Immuneering (IMRX)
Develops oral Deep Cyclic Inhibitors for MAPK-pathway-driven cancers.
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Develops oral Deep Cyclic Inhibitors for MAPK-pathway-driven cancers. Its lead candidate, atebimetinib, is a once-daily MEK inhibitor for pancreatic cancer and other related tumors, rooted in a platform built from translational-bioinformatics work.
Develops oral Deep Cyclic Inhibitors for MAPK-pathway-driven cancers with a pulsed approach to pathway inhibition. Founded in 2008, the organization converted an earlier translational-bioinformatics and computational-biology services business into its current clinical oncology platform. That foundation analyzed omics data to understand why particular patients respond to particular medicines across therapeutic areas.
Atebimetinib, also known as IMM-1-104, is the lead once-daily MEK candidate for pancreatic cancer and other MAPK-pathway-driven tumors. Current work centers on MAPKeeper 301, a pivotal first-line pancreatic-cancer trial. Clinical performance of atebimetinib and the trial timetable are central operating dependencies.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 6, 2026 | UBS | Target | $14 | ||
| Aug 6, 2026 | H.C. Wainwright | Initiate | Buy | ||
| Jul 8, 2026 | Cantor Fitzgerald | Initiate | Overweight | $17 | |
| Mar 9, 2026 | Piper Sandler | Target | $41 | $12 | |
| Oct 29, 2025 | Mizuho Securities | Target | $8 | $12 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $149.9M · Total debt $3.6M · Total assets $202.1M · Shareholders' equity $190.7M
- Revenue
- $0
- Operating income
- −$19.0M
- Net income
- −$17.3M
No dividends on record.
| Institutions119 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 53.44% | 34.58M shares | |
| Insiders9 holders · as of Jul 16, 2026 | 1.63% | 1.05M shares | |
| Strategic holders1 holder · as of Oct 3, 2025 | 5.64% | 3.65M shares | |
| Otherremainder | ≈ 39.29% | 25.42M shares |
64.70M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (64.70M in the company's Sep 3, 2026 report, 36.30M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
FMR LLCInstitution | 15.00% | 9.70M | 13Fas of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.76% | 4.37M | 13Fas of Jun 30, 2026 |
HBM Healthcare Investments (Cayman) Ltd.Strategic | 5.64% | 3.65M | 13Gfiled Oct 3, 2025 ↗ |
SanofiInstitution | 4.19% | 2.71M | 13Fas of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.53% | 2.29M | 13Fas of Jun 30, 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 |
|---|---|---|---|---|
| Jun 23, 2026 | Benjamin J. Zeskind | director, officer: PRESIDENT AND CEO | +2,400 | $4.56 |
| Jun 15, 2026 | Brett Matthew Hall | officer: CHIEF SCIENTIFIC OFFICER | +6,035 | $4.15 |
| Jan 16, 2026 | Harold Eugene Brakewood | officer: Chief Business Officer | +5,250 | $4.76 |
| Jan 15, 2026 | Thomas J. Schall | director | +21,645 | $4.67 |
| Jan 15, 2026 | Brett Matthew Hall | officer: CHIEF SCIENTIFIC OFFICER | +2,298 | $4.57 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Immuneering | $5.02 | +3.61% | $182.2M | — | — | — | — |
| Revolution Medicines | $210.42 | +0.57% | $44.48B | — | — | — | — |
| Incyte | $128.82 | +3.05% | $26.11B | 16.4 | 53.4 | 4.5 | +37.7% |
| HUTCHMED (ADR) | $13.22 | +9.80% | $2.10B | 116.9 | — | 3.9 | +100.4% |
| Median | 66.7 | 53.4 | 4.2 | +69.1% |