OSE Immunotherapeutics: A Clear Strategy, Balanced Governance, and a Firm Course toward Value Creation

Core Insights - OSE Immunotherapeutics is committed to value creation through innovative therapies in immuno-oncology and immuno-inflammation, supported by a strong portfolio and balanced governance [1][3][6] Strategic Focus - The company aims to achieve significant clinical milestones in 2026, 2027, and 2028 for its two flagship programs, leveraging differentiated assets with robust clinical data [2][3] - Development plans include Phase 2b for Lusvertikimab and Phase 3 for Tedopi®, with an emphasis on maintaining momentum and engaging strategic partners [3][5] Governance and Shareholder Dynamics - A minority shareholder group proposes a return to a previous model focused on a single asset, Tedopi®, which the company views as risky and lacking a clear strategy for Lusvertikimab [4][6][7] - The company emphasizes the importance of its current governance structure and the risks associated with a complete board overhaul proposed by minority shareholders [7][8][9] Financial and Operational Outlook - The company is focused on ensuring business continuity and financing for Tedopi®'s Phase 3 trial while continuing the development of Lusvertikimab [5][13] - The current trajectory is aligned with industry standards and aims to preserve and maximize shareholder value through a balanced pipeline of assets [6][13]