Odyssey Therapeutics, Inc. (ODTX) AI Stock Analysis

Odyssey Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on developing medicines for autoimmune and inflammatory diseases. Its pipeline includes OD-001, an oral small molecule inhibitor of receptor-interacting protein kinase 2 in a phase 2a trial for ulcerative colitis. The company is also developing OD-002, an oral small molecule SLC15A4 inhibitor designed to block TLR7/8/9-mediated pathogenic inflammatory responses through IRF5 activation, and OD-003, a protein therapeutic engineered to selectively agonize tumor necrosis factor receptor 2 on Treg. Other preclinical programs include a TSLP/IL-33 bispecific antagonist, an IRAK4 scaffolding inhibitor, and a small molecule inhibitor of IRF5.

Revenue rose from $1.0M in FY2023 to $4.5M in FY2024, delivering growth of 331.2%, before falling 33.5% to $3.0M in FY2025. Across that period, the two-year revenue CAGR was 69.4%. Operating margins were -12867.8% in FY2023, -3023.8% in FY2024, and -5415.2% in FY2025. Net losses widened from -$125.9M in FY2023 and -$129.3M in FY2024 to -$148.6M in FY2025, driven by R&D expenses of $126.6M in FY2025. For the trailing twelve months ended June 30, 2026, revenue was $99,000, operating margin was -156392.9%, and diluted EPS was -$7.55.

As of June 30, 2026, Odyssey Therapeutics held cash and short-term investments of $310.6M against total debt of $24.8M, yielding net cash of $285.8M. Total assets were $483.9M and shareholders' equity was $421.2M. The company reported a current ratio of 11.36 and a debt-to-equity ratio of 0.06. In FY2025, operating cash flow was -$129.5M and free cash flow was -$130.7M after capital expenditures of $1.2M.

Odyssey Therapeutics trades at a price-to-book multiple of 2.4x, with a market capitalization of $825.2M and an enterprise value of $711.9M. Because trailing twelve month revenue was $99,000 and operating margin was -156392.9%, standard earnings valuation metrics are not meaningful, compared to the median of its US-listed Healthcare peers, which trade at a trailing P/E of 24.6x, a forward P/E of 17.3x, and a price-to-sales multiple of 4.1x. The stock closed at $17.17 on October 16, 2026, against its 52-week range of $15.10 to $29.05, while the S&P 500 returned 16.8% over the past year.

Analysts maintain a mean price target of $35.33 for ODTX, representing a 105.8% premium over its last close of $17.17. For the fiscal year ending December 31, 2026, consensus estimates project EPS of -$4.62 on revenue of $0. For the following fiscal year, 4 analysts estimate revenue of $0 and EPS of -$4.15, representing an estimated EPS growth of 10.2%. The company's next earnings date is November 4, 2026.

This page is an AI-written research summary of Odyssey Therapeutics, Inc. (ODTX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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