ODYSSEY THERAPEUTICS INC (ODTX)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$28.76+8.94%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · ODTX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Progress clinical trials for OD-001 including Phase 2b monotherapy and Phase 2a combination trials, and file CTA for OD-002 to initiate Phase 1/2a trials.
Stated as a priority in 2 of last 2 quarters. Management detailed plans to initiate Phase 2b and Phase 2a trials for OD-001 in 2H 2026 and to file a CTA for OD-002 by end of 2026, enabling Phase 1/2a trials in 1H 2027. The clinical development timeline is on track with these stated milestones.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Not enough signal yet.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Phase 2b monotherapy trial and Phase 2a combination trial with vedolizumab expected in 2H 2026; CTA for OD-002 by end of 2026.'”
“CEO: 'Advancing clinical development of OD-001 and OD-002 with upcoming trials and filings.'”
Ensure cash, cash equivalents, and marketable securities fund operations through the second half of 2028.
Stated as a priority in 2 of last 2 quarters. Cash and equivalents increased from $175.7 million in 2026-Q1 to $433.1 million in 2026-Q2, supporting management's expectation to fund operations into the second half of 2028. The trajectory shows successful capital raising and cash preservation aligned with the stated runway goal.
“Cash on hand of $433.1 million expected to fund operations into second half of 2028.”
“Cash, cash equivalents and marketable securities of $175.7 million expected to fund operations into second half of 2028.”
Control research and development and general administrative expenses to manage net loss and cash burn.
Stated as a priority in 2 of last 2 quarters. Operating expenses increased with R&D at $36.2M and G&A at $10.5M in 2026-Q2, contributing to a net loss of $52.8M, up from $38.3M in 2026-Q1. Management continues to focus on expense control, but net loss and cash burn have increased reflecting clinical program advancement.
“R&D expenses $36.2M, G&A expenses $10.5M, net loss $52.8M in 2026-Q2.”
“Net loss was $38.3 million in 2026-Q1 with operating expenses reflecting clinical advancement.”
Raise capital through private placement and IPO proceeds to fund operations and support clinical development.
Stated as a priority in 2 of last 2 quarters. Management raised $288.7 million from IPO and private placement, which together with cash on hand supports operations into the second half of 2028. Capital allocation efforts are delivering the funding needed for ongoing clinical development.
“Net proceeds of $288.7 million from IPO and private placement support operations.”
“Private placement completed to support operations and clinical programs.”
2 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.