Skip to content
Baker Capital StrategiesMARKETS. FILINGS. PERSPECTIVE.
Powered by THEMA

BAKER CAPITAL STRATEGIES

Get the free weekly BCS email.

Selected company filings and market updates, delivered by email. Your first report will follow soon.

  • Your weekly BCS reportMarket updates and links to filings you can explore.
  • THEMA at launchWe’ll send directions for setting up your filing alerts when THEMA officially opens.

One signup for the weekly email and your free THEMA Basic account at launch.

Already registered or a CSW member?Log in to THEMA →

At least 8 characters. This also creates your free THEMA account for launch.

You’re signing up for the weekly BCS email and THEMA launch/setup updates. Unsubscribe using the link in any email. Privacy policy · Terms

BCS

Company research

Obsidian Therapeutics, Inc.

CIK 2130606Updated Nov 13, 2026

Name history
Gazelle Parent, Inc. · through Aug 3, 2026

OBX price & chart

Provider market data

Loading TradingView…

NASDAQ:OBX on TradingView ↗

TradingView · Data may be delayed

About the company

We are a clinical-stage biopharmaceutical company harnessing novel protein-regulation technology to develop engineered tumor infiltrating lymphocyte, or TIL, cell therapies for the treatment of patients with solid tumors. Our proprietary cytoDRiVE™ platform is highly versatile and allows us to leverage drug responsive domains, or DRDs, to control protein function, with our initial focus on TIL cell therapies developed from this platform, or cytoTILs™. Our lead product candidate, amsoki-cel (formerly, “OBX-115”), is a novel, genetically engineered, autologous TIL cell therapy currently in a Phase 2 clinical trial for the treatment of advanced melanoma and a Phase 1 clinical trial for the treatment of non-small cell lung cancer, or NSCLC. Our proprietary cytoDRiVE platform has enabled amsoki-cel to have the potential to drive superior tumor-killing activity with a significantly more tolerable safety profile. In contrast to other TIL approaches, amsoki-cel is designed with regulatable membrane-bound IL15, or mbIL15, which drives TIL persistence, eliminates the need to dose toxic interleukin-2, or IL2, and enables outpatient administration of low-dose lymphodepletion. We currently own …

S-1 · 2026-08-28 · 0001193125-26-374729

Company description from the cited filing.

In the news

No coverage from other publishers is available.

Seeking Alpha

Offerings

Registration 333-298642

S-1 · 2026-08-28 · 0001193125-26-374729

Terms from the governing filing for this registration; not a claim that the offering is open today.

Registration 333-295249

S-4/A · 2026-07-02 · 0001193125-26-293383

Terms from the governing filing for this registration; not a claim that the offering is open today.

Filing attachments

d20599dex991.htm · 8-K · 2026-11-12

Exhibit 99.1 Obsidian Therapeutics Reports Third Quarter 2026 Financial Results and Business Updates Presented positive updated efficacy and pooled safety data on amsoki-cel in advanced melanoma at the 41st Annual SITC Meeting, including a 67% ORR (n=10/15), median PFS of 8.3 months and median DOR not yet reached at 14.3 months median study follow-up Enrollment is ongoing in registration-enabling cohort of the Phase 1/2 Agni-01 multicenter study, with topline data expected by year-end…

8-K · 2026-11-12 · 0001193125-26-458347

Read attachment ↗
tm2626606d1_ex99-1.htm · SCHEDULE 13G · 2026-10-05

Exhibit 99.1 JOINT FILING AGREEMENT In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the persons named below agree to the joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Common Shares, par value $0.0001 per share, of Obsidian Therapeutics, Inc., and further agree that this Joint Filing Agreement be included as an Exhibit to such joint filing. In evidence thereof, the undersigned here…

SCHEDULE 13G · 2026-10-05 · 0001104659-26-113688

Read attachment ↗
obx-ex99_1.htm · 8-K/A · 2026-08-14

Exhibit 99.1 OBSIDIAN THERAPEUTICS SUB, INC. (F/K/A OBSIDIAN THERAPEUTICS, INC.) CONDENSED CONSOLIDATED BALANCE SHEETS (AMOUNTS IN THOUSANDS, EXCEPT FOR SHARE DATA) (UNAUDITED) June 30, December 31, …

8-K/A · 2026-08-14 · 0001193125-26-352388

Read attachment ↗
obx-ex99_2.htm · 8-K/A · 2026-08-14

Exhibit 99.2 MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Unless the context otherwise requires, references in this exhibit to “we,” “us,” “our” and the “Company” refer to Obsidian Therapeutics Sub, Inc. You should read the following discussion and analysis of our financial condition and results of operations in conjunction with our unaudited condensed consolidated financial statements as of June 30, 2026, and for the six months ended June 30, 2026 and …

8-K/A · 2026-08-14 · 0001193125-26-352388

Read attachment ↗
d105773dex991.htm · S-8 · 2026-08-03

Exhibit 99.1 OBSIDIAN THERAPEUTICS, INC. 2016 STOCK OPTION AND GRANT PLAN SECTION 1. GENERAL PURPOSE OF THE PLAN; DEFINITIONS The name of the plan is the Obsidian Therapeutics, Inc. 2016 Stock Option and Grant Plan (the “Plan”). The purpose of the Plan is to encourage and enable the officers, employees, directors, Consultants and other key persons of Obsidian Therapeutics, Inc., a Delaware corporation (including any successor entity, the “Company”) and its Subsidiaries, upon whose judgment, …

S-8 · 2026-08-03 · 0001193125-26-330881

Read attachment ↗
d105773dex992.htm · S-8 · 2026-08-03

Exhibit 99.2 OBSIDIAN THERAPEUTICS, INC. 2026 EQUITY INCENTIVE PLAN SECTION 1. GENERAL PURPOSE OF THE PLAN; DEFINITIONS The name of the plan is the Obsidian Therapeutics, Inc. 2026 Equity Incentive Plan (as amended from time to time, the “Plan”). The purpose of the Plan is to encourage and enable the officers, employees, Non-Employee Directors and Consultants of Obsidian Therapeutics, Inc. (the “Company”) and its Affiliates upon whose judgment, initiative and efforts the Company largely depe…

S-8 · 2026-08-03 · 0001193125-26-330881

Read attachment ↗

Privacy choices

BCS measures page use with Google Analytics using regional consent settings. You can change your preference here. Charts and market data remain available.

Essential functions — always available. Security, navigation, registration and remembering these choices.

Audience analytics

Analytics cookies are off by default for visitors Google identifies in the EEA, UK or Switzerland until allowed. Limited measurement without analytics cookies may still occur under those regional defaults.

TradingView charts, quotes and the economic calendar load automatically as page content. TradingView receives network and browser information and may collect its own usage analytics. This choice controls BCS’s Google Analytics only.

Google advertising is not enabled. Direct sponsor links do not load advertising trackers on BCS.

Turning analytics off stops future Google Analytics activity here. It does not erase information already received by the provider. Read the privacy policy.