Odonate Therapeutics, Inc. (ODT) 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.
Odonate Therapeutics, Inc. (ODT) trades at $1.12 with AI Score 47/100 (Grade C). Odonate Therapeutics, Inc. is a pharmaceutical company focused on developing cancer therapeutics. Sector: Healthcare.
Price as of Aug 21, 2026 · Last analyzed: May 4, 2026Analyst Coverage for ODT: ODT 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 ODT against Healthcare peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ODT: 1/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Odonate Therapeutics, Inc. (ODT) Healthcare & Pipeline Overview
Odonate Therapeutics, Inc. is a biotechnology company specializing in the development of cancer therapeutics, with a primary focus on tesetaxel, an orally administered chemotherapy agent currently in Phase III clinical trials for metastatic breast cancer, positioning it within the competitive oncology drug development landscape.
What Is the Investment Thesis for ODT?
Odonate Therapeutics' investment thesis centers on the potential success of tesetaxel in treating metastatic breast cancer. The Phase III clinical trial results will be a critical value driver. Positive data could lead to regulatory approval and subsequent commercialization. The company's focus on an orally administered chemotherapy agent offers a potential competitive advantage in terms of patient convenience and compliance. Key risks include clinical trial failures, regulatory hurdles, and competition from existing and emerging therapies. The company's P/E ratio is 3227.30 and Beta is 0.45.
Based on FMP financials and quantitative analysis
ODT Key Highlights
Tesetaxel is in Phase III clinical study for patients with metastatic breast cancer.
- The company was founded in 2013.
- Odonate Therapeutics has 137 employees.
- The company's P/E ratio is 3227.30.
- The company's Beta is 0.45.
Who Are ODT's Competitors?
ODT is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SYRE Spyre Therapeutics, Inc. | $107.79 | -1.04% | $9.36B | — |
| VRTX Vertex Pharmaceuticals Incorporated | $540.26 | -2.14% | $137B | 98 |
| REGN Regeneron Pharmaceuticals, Inc. | $835.15 | -0.68% | $86.0B | 94 |
| ALNY Alnylam Pharmaceuticals, Inc. | $229.30 | -5.49% | $30.7B | 92 |
| RPRX Royalty Pharma plc | $60.58 | -1.86% | $26.9B | 75 |
| INCY Incyte Corporation | $127.80 | -0.53% | $25.9B | 99 |
| UTHR United Therapeutics Corporation | $520.23 | -1.68% | $22.1B | 98 |
| NBIX Neurocrine Biosciences, Inc. | $153.42 | -1.37% | $15.4B | 93 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ODT's Key Strengths?
Focus on a specific therapeutic area (cancer).
- Lead product candidate in Phase III clinical trials.
- Experienced management team.
- Oral administration of tesetaxel offers patient convenience.
What Are ODT's Weaknesses?
Reliance on a single product candidate.
- High cash burn rate.
- Limited commercial infrastructure.
- Dependence on successful clinical trial outcomes.
What Could Drive ODT Stock Higher?
Release of Phase III clinical trial data for tesetaxel.
- Potential regulatory approval of tesetaxel by the FDA.
- Continued enrollment of patients in clinical trials.
- Progress in expanding into additional cancer indications.
What Are the Key Risks for ODT?
Clinical trial failures for tesetaxel.
- Regulatory hurdles in obtaining FDA approval.
- Competition from existing and emerging therapies.
- Patent expiration for tesetaxel.
- High cash burn rate and need for additional financing.
What Are the Growth Opportunities for ODT?
- Expansion into Additional Cancer Indications: Odonate Therapeutics has the opportunity to explore the potential of tesetaxel in treating other types of cancer beyond metastatic breast cancer. This could significantly expand the addressable market for the drug. The global oncology market is projected to reach $286 billion by 2028, providing a substantial opportunity for growth. Success in additional indications would require further clinical trials and regulatory approvals, but could substantially increase the company's revenue potential.
- Strategic Partnerships and Collaborations: Odonate Therapeutics could pursue strategic partnerships and collaborations with other pharmaceutical companies or research institutions to accelerate the development and commercialization of its products. Collaborations could provide access to additional resources, expertise, and distribution channels. The pharmaceutical industry is characterized by frequent collaborations, and Odonate Therapeutics could benefit from partnering with larger companies to enhance its capabilities and market reach.
- Geographic Expansion: Odonate Therapeutics could expand its operations into new geographic markets, such as Europe and Asia, to increase its revenue potential. The global market for cancer therapeutics is growing rapidly, particularly in emerging economies. Expanding into new markets would require regulatory approvals and the establishment of distribution networks, but could significantly increase the company's long-term growth prospects. The company would need to navigate different regulatory environments and cultural nuances to succeed in new markets.
- Development of Novel Drug Delivery Systems: Odonate Therapeutics could invest in the development of novel drug delivery systems to improve the efficacy and safety of its products. This could involve exploring new formulations, routes of administration, or targeted delivery technologies. Advances in drug delivery systems could provide a competitive advantage and enhance the value of Odonate Therapeutics' products. The company could partner with specialized drug delivery companies to accelerate the development of these technologies.
- Acquisition of Complementary Assets: Odonate Therapeutics could pursue acquisitions of complementary assets, such as other drug candidates or technologies, to expand its product pipeline and capabilities. Acquisitions could provide access to new markets, technologies, and expertise. The biotechnology industry is characterized by frequent mergers and acquisitions, and Odonate Therapeutics could benefit from acquiring companies that complement its existing business. The company would need to carefully evaluate potential acquisition targets and ensure that they align with its strategic goals.
What Are ODT's Competitive Advantages?
- Patent protection for its lead product candidate, tesetaxel.
- Clinical trial data demonstrating the safety and efficacy of tesetaxel.
- Regulatory approvals from agencies such as the FDA.
- Expertise in the development and commercialization of cancer therapeutics.
What Does ODT Do?
Founded in 2013, Odonate Therapeutics, Inc. is a pharmaceutical company dedicated to the development of novel therapeutics for the treatment of cancer. The company's primary focus is on tesetaxel, an orally administered chemotherapy agent. Tesetaxel is currently undergoing Phase III clinical trials for patients with metastatic breast cancer. The company is based in New York, New York. Odonate Therapeutics aims to improve the lives of cancer patients through the development and commercialization of innovative therapies. The company's strategic approach involves identifying and developing promising drug candidates that address unmet medical needs in oncology. Odonate Therapeutics operates with a team of 137 employees. The company is committed to advancing its clinical programs and seeking regulatory approvals to bring its therapies to market. Odonate Therapeutics' research and development efforts are centered on developing therapies that offer improved efficacy, safety, and convenience for patients. The company's focus on oral administration aims to provide patients with a more convenient and less invasive treatment option. Odonate Therapeutics is dedicated to making a meaningful difference in the lives of cancer patients and their families.
What Products and Services Does ODT Offer?
- Develops therapeutics for the treatment of cancer.
- Focuses on orally administered chemotherapy agents.
- Conducts clinical trials to evaluate the safety and efficacy of its products.
- Seeks regulatory approvals from agencies such as the FDA.
- Aims to commercialize its therapies to improve patient outcomes.
- Manages a team of 137 employees.
How Does ODT Make Money?
- Develops and patents novel cancer therapeutics.
- Conducts clinical trials to demonstrate safety and efficacy.
- Seeks regulatory approval for its products.
- Commercializes its approved therapies through sales and marketing efforts.
What Industry Does ODT Operate In?
Odonate Therapeutics operates within the biotechnology industry, which is characterized by intense research and development, high regulatory scrutiny, and significant competition. The market for cancer therapeutics is substantial and growing, driven by an aging population and increasing cancer incidence rates. Odonate Therapeutics aims to capture a share of this market with its lead product candidate, tesetaxel. The company faces competition from established pharmaceutical companies and other biotechnology firms developing novel cancer therapies. The success of Odonate Therapeutics will depend on its ability to successfully navigate the regulatory landscape, secure patent protection, and effectively commercialize its products.
Who Are ODT's Key Customers?
- Patients with cancer, particularly metastatic breast cancer.
- Oncologists and other healthcare professionals who treat cancer patients.
- Hospitals and other healthcare facilities that provide cancer care.
- Payers, such as insurance companies and government healthcare programs.
How Odonate Therapeutics, Inc. Is Valued
Relative to its peer group, ODT's quantitative score of 47/100 is below the peer average of 90/100.
Company Profile
Odonate Therapeutics, Inc. operates in the Biotechnology industry within the Healthcare sector. It is headquartered in San Diego, US. The company is led by CEO Kevin Tang. ODT has traded publicly since 2017.
Key Financial Metrics
Return on equity for Odonate Therapeutics, Inc. stands at 7.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 6.6%, showing how much profit it generates from its asset base. Its free cash flow yield is 0.1%, a gauge of the cash the business throws off relative to its market value. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
Earnings Track Record
Odonate Therapeutics, Inc. has beaten Wall Street's EPS estimate in 4 of its last 8 reported quarters — more hits than misses. Reported results have landed about 4.8% below estimates on average.
ODT Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Odonate's future prospects, which could indicate a positive outlook among leadership.
- Community sentiment has shown increased optimism as discussions around potential drug developments have gained traction.
- The company's focus on innovative treatments aligns with current market trends favoring biotech advancements, enhancing investor interest.
- Positive media coverage highlighting Odonate's research initiatives has contributed to a more favorable perception in the market.
Bear Case
- Recent layoffs and restructuring efforts have raised concerns about the company's financial stability and operational efficiency.
- A lack of significant updates on clinical trials has led to skepticism among investors about the company's progress and potential breakthroughs.
- Bearish sentiment has emerged from community discussions, reflecting worries over competition in the biotech space that could overshadow Odonate's advancements.
- Market perception remains cautious, with some analysts questioning the sustainability of Odonate's business model amid ongoing industry challenges.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
ODT Latest News
No recent news available for ODT.
ODT Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ODT.
Price Targets
Wall Street price target analysis for ODT.
ODT MoonshotScore
What does this score mean?
The MoonshotScore rates ODT 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Kevin Tang
Unknown
Kevin Tang is the CEO of Odonate Therapeutics, Inc. His background includes extensive experience in the pharmaceutical and biotechnology industries. He has a proven track record of leading and managing companies in the healthcare sector. His expertise spans areas such as drug development, commercialization, and corporate strategy. He is responsible for overseeing the company's operations and driving its strategic direction. His leadership is focused on advancing the clinical development of tesetaxel and bringing it to market to benefit cancer patients.
Track Record: Under Kevin Tang's leadership, Odonate Therapeutics has advanced tesetaxel into Phase III clinical trials for metastatic breast cancer. He has overseen the company's research and development efforts, as well as its fundraising activities. His strategic decisions have been instrumental in shaping the company's direction and positioning it for future growth. He has also focused on building a strong team and fostering a culture of innovation within the company.
What Investors Ask About Odonate Therapeutics, Inc. (ODT) — Healthcare
What does the AI Score mean for ODT?
ODT holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Odonate Therapeutics, Inc. is a pharmaceutical company focused on developing cancer therapeutics. Their lead product candidate, tesetaxel, is an orally administered chemotherapy agent in Phase III …
What does Odonate Therapeutics, Inc. do?
Odonate Therapeutics, Inc. is a pharmaceutical company focused on the development and commercialization of therapeutics for the treatment of cancer. Its primary focus is on tesetaxel, an orally administered chemotherapy agent currently in Phase III clinical trials for patients with metastatic breast cancer.
What do analysts say about ODT stock?
Analyst coverage of Odonate Therapeutics is Unknown. Key valuation metrics to consider include the company's cash position, burn rate, and the potential market opportunity for tesetaxel. Growth considerations include the successful completion of clinical trials, regulatory approval, and commercialization of tesetaxel. Investors should conduct their own due diligence and consider their own investment objectives and risk tolerance before investing in Odonate Therapeutics.
What are the main risks for ODT?
The main risks for Odonate Therapeutics include clinical trial failures, regulatory hurdles, competition from existing and emerging therapies, patent expiration, and a high cash burn rate. Clinical trial failures could significantly impact the company's prospects. Regulatory hurdles could delay or prevent the approval of tesetaxel. Competition from other companies developing cancer therapies could limit the market share for tesetaxel.
How does Odonate Therapeutics, Inc. navigate regulatory approval processes?
Odonate Therapeutics, Inc. navigates regulatory approval processes primarily through rigorous adherence to FDA guidelines and requirements. The company conducts comprehensive preclinical and clinical trials to demonstrate the safety and efficacy of its lead drug candidate, tesetaxel. Odonate Therapeutics maintains open communication with regulatory agencies, such as the FDA, to address any concerns and ensure compliance with all applicable regulations.
How does Odonate Therapeutics, Inc. manage patent expiration risks?
Odonate Therapeutics, Inc. manages patent expiration risks by actively seeking patent protection for its lead drug candidate, tesetaxel, and other potential products. The company aims to secure broad patent coverage to protect its intellectual property and maintain exclusivity in the market.
What are the key factors to evaluate for ODT?
Odonate Therapeutics, Inc. (ODT) holds an AI score of 47/100 (low). Odonate Therapeutics' investment thesis centers on the potential success of tesetaxel in treating metastatic breast cancer. Not financial advice.
How frequently does ODT data refresh on this page?
ODT'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 ODT's recent stock price performance?
Odonate Therapeutics, Inc. (ODT) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on a specific therapeutic area (cancer). See the News tab for the latest drivers. Past performance does not predict future results.
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
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- Information is based on limited data available.
- Future events are subject to change.