Immunome (IMNM) Company Report

Immunome anticipates top-line data for AL102 in desmoid tumors by the end of 2025, with prior Phase 2 data indicating a 64% objective response rate and 88% median tumor volume reduction, which the company believes is superior to Ogsiveo's 41% ORR and 59% reduction.
The company filed an IND for its lead ADC, IM1021 (targeting ROR1), at the end of 2024, has observed initial activity, and anticipates sharing a more comprehensive data set at a conference in 2026.
Immunome's ADC platform, featuring the HC-74 topo I inhibitor payload, aims to overcome resistance and offers a broader therapeutic index, allowing for a better safety profile compared to competitor technologies.
Looking ahead to 2026, Immunome plans to file multiple additional INDs for other ADCs, including IM-1617, IM-1340, and IM-1335, all with solid tumor potential.

1 day ago

Transcript

Immunome Provides Update on AL102 and ADC Programs

IMNM

Guidance Update

New Projects/Investments

Product Launch

Immunome anticipates top-line data for AL102 (desmoid tumors) by the end of 2025, expecting it to be more efficacious than OGSIVEO; Phase 2 data showed a 64% objective response rate compared to OGSIVEO's 41% in Phase 3.
The company filed an IND for its first ADC, IM1021 (targeting ROR1), at the end of 2024, has observed activity, and expects to share a more comprehensive data set from Phase 1 at a conference in 2026.
Immunome's ADC platform utilizes a Topo I inhibitor (HC-74) designed to overcome resistance pathways, and the company plans to file multiple additional INDs for new ADCs (IM-1617, IM-1340, IM-1335) throughout 2026.

1 day ago

Transcript

Immunome Provides Update on AL102 Phase III and ADC Pipeline

IMNM

Product Launch

New Projects/Investments

Guidance Update

Immunome is focused on targeted cancer therapies, with a pipeline dominated by antibody-drug conjugates (ADCs), and also includes a radioligand and targeted small molecules such as variegated statin (AL102).
The company plans to unblind top-line data for its Phase III RINGSIDE study of AL102 for desmoid tumors before the end of 2025. The goal is to demonstrate a higher objective response rate (ORR) and deeper tumor regression compared to the currently approved nirogacestat, which had a 41% ORR and 59% median tumor reduction.
Immunome's first ADC using its new "ADC 3.0" technology, IM1021 (targeting ROR1), has shown objective responses at multiple dose levels in Phase I for B-cell lymphoma. The company aims for a differentiated response rate of 50-70% with IM1021.
Immunome plans to submit three new INDs in 2026 and three in 2027 for large solid tumor markets, utilizing its ADC technology.
If AL102 data is positive, Immunome intends to submit for regulatory approval within four to five months and commercialize the product globally, starting with the US, Canada, and Europe.

1 day ago

Transcript

Immunome Anticipates Varegacestat Phase III Unblinding and Reports Early ADC Responses

IMNM

Guidance Update

New Projects/Investments

Product Launch

Immunome plans to unblind Phase III data for Varegacestat, a gamma secretase inhibitor for desmoid tumors, and release top-line results before the end of 2025. The company aims for a better efficacy profile than the currently approved Nirogacestat, specifically targeting higher objective response rates and deeper tumor regression.
Following positive data, Immunome intends to commercialize Varegacestat globally, with direct launches in the U.S., Canada, and Europe, and partnerships/distributors for other regions.
The company is advancing its ADC 3.0 technology, designed to overcome resistance mechanisms and deconjugation issues seen in prior ADC generations.
Immunome's first ADC utilizing this new technology, IM1021 (targeting ROR1 for B-cell lymphoma), has shown objective responses at multiple dose levels in Phase I escalation. The company aims for a differentiated response rate of 50-70% for IM1021, significantly higher than competitors.
Immunome plans to file three Investigational New Drug (IND) applications in 2026 and three in 2027 for ADCs targeting large, solid tumor markets.

1 day ago

Transcript

Immunome Provides Updates on AL102 Phase 3 Data and ADC Pipeline

IMNM

Product Launch

New Projects/Investments

Guidance Update

Immunome's AL102 (varegacestat), a small molecule inhibitor for desmoid tumors, is expected to unblind its Phase 3 RINGSIDE study and release top-line data before the end of 2025. The company aims for superior efficacy compared to nirogacestat's 41% objective response rate (ORR) and 59% median tumor reduction.
Following positive AL102 data, Immunome plans to submit for regulatory approval within 4-5 months and intends to commercialize the product in the US, Canada, and Europe.
Immunome's "ADC 3.0" technology is progressing, with its first candidate, IM1021 (ROR1 ADC), demonstrating objective responses at multiple dose levels in its Phase 1 trial for B-cell lymphoma. The company targets 50-70% response rates to differentiate from existing treatments.
Immunome anticipates filing three Investigational New Drug (IND) applications in 2026 and three in 2027 for large solid tumor markets, utilizing its advanced ADC technology.

1 day ago

Transcript

Immunome Provides Update on Varegacestat and ADC Pipeline

IMNM

Product Launch

New Projects/Investments

Immunome expects to release pivotal phase 3 data for varegacestat in desmoid tumors this quarter (Q4 2025), with enrollment for the trial completed in February 2024.
The company anticipates varegacestat will demonstrate superior efficacy compared to the currently approved drug, Ogsivo (nirogacestat), based on phase 2 data, and offers a once-daily dosing advantage.
The estimated market opportunity for desmoid tumors in the US includes approximately 1,650 new patients annually and 30,000 in prevalence, with about 5,000 prevalence patients entering treatment each year.
Immunome's lead internal pipeline candidate is a ROR1 ADC utilizing its proprietary HC74 payload, which is designed to overcome resistance pathways and enhance bystander activity, with objective responses observed in phase 1.
The company plans to file three new ADC INDs in 2026 and three in 2027.

Nov 11, 2025, 1:30 PM

Transcript

Immunome Provides Update on Varegacestat Phase 3 Data and ADC Pipeline

IMNM

Product Launch

New Projects/Investments

Guidance Update

Immunome anticipates releasing pivotal Phase 3 data for varegacestat in desmoid tumors this quarter (Q4 2025). The company projects a substantial market opportunity, with approximately 5,000 patients treated annually in the U.S., and believes 3,000 patients could generate a billion-dollar drug.
Varegacestat is positioned as a potentially superior alternative to nirogacestat (Ogsiveo), citing advantages such as once-daily dosing compared to twice-daily, and 250x higher potency. Immunome's CEO expects the drug to demonstrate significantly better efficacy than Ogsiveo's 41% objective response rate and 59% median tumor reduction.
Immunome's ROR1 antibody-drug conjugate (ADC), featuring the proprietary HC74 payload, has shown objective responses at multiple doses in Phase 1. This ADC technology is designed to overcome common resistance pathways and enhance bystander activity.
The company plans to expand its internal pipeline by bringing three new INDs in 2026 and three in 2027, leveraging its advanced ADC platform.

Nov 11, 2025, 1:30 PM

Transcript

Immunome to Release Varegacestat Phase 3 Data This Quarter, Reports Positive ROR1 ADC Phase 1 Results

IMNM

New Projects/Investments

Guidance Update

Immunome (IMNM) is a standalone pure-play cancer company focused on targeted therapies, including antibody-based therapies, radioligands, and small molecules.
The company expects to release pivotal phase 3 data for varegacestat in desmoid tumors this quarter (as of November 11, 2025), with enrollment completed in February 2024. Varegacestat is positioned as a potentially superior alternative to Ogsivo due to once-daily dosing, higher potency, and better pharmacokinetics, targeting a US market of approximately 1,650 new patients annually and 30,000 in prevalence.
Immunome is also advancing its proprietary "ADC 3.0" technology with the ROR1 ADC, which has shown objective responses at multiple doses in phase 1 and is designed to overcome common resistance pathways.
The company plans to file three new Investigational New Drug (IND) applications for ADC candidates in 2026 and three in 2027.

Nov 11, 2025, 1:30 PM

Transcript

Immunome Highlights Upcoming Catalysts and Pipeline Progress

IMNM

New Projects/Investments

Immunome anticipates Phase 3 topline data for Varegacestat (an oral, once-daily gamma secretase inhibitor for desmoid tumors) before the end of 2025.
The company's clinical and IND-stage pipeline includes IM-1021 (a ROR1 ADC with initial lymphoma data expected in 2026), IM-3050 (a FAP radiotherapy with Phase 1 initiation expected in early 2026), and three novel solid-tumor targeted ADCs (IM-1617, IM-1335, and IM-1340) with planned 2026 INDs.
Immunome highlights its proprietary HC74 TOP1i ADC payload with best-in-class potential, designed to overcome multiple resistance mechanisms.
The company's cash runway is expected to extend into 2027.

Nov 10, 2025, 11:00 PM

Presentation

Immunome Reports Q3 2025 Financial Results and Pipeline Updates

IMNM

Earnings

New Projects/Investments

Guidance Update

Immunome reported a net loss of $57.5 million for the third quarter ended September 30, 2025, with research and development expenses of $49.2 million.
As of September 30, 2025, Immunome's cash and cash equivalents totaled $272.6 million, which is expected to fund operations into 2027.
The company anticipates releasing topline data for the Phase 3 RINGSIDE trial of varegacestat before the end of 2025.
In its pipeline, objective responses were observed in B-cell lymphoma patients treated with IM-1021, with initial data for this program anticipated in 2026.

Nov 6, 2025, 9:12 PM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for Immunome.

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Clay Siegall say about margins?What are Immunome's strategic priorities?How is Immunome positioned vs competitors?How did Immunome do last quarter?

Let Fintool AI Agent track Immunome's earnings for you

Get instant analysis when filings drop