reports
- David Seynnaeve
- PhD
(Sponsored) Oncodesign Precision Medicine - Final Ph1 results of RIPK2...
*OPM reported the final results of its Ph1 study with RIPK2 inhibitor ‘OPM-101'. Ph1b/2a expected to launch early 2025.*While results look highly encouraging, with strong safety data and no cardiac toxicity, we await clarity on the Ph1b/2a trial protocol and pursued indication.*Our rNPV-based valuation takes into account estimates related to OPM-101 and OPM-201 and does not factor in the potential dilutive impact of any future capital raises. Discovery/preclinical-stage programs are conside...
- David Seynnaeve
- PhD
(Sponsored) Oncodesign Precision Medicine - H1 update: clarity around ...
*Recently, OPM provided an H1 update, most notably confirming Ph1b/2a commencement with OPM-101 end of 2024/early 2025. *Furthermore, the company indicated that the Ph1 for Parkinson's disease with OPM-201 is wrapping up soon - we expect results in H1 2025 (10% TP upside) – with Servier preparing for a follow-up Ph1b/2a study which is likely to trigger a milestone payment and consequently strengthen OPM's cash position (which stood at close to EUR 10m end of June).*Based on an updated ...
- David Seynnaeve
- PhD
(Sponsored) Oncodesign Precision Medicine - OPM-101 Ph1 data prompt fu...
Yesterday, OPM announced successful completion of its Ph1 study with healthy volunteers for its RIPK2 inhibitor ‘OPM-101'. Data indicates safety, rapid onset of action, and strong/sustained target engagement.Ph1b/2a expected to commence by year-end with indication to be determined (prioritization of immune checkpoint inhibitor-induced colitis not reiterated) and study design to be finalized. Hence, we are somewhat left in the dark regarding next steps and therefore look forward to an update...
- David Seynnaeve
- PhD
(Sponsored) Oncodesign Precision Medicine - Promising radiotheranostic...
Last night, OPM announced a partnership with German ‘Navigo Proteins' for the development of radiotherapeutic drug candidates focused on two oncology targets. OPM will fund the program over the next three years. No financial details disclosed.Navigo's precision targeting technology is based on so-called Affilins®, small proteins derived from human ubiquitin, which offer several benefits over traditional antibodies in radiotheranostic development.Promising partnership for OPM which supp...
- David Seynnaeve
- PhD
(Sponsored) Oncodesign Precision Medicine - EUR 5.6m public funding to...
Last night, OPM announced receival of EUR 5.6m public funding (France 2030) for its DEMOCRITE Project dedicated to clinical development of its RIPK2 inhibitor ‘OPM-101' for immune checkpoint inhibitor-associated colitis (ICI-AC).Funds strengthen OPM's latest net cash position (EUR 6.8m) and allows OPM to further advance the Ph2a for ICI-AC with OPM-101 (expected to start towards end of this year). In parallel, the company will explore the potential of the asset for inflammatory bowel d...
- David Seynnaeve
- PhD
(Sponsored) Oncodesign Precision Medicine - Targeted therapies for inf...
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 inhibit...
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