ATOSSA THERAPEUTICS Business Summary

Atossa Therapeutics, Inc. (ATOS) is a clinical-stage biopharmaceutical company that generates revenue primarily through strategic licensing agreements, clinical partnerships, and the long-term commercialization of its proprietary drug candidates. The company’s business model is centered on its lead therapeutic platform, (Z)-endoxifen, a precision-engineered selective estrogen receptor modulator (SERM) designed to bypass CYP2D6 metabolism for consistent systemic exposure. Its primary business segments include Oncology, focusing on neoadjuvant and risk-reduction treatments for ER+/HER2- breast cancer, and Rare Diseases, specifically targeting Duchenne Muscular Dystrophy (DMD) and McCune-Albright Syndrome. Atossa competes directly with clinical-stage peers such as BriaCell Therapeutics, Aardvark Therapeutics, and Abeona Therapeutics; it distinguishes itself in the market by leveraging a non-oncology expansion strategy for its endocrine-modulating platform, recently securing FDA Orphan Drug and Rare Pediatric Disease designations for its DMD program. The company was co-founded by Chairman and CEO Steven C. Quay, M.D., Ph.D., a prolific physician-scientist with over 80 U.S. patents and a pedigree including faculty tenure at Stanford University School of Medicine and an M.D./Ph.D. from the University of Michigan. The executive team was significantly bolstered in late 2025 with the appointments of CFO Mark Daniel, a veteran in capital strategy and commercial readiness, and SVP of Research and Development Janet R. Rea, MSPH, who leads regulatory execution. Co-founder and Director Shu-Chih Chen, Ph.D., provides deep scientific continuity in molecular oncology. The Board of Directors features notable industry figures including Jonathan F. Finn, CIO of Vantage Consulting Group, and Dr. Tessa Cigler, a prominent medical oncologist at Weill Cornell. Institutional backing is led by major entities such as BlackRock and CVI Investments, supporting a cash position of over $40 million as of early 2026.