IMMUNOME INC (IMNM)
Health Care · Clinical-stage oncology biotechnology; antibody-drug conjugates · NASDAQ
A clinical-stage oncology biotech advancing first-in-class and best-in-class targeted cancer therapies, including varegacestat for desmoid tumors and a pipeline of antibody-drug conjugates for solid tumors and hematologic malignancies.
What IMMUNOME INC does
Immunome is a clinical-stage biotechnology company developing first-in-class and best-in-class targeted oncology therapies, primarily antibody-drug conjugates (ADCs) and other cancer therapeutics. The company's lead program, varegacestat, is a gamma secretase inhibitor for desmoid tumors with Phase 3 positive data and an expected NDA submission in mid-2026. The pipeline includes two additional clinical-stage assets (IM-1021, a ROR1-targeted ADC; IM-3050, a FAP-targeted radioligand therapy) and three preclinical ADC programs.
Themes: ["Oncology / targeted cancer therapeutics","Antibody-drug conjugates (ADCs)","Desmoid tumors","B-cell lymphoma","Radioligand therapy"]
Fundamentals
- Price$24.17 as of 2026-07-09 close
- Market cap$2.7B as of 2026-07-10
- 1-year return+180.8% as of 2026-07-09 close
- Net margin-1687.1% as of 2026-07-10
- ROE-51.1% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)-63.3% as of 2026-07-10
- Revenue CAGR (3y)-29.6% SEC XBRL
- Beta2.10 as of 2026-07-10
Key risks (from latest filing)
["Clinical and regulatory risk: varegacestat's NDA submission depends on successful Phase 3 RINGSIDE trial readout and regulatory approval, with no guarantee of market approval or commercial success.","Burn rate and financing risk: the company is unprofitable with significant R&D spending ($46.4M in Q1 2026) and declining cash reserves ($582.7M in March 2026 vs. $653.5M in December 2025), requiring continued access to capital markets.","Commercial execution risk: successful launch of varegacestat requires building commercial infrastructure, patient identification, supply chain readiness, and market adoption in the desmoid tumor indication, which is a rare disease with limited patient population."]
Competitors & peers
- Ayala Pharmaceuticals (prior owner of varegacestat program)
- Genmab (ADC-focused developer)
- Seagen (Seattle Genetics) (ADC oncology pioneer)
- Sutro Biopharma (ADC developer)
- Merus (ADC platform company)
- Pfizer (oncology competitor with ADC programs)
- Roche/Genentech (oncology and ADC developer)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.