OBX (Obsidian Therapeutics Inc.) stock: $13.87, $856.5M market cap, $355.1M cash, $501.4M EV, $931.8M fully diluted market cap. Next expected readout: Jun-29. Lead program: OBX-115 (Tumor Skin), Phase 2. Data from Fully Diluted's biotech stocks database.
What they do
Obsidian Therapeutics is a clinical-stage biotechnology company pioneering engineered cell and gene therapies, developing its cytoDRiVE platform to create controllable cell therapies with initial programs in oncology.
Primary: Objective response rate (per RECIST v1.1) at the recommended phase 2 dose in the Phase 1/2 Agni-01 study (lead efficacy measure reported in the release) — 67% objective response rate (ORR) (per RECIST v1.1), including 2 confirmed complete responses (CR) and 8 confirmed partial responses (PR), among 15 patients treated at the recommended phase 2 dose
· Median progression-free survival (mPFS) was 8.3 months and median duration of response (mDOR) was not reached
· 33% of all patients treated at RP2D (5/15) remained in deep, ongoing response at 12 months post-infusion
· Median study follow-up was 14.3 months
· 93% of patients had previously received doublet ICI, and 73% had disease progression after anti-PD-1 + anti-CTLA-4 doublet therapy
· Topline data from the registration-enabling cohort of Agni-01 expected by year-end 2027
Safety: In the pooled safety set (n=37), no dose-limiting toxicities (DLT), treatment-related mortality (TRM), immune effector cell-associated neurotoxicity syndrome (ICANS) or ICU transfers; one reported Grade 3 cytokine release syndrome (CRS)
Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Sponsor-matched active trials from ClinicalTrials.gov (1 as sponsor, 0 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.