IMNN Imunon, Inc.

BEARISH Impact: 6/10 8-K
Horizon months Filed Jun 4, 2026 Processed 2d 10h ago SEC 0001493152-26-027201
Killer combo: Material agreement + unregistered equity (likely PIPE/convertible)
Latest settled — T+1d
IMNN ▼ -1.90% at T+1d
SHORT call ✓ call won +1.90% · α vs SPY -0.69% · entry $2.10 → $2.06
Next anchor: T+5d in 5d
Currently $2.06 · +1.90% from $2.10 entry (call sign-flipped)
Entry anchored
Jun 3, 03:26 PM ET
via Databento tick
T+1d
-1.90%
call +1.90% · α -0.69%
$2.06
settled yesterday
T+5d
call — · α —
in 5d
T+20d
call — · α —
in 27d
T+60d
call — · α —
in 3mo

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Executive Summary

Imunon entered into a $10M financing with Streeterville Capital, consisting of $2.5M from 250 shares of non-convertible Series A Preferred Stock and $7.5M from two secured promissory notes (A-1 Note: $2.72M principal, 8% interest; B Note: $5M principal, 5% interest), both maturing in 18 months. $5M of the proceeds is held as cash collateral in a subsidiary account, leaving $5M immediately available for the Phase 3 OVATION 3 trial. The structure avoids common-stock dilution but adds secured debt and restrictive covenants, including a 10% prepayment premium and monthly redemption rights starting at month 6.

Key Financial Metrics

Offering Size
$10.0M

Actionable Insight

The financing provides $5M in immediate cash for the Phase 3 trial but loads the balance sheet with $10M in secured obligations exceeding market cap. The monthly redemption feature ($250K/month starting Dec 2026) creates cash drain risk. Monitor for any covenant breaches or delisting notices (trigger events) that could accelerate repayment at 115% of outstanding. The non-convertible preferred avoids common dilution but the 8% PIK feature could expand the preferred overhang.

Key Facts

  • Gross proceeds of $10M: $2.5M from 250 Series A Preferred shares at $10,000/share, $2.72M A-1 Note (net $2.5M after $200K OID and $20K expenses), $5M B Note.
  • A-1 Note: 8% interest, 18-month maturity, $250K/month redemption starting month 6, plus limited redemptions at 5% of daily volume when stock trades 15% above Nasdaq Minimum Price.
  • B Note: 5% interest, 18-month maturity, $5M held as cash collateral in a subsidiary account; can be exchanged for A Notes in $1M increments as A Notes or Preferred are reduced.
  • Notes secured by substantially all assets except IP, guaranteed by subsidiaries CLSN Labs and IMNN Holdings.
  • Preferred Stock: $12,000 stated value, 8% annual return (payable in cash or PIK shares), non-convertible, no voting rights, redeemable at 110% of liquidation amount at company option.
  • Restrictive covenants: no additional debt or variable-rate issuances without investor consent, no fundamental transactions without approval, no asset sales or reverse splits without consent.
  • Placement agent fee: 7% of gross proceeds ($700,000).
  • Company market cap ~$9M; total debt-like obligation of $10M exceeds market cap.

Financial Impact

Total debt-like obligation of $10M (notes + preferred stated value) against a ~$9M market cap. Net immediate cash to company: $5M (after $5M collateralized). Effective interest cost: 8% on A-1 Note, 5% on B Note, plus 8% preferred return on $2.5M, plus 10% prepayment premium and 7% placement fee.

debtdilutioncash

Risk Factors

  • Total obligations ($10M) exceed market cap (~$9M), creating severe balance sheet risk.
  • Monthly redemptions of $250K starting month 6 could strain cash if trial enrollment doesn't progress as expected.
  • Restrictive covenants limit future financing flexibility and give Streeterville veto power over fundamental transactions.
  • Delisting risk (Nasdaq minimum bid) is a trigger event that could force accelerated repayment at penalty rates.
  • Placement agent fee of $700K (7%) is high for this structure.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
90% bullish (10 analysts)

Documents Analyzed

This report is based on 9 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-027201
Exhibit: ex3-1.htm0001493152-26-027201
Exhibit: ex10-2.htm0001493152-26-027201
Exhibit: ex10-3.htm0001493152-26-027201
Exhibit: ex99-1.htm0001493152-26-027201
Document: form8-k.htm0001493152-26-027201
Document: 0001493152-26-027201-index-headers.html0001493152-26-027201
Document: 0001493152-26-027201-index.html0001493152-26-027201
Document: 0001493152-26-027201.txt0001493152-26-027201
5 reports for IMNN
Performance horizon

Track record builds as more directional reports settle.

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Reports for IMNN — sortable, filterable
Type Now
Jun 4, 2026
2d ago
8-K
BEARISH ★ 6/10
$2.10 $2.06▲ +1.90%▼ −0.69%$2.06 (+1.90%)
May 12, 2026
25d ago
8-K
BULLISH ★ 6/10
$2.70 $2.60▼ −3.70%▼ −4.28%$2.06 (−23.70%)
May 4, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$2.80 $2.77▼ −1.07%▼ −1.87%$2.06 (−26.43%)
Mar 31, 2026
9w ago
8-K
MIXED ★ 6/10
$2.94 $2.99▲ +1.70%▲ +0.95%$2.06 (−29.93%)
Mar 24, 2026
10w ago
Press Release
NEUTRAL ★ 3/10
$2.94 $2.78▼ −5.44%▼ −6.01%$2.06 (−29.93%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (14h 53m)

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