Immunome (IMNM)
Develops targeted oncology drugs across ADCs, radioligands and small molecules.
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Develops targeted oncology drugs spanning small molecules, antibody-drug conjugates and radioligands, led by varegacestat under FDA review and clinical-stage IM-1021, IM-1617 and IM-3050. With no product revenue, the business depends on clinical results, regulatory approvals, financing and outside development and manufacturing partners.
Develops targeted oncology therapies across small molecules, antibody-drug conjugates and radioligands. Varegacestat, an oral gamma secretase inhibitor for adults with desmoid tumors, is under FDA review; IM-1021 is a ROR1-targeted ADC in early clinical testing for B-cell lymphomas and solid tumors.
Builds its ADC pipeline around underexplored tumor targets and the proprietary HC74 topoisomerase inhibitor payload. Clinical-stage IM-1617 and earlier IM-1340 and IM-1335 extend that approach into solid tumors, while IM-3050 is designed to deliver a radioisotope to FAP-expressing cells.
Operates as a single U.S. targeted-oncology development segment without product revenue. Progress depends on clinical results, regulatory approvals, continued financing and third-party organizations that run trials and manufacture, supply and test development materials.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 12, 2026 | Wedbush | Reiterate | Outperform | $33 | $35 |
| May 28, 2026 | Truist Financial | Target | $36 | $37 | |
| May 28, 2026 | Barclays | Target | $36 | ||
| May 15, 2026 | Leerink Partners | Reiterate | Outperform | $40 | $33 |
| Feb 12, 2026 | H.C. Wainwright | Target | $40 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $520.0M · Total debt $4.6M · Total assets $565.4M · Shareholders' equity $525.1M
- Revenue
- $0
- Operating income
- −$78.1M
- Net income
- −$73.1M
No dividends on record.
| Institutions208 holders · as of Mar 31, 2026 | 102.73% | 116.67M shares | |
| Insiders9 holders · as of Aug 12, 2026 | 1.49% | 1.69M shares | |
| Adds to | 104.22% |
113.58M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (113.58M in the company's Sep 3, 2026 report, 95.60M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 104.22%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
FMR LLCInstitution | 14.94% | 16.97M | 13Fas of Mar 31, 2026 |
T. Rowe Price Investment Management, Inc.Institution | 14.41% | 16.36M | 13Fas of Mar 31, 2026 |
BlackRock, Inc.Institution | 7.19% | 8.17M | 13Fas of Mar 31, 2026 |
Sirenia Capital Management LPInstitution | 6.07% | 6.90M | 13Gfiled May 15, 2026 ↗ |
Redmile Group, LLCInstitution | 4.89% | 5.56M | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 12, 2026 | Isaac Barchas | director | −11,048 | $27.25 |
| Aug 11, 2026 | Isaac Barchas | director | −62,291 | $26.23 |
| Aug 10, 2026 | Isaac Barchas | director | −10,125 | $26.07 |
| Aug 7, 2026 | Isaac Barchas | director | −15,248 | $26.06 |
| Aug 6, 2026 | Isaac Barchas | director | −20,840 | $26.06 |
- Merck
ROR1 ADC rival in DLBCL trials
- Novartis (ADR)
FAP and broader RLT platform peer
- AstraZeneca (ADR)
Commercial TOP1 ADC platform rival
- Pfizer
Large ADC commercial platform rival
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Immunome | $27.32 | +0.94% | $2.61B | — | — | — | — |
| Merck | $151.72 | +0.05% | $374.52B | 121.3 | 17.6 | 5.6 | +5.1% |
| Novartis (ADR) | $162.45 | +0.01% | $308.79B | 24.5 | 17.3 | 5.6 | +0.9% |
| AstraZeneca (ADR) | $163.48 | +1.13% | $250.67B | 24.3 | 15.2 | 4.1 | +6.4% |
| Pfizer | $28.98 | −0.17% | $165.40B | 38.3 | 10.4 | 2.6 | +2.6% |
| Median | 31.4 | 16.3 | 4.9 | +3.8% |