OSE Immunotherapeutics SA (OSE) Earnings Call Transcripts

OSE Immunotherapeutics SA's Latest Earnings Call - June 10, 2026

OSE Immunotherapeutics SA reported promising developments in its ongoing clinical trials during the earnings call held on June 10, 2026. The company highlighted the upcoming Phase III readout for TEDOPI expected in early 2028, which could significantly impact its market position. Management maintained a positive outlook on its pipeline, particularly with TEDOPI and Luvertikimab, although specific revenue and earnings figures were not disclosed in the call. Guidance for future trials and potential market launches was discussed, indicating a proactive approach to capitalize on recent clinical successes.

Reported metrics

Guidance from management

Management maintained a positive outlook on the pipeline, particularly for TEDOPI and Luvertikimab, with plans for rapid launches and ongoing trials. No specific revenue guidance was provided.

What management said

Thank you so much for that. I think that Aron is connected. Would you like to ask oral questions. If we can do that technically, I'm not familiar with that. So I'm not sure it works like this. Thibault?

Thank you for that. So we have written questions. With the rapid emergence or other approaches like ADC bispecifics. -- next-gen immunotherapy. Where do you see TEDOPI fitting into the treatment algorithm in the coming years? You'll see -- do you view TEDOPI primarily as a stand-alone therapy -- or do you believe it greatest potential could be coming from combination strategies with checkpoint inhibitors, ADCs, other...

What analysts pressed on

Analysts expressed concerns about the restrictive patient population for TEDOPI, questioning its broader applicability in treatment pathways. There was also discussion about the need for physician education regarding new treatment options.

Main topics on the call

• Upcoming Phase III Readout for TEDOPI — Management emphasized the importance of the Phase III trial for TEDOPI, stating, "we expect to have a Phase III readout early '28." This could serve as a pivotal moment for the company's future, depending on the results.
• Positive Results in Ovarian Cancer Trials — The call highlighted encouraging results from the ovarian cancer vaccine trial, with a significant reduction in progression risk, stating, "the combination of vaccine with pembrolizumab... significantly decreased the ris...
• Focus on Immunotherapy in Lung Cancer — Stephen Liu discussed the unmet need in lung cancer treatment, emphasizing that immunotherapy remains the standard of care, which aligns with OSE's focus on TEDOPI as a potential treatment option.
• Pipeline Expansion with Luvertikimab — Management indicated plans to rapidly launch a second indication for Luvertikimab, stating, "we are planning to launch rapidly now a second indication... with the potential to read out in '27." This suggests a strategic ...

Read the full OSE Immunotherapeutics SA transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 4 OSE Immunotherapeutics SA earnings call transcripts on record, spanning February 28, 2024 to June 10, 2026. Based on this history, OSE Immunotherapeutics SA reports annually. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

OSE

Exchange

ENXTPA

Country

FR

Sector

Health Care

Industry

Biotechnology

Calls on record

4

First call

February 28, 2024

Most recent

June 10, 2026

Reporting cadence

annually