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 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | Alliance Global Partners | Initiate | Rating: — | |
| Aug 12, 2026 | Wedbush | Reiterate | Rating: —Target: $33 | Target: $35 |
| May 28, 2026 | Truist Financial | Target | Target: $36 | Target: $37 |
| May 28, 2026 | Barclays | Target | Target: — | Target: $36 |
| May 15, 2026 | Leerink Partners | Reiterate | Rating: —Target: $40 | Target: $33 |
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.
| Institutions | 104.71% | 118.93M shares | |
|---|---|---|---|
| 211 holders · as of Jun 30, 2026 | |||
| Insiders | 1.49% | 1.69M shares | |
| 9 holders · as of Sep 15, 2026 | |||
| Adds to | 106.20% | ||
113.58M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (113.58M in the company's Sep 23, 2026 report, 95.60M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 106.20%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
T. Rowe Price Investment Management, Inc.Institution | 17.32% | 19.68M | as of Jun 30, 2026 |
FMR LLCInstitution | 14.96% | 16.99M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.75% | 8.81M | as of Jun 30, 2026 |
Sirenia Capital Management LPInstitution | 6.07% | 6.90M | filed May 15, 2026 |
State Street CorpInstitution | 4.84% | 5.49M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Jack Higgins | officer: Chief Scientific Officer | −13,200 | $25.32 |
| 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 |
- 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 | $24.20 | −6.02% | $2.46B | — | — | — | — |
| Merck | $147.66 | −2.16% | $372.73B | 120.7 | 17.1 | 5.6 | +5.1% |
| Novartis (ADR) | $142.68 | +0.99% | $268.53B | 21.3 | 15.2 | 4.8 | +0.9% |
| AstraZeneca (ADR) | $163.70 | −2.77% | $261.12B | 25.3 | 15.4 | 4.3 | +6.4% |
| Pfizer | $28.18 | +0.88% | $159.19B | 36.9 | 10.1 | 2.5 | +2.6% |
| Median | 31.1 | 15.3 | 4.5 | +3.8% |