Odonate Therapeutics, Inc. (ODTC)
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. (ODTC) trades at $22005.00 with AI Score 44/100 (Grade C). Odonate Therapeutics, Inc. is a pharmaceutical company focused on developing cancer therapeutics. Market cap: $8.05B, Sector: Healthcare.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for ODTC: ODTC 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 ODTC against Healthcare peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ODTC: the 1 perspectives are evenly split.
How is this calculated? →Odonate Therapeutics, Inc. (ODTC) Healthcare & Pipeline Overview
Odonate Therapeutics, Inc. is a biotechnology company specializing in cancer therapeutics, with a primary focus on tesetaxel, an oral chemotherapy agent currently in Phase III trials for metastatic breast cancer. The company operates within the competitive oncology drug development landscape, targeting unmet needs in cancer treatment.
What Is the Investment Thesis for ODTC?
Odonate Therapeutics' investment thesis hinges on the successful completion of the Phase III clinical trial for tesetaxel and its subsequent regulatory approval for metastatic breast cancer. Key value drivers include the potential market size for tesetaxel, the drug's efficacy and safety profile compared to existing treatments, and the company's ability to secure partnerships for commercialization. The company's market capitalization is $8.05 billion, with a P/E ratio of 3227.3. Upcoming catalysts include the release of Phase III trial data and potential FDA approval decisions. Potential risks include clinical trial failures, regulatory setbacks, and competition from established pharmaceutical companies.
Based on FMP financials and quantitative analysis
ODTC Key Highlights
- Odonate Therapeutics is focused on developing tesetaxel, an orally administered chemotherapy agent.
- Tesetaxel is currently in Phase III clinical study for metastatic breast cancer.
- The company was founded in 2013 and is based in New York, New York.
- Market Cap is $8.05B.
- The company has 137 employees.
Who Are ODTC's Competitors?
ODTC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ESALY Eisai Co., Ltd. | $61.51 | -2.11% | $17.64B | 57 |
| HURA TuHURA Biosciences, Inc. | $2.35 | -3.48% | $149.97M | 48 |
| SNDX Syndax Pharmaceuticals, Inc. | $22.11 | +1.33% | $1.96B | 79 |
| ANAB AnaptysBio, Inc. | $63.69 | +0.43% | $2.75B | 79 |
| ABVX Abivax S.A. | $145.38 | +0.51% | $9.53B | 76 |
| CGEN Compugen Ltd. | $2.37 | +3.73% | $223.62M | 76 |
| GLUE Monte Rosa Therapeutics, Inc. | $23.06 | -4.75% | $1.50B | 68 |
| RNAM Avidity Biosciences Inc | $72.86 | +0.05% | $11.26B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ODTC's Key Strengths?
- Focus on oral chemotherapy agents for convenience.
- Tesetaxel in Phase III clinical trials.
- Experienced management team.
- Dedicated to cancer therapeutics.
What Are ODTC's Weaknesses?
- Reliance on a single drug candidate (tesetaxel).
- High cash burn rate due to clinical trial expenses.
- Dependence on successful clinical trial outcomes.
- Limited commercialization experience.
What Could Drive ODTC Stock Higher?
- Release of Phase III clinical trial data for tesetaxel.
- Potential FDA approval decision for tesetaxel.
- Continued enrollment and progress in the Phase III clinical trial.
- Monitoring of tesetaxel's efficacy and safety profile.
- Exploration of potential partnerships for commercialization.
What Are the Key Risks for ODTC?
- Rich valuation — a P/E of 3227.3 runs well above the Healthcare sector’s ~23x, leaving little room for a miss.
- Clinical trial failure for tesetaxel.
- Regulatory setbacks or rejection of tesetaxel's approval.
- Competition from established pharmaceutical companies and other cancer therapies.
- Patent expiration and generic competition.
- High cash burn rate due to clinical trial expenses.
What Are the Growth Opportunities for ODTC?
- Successful Completion of Phase III Trial: The successful completion of the Phase III clinical trial for tesetaxel represents a significant growth opportunity for Odonate Therapeutics. Positive results could lead to regulatory approval and commercialization, potentially capturing a substantial share of the metastatic breast cancer market, estimated to be worth billions of dollars annually. The timeline for this growth opportunity is dependent on the trial's progress and data readout, expected within the next 12-18 months.
- Regulatory Approval and Commercialization: Securing regulatory approval from the FDA for tesetaxel would be a major catalyst for growth. This would allow Odonate to commercialize the drug and generate revenue. The timeline for this is dependent on the Phase III trial results and the FDA's review process, potentially leading to approval in 2027. The market for metastatic breast cancer treatments is substantial, offering a significant revenue opportunity.
- Expansion to Other Cancer Indications: Odonate could explore the potential of tesetaxel in treating other types of cancer beyond metastatic breast cancer. This would require additional clinical trials, but could significantly expand the drug's market potential. The timeline for this expansion is longer-term, potentially starting in 2028, and dependent on the success of the initial breast cancer indication. The market size for other cancer indications is vast and diverse.
- Strategic Partnerships and Acquisitions: Odonate could pursue strategic partnerships with larger pharmaceutical companies for commercialization and distribution of tesetaxel. This would provide access to established sales and marketing infrastructure, accelerating market penetration. Alternatively, Odonate could be an acquisition target for a larger company seeking to expand its oncology portfolio. The timeline for these opportunities is uncertain, but could occur following positive Phase III trial results and regulatory approval.
- Development of Next-Generation Therapies: Odonate could leverage its expertise in cancer therapeutics to develop next-generation therapies. This would involve investing in research and development to identify and develop new drug candidates. The timeline for this is long-term, potentially starting in 2029, and dependent on the success of ongoing research efforts. The market for innovative cancer therapies is constantly evolving, presenting opportunities for companies with strong research capabilities.
What Opportunities Does ODTC Have?
- Expansion to other cancer indications.
- Strategic partnerships with larger pharmaceutical companies.
- Potential for breakthrough therapy designation.
- Acquisition by a larger pharmaceutical company.
What Threats Does ODTC Face?
- Clinical trial failures.
- Regulatory setbacks.
- Competition from established pharmaceutical companies.
- Patent expiration.
What Are ODTC's Competitive Advantages?
- Patented drug formulations provide exclusivity.
- Clinical trial data demonstrating efficacy and safety.
- Regulatory approvals create barriers to entry.
- Established relationships with oncologists and hospitals.
What Does ODTC Do?
Founded in 2013 and based in New York City, Odonate Therapeutics, Inc. is a pharmaceutical company dedicated to the development of novel cancer therapies. The company's primary focus is on tesetaxel, an orally administered chemotherapy agent. Tesetaxel is currently undergoing a Phase III clinical study for the treatment of patients with metastatic breast cancer. This late-stage development program represents a significant portion of the company's value and future prospects. Odonate's strategy centers around improving the convenience and efficacy of chemotherapy through oral administration. The company aims to address the unmet needs of cancer patients by providing alternative treatment options. The company's evolution has been centered around advancing tesetaxel through clinical trials and preparing for potential regulatory approval and commercialization. The company operates primarily in the United States, with its research and development efforts concentrated on bringing tesetaxel to market.
What Products and Services Does ODTC Offer?
- Develop therapeutics for the treatment of cancer.
- Focus on oral chemotherapy agents.
- Conduct clinical trials to evaluate the safety and efficacy of their drugs.
- Seek regulatory approval from agencies like the FDA.
- Commercialize approved drugs to treat cancer patients.
- Research and develop new cancer therapies.
How Does ODTC Make Money?
- Develop and patent novel cancer therapeutics.
- Conduct clinical trials to demonstrate efficacy and safety.
- Seek regulatory approval for commercialization.
- Generate revenue through sales of approved drugs.
What Industry Does ODTC Operate In?
Odonate Therapeutics operates within the biotechnology industry, specifically focusing on oncology. The market for cancer therapeutics is substantial and growing, driven by an aging population and advancements in cancer diagnostics and treatment. The competitive landscape includes major pharmaceutical companies and smaller biotech firms developing novel therapies. Odonate's success depends on its ability to differentiate tesetaxel from existing treatments and navigate the complex regulatory environment. The biotechnology industry is characterized by high risk and high reward, with significant investments required for research and development.
Who Are ODTC's Key Customers?
- Cancer patients in need of treatment.
- Oncologists and other healthcare professionals who prescribe cancer therapies.
- Hospitals and clinics that administer cancer treatments.
- Pharmacies that dispense cancer drugs.
Company Profile
Odonate Therapeutics, Inc. operates in the Biotechnology industry within the Healthcare sector. It is headquartered in New York City, US. The company is led by CEO Kevin C. Tang. ODTC has traded publicly since 2017.
Odonate Therapeutics, Inc. (ODTC) Valuation Context
Valued at $8.05B, ODTC is classified as a mid-cap stock. Relative to its peer group, ODTC's quantitative score of 44/100 is below the peer average of 68/100.
ROE 7%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.
F-Score 4/9Financial Health
Odonate Therapeutics, Inc.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile.
ODTC Financials
Bull Case vs Bear Case
Bull Case
- Odonate's recent insider buying suggests confidence from those closest to the company, signaling potential value not yet recognized by the broader market.
- The community seems to be holding onto hope for a strategic pivot or acquisition, believing the company's assets still hold value despite past setbacks.
- There's a sense that the market may be overly pessimistic, creating an opportunity for a contrarian play if Odonate can surprise with future developments.
- Some investors view Odonate as a 'lottery ticket' – a small investment with the potential for outsized returns if unforeseen positive catalysts emerge.
Bear Case
- The prevailing community sentiment reflects disappointment and skepticism following the discontinuation of their lead drug candidate.
- Market perception is heavily influenced by the company's past struggles, making it difficult to attract new investment or regain trust.
- There's concern about the company's ability to generate significant value from its remaining assets, given the previous clinical trial failures.
- The lack of clear direction from management regarding future plans fuels uncertainty and discourages bullish sentiment within the trading community.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
ODTC Latest News
No recent news available for ODTC.
ODTC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ODTC.
Price Targets
Wall Street price target analysis for ODTC.
ODTC MoonshotScore
What does this score mean?
The MoonshotScore rates ODTC's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Kevin C. Tang
Unknown
Kevin C. Tang is the leader of Odonate Therapeutics, managing 137 employees. Additional background information regarding his career history, education, and previous roles is not available in the provided data. His leadership is focused on guiding the company through the clinical development and potential commercialization of tesetaxel.
Track Record: Information regarding Kevin C. Tang's specific achievements, strategic decisions, and company milestones under his leadership is not available in the provided data. His primary focus is currently on the Phase III clinical trial for tesetaxel and the company's efforts to secure regulatory approval.
ODTC OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Odonate Therapeutics may not meet the minimum financial standards or reporting requirements for higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial disclosure, and trading activity can be sporadic. Unlike companies listed on major exchanges like the NYSE or NASDAQ, OTC Other companies face fewer regulatory requirements, potentially increasing investment risk. This tier signifies a higher degree of speculation and requires thorough due diligence.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases information asymmetry.
- Lower trading volume can lead to price volatility.
- Wider bid-ask spreads can increase transaction costs.
- Potential for fraud or manipulation is higher on the OTC market.
- OTC stocks may be subject to delisting or trading suspensions.
- Verify the company's registration and legal standing.
- Review available financial statements and disclosures.
- Assess the company's management team and track record.
- Analyze the company's business model and competitive landscape.
- Evaluate the company's capital structure and funding sources.
- Monitor trading volume and price activity.
- Consult with a financial advisor before investing.
- Company's focus on Phase III clinical trials suggests commitment to regulatory approval.
- The company's founding in 2013 indicates some operational history.
- The company's employee count of 137 suggests a substantial operation.
- The company's headquarters in New York City provides a degree of credibility.
- The company's development of tesetaxel, a specific drug candidate, indicates a focused business strategy.
ODTC Healthcare Stock FAQ
What does Odonate Therapeutics, Inc. do?
Odonate Therapeutics, Inc. is a pharmaceutical company focused on developing and commercializing therapeutics for the treatment of cancer. Their primary focus is on tesetaxel, an orally administered chemotherapy agent currently in Phase III clinical trials for metastatic breast cancer. The company aims to improve the convenience and efficacy of chemotherapy through oral administration, addressing the unmet needs of cancer patients. Odonate's business model centers around developing and patenting novel cancer therapeutics, conducting clinical trials, and seeking regulatory approval for commercialization.
What are the main risks for ODTC?
The main risks for Odonate Therapeutics, Inc. include the potential failure of the Phase III clinical trial for tesetaxel, regulatory setbacks or rejection of tesetaxel's approval, competition from established pharmaceutical companies and other cancer therapies, patent expiration and generic competition, and a high cash burn rate due to clinical trial expenses. These risks are inherent in the biotechnology industry and require careful monitoring and management. Successful mitigation of these risks is crucial for the company's long-term success.
What are the key factors to evaluate for ODTC?
Odonate Therapeutics, Inc. (ODTC) holds an AI score of 44/100 (low). P/E: 3227.3x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does ODTC data refresh on this page?
ODTC prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ODTC's recent stock price performance?
Odonate Therapeutics, Inc. (ODTC) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on oral chemotherapy agents for convenience. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ODTC overvalued or undervalued right now?
Odonate Therapeutics, Inc. (ODTC) trades at 3227.3x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying ODTC?
Before investing in Odonate Therapeutics, Inc. (ODTC), 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) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding ODTC to a portfolio?
Key strength of Odonate Therapeutics, Inc. (ODTC): Focus on oral chemotherapy agents for convenience. 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 2026-03-16.
- AI analysis is pending for ODTC.