OSTX Stock Forecast & Price Target

OS Therapies is making significant progress in the development of their lead drug, OST-HER2, with a rolling review initiated by the EMA and upcoming catalysts such as overall survival update, RMAT decision, and potential BLA submission in the second half of 2026. With a heavy cost structure supporting development, regulatory work, and corporate infrastructure, continued execution against regulatory milestones will be crucial for the company to stay ahead of financing concerns. Additionally, OS Therapies benefits from multiple regulatory designations and the potential for a Priority Review Voucher, providing a non-dilutive financing opportunity.

OS Therapies is facing regulatory challenges with their two drug technologies, as key milestones for completion of regulatory meetings and the initiation of global Phase 3 trials are pushed back to Q2 and Q3 2026 respectively. Furthermore, the European peak sales potential may not be enough to sustain the company, leaving investors to focus on regulatory feedback and potential accelerated approval decisions in the second half of 2026, which could provide a significant capital infusion. In the meantime, the lack of new clinical readouts may cause potential investors to look elsewhere for more promising opportunities.