OSRH Stock Rockets 60% On $815M Immunotherapy Deal — Retail Bulls Eye $1 Mark For The Stock

• The deal is expected to advance its cancer immunotherapy candidate VXM01, which has shown promising results in early studies for glioblastoma and pancreatic cancer.
• Under the agreement, BCME will get exclusive rights to develop, manufacture, and commercialize the drug.
• BCME has pledged its nearly 30% stake in the OSRH as collateral to back the milestone payments.

Shares of OSR Holdings Inc. (OSRH) soared 60% on Thursday, marking their biggest one-day jump in over eight months, as investors welcomed a newly finalized global licensing deal that could bring in up to $815 million in milestone payments.

OSR Holdings signed an agreement with BCM Europe (BCME) to advance its cancer immunotherapy candidate VXM01, an oral treatment targeting VEGFR-2, a protein found on blood vessels that helps control how blood cells grow and survive.

VXM01 has shown promising results in early studies for aggressive cancers such as glioblastoma and pancreatic cancer.

$815M Licensing Deal

Under the agreement, BCME will get exclusive rights to develop, manufacture, and commercialize the drug, while OSR could receive up to $815 million in milestone payments tied to clinical, regulatory, and commercial progress.

BCME, OSR’s largest shareholder, has pledged its nearly 30% stake in the company as collateral to back the milestone payments. OSR will also earn full royalties after BCME recovers its investment.

“This agreement establishes a clear, accountable framework for the development of VXM01. It ensures OSR Holdings shareholders participate directly in value creation, while BCME remains accountable for its financial commitments,” said Peter Hwang, CEO of OSR Holdings.

Retail Bulls Expect Stock To Hit The $1 Mark

Retail sentiment for OSRH on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.

Users expect the stock to climb to $1, following the latest update. The stock last traded at that level on Aug. 26, 2025.

Over 193 million shares changed hands on Thursday, compared to the daily average of roughly 1.1 million, according to Stocktwits data.

The company first received a Nasdaq notice in September for failing to meet the $1 minimum share price requirement and was initially given until March 4, 2026, to regain compliance. It has now been granted an additional 180 days, giving it until Aug. 31, 2026, to meet the requirement.

The stock has gained 15% so far in 2026.

For updates and corrections, email newsroom[at]stocktwits[dot]com.