Immix Biopharma (IMMX)
Developing BCMA-targeted CAR-T therapy for relapsed or refractory AL amyloidosis.
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Develops investigational therapies led by NXC-201, a BCMA-targeted CAR-T candidate for relapsed or refractory AL amyloidosis. The pipeline also includes the earlier IMX-110 solid-tumor program, while clinical progress depends on trial execution, future data, regulatory review, manufacturing, and continued financing.
Develops investigational cell therapies and tissue-specific therapeutics for serious diseases. The lead program, NXC-201, is a BCMA-targeted CAR-T candidate being studied in relapsed or refractory AL amyloidosis, while IMX-110 remains the earlier solid-tumor program.
Clinical work spans the U.S. NEXICART-2 study and the ex-U.S. NEXICART-1 study. Development has shifted from the original solid-tumor platform toward NXC-201, brought into the portfolio through an exclusive license and integrated through Nexcella.
NXC-201 remains investigational. Progress depends on completing clinical studies, producing future data, securing regulatory review, maintaining manufacturing, and raising capital to fund development.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | Mizuho Securities | Target | Target: $14 | Target: $26 |
| Aug 11, 2026 | Morgan Stanley | Reiterate | Rating: —Target: — | Target: $19 |
| Aug 10, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $20 | Target: $25 |
| Jul 22, 2026 | Needham | Initiate | Rating: — | |
| Jun 18, 2026 | Citigroup | Initiate | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $232.1M · Total debt $1.0M · Total assets $239.1M · Shareholders' equity $228.9M
- Revenue
- $0
- Operating income
- −$12.5M
- Net income
- −$11.6M
No dividends on record.
| Institutions | ≈ 103.55% | 56.33M shares | |
|---|---|---|---|
| 114 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 7.31% | 3.98M shares | |
| 9 holders · as of May 29, 2026 | |||
| Strategic holders | 16.71% | 9.09M shares | |
| 1 holder · as of Jun 5, 2026 | |||
| Adds to | 127.57% | ||
54.40M company shares as of Sep 6, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (71.54M in the company's Sep 22, 2026 report, 54.40M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 127.57%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Jupiter Topco LLCInstitution | 17.98% | 9.78M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 16.71% | 9.09M | filed Jun 5, 2026 |
Saturn V Capital Management LLCInstitution | 8.56% | 4.66M | as of Jun 30, 2026 |
Eventide Asset Management, LLCInstitution | 7.15% | 3.89M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.51% | 3.00M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 10, 2025 | Gabriel S. Morris | director, officer: CFO | +770 | $6.58 |
| Dec 10, 2025 | Ilya M. Rachman | director, officer: CEO and Chairman | +746 | $6.67 |
- AbbVie
Closest pipeline overlap in relapsed/refractory AL amyloidosis
- Johnson & Johnson
Approved AL standard and broad BCMA portfolio across plasma-cell disease
- Pfizer
BCMA bispecific overlap in relapsed/refractory AL amyloidosis
- AstraZeneca (ADR)
Anti-fibril program pursuing a narrower path in advanced AL amyloidosis
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Immix Biopharma | $12.46 | −0.08% | $678.4M | — | — | — | — |
| AbbVie | $265.35 | +0.33% | $467.37B | 74.5 | 17.5 | 7.3 | +10.2% |
| Johnson & Johnson | $268.59 | −0.33% | $649.40B | 31.2 | 22.6 | 6.6 | +6.6% |
| Pfizer | $27.82 | +0.29% | $158.10B | 36.7 | 9.9 | 2.5 | +2.6% |
| AstraZeneca (ADR) | $168.42 | +0.19% | $260.70B | 25.2 | 15.8 | 4.2 | +6.4% |
| Median | 33.9 | 16.7 | 5.4 | +6.5% |