ODYSSEY THERAPEUTICS INC (ODTX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$18.88-3.18%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · ODTX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -53.6% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name has been missing across recent quarters and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 66 industry peers · Company calendar date is not available
ODTX — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, Odyssey Therapeutics, Inc. (the "Company") announced its financial results for the three months ended June 30, 2026. A copy of the press release issued in connection with the announcement is being furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in this Current Report on Form 8-K (including Exhibit 99.1 attached hereto) is intended to be furnished and shall not be deemed "filed” for purposes of Sect…
Why it matters: Both trials test OD-001 after a positive open-label study. Starting them on time moves the program into controlled testing.
Supportive ifBy the end of 2026, the company says both trials have started: Phase 2b alone and Phase 2a with vedolizumab.
Worry ifThe company reports that either trial has not started by the end of 2026, or delays its start beyond 2026.
Why it matters: The first study had no placebo group. A controlled trial can show whether OD-001 drives remission beyond the study effect.
Watch forIn H2 2027, the Phase 2b trial reports a higher Week 12 remission rate with OD-001 than with placebo. The difference is statistically significant.
Also watch forThe trial finds no clear difference in Week 12 remission rates. Or, OD-001's rate is no higher than placebo.
Why it matters: The company has no marketed product in the supplied data. Its stated cash runway helps track how long it can fund its trials.
Worry ifA later company update shortens the expected cash runway to before the second half of 2028.
Less concerning ifA later company update keeps or extends the cash runway into the second half of 2028.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$346 on $10,000 · ±3.5% | How much price usually moves either way. |
| Bad day | $855 loss on $10,000 · 8.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,228 loss on $10,000 · 42.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.