Ose Immunotherapeutics Sa · EURONEXT:OSE

Ose Immunotherapeutics Sa — Investor Presentation (March 2026)

32 slides from Ose Immunotherapeutics Sa's investor presentation, Mar 24, 2026

  1. Slide 1: Delivering on Our 3-Year Value Enhancing Strategic Plan

    Delivering on Our 3-Year Value Enhancing Strategic Plan 2026 Q1

  2. Slide 2: Forward Looking Statement

    Forward Looking Statement This presentation contains express or implied information and statements that might be deemed This presentation does not constitute an offer to sell the shares or soliciting an offer to purchase any of forward-looking information and statements in respect of OSE Immunothera

  3. Slide 3: A Business Oriented Team to Leverage OSE's Leading R&D Capabilities

    A Business Oriented Team to Leverage OSE’s Leading Research and Development Capabilities 64 Full-Time Employees Marc Le Bozec Thomas Gidoin Sonya Montgomery, ND Silvia Comis, MD Jean-Jacques Mention, PhD Strong IP Chief Executive Officer Chief Financial Officer Chief Development Chief Clinical and M

  4. Slide 4: Our 3-Year Development Plan Focused on Shareholder Value

    Our 3-Year Development Plan Focused on Shareholder Value Strategy to maximize Return on Investment while managing risk: Large Partnered Indications vs • Large indication assets to be developed up to end of Phase 2 Smaller Go-Alone Indications • Smaller indication assets to be developed up to commerc

  5. Slide 5: Clinical Pipeline Focused on Achievable Deliverables

    Clinical Pipeline Focused on Achievable Deliverables 3-Year Plan Focused on Proprietary Assets Product Candidate Target Indication Pre-Clinical Phase 1a/1b Phase 2 Phase 3 Addressable Market Upcoming Milestones Neoepitopes NSCLC Mono post-CT-ICI 2L Futility Analysis Q3 26 Tedopi $1bn+ immunotherapy

  6. Slide 6: Potential Catalysts Every 6 Months Over Our 3-Year Strategic Plan

    Potential Catalysts Every 6 Months Over Our 3-Year Strategic Plan* H1 Tedopi® H1 Lusvertikimab Rare/Specialist – Indication 2 H1 Tedopi® ISS Phase 2 read-out in Ovarian Cancer Phase 2 start in 2 new indication leveraging IV nd Phase 3 read-out in HLA-A2+ 2L NSCLC as monotherapy or in combo with form

  7. Slide 7: Lusvertikimab

    Lusvertikimab Most Advanced Anti-IL-7R mAb Strong biological rational in refractory IBD patients and inflammatory dermatologic diseases

  8. Slide 8: IL-7 Fuels Chronic Tissues Inflammation – Lusvertikimab Tackles It

    Lusvertikimab IL-7 Fuels Chronic Tissues Inflammation – Lusvertikimab Tackles It Upstream mechanism of resistance in hyper-inflammation “…Highly pro-inflammatory cells in the intestinal mucosa in Inflammatory Bowel Disease (IBD) drive molecular resistance to anti-cytokine therapy (such as anti-TNF a

  9. Slide 9: Lusvertikimab – First Pure IL-7 Antagonist With No Impact on Healthy Immune System

    Lusvertikimab Lusvertikimab – First Pure IL-7 Antagonist With No Impact on Healthy Immune System Calming down overexpressed immune response A differentiated IL-7R antagonist solely targeting the immune while maintaining healthy immune response system at the root cause of chronic inflammation • IL-7R

  10. Slide 10: Lusvertikimab – A Pragmatic Development Plan

    Lusvertikimab Lusvertikimab – A Pragmatic Development Plan Lusvertikimab in Rare/Specialist Indications Lusvertikimab in Ulcerative Colitis To be developed by OSE To be Outlicensed Chronic Antibiotic-Refractory Pouchitis – 45k US/EU/JP patients Ulcerative Colitis – 200-500k patients in the US alone

  11. Slide 11: Lusvertikimab – Most Advanced and Differentiated First-in-Class Anti-IL-7R mAb

    Lusvertikimab Lusvertikimab – Most Advanced and Differentiated First-in-Class Anti-IL-7R mAb Isotype IgG4 IgG1 IgG1 IgG1 • Non-Internalizing1 • TSLP Antagonist • Internalizing • Internalizing • Full Antagonist IL-7R • T-cell Decrease • Antago + Partial Agonist IL-7R • Antago + Partial Agonist IL-7R

  12. Slide 12: CoTikiS – Lusvertikimab IV Phase 2 in Moderate-to-Severe UC

    Lusvertikimab CoTikiS – POC in Chronic Inflammation Lusvertikimab IV Phase 2 in Moderate-to-Severe UC W0 W10 W38 Induction % of Completers Open Label % Completers Safety Screening IV infusions at Week 0, 2, 6 entering OLE Extension OLE OLE Follow-Up Lusvertikimab 50 98% 78% 150 patients 850mg pts •

  13. Slide 13: Clinically and Statistically Meaningful Remission at Week 10 with Lusvertikimab

    Lusvertikimab Clinically and Statistically Meaningful Remission at Week 10 with Lusvertikimab Primary Endpoint: Modified Mayo Score Clinical Remission at W10 Sustained benefit beyond W101 Improvement (MMS)*µ at W10 Δ 11.8%; p=0.066 100 Pooled 450/850 mg remission Placebo 450 850 450/850 30 remission

  14. Slide 14: Induction Results at Week 10: Endoscopic Improvement and Remission

    Lusvertikimab Induction Results at Week 10 Clinically meaningful and significant endoscopic improvement and remission Endoscopic Improvement** UC Endoscopic Index of Severity UCEIS*** Endoscopic Remission*at W10 at W10 change from baseline at W10 Δ 19.3%; p=0.027 Δ 11.7% Δ 31.9%; p=0.004 Δ 12.4% Pla

  15. Slide 15: Induction Results at Week 10: Histologic Improvement

    Lusvertikimab Induction Results at Week 10 Clinically meaningful and significant histologic and histo-endoscopic mucosal improvement Histological Improvement Histo-Endoscopic Mucosal Histological Geboes index at W10* Improvement (HEMI) at W10** change from baseline at W10 Δ 27.0%; p<0.01 Δ 21.0%; p=

  16. Slide 16: CoTikiS – 850 mg Group More Severe Disease than 450 mg and/or Placebo Groups

    Lusvertikimab CoTikiS – 850 mg Group More Severe Disease than 450 mg and/or Placebo Groups Placebo 450 mg (n=35) 850 mg (n=50) Total (n=134) (n=49) Age: mean (SD) 42.7 (15.9) 38.8 (10.5) 42.5 (15.1) 41.6 (14.4) Sex: male 28 (57.1%) 22 (62.9%) 27 (54.0%) 77 (57.5%) Weight (kg) mean (SD) 75.3 (15.2) 7

  17. Slide 17: Lusvertikimab – Well Tolerated & Good Safety Profile

    Lusvertikimab Lusvertikimab – Well Tolerated & Good Safety Profile Placebo 450 mg 850 mg Total (N=49) (N=36) (N=51) (N=136) N(%) [E] N(%) [E] N(%) [E] N(%) [E] At least one TEAE in induction phase 16 (32.7) [29] 17 (47.2) [33] 20 (39.2) [42] 53 (39.0) [104] At least one TEAE related to study treatme

  18. Slide 18: Biomarker+ Could Boost Efficacy 4x in c.30-40% of UC Population Tested

    Lusvertikimab Biomarker+ Could Boost Efficacy 4x in c.30-40% of UC Population Tested* Confirmatory ex-vivo data to be generated over next 2 years Clinical Remission (Placebo-adjusted) Clinical remission based on Lusvertikimab Biomarker Sensitivity Specificity 70 Δ 46.5% Lusv. 100% 85% % of Patients

  19. Slide 19: Hidradenitis Suppurativa – A Large Dermatology Indication

    Lusvertikimab Hidradenitis Suppurativa – A Large Dermatology Indication 500-600k moderate/severe patients in the US/EU/Japan Target / Pathway Biological Effect Key Limitation in HS Anti TNFa • Primarily target TNFa Producing B cells in HS • Limited efficacy • Recurrent painful nodules, abscesses and

  20. Slide 20: Hidradenitis Suppurativa – Phase 2 POC Design & Expected Timeline

    Lusvertikimab Hidradenitis Suppurativa – Phase 2 POC Design & Expected Timeline 16 Months 21 Months Lusvertikimab IV At week 0, 2, 6 and 10 post start post start 70 Interim analysis on 2:1 Primary efficacy endpoint Patients 50% of recruited patients Hidradenitis Suppurativa Placebo IV Hidradenitis S

  21. Slide 21: Chronic Antibiotic-Refractory Pouchitis – A Rare IBD Indication

    Lusvertikimab Chronic Antibiotic-Refractory Pouchitis – A Rare IBD Indication 45k patients in the US/EU/Japan Strong scientific rational for Lusvertikimab in pouchitis • Complication of restorative proctocolectomy with ileal pouch-anal • Refractory pouchitis and UC may therefore respond to similar a

  22. Slide 22: Chronic Antibiotic-Refractory Pouchitis – Phase 2a Design & Expected Timeline

    Lusvertikimab Chronic Antibiotic-Refractory Pouchitis – Phase 2a Design & Expected Timeline Lusvertikimab IV At week 0, 2, 6 and 10 18 Months 24 Months 30-50 post start post start 2:1 Patients Interim analysis on Placebo IV Primary efficacy endpoint 50% of recruited patients At week 0, 2, 6 and 10 T

  23. Slide 23: TEDOPI®

    TEDOPI® Most Advanced Therapeutic Cancer Immunotherapy Bringing new hope to patients in the fight against ICI resistant NSCLC

  24. Slide 24: An Immunotherapy Activating Specific T-Cells to Revive Anti-Tumor Response

    Tedopi® An Immunotherapy Activating Specific T-Cells to Revive Anti-Tumor Response • Unique combination of neoepitopes: small peptides deriving from tumor specific antigens expressed in various cancers • Strong binding to HLA-A2 receptor (45% population) • Direct activation of tumor specific T-cells

  25. Slide 25: ATALANTE: Survival Benefit with Tedopi® in Phase 3 in 3L HLA-A2+ NSCLC

    Tedopi® ATALANTE: Survival Benefit with Tedopi® in Phase 3 in 3L HLA-A2+ NSCLC with Secondary Resistance to Immune Checkpoint Inhibitors OS rate at 12 months Significantly safer than SoC Overall Survival secondary resistance post anti-PD(L)1 44% in Tedopi® vs 27.5% in SoC 11% vs 35% grade 3-5 relate

  26. Slide 26: ARTEMIA - Ongoing Tedopi® Phase 3 in HLA-A2+ NSCLC Patients Post ICI

    Tedopi® ARTEMIA - Ongoing Tedopi® Phase 3 in HLA-A2+ NSCLC Patients Post Immune Checkpoint Inhibitors Tedopi® (n=242) KEY ELIGIBILITY CRITERIA Q3W for 6 SC cycles, Q3 2026 - HLA-A2+ - Metastatic squamous & non- then Q8W until end Year 1, then Q12W up to end Year 2 PRIMARY ENDPOINT: Overall Survival

  27. Slide 27: Tedopi® Targets 100k Patients in 2nd Line NSCLC Post ICI

    Tedopi® Tedopi® Targets 100k Patients in 2nd Line NSCLC Post ICI Tedopi® has the potential to become the new standard for recurrent patients in 2L NSCLC presenting HLA-A2 phenotype LUNG CANCER: Incidence of High prevalence, mortality and unmet need - worldwide advanced NSCLC in • 2nd most frequently

  28. Slide 28: Additional Read-Out in 2026 in NSCLC, Ovarian and Pancreatic Cancer

    Tedopi® Additional Read-Out in 2026 in NSCLC, Ovarian and Pancreatic Cancer Phase 2 ISS trials in combination with immunotherapy or chemotherapy treatments Maintenance setting post standard of care 2nd line post 1st line chemo IO TEDOVA - Ovarian Cancer TEDOPaM - Pancreatic Cancer CombiTED - NSCLC I

  29. Slide 29: Financials

    OS IMMUNO THERAPEUTICS Financials

  30. Slide 30: Financials

    Financials Company Overview Analyst Coverage Market Cap*: €77m Jamila El Bougrini (FR) Cash Position: €41.6m (June 30, 2025) (including €16.2m in short-term deposits) Arron Aatkar (UK) Cash Runway: Early Q4 2026 Jyoti Prakash (UK) Outstanding Shares: 22.5m Martial Descoutures (FR) Latest Equity Rais

  31. Slide 31: Our 3-Year Development Plan Focused on Shareholder Value

    Our 3-Year Development Plan Focused on Shareholder Value Strategy to maximize Return on Investment while managing risk: Large Partnered Indications vs • Large indication assets to be developed up to end of Phase 2 Smaller Go-Alone Indications • Smaller indication assets to be developed up to commerc

  32. Slide 32: Immuno-Oncology & Immuno-Inflammation

    Immuno-Oncology & Immuno-Inflammation Head Office Paris Office 22, boulevard Bénoni Goullin 10, Place de Catalogne 44200 Nantes, France 75014 Paris, France Company Information: http://ose-immuno.com/en/

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