-49%

est. 2Y upside i

HealthcareSeries A

RNA medicines for liver diseases

Rank

#462

Sector

Biotechnology

Est. Liquidity

~4Y

Data Quality

Data: Medium

Ochre Bio presents a strong upside opportunity for a job seeker, driven by its unique AI-driven RNA therapeutics platform and significant partnerships with Boehringer Ingelheim (up to $1B potential) and GSK (up to $37.5M).

Last updated: March 10, 2026

Bull (30%)+350%

Successful clinical progression of lead RNA therapies for liver disease, driven by the unique 'Liver ICU' platform and expanded partnerships, pushes revenue from milestones and upfront payments to over $100M by 2028, justifying a $1.35B+ valuation (4.5x current).

Base (45%)+75%

Continued preclinical and early clinical validation, along with ongoing partnership milestones, leads to steady pipeline advancement and an estimated $525M valuation by 2028, reflecting solid execution in a competitive market.

Bear (25%)-80%

Clinical setbacks or increased competition from incumbents like Alnylam lead to delays and a down round, with the valuation dropping to $60M, significantly impairing common stock value due to existing liquidation preferences.

Est. time to liquidity~4.0 years

Preference Stack Risk

moderate

Investors hold approximately $40M in liquidation preferences ahead of common stock, based on total equity funding of $40M and an estimated valuation of $300M.

Dilution Risk

high

The company will likely require several more equity funding rounds to advance its pipeline through clinical trials, leading to further dilution for existing shareholders.

Secondary Liquidity

none

There are no active secondary markets or tender offers for Ochre Bio's private shares at this stage.

Questions to Ask at the Interview

Strategic questions based on Ochre Bio's data — designed to show you've done your homework.

  • 1

    “Given the successful completion of early research with GSK and the Boehringer Ingelheim partnership, how is Ochre Bio prioritizing its internal pipeline development versus further platform licensing deals?”

  • 2

    “With the 'Liver ICU' in New York, what are the key milestones and timelines for translating the ex-vivo human liver data into IND-enabling studies and ultimately clinical trials for your lead candidates?”

  • 3

    “Biotech development is highly capital intensive. Beyond the existing partnerships, what is the company's strategy for future funding rounds, and how do you envision managing potential dilution for common shareholders as you advance through clinical development?”

Community

Valuation Sentiment

Our model estimates -49% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.