO-specific risk factors. Consider macroeconomic conditions, industry trends, and company-specific challenges.

Are insiders buying or selling OBIO?

Insider activity can signal management confidence. Check the Insider Flow tab for recent insider buys, sells, and exercise transactions for OBIO.

Is OBIO a good stock for beginners?

Orchestra BioMed Holdings, Inc. (OBIO) can be suitable for beginner investors depending on several factors. Look at the MoonshotScore on this page for an overall AI-powered assessment of growth potential and risk. Beginners should also check the company's market cap (larger companies tend to be less volatile), gross margin (higher margins mean stronger business fundamentals), and cash position (healthy cash reduces bankruptcy risk). Always start with a small position size and never invest money you cannot afford to lose.

How risky is OBIO for first-time investors?

Every stock carries risk, including Orchestra BioMed Holdings, Inc. (OBIO). First-time investors should review the Risk Factors section on this page for company-specific risks. Key risk indicators include price volatility (check the chart for daily swings), insider selling activity (see Insider Flow tab), and cash runway (see MoonshotScore breakdown). A diversified portfolio with an index fund like the S&P 500 as a core holding is generally recommended before adding individual stocks like OBIO.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Data provided for informational purposes only.

AI Analysis Notes
  • Information is based on available data and may be subject to change.
  • Investment decisions should be based on individual risk tolerance and due diligence.
Data Sources
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