Odyssey Therapeutics (ODTX)
Develops immune-signaling therapies for autoimmune and inflammatory diseases.
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Develops small-molecule and protein therapeutics for autoimmune and inflammatory diseases, anchored by an oral RIPK2 scaffolding inhibitor in clinical development for inflammatory bowel disease. It is a pre-commercial, single-segment drug developer whose future product revenue depends on clinical success, approval, manufacturing, commercialization, reimbursement, and adoption.
Develops small-molecule and protein therapeutics against upstream immune-signaling nodes in autoimmune and inflammatory disease. Its oral RIPK2 scaffolding inhibitor is in clinical development for inflammatory bowel disease, while other disclosed programs target SLC15A4, TNFR2, TSLP/IL-33, IRAK4, and IRF5 for immune and respiratory conditions.
Selects targets with human genetics, clinical, or translational support, then combines immunobiology, chemistry, structural biology, genetics, pharmacology, and AI/ML models to choose an appropriate modality. Research and clinical development drive operations, with contract manufacturers supplying clinical materials.
Has no approved products, product-sales revenue, manufacturing facilities, or sales and marketing organization. Progress toward product revenue depends on clinical development, regulatory approval, third-party manufacturing, commercialization, reimbursement, and adoption.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Aug 27, 2026 | H.C. Wainwright | Initiate | Buy | $44 |
| Jun 2, 2026 | Wedbush | Target | $30 | |
| Jun 2, 2026 | Oppenheimer | Target | $40 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $310.6M · Total debt $24.8M · Total assets $483.9M · Shareholders' equity $421.2M
- Revenue
- $0
- Operating income
- −$55.5M
- Net income
- −$52.8M
No dividends on record.
| Institutions59 holders · as of Jun 30, 2026 | 72.70% | 34.92M shares | |
| Otherremainder | 27.30% | 13.11M shares |
48.03M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count has not been confirmed by a second filing; stakes use it as it stands.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
FMR LLCInstitution | 10.78% | 5.18M | 13Fas of Jun 30, 2026 |
Sr One Capital Management, LPInstitution | 7.90% | 3.79M | 13Fas of Jun 30, 2026 |
TPG GP A, LLCInstitution | 7.68% | 3.69M | 13Fas of Jun 30, 2026 |
Lightspeed Management Company, L.L.C.Institution | 7.51% | 3.61M | 13Fas of Jun 30, 2026 |
Orbimed Advisors LLCInstitution | 6.25% | 3.00M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings
Insider tradesForm 4
Nothing filed in the last 12 months.
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- Kymera Therapeutics
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ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Odyssey Therapeutics | $27.90 | +4.83% | $1.28B | — | — | — | — |
| AbbVie | $262.35 | +0.24% | $462.37B | 73.7 | 17.2 | 7.2 | +10.2% |
| Johnson & Johnson | $275.36 | +0.04% | $663.23B | 31.9 | 23.1 | 6.8 | +6.6% |
| Takeda (ADR) | $18.53 | +0.47% | $58.65B | 51.2 | 56.7 | 2.0 | +5.8% |
| Eli Lilly | $1,166.44 | +0.61% | $1.09T | 38.9 | 28.4 | 13.7 | +47.7% |
| Pfizer | $28.96 | −0.24% | $165.40B | 38.3 | 10.4 | 2.6 | +2.6% |
| Bristol-Myers Squibb | $67.50 | −0.23% | $138.21B | 14.9 | 10.6 | 2.8 | +5.7% |
| Kymera Therapeutics | $118.52 | −0.13% | $9.76B | — | — | 92.9 | +466.4% |
| Median | 38.6 | 20.2 | 6.8 | +6.6% |