Report
David Seynnaeve, PhD

(Sponsored) Oncodesign Precision Medicine - Targeted therapies for inflammation & oncology

We initiate coverage of Oncodesign Precision Medicine (OPM), a French clinical-stage biopharmaceutical company, with a target valuation range of EUR 1.9-2.7. We consider the company a compelling investment opportunity for numerous reasons:1/ OPM-101: RIPK2 inhibitor for immune checkpoint inhibitor-associated colitis (ICI-AC) and inflammatory bowel diseases (IBDs)Compelling scientific rationale and (pre)clinical data, indicating safety, preliminary efficacy, and selectivity, support RIPK2 inhibition as a mechanism of action to target both ICI-AC and IBD (ulcerative colitis & Crohn's disease).Immunomodulator (rather than immunosuppressor), acting via a distinct molecular pathway, allowing for convenient oral administration potentially in combo therapy while preserving the immune system's ability
Underlying
Oncodesign Precision Medicine

Provider
Degroof Petercam
Degroof Petercam

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Analysts
David Seynnaeve, PhD

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